Lee Financial Group Hawaii

Lee Financial Group Hawaii as of March 31, 2018

Portfolio Holdings for Lee Financial Group Hawaii

Lee Financial Group Hawaii holds 30 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr usa min vo (USMV) 15.2 $16M 304k 51.93
Vanguard Star Fd Intl Stk Idxf (VXUS) 12.8 $13M 236k 56.55
Wisdomtree Tr brclys us aggr (AGGY) 7.5 $7.7M 157k 49.30
iShares Dow Jones US Aerospace & Def.ETF (ITA) 5.9 $6.1M 31k 197.96
Lowe's Companies (LOW) 5.3 $5.5M 63k 87.75
Valero Energy Corporation (VLO) 4.4 $4.6M 50k 92.77
General Dynamics Corporation (GD) 3.7 $3.9M 18k 220.88
Spdr Ser Tr cmn (FLRN) 3.4 $3.6M 116k 30.73
Bank of America Corporation (BAC) 3.4 $3.5M 117k 29.99
Costco Wholesale Corporation (COST) 3.1 $3.2M 17k 188.40
Marriott International (MAR) 3.0 $3.1M 23k 135.97
Visa (V) 2.7 $2.8M 24k 119.62
Sch Us Mid-cap Etf etf (SCHM) 2.6 $2.7M 51k 52.88
Schwab U S Small Cap ETF (SCHA) 2.6 $2.7M 39k 69.12
Alphabet Inc Class A cs (GOOGL) 2.5 $2.6M 2.5k 1037.33
Laboratory Corp. