Equal-WT
WhaleScore 2.0
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LEE Financial Company is based out of Dallas. LEE Financial Company is a hedge fund with 421 clients and discretionary assets under management (AUM) of $1,303,246,013 (Form ADV from 2024-04-16). Their last reported 13F filing for Q4 2024 included $712,166,369 in managed 13F securities
and a top 10 holdings concentration of 68.71%. LEE Financial Company's largest holding is iShares Core S&P 500 ETF with shares held of 267,429. Whalewisdom has at least 33 13F filings, and 5 13G filings
Business Description
LFC provides advisory services to clients, focusing on maximizing their human capital potential. They offer a range of services including developing plans for business transitions, building relationships with business contacts, creating visual presentations, and coordinating the implementation of a client's business with their investment portfolio.
Their services also extend to financial planning, encompassing goal development and tracking, balance sheet preparation, cash flow planning, financial independence/retirement planning, legacy development/estate planning, education planning, insurance review, income tax review, philanthropic planning, and business development and succession planning. Clients receive written and verbal recommendations from their Financial Planning team members on steps to achieve their goals, with the team collaborating with clients to implement these recommendations.
Owners
- LUCKEY, WILLIAM, ALBERT - CHIEF FINANCIAL OFFICER / OWNER
- PETERS, DANIEL, SCOTT - SENIOR PORTFOLIO MANAGER / OWNER
- LEE, RICHARD, ROCHESTER - CHAIRMAN, CEO & FOUNDER
- WILLIAMS, CHRISTINA, SUSANNE - PRESIDENT / OWNER
- GIBSON, NICHOLAS, SHAWN - SENIOR FINANCIAL PLANNER / OWNER
- BOYCE, DANNY, RAY - SENIOR PORTFOLIO MANAGER / OWNER
- STOLL, PATRICIA, GAMEZ - CHIEF COMPLIANCE OFFICER
- LFC HOLDING CO. - OWNER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| IVV iShares Core S&P 500 | 0.4% |
| ALKT Alkami Technology In | 0.32% |
| IVW iShares S&P 500 Grow | 0.31% |
| EMLP First Trust North Am | 0.24% |
| ET Energy Transfer LP | 0.09% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| BRK.B Berkshire Hathaway I | 0.22% |
| FNDX Schwab Fundamental U | 0.19% |
| SYY Sysco Corp | 0.12% |
| SHV iShares Short Treasu | 0.1% |
| DVY iShares Select Divid | 0.09% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| IVV iShares Core S&P 500 | 22.11% |
| IJH iShares Core S&P Mid | 11.25% |
| FNDX Schwab Fundamental U | 8.29% |
| BRK.B Berkshire Hathaway I | 5.54% |
| IVW iShares S&P 500 Grow | 4.94% |
2024-12-31
13F Activity
| Market Value | $0.71b, Prior: $0.70b |
| Inflows (Outflows) as % of Total MV | +0.1879% |
| New Purchases | 6 stocks |
| Added To | 54 stocks |
| Sold out of | 7 stocks |
| Reduced holdings in | 72 stocks |
| Top 10 Holdings % | 68.71% |
| Turnover %[1] | 6.88% |
| Turnover Alt %[2] | 1.45% |
| Time Held Top 20 | 16.55 quarters |
| Time Held Top 10 | 14.2 quarters |
| Time Held All | 19.06 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
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2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31