“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-09-18 · later PTRs: 1 2
Estimated total: $5M–open-ended (some lines have no upper bound) across 49 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Laurel M. Lee holds an estimated 49 positions worth $5M–open-ended (some lines have no upper bound) in total. The largest estimated holding is TAL Holdings, 100% Interest ($1M–$5M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| TAL Holdings, 100% Interest | Private | $1M–$5M | High | Report |
| AAPL JP Morgan SEP ⇒ Apple Inc. (AAPL) | Stock | $1M–$5M | High | Report |
| Golden Touch Fund I, LLC | Private fund | $500K–$1M | High | Report |
| META JP Morgan SEP ⇒ Meta Platforms, Inc. - Class A (META) | Stock | $250K–$500K | High | Report |
| Lithia Properties, Inc. ⇒ Lithia Center | Real estate | $250K–$500K | High | Report |
| GE Charles Schwab 401K ⇒ General Electric Company (GE) | Stock | $115K–$300K | High | Report |
| Tampa Bay Banking Company | Stock | $100K–$250K | High | Report |
| Truist Checking | Cash | $100K–$250K | High | Report |
| USAA Checking Account | Cash | $100K–$250K | High | Report |
| SWVXX Charles Schwab 401K ⇒ Schwab Value Advantage Money Fund (SWV | Fund/ETF | $100K–$250K | High | Report |
| BACRP JP Morgan SEP ⇒ Bank of America Corp 7% Cumulative Redeemabl | Stock | $100K–$250K | High | Report |
| BTZ JP Morgan SEP ⇒ BlackRock Credit Allocation Income Trust (BT | Fund/ETF | $100K–$250K | High | Report |
| CGMS JP Morgan SEP ⇒ Capital Group Fixed Income ETF Trust Capital | Fund/ETF | $100K–$250K | High | Report |
| JP Morgan SEP ⇒ Cash | Cash | $100K–$250K | High | Report |
| BKLN JP Morgan SEP ⇒ Invesco Senior Loan ETF (BKLN) | Fund/ETF | $100K–$250K | High | Report |
| USHY JP Morgan SEP ⇒ iShares Broad USD High Yield Corporate Bond | Fund/ETF | $100K–$250K | High | Report |
| PFF JP Morgan SEP ⇒ iShares Preferred and Income Securities ETF | Fund/ETF | $100K–$250K | High | Report |
| SNAXX JP Morgan SEP ⇒ Schwab Value Advantage Money Fund Ultra Shar | Fund/ETF | $100K–$250K | High | Report |
| JPM Charles Schwab Account LML ⇒ JP Morgan Chase & Co. (JPM) | Stock | $100K–$200K | High | Report |
| BAC Charles Schwab 401K ⇒ Bank of America Corporation (BAC) | Stock | $51K–$115K | High | Report |
| T JP Morgan SEP ⇒ AT&T Inc. (T) | Stock | $51K–$115K | High | Report |
| NTR JP Morgan SEP ⇒ Nutrien Ltd. Common Shares (NTR) | Stock | $51K–$115K | High | Report |
| Bank of Tampa Checking | Cash | $50K–$100K | High | Report |
| Truist Savings Account | Cash | $50K–$100K | High | Report |
| John Hancock 401K ⇒ Vanguard 500 Index Fund | Fund/ETF | $50K–$100K | High | Report |
| RYLD JP Morgan SEP ⇒ Global X Russell 2000 Covered Call ETF (RYLD | Fund/ETF | $50K–$100K | High | Report |
| PJLXX JP Morgan SEP ⇒ JPM Liquid Asset Fund (PJLXX) | Cash | $50K–$100K | High | Report |
| QCOM JP Morgan SEP ⇒ QUALCOMM Incorporated (QCOM) | Stock | $50K–$100K | High | Report |
| NOK JP Morgan SEP ⇒ Nokia Corporation Sponsored American Deposit | Stock | $1–$84K | Medium | Report |
| HURA TuHURA Biosciences, Inc. - Common Stock (HURA) | Stock | $16K–$65K | High | Report |
| PFE JP Morgan SEP ⇒ Pfizer, Inc. Common Stock (PFE) | Stock | $16K–$65K | High | Report |
| BABA Charles Schwab 401K ⇒ Alibaba Group Holding Limited American | Stock | $15K–$50K | High | Report |
| BA Charles Schwab 401K ⇒ Boeing Company (BA) | Stock | $15K–$50K | High | Report |
| WFC Charles Schwab 401K ⇒ Wells Fargo & Company (WFC) | Stock | $15K–$50K | High | Report |
| Charles Schwab Account LML ⇒ Cash | Cash | $15K–$50K | High | Report |
| GEV JP Morgan SEP ⇒ GE Vernova Inc. Common Stock (GEV) | Stock | $15K–$50K | High | Report |
| NOKBF NOKIA A SHS (NOKBF) | Stock | $15K–$50K | Medium | Later trade |
| GEHC Charles Schwab 401K ⇒ GE HealthCare Technologies Inc. - Comm | Stock | $2K–$30K | High | Report |
| INTC Charles Schwab 401K ⇒ Intel Corporation (INTC) | Stock | $2K–$30K | High | Report |
| Truist Savings FCL | Cash | $1K–$15K | High | Report |
| Charles Schwab 401K ⇒ Cash | Cash | $1K–$15K | High | Report |
| WBD Charles Schwab 401K ⇒ Warner Bros. Discovery, Inc. - Series | Stock | $1K–$15K | High | Report |
| CAT Charles Schwab Account LML ⇒ Caterpillar, Inc. (CAT) | Stock | $1K–$15K | High | Report |
| F Charles Schwab Account LML ⇒ Ford Motor Company (F) | Stock | $1K–$15K | High | Report |
| PG Charles Schwab Account LML ⇒ Procter & Gamble Company (PG) | Stock | $1K–$15K | High | Report |
| Individual 529 ⇒ Aged Base Core 11-12 Fund | 529 Plan | $1K–$15K | High | Report |
| Individual 529 ⇒ Bromwell 529 - Aged Base Core 9-10 Fund | Other | $1K–$15K | High | Report |
| MOS Charles Schwab Account LML ⇒ Mosaic Company (MOS) | Stock | $1–$1K | High | Report |
| State of Florida Pension | Pension | $0–open-ended | Low | Report |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.