Lee Financial Group Hawaii

Lee Financial Group Hawaii as of Sept. 30, 2020

Portfolio Holdings for Lee Financial Group Hawaii

Lee Financial Group Hawaii holds 41 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Yield Enhancd Us (AGGY) 12.2 $15M 273k 53.82
Ishares Tr Msci Usa Min Vol (USMV) 11.7 $14M 221k 63.73
Spdr Ser Tr Portfoli S&p1500 (SPTM) 9.0 $11M 264k 40.89
Microsoft Corporation (MSFT) 5.3 $6.4M 30k 210.33
Costco Wholesale Corporation (COST) 4.5 $5.4M 15k 355.00
Visa Com Cl A (V) 3.9 $4.8M 24k 199.99
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 3.7 $4.5M 86k 51.61
Laboratory Corp Amer Hldgs Com New (LH) 3.7 $4.4M 23k 188.28
Logitech Intl S A SHS (LOGI) 3.6 $4.4M 56k 77.85
Vanguard Bd Index Fds Intermed Term (BIV) 3.6 $4.3M 46k 93.48
Alibaba Group Hldg Sponsored Ads (BABA) 3.4 $4.1M 14k 294.00
Vanguard Bd Index Fds Long Term Bond (BLV) 3.4 $4.1M 37k 111.85
Amazon (AMZN) 3.2 $3.8M 1.2k 3148.88
Vanguard Index Fds Mid Cap Etf (VO) 3.1 $3.7M 21k 176.23
Starbucks Corporation (SBUX) 3.0 $3.6M 42k 85.92
Ark Etf Tr Genomic Rev Etf (ARKG) 2.6 $3.1M 49k 63.72
Qualcomm (QCOM) 2.5 $3.0M 25k 117.67
Ark Etf Tr Innovation Etf (ARKK) 2.5 $3.0M 32k 91.98
Select Sector Spdr Tr Energy (XLE) 2.4 $2.9M 96k 29.95
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.7 $2.0M 58k 34.80
Global X Fds Social Med Etf (SOCL) 1.5 $1.8M 36k 48.80
Intel Corporation (INTC) 1.0 $1.2M 23k 51.78
At&t (T) 0.8 $999k 35k 28.52
Vanguard Index Fds Growth Etf (VUG) 0.7 $899k 4.0k 227.59
Select Sector Spdr Tr Technology (XLK) 0.7 $848k 7.3k 116.69
Johnson & Johnson (JNJ) 0.7 $814k 5.5k 148.89
Comcast Corp Cl A (CMCSA) 0.7 $787k 17k 46.25
Emergent BioSolutions (EBS) 0.6 $760k 7.4k 103.35
Docusign (DOCU) 0.6 $717k 3.3k 215.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $676k 2.2k 307.69
Clorox Company (CLX) 0.5 $589k 2.8k 210.13
Charles Schwab Corporation (SCHW) 0.5 $587k 16k 36.21
Apple (AAPL) 0.5 $561k 4.8k 115.89
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.4 $435k 7.7k 56.83
Ishares Tr Us Aer Def Etf (ITA) 0.4 $428k 2.7k 158.40
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $294k 1.7k 176.58
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.2 $282k 4.8k 58.28
Wisdomtree Tr Floatng Rat Trea 0.2 $264k 11k 25.10
Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $226k 3.3k 68.13
Vanguard World Fds Health Car Etf (VHT) 0.2 $222k 1.1k 204.23
Procter & Gamble Company (PG) 0.2 $202k 1.5k 139.31