Lee Financial Group Hawaii

Lee Financial Group Hawaii as of March 31, 2023

Portfolio Holdings for Lee Financial Group Hawaii

Lee Financial Group Hawaii holds 31 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pacer Fds Tr Us Cash Cows 100 (COWZ) 30.0 $29M 621k 46.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.4 $15M 40k 376.07
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 14.2 $14M 364k 37.97
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 8.4 $8.2M 338k 24.21
Pimco Etf Tr Active Bd Etf (BOND) 8.3 $8.1M 87k 92.76
Spdr Ser Tr Aerospace Def (XAR) 5.4 $5.3M 45k 116.91
J P Morgan Exchange Traded F Us Value Factr (JVAL) 4.8 $4.7M 138k 34.06
Ishares Tr Cr 5 10 Yr Etf (IMTB) 1.3 $1.3M 29k 43.80
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.3 $1.3M 23k 54.60
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.2 $1.2M 14k 81.22
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $1.1M 5.1k 216.41
Fortinet (FTNT) 1.1 $1.0M 16k 66.46
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 1.0 $982k 23k 42.21
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.8 $759k 18k 41.46
Costco Wholesale Corporation (COST) 0.7 $680k 1.4k 496.83
Microsoft Corporation (MSFT) 0.6 $583k 2.0k 288.29
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $581k 8.0k 72.74
Ishares Tr High Yld Bd Fctr (HYDB) 0.5 $511k 11k 44.67
Visa Com Cl A (V) 0.4 $386k 1.7k 225.43
Apple (AAPL) 0.3 $289k 1.8k 164.91
Laboratory Corp Amer Hldgs Com New (LH) 0.3 $280k 1.2k 229.48
Select Sector Spdr Tr Energy (XLE) 0.3 $277k 3.3k 82.84
Altria (MO) 0.3 $263k 5.9k 44.62
Oneok (OKE) 0.2 $229k 3.6k 63.54
Tesla Motors (TSLA) 0.2 $226k 1.1k 207.46
Kellogg Company (K) 0.2 $222k 3.3k 66.96
Verizon Communications (VZ) 0.2 $222k 5.7k 38.89
Bk Nova Cad (BNS) 0.2 $218k 4.3k 50.36
Physicians Realty Trust 0.2 $218k 15k 14.93
Medical Properties Trust (MPW) 0.2 $167k 20k 8.22
Clover Health Investments Com Cl A (CLOV) 0.0 $12k 14k 0.85