| |
|
|
| Name: |
Lee Financial CORP |
| City: |
DALLAS |
| State: |
TX |
| Zip: |
75251 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
100 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VNQ |
Vanguard REIT Index VIPERs |
98 |
New |
$82.89 |
$467,000 |
5,288 |
0.08% |
467,000 |
5,288 |
0.001 |
Closed - End Fund - E... |
|
|
DAL |
Delta Air Lines Inc |
127 |
New |
$46.55 |
$243,000 |
6,028 |
0.04% |
243,000 |
6,028 |
0.001 |
Major Airlines |
|
|
IWM |
iShares Tr Russell 2000 Indx |
131 |
New |
$204.31 |
$241,000 |
1,200 |
0.04% |
241,000 |
1,200 |
0 |
Closed - End Fund - E... |
|
|
MBLY |
Mobileye Global Inc. |
171 |
New |
$27.13 |
$108,000 |
2,500 |
0.02% |
108,000 |
2,500 |
0.004 |
N/A |
|
|
ESLT |
Elbit Systems Ltd |
172 |
New |
$199.05 |
$107,000 |
500 |
0.02% |
107,000 |
500 |
0.001 |
Scientific & Technica... |
|
|
RIVN |
Rivian Automotive, Inc. / De |
216 |
New |
$0.00 |
$56,000 |
2,400 |
0.01% |
56,000 |
2,400 |
0.003 |
N/A |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
235 |
New |
$90.12 |
$50,000 |
505 |
0.01% |
50,000 |
505 |
0 |
Closed - End Fund - E... |
|
|
BANC |
First Pactrust Bancorp Inc |
248 |
New |
$15.08 |
$40,000 |
2,967 |
0.01% |
40,000 |
2,967 |
0.007 |
Domestic Regional Banks |
|
|
BND |
Vanguard Total Bond Market ETF |
263 |
New |
$71.38 |
$31,000 |
427 |
0.01% |
31,000 |
427 |
0.002 |
Closed - End Fund - E... |
|
|
PCOR |
Procore Technologies, Inc. |
358 |
New |
$68.30 |
$15,000 |
210 |
0% |
15,000 |
210 |
0 |
N/A |
|
|
TNDM |
Tandem Diabetes Care Inc |
403 |
New |
$44.36 |
$11,000 |
385 |
0% |
11,000 |
385 |
0.004 |
Medical Instruments &... |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
459 |
New |
$92.50 |
$9,000 |
92 |
0% |
9,000 |
92 |
0 |
Closed - End Fund - E... |
|
|
GRMN |
Garmin Ltd |
458 |
New |
$168.93 |
$9,000 |
70 |
0% |
9,000 |
70 |
0 |
Scientific & Technica... |
|
|
WM |
Waste Management Inc |
441 |
New |
$211.49 |
$9,000 |
53 |
0% |
9,000 |
53 |
0 |
Waste Management |
|
|
EXPE |
Expedia Inc |
444 |
New |
$112.84 |
$9,000 |
62 |
0% |
9,000 |
62 |
0 |
Internet Service Prov... |
|
|
GD |
General Dynamics Corp |
468 |
New |
$296.44 |
$8,000 |
31 |
0% |
8,000 |
31 |
0 |
Aerospace/Defense - M... |
|
|
TNON |
Tenon Medical, Inc. |
|
New |
$0.09 |
$6,000 |
3,499 |
0% |
6,000 |
3,499 |
0.031 |
N/A |
|
|
MBB |
iShares Barclays MBS Bond |
523 |
New |
$90.79 |
$6,000 |
64 |
0% |
6,000 |
64 |
0 |
Closed - End Fund - E... |
|
|
BBJP |
Jpmorgan Betabuilders Japan... |
500 |
New |
$0.00 |
$6,000 |
122 |
0% |
6,000 |
122 |
0 |
N/A |
|
|
GOVT |
Ishares Barclays Us Treasur... |
509 |
New |
$0.00 |
$6,000 |
255 |
0% |
6,000 |
255 |
0 |
N/A |
|
|
NXPI |
NXP Semiconductors NV |
505 |
New |
$261.73 |
$6,000 |
28 |
0% |
6,000 |
28 |
0 |
Semiconductor- Broad... |
|
|
ASBC |
Associated Banc-Corp |
563 |
New |
$22.33 |
$5,000 |
238 |
0% |
