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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lee Financial Co

Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-004964

Total Value
$704.2M
Positions
277
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200264,985$152.8M21.71%
2ISHARES TR4642875071,283,262$80.0M11.36%
3SCHWAB STRATEGIC TR808524771832,515$59.7M8.48%
4BERKSHIRE HATHAWAY INC DELBRK-A88,091$40.5M5.76%
5ISHARES TR464287309340,198$32.6M4.63%
6APPLE INCAAPL119,025$27.7M3.94%
7FIRST TR EXCHANGE-TRADED FD33738D101756,501$25.4M3.61%
8ISHARES TR464288679224,309$24.8M3.52%
9SPDR GOLD TRGLD80,395$19.5M2.78%
10SELECT SECTOR SPDR TR81369Y506206,523$18.1M2.58%
11INVESCO QQQ TRIVZ31,596$15.4M2.19%
12SCHWAB STRATEGIC TR808524508110,899$9.2M1.31%
13ISHARES TR46428716864,069$8.7M1.23%
14SCHWAB STRATEGIC TR808524201118,222$8.0M1.14%
15SCHWAB STRATEGIC TR808524755207,490$7.8M1.10%
16ISHARES TR46428748145,460$5.3M0.76%
17ISHARES TR46428780441,765$4.9M0.69%
18ISHARES TR46428825740,646$4.9M0.69%
19MICROSOFT CORPMSFT9,182$4.0M0.56%
20MICROSOFT CORPMSFT7,906$3.4M0.48%
21BROADCOM INCAVGO18,159$3.1M0.44%
22NVIDIA CORPORATIONNVDA23,581$2.9M0.41%
23VANGUARD INDEX FDS9229087699,990$2.8M0.40%
24SCHWAB STRATEGIC TR80852470695,916$2.8M0.40%
25ENERGY TRANSFER L PET-PI172,076$2.8M0.39%
26EXXON MOBIL CORPXOM23,447$2.7M0.39%
27SCHWAB STRATEGIC TR80852460746,877$2.4M0.34%
28ABBVIE INCABBV11,748$2.3M0.33%
29ISHARES TR46432F84226,816$2.1M0.30%
30WATSCO INCWSO-B4,227$2.1M0.30%
31PHILIP MORRIS INTL INC71817210916,370$2.0M0.28%
32ELI LILLY & COLLY2,246$2.0M0.28%
33ISHARES TR4642874089,715$1.9M0.27%
34AMAZON COM INCAMZN10,080$1.9M0.27%
35ISHARES TR46428745722,254$1.9M0.26%
36VANGUARD INDEX FDS9229087517,414$1.8M0.25%
37BROADRIDGE FINL SOLUTIONS IN11133T1038,143$1.8M0.25%
38SCHWAB STRATEGIC TR80852480541,145$1.7M0.24%
39PAYCHEX INCPAYX12,479$1.7M0.24%
40CANADIAN NAT RES LTD13638510150,353$1.7M0.24%
41NEWMONT CORPNEMCL31,273$1.7M0.24%
42UNITEDHEALTH GROUP INCUNH2,699$1.6M0.22%
43BLACKROCK INCBLK1,637$1.6M0.22%
44HOME DEPOT INCHD3,803$1.5M0.22%
45ISHARES TR46428827322,664$1.5M0.22%
46ENTERPRISE PRODS PARTNERS L29379210752,267$1.5M0.22%
47STERIS PLCSTE6,185$1.5M0.21%
48AMERICAN TOWER CORP NEW03027X1006,352$1.5M0.21%
49ENTERGY CORP NEWENO11,051$1.5M0.21%
50ENBRIDGE INCENNPF35,787$1.5M0.21%
51RESTAURANT BRANDS INTL INC76131D10319,777$1.4M0.20%
52SYSCO CORPSYY18,021$1.4M0.20%
53LINDE PLCLIN2,922$1.4M0.20%
54ONEOK INC NEWOKE15,139$1.4M0.20%
55VIPER ENERGY INCVNOM29,554$1.3M0.19%
56SERVICE CORP INTL81756510416,873$1.3M0.19%
57OLD REP INTL CORP68022310436,809$1.3M0.19%
58COCA COLA COKO18,023$1.3M0.18%
59ABBOTT LABSABLZF11,200$1.3M0.18%
60FERGUSON ENTERPRISES INCFERG6,382$1.3M0.18%
61SUNOCO LP/SUNOCO FIN CORPSUN23,440$1.3M0.18%
62COMPASS DIVERSIFIEDCODI-PC55,550$1.2M0.17%
63FIDELITY NATIONAL FINANCIALFNF19,465$1.2M0.17%
64ORACLE CORPORCL-PD7,070$1.2M0.17%
65JPMORGAN CHASE & CO.VYLD5,712$1.2M0.17%
66MORGAN STANLEYMS-PQ11,543$1.2M0.17%
67BROADCOM INCAVGO6,956$1.2M0.17%
68ARKO CORPARKO170,000$1.2M0.17%
69ENLINK MIDSTREAM LLC29336T10081,612$1.2M0.17%
70MERCK & CO INCMRK10,278$1.2M0.17%
71CISCO SYS INCCSCO21,816$1.2M0.16%
72JPMORGAN CHASE & CO.VYLD5,381$1.1M0.16%
73COSTCO WHSL CORP NEW22160K1051,255$1.1M0.16%
74WALMART INCWMT13,680$1.1M0.16%
75MASTERCARD INCORPORATEDMA2,212$1.1M0.16%
76FASTENAL COFAST15,158$1.1M0.15%
77DORCHESTER MINERALS LPDMLP35,605$1.1M0.15%
78CANADIAN NATL RY CO1363751029,160$1.1M0.15%
79ESSENTIAL UTILS INC29670G10227,299$1.1M0.15%
80HOME DEPOT INCHD2,587$1.0M0.15%
81GENESIS ENERGY L PGEL77,443$1.0M0.15%
82META PLATFORMS INCMETA1,804$1.0M0.15%
83AMGEN INCAMGN3,154$1.0M0.14%
84S&P GLOBAL INCSPGI1,926$995,0110.14%
85MARTIN MIDSTREAM PRTNRS L P573331105271,369$990,4970.14%
86DEERE & CODE2,357$983,7000.14%
87ISHARES INC46434G10316,284$934,8870.13%
88VISA INCV3,308$909,5350.13%
89TEXAS INSTRS INC8825081044,281$884,3270.13%
90ALLY FINL INC02005N10024,761$881,2440.13%
91GLOBAL PARTNERS LPGLP-PB18,800$875,3280.12%
92BROADSTONE NET LEASE INCBNL45,461$870,0190.12%
93ISHARES TR46432F3964,242$860,1080.12%
94VANECK ETF TRUST92189H6073,000$851,1300.12%
95INTERNATIONAL PAPER CO46014610317,215$840,9530.12%
96ISHARES TR4642876142,219$832,9690.12%
97SUN CMNTYS INC8666741046,157$832,1190.12%
98COCA COLA COKO11,438$826,4590.12%
99ALPHABET INCGOOG4,972$824,6070.12%
100ISHARES TR46435U51528,900$737,8170.10%
101ALPHABET INCGOOG4,388$733,6300.10%
102BERKSHIRE HATHAWAY INC DELBRK-A1$691,1800.10%
103SCHWAB STRATEGIC TR80852473020,450$659,9180.09%
104J P MORGAN EXCHANGE TRADED F46641Q83712,941$656,6270.09%
105LENNAR CORPLEN-B3,433$643,6190.09%
106ISHARES TR46429B7476,170$625,1450.09%
107INVESCO EXCHANGE TRADED FD TIVZ3,254$582,9870.08%
108SCHWAB STRATEGIC TR80852484724,886$576,6090.08%
109ISHARES TR4642884145,290$574,6530.08%
110VANGUARD INDEX FDS9229083631,009$534,0020.08%
111JOHNSON & JOHNSONJNJ3,199$518,4300.07%
112HF SINCLAIR CORPDINO11,283$502,8840.07%
113CHEVRON CORP NEWCVX3,390$499,2730.07%
114VANECK ETF TRUST92189H20110,500$492,9750.07%
115APPLE INCAAPL2,041$475,5530.07%
116ISHARES TR46435UAA919,430$473,5100.07%
117ISHARES TR46435GAA019,330$469,7190.07%
118ISHARES TR46434VBD118,500$464,3500.07%
119ABBOTT LABSABLZF4,060$462,8810.07%
120VIPER ENERGY INCVNOM10,205$460,3480.07%
121SPDR S&P 500 ETF TRSPY789$452,7760.06%
122DANAHER CORPORATION2358511021,603$445,7980.06%
123MPLX LPMPLXP9,770$434,3750.06%
124PEPSICO INCPEP2,498$424,7850.06%
125ISHARES TR46436E48620,000$424,4000.06%
126INTERNATIONAL BUSINESS MACHSINTR1,898$419,6100.06%
127CONSTELLATION BRANDS INCSTZ1,624$418,4890.06%
128NUVEEN AMT-FREE MUN VALUE FDNU28,871$411,8890.06%
129PLAINS ALL AMERN PIPELINE L72650310522,863$397,1310.06%
130WESTERN MIDSTREAM PARTNERS LWES10,144$388,1100.06%
131TARGA RES CORPTRGP2,607$385,8630.05%
132SOUTHWEST AIRLS CO84474110812,758$378,0350.05%
133CROSSAMERICA PARTNERS LPCAPL18,000$372,9600.05%
134ISHARES TR4642872263,671$371,7630.05%
135ABBVIE INCABBV1,876$370,3890.05%
136WILLIAMS COS INC9694571008,039$366,9810.05%
137CHIPOTLE MEXICAN GRILL INCCMG6,050$348,6010.05%
138ISHARES TR46436E20514,550$342,0710.05%
139LOCKHEED MARTIN CORPLMT584$341,3840.05%
140BLACK STONE MINERALS L PBSMLP22,350$337,4850.05%
141TEXAS INSTRS INC8825081041,625$335,6770.05%
142PFIZER INCPFE11,592$335,4660.05%
143ENTERPRISE PRODS PARTNERS L29379210711,426$332,6110.05%
144MARATHON PETE CORPMARA2,041$332,5000.05%
145MPLX LPMPLXP7,372$327,7600.05%
146TC ENERGY CORPTRPRF6,867$327,1970.05%
147NEXTERA ENERGY INCNEE-PW3,864$326,6240.05%
148HCA HEALTHCARE INCHCA798$324,4980.05%
149WORLD GOLD TRGLDW6,188$322,5810.05%
150SM ENERGY COSM8,000$319,7600.05%
151CONOCOPHILLIPSCOP2,995$315,3140.04%
152SPDR SER TR78464A6072,941$313,8930.04%
153PLAINS ALL AMERN PIPELINE L72650310517,842$309,9160.04%
154ENERGY TRANSFER L PET-PI19,228$308,6100.04%
155FEDEX CORPFDX1,089$299,5330.04%
156BLACKSTONE INCBX1,954$299,1470.04%
157TARGA RES CORPTRGP2,000$296,0200.04%
158NETFLIX INCNFLX410$290,8010.04%
159CROSSFIRST BANKSHARES INC22766M10917,314$288,9710.04%
160TESLA INCTSLA1,101$288,0550.04%
161KINDER MORGAN INC DELEP-PC13,027$287,7670.04%
162ISHARES INC4642865252,416$276,7050.04%
163FORD MTR CO34537086026,103$275,6480.04%
164UNITEDHEALTH GROUP INCUNH465$271,8770.04%
165ISHARES TR4642886385,018$269,5670.04%
166NUVEEN SELECT MAT MUN FDNU29,000$269,3380.04%
167APPLIED MATLS INC0382221051,320$266,7470.04%
168VERITEX HLDGS INC92345110810,035$264,1220.04%
169MCDONALDS CORPMCD865$263,3000.04%
170THERMO FISHER SCIENTIFIC INCTMO423$261,7050.04%
171CISCO SYS INCCSCO4,877$259,5540.04%
172SHERWIN WILLIAMS COSHW672$256,4830.04%
173TJX COS INC NEW8725401092,158$253,6320.04%
174HESS MIDSTREAM LPHESM7,181$253,2740.04%
175BNY MELLON STRATEGIC MUNS IN05588W10838,012$248,1800.04%
176MERCK & CO INCMRK2,158$246,6090.04%
177VANGUARD INDEX FDS922908629916$241,5490.03%
178PROCTER AND GAMBLE CO7427181091,386$240,0560.03%
179CHENIERE ENERGY INCLNG1,330$239,1880.03%
180ONEOK INC NEWOKE2,539$231,3800.03%
181ISHARES TR4642878613,918$228,3020.03%
182SPDR SER TR78468R7885,000$228,2500.03%
183PARKER-HANNIFIN CORPPH359$226,8240.03%
184CSX CORPCSX6,360$219,6110.03%
185SUN LIFE FINANCIAL INC.SUNFF3,766$218,4840.03%
186HESS MIDSTREAM LPHESM6,180$217,9690.03%
187EATON CORP PLCETN653$216,4310.03%
188ALPHABET INCGOOG1,296$214,9420.03%
189ISHARES SILVER TRSLV7,440$211,3710.03%
190CROWDSTRIKE HLDGS INCCRWD753$211,1940.03%
191ANALOG DEVICES INCADI911$209,6850.03%
192WASTE CONNECTIONS INCWCN1,143$204,3920.03%
193ALPHABET INCGOOG1,202$200,9630.03%
194ENLINK MIDSTREAM LLC29336T10013,837$200,7750.03%
195VANGUARD INDEX FDS922908736522$200,4120.03%
196ZOETIS INCZTS1,017$198,7020.03%
197AMAZON COM INCAMZN1,043$194,3430.03%
198PAYCHEX INCPAYX1,416$190,0140.03%
199CHENIERE ENERGY INCLNG1,033$185,7750.03%
200BNY MELLON STRATEGIC MUN BD09662E10929,000$181,1920.03%
201NVIDIA CORPORATIONNVDA1,471$178,6540.03%
202KIMBELL RTY PARTNERS LP49435R10210,417$167,6100.02%
203WILLIAMS COS INC9694571002,680$122,3420.02%
204ALPHATEC HLDGS INCATEC20,431$113,5970.02%
205AMGEN INCAMGN329$106,0080.02%
206TETRA TECHNOLOGIES INC DEL88162F10532,000$99,2000.01%
207APARTMENT INVT & MGMT COAPA10,000$90,4000.01%
208BROADRIDGE FINL SOLUTIONS IN11133T103417$89,8060.01%
209SUNOCO LP/SUNOCO FIN CORPSUN1,663$89,2700.01%
210PHILIP MORRIS INTL INC718172109713$87,4070.01%
211META PLATFORMS INCMETA136$77,8520.01%
212BLACKROCK INCBLK73$69,3150.01%
213ENTERGY CORP NEWENO507$66,7270.01%
214S&P GLOBAL INCSPGI129$66,6440.01%
215LINDE PLCLIN133$63,4230.01%
216PROCTER AND GAMBLE CO742718109347$60,1270.01%
217ENBRIDGE INCENNPF1,387$56,3270.01%
218SYSCO CORPSYY710$55,4230.01%