5,000 |
238 |
0 |
Domestic Regional Banks |
|
|
AWK |
American Water Works Compan... |
565 |
New |
$135.50 |
$5,000 |
39 |
0% |
5,000 |
39 |
0 |
Multi Utilities |
|
|
TEL |
Te Connectivity Ltd |
536 |
New |
$144.94 |
$5,000 |
34 |
0% |
5,000 |
34 |
0 |
Diversified Electronics |
|
|
DHI |
DR Horton Inc |
552 |
New |
$149.97 |
$5,000 |
34 |
0% |
5,000 |
34 |
0 |
Residential Construct... |
|
|
UFPI |
Ufp Industries inc |
533 |
New |
$40.21 |
$5,000 |
36 |
0% |
5,000 |
36 |
0 |
Lumber,Wood Production |
|
|
NSC |
Norfolk Southern Corp |
546 |
New |
$249.65 |
$5,000 |
21 |
0% |
5,000 |
21 |
0 |
Railroads |
|
|
KGS |
Kodiak Gas Services, Inc. |
556 |
New |
$0.00 |
$5,000 |
240 |
0% |
5,000 |
240 |
0 |
N/A |
|
|
DBMF |
Im Dbi Managed Futures Stra... |
550 |
New |
$29.58 |
$5,000 |
184 |
0% |
5,000 |
184 |
0 |
N/A |
|
|
SRE |
Sempra Energy |
538 |
New |
$71.98 |
$5,000 |
68 |
0% |
5,000 |
68 |
0 |
Electric Utilities |
|
|
NIO |
Nio Inc |
585 |
New |
$5.07 |
$4,000 |
400 |
0% |
4,000 |
400 |
0 |
N/A |
|
|
ANDE |
Andersons Inc |
608 |
New |
$53.40 |
$4,000 |
64 |
0% |
4,000 |
64 |
0 |
Basic Materials Whole... |
|
|
TWIO |
Trajan Wealth Income Opport... |
577 |
New |
$0.00 |
$4,000 |
491 |
0% |
4,000 |
491 |
0 |
N/A |
|
|
DPZ |
Dominos Pizza Inc |
597 |
New |
$518.65 |
$4,000 |
10 |
0% |
4,000 |
10 |
0 |
Food Wholesale |
|
|
CE |
Celanese Corp |
614 |
New |
$156.69 |
$4,000 |
23 |
0% |
4,000 |
23 |
0 |
Synthetics |
|
|
GMS |
GMS Inc |
591 |
New |
$94.33 |
$4,000 |
52 |
0% |
4,000 |
52 |
0 |
N/A |
|
|
PATK |
Patrick Industries Inc |
583 |
New |
$114.88 |
$4,000 |
42 |
0% |
4,000 |
42 |
0 |
Building Materials Wh... |
|
|
AIG |
American International Grou... |
604 |
New |
$80.11 |
$4,000 |
59 |
0% |
4,000 |
59 |
0 |
Property & Casualty I... |
|
|
AMWD |
American Woodmark Corp |
582 |
New |
$95.85 |
$4,000 |
41 |
0% |
4,000 |
41 |
0 |
Lumber,Wood Production |
|
|
CMA |
Comerica Inc |
613 |
New |
$53.57 |
$4,000 |
64 |
0% |
4,000 |
64 |
0 |
Domestic Regional Banks |
|
|
APH |
Amphenol Corp |
603 |
New |
$127.57 |
$4,000 |
41 |
0% |
4,000 |
41 |
0 |
Diversified Electronics |
|
|
ZS |
Zscaler Inc |
568 |
New |
$174.62 |
$4,000 |
16 |
0% |
4,000 |
16 |
0 |
N/A |
|
|
MAN |
Manpower Inc |
581 |
New |
$76.70 |
$4,000 |
46 |
0% |
4,000 |
46 |
0 |
Staffing & Outsourcin... |
|
|
RMAX |
RE/MAX Holdings Inc |
634 |
New |
$9.57 |
$3,000 |
210 |
0% |
3,000 |
210 |
0 |
Property Management |
|
|
CPB |
Campbell Soup Co |
617 |
New |
$45.95 |
$3,000 |
77 |
0% |
3,000 |
77 |
0 |
Food - Major Diversified |
|
|
OPY |
Oppenheimer Holdings Inc |
640 |
New |
$43.81 |
$3,000 |
70 |
0% |
3,000 |
70 |
0 |
Investment Brokerage ... |
|
|
IVZ |
Invesco Plc (ADR) |
653 |
New |
$15.59 |
$3,000 |
185 |
0% |
3,000 |
185 |
0 |
Asset Management |
|
|
NDAQ |
Nasdaq OMX Group Inc |
671 |
New |
$60.66 |
$3,000 |
46 |
0% |
3,000 |
46 |
0 |
Business Services |
|
|
BECN |
Beacon Roofing Supply Inc |
676 |
New |
$92.95 |
$3,000 |
38 |
0% |
3,000 |
38 |
0 |
Building Materials Wh... |
|
|
THC |
Tenet Healthcare Corp |
625 |
New |
$127.13 |
$3,000 |
43 |
0% |
3,000 |
43 |
0 |
Hospitals |
|
|
SIG |
Signet Group Plc (ADR) |
629 |
New |
$96.91 |
$3,000 |
26 |
0% |
3,000 |
26 |
0 |
Jewelry Stores |
|
|
MRVL |
Marvell Technology, Inc. |
659 |
New |
$68.47 |
$3,000 |
51 |
0% |
3,000 |
51 |
0 |
N/A |
|
|
ALL |
Allstate Corp |
689 |
New |
$172.71 |
$3,000 |
23 |
0% |
3,000 |
23 |
0 |
Property & Casualty I... |
|
|
BBCA |
Jpmorgan Betabuilders Canad... |
648 |
New |
$0.00 |
$3,000 |
54 |
0% |
3,000 |
54 |
0 |
N/A |
|
|
PLD |
ProLogis Inc |
639 |
New |
$107.49 |
$3,000 |
22 |
0% |
3,000 |
22 |
0 |
REIT - Industrial |
|
|
STAG |
Stag Industrial, Inc. |
641 |
New |
$35.42 |
$3,000 |
85 |
0% |
3,000 |
85 |
0 |
REIT - Industrial |
|
|
ALSN |
Allison Transmission Holdin... |
688 |
New |
$82.28 |
$3,000 |
54 |
0% |
3,000 |
54 |
0 |
Auto Parts |
|
|
RMR |
RMR Group Inc |
632 |
New |
$23.79 |
$3,000 |
100 |
0% |
3,000 |
100 |
0 |
N/A |
|
|
TWLO |
Twilio Inc |
623 |
New |
$60.10 |
$3,000 |
37 |
0% |
3,000 |
37 |
0 |
N/A |
|
|
LCII |
Lci Industries |
646 |
New |
$115.68 |
$3,000 |
21 |
0% |
3,000 |
21 |
0 |
General Building Mate... |
|
|
ABR |
Arbor Realty Trust Inc |
678 |
New |
$13.10 |
$3,000 |
190 |
0% |
3,000 |
190 |
0 |
REIT - Diversified |
|
|
ESS |
Essex Property Trust Inc |
667 |
New |
$258.95 |
$3,000 |
10 |
0% |
3,000 |
10 |
0 |
REIT - Housing/Apartm... |
|
|
RHI |
Robert Half International Inc |
631 |
New |
$70.76 |
$3,000 |
30 |
0% |
3,000 |
30 |
0 |
Staffing & Outsourcin... |
|
|
KMX |
CarMax Inc |
673 |
New |
$71.71 |
$3,000 |
33 |
0% |
3,000 |
33 |
0 |
Auto Dealerships |
|
|
DT |
Dynatrace, Inc. |
691 |
New |
$0.00 |
$3,000 |
46 |
0% |
3,000 |
46 |
0 |
N/A |
|
|
PRU |
Prudential Financial Inc |
637 |
New |
$118.83 |
$3,000 |
30 |
0% |
3,000 |
30 |
0 |
Life & Health Insurance |
|
|
SWK |
Stanley Black & Decker Inc |
626 |
New |
$89.84 |
$3,000 |
31 |
0% |
3,000 |
31 |
0 |
Small Tools & Accesso... |
|
|
EQT |
EQT Corp |
666 |
New |
$40.09 |
$3,000 |
70 |
0% |
3,000 |
70 |
0 |
Gas Utilities |
|
|
BBAX |
Jpmorgan Betabuilders Devel... |
693 |
New |
$0.00 |
$3,000 |
59 |
0% |
3,000 |
59 |
0 |
N/A |
|
|
ZION |
Zions Bancorporation |
618 |
New |
$44.32 |
$3,000 |
68 |
0% |
3,000 |
68 |
0 |
Domestic Regional Banks |
|
|
AYI |
Acuity Brands Inc |
683 |
New |
$264.73 |
$3,000 |
13 |
0% |
3,000 |
13 |
0 |
Electronics Wholesale |
|
|
DELL |
Dell Technologies Inc |
655 |
New |
$132.77 |
$3,000 |
45 |
0% |
3,000 |
45 |
0 |
N/A |
|
|
BBEU |
Jpmorgan Betabuilders Europ... |
692 |
New |
$0.00 |
$3,000 |
58 |
0% |
3,000 |
58 |
0 |
N/A |
|
|
CBG |
CBRE Group Inc |
761 |
New |
$90.22 |
$2,000 |
23 |
0% |
2,000 |
23 |
0 |
Property Management |