219NETFLIX INCNFLX77$54,6140.01%
220ELI LILLY & COLLY61$54,0430.01%
221TC ENERGY CORPTRPRF1,072$50,9740.01%
222IVEDA SOLUTIONS INCIVDAW30,000$50,1000.01%
223MORGAN STANLEYMS-PQ433$45,1360.01%
224AMERICAN TOWER CORP NEW03027X100192$44,6520.01%
225KANDI TECHNOLOGIES GROUP INCKNDI20,001$41,2030.01%
226TAYSHA GENE THERAPIES INCTSHA20,000$40,2000.01%
227TESLA INCTSLA140$36,6290.01%
228ALLY FINL INC02005N1001,003$35,6970.01%
229GENESIS ENERGY L PGEL2,642$35,3240.01%
230STERIS PLCSTE137$33,2280.00%
231WALMART INCWMT408$32,9460.00%
232WATSCO INCWSO-B64$31,4810.00%
233FIDELITY NATIONAL FINANCIALFNF477$29,6030.00%
234CHEVRON CORP NEWCVX195$28,7180.00%
235EXXON MOBIL CORPXOM241$28,2510.00%
236THE ONCOLOGY INSTITUTE INC68236X10081,362$26,5980.00%
237INTERNATIONAL PAPER CO460146103500$24,4250.00%
238CANADIAN NAT RES LTD136385101676$22,6590.00%
239MCDONALDS CORPMCD74$22,5340.00%
240CONOCOPHILLIPSCOP209$22,0040.00%
241TJX COS INC NEW872540109183$21,5100.00%
242RESTAURANT BRANDS INTL INC76131D103290$21,0370.00%
243FERGUSON ENTERPRISES INCFERG93$18,5210.00%
244MARATHON PETE CORPMARA106$17,2690.00%
245PEPSICO INCPEP100$17,0050.00%
246NEXTERA ENERGY INCNEE-PW200$16,9060.00%
247KINDER MORGAN INC DELEP-PC744$16,4350.00%
248VISA INCV59$16,2230.00%
249SUN CMNTYS INC866674104120$16,2180.00%
250JOHNSON & JOHNSONJNJ100$16,2060.00%
251FASTENAL COFAST225$16,0700.00%
252SERVICE CORP INTL817565104198$15,6290.00%
253DEERE & CODE35$14,6580.00%
254OLD REP INTL CORP680223104390$13,8140.00%
255COMPASS DIVERSIFIEDCODI-PC596$13,1900.00%
256EATON CORP PLCETN39$12,9270.00%
257CANADIAN NATL RY CO136375102100$11,7150.00%
258ESSENTIAL UTILS INC29670G102292$11,2630.00%
259LENNAR CORPLEN-B58$10,8740.00%
260APPLIED MATLS INC03822210553$10,7090.00%
261HCA HEALTHCARE INCHCA23$9,3480.00%
262TERRAN ORBITAL CORPORATION88105P10329,729$7,4680.00%
263CSX CORPCSX216$7,4590.00%
264MASTERCARD INCORPORATEDMA15$7,4070.00%
265PARKER-HANNIFIN CORPPH11$6,9510.00%
266SHERWIN WILLIAMS COSHW18$6,8710.00%
267BLACKSTONE INCBX35$5,3600.00%
268DANAHER CORPORATION23585110216$4,4530.00%
269NEWMONT CORPNEMCL64$3,4210.00%
270CHIPOTLE MEXICAN GRILL INCCMG50$2,8810.00%
271THERMO FISHER SCIENTIFIC INCTMO4$2,4760.00%
272FORD MTR CO345370860234$2,4720.00%
273PFIZER INCPFE79$2,2870.00%
274ORACLE CORPORCL-PD11$1,8750.00%
275ZOETIS INCZTS7$1,3680.00%
276CROWDSTRIKE HLDGS INCCRWD3$8420.00%
277FEDEX CORPFDX2$5510.00%