|
|
LBRDK |
Liberty Broadband Corporation |
719 |
New |
$53.06 |
$2,000 |
26 |
0% |
2,000 |
26 |
0 |
N/A |
|
|
FE |
FirstEnergy Corp |
738 |
New |
$39.24 |
$2,000 |
58 |
0% |
2,000 |
58 |
0 |
Electric Utilities |
|
|
HP |
Helmerich & Payne Inc |
733 |
New |
$38.75 |
$2,000 |
66 |
0% |
2,000 |
66 |
0 |
Oil & Gas Drilling & ... |
|
|
BILL |
Bill.com Holdings, Inc. |
760 |
New |
$56.48 |
$2,000 |
21 |
0% |
2,000 |
21 |
0 |
N/A |
|
|
RECN |
Resources Connection Inc |
707 |
New |
$11.30 |
$2,000 |
166 |
0% |
2,000 |
166 |
0 |
Management Services |
|
|
HGER |
Harbor All-weather Inflatio... |
762 |
New |
$0.00 |
$2,000 |
106 |
0% |
2,000 |
106 |
0 |
N/A |
|
|
PLTK |
Playtika Holding Corp. |
710 |
New |
$8.58 |
$2,000 |
229 |
0% |
2,000 |
229 |
0 |
N/A |
|
|
CNXC |
Concentrix Corp |
723 |
New |
$60.24 |
$2,000 |
23 |
0% |
2,000 |
23 |
0 |
N/A |
|
|
CEIX |
Consol Energy Inc. |
746 |
New |
$86.51 |
$2,000 |
17 |
0% |
2,000 |
17 |
0 |
N/A |
|
|
APO |
Apollo Global Management LLC |
767 |
New |
$112.06 |
$2,000 |
21 |
0% |
2,000 |
21 |
0 |
Diversified Investments |
|
|
VRT |
Vertiv Holdings Co |
699 |
New |
$95.40 |
$2,000 |
48 |
0% |
2,000 |
48 |
0 |
N/A |
|
|
PTEN |
Patterson-UTI Energy |
711 |
New |
$10.89 |
$2,000 |
141 |
0% |
2,000 |
141 |
0 |
Oil & Gas Drilling & ... |
|
|
BERY |
Berry Plastics Group Inc |
751 |
New |
$59.89 |
$2,000 |
32 |
0% |
2,000 |
32 |
0 |
Rubber & Plastics |
|
|
FMF |
First Trust Morningstar Man... |
736 |
New |
$0.00 |
$2,000 |
46 |
0% |
2,000 |
46 |
0 |
N/A |
|
|
ADM |
Archer Daniels Midland Co |
752 |
New |
$62.98 |
$2,000 |
25 |
0% |
2,000 |
25 |
0 |
Food - Major Diversified |
|
|
MAS |
Masco Corp |
729 |
New |
$72.31 |
$2,000 |
34 |
0% |
2,000 |
34 |
0 |
Industrial Equipment ... |
|
|
PEAK |
Healthpeak Properties |
735 |
New |
$35.78 |
$2,000 |
114 |
0% |
2,000 |
114 |
0 |
REIT - Healthcare Fac... |
|
|
PSTG |
Pure Storage, Inc. |
766 |
New |
$54.41 |
$2,000 |
62 |
0% |
2,000 |
62 |
0 |
N/A |
|
|
WU |
Western Union Co |
697 |
New |
$13.30 |
$2,000 |
152 |
0% |
2,000 |
152 |
0 |
Personal Services |
|
|
TXT |
Textron Inc |
757 |
New |
$88.55 |
$2,000 |
22 |
0% |
2,000 |
22 |
0 |
Conglomerates |
|
|
BEAT |
Heartbeam Ord Shs |
734 |
New |
$0.00 |
$2,000 |
1,000 |
0% |
2,000 |
1,000 |
0 |
N/A |
|
|
MATX |
Matson Inc |
705 |
New |
$116.14 |
$2,000 |
22 |
0% |
2,000 |
22 |
0 |
Water Transportation |
|
|
CELH |
Celsius Holdings Inc |
748 |
New |
$82.81 |
$2,000 |
36 |
0% |
2,000 |
36 |
0 |
Beverage Soft Drinks... |
|
|
FFIV |
F5 Networks Inc |
740 |
New |
$191.13 |
$2,000 |
12 |
0% |
2,000 |
12 |
0 |
Internet Software & S... |
|
|
WDTI |
Wisdomtree Managed Futures ... |
755 |
New |
$36.69 |
$2,000 |
65 |
0% |
2,000 |
65 |
0 |
Closed - End Fund - E... |
|
|
KIM |
Kimco Realty Corp |
747 |
New |
$18.98 |
$2,000 |
104 |
0% |
2,000 |
104 |
0 |
REIT - Retail |
|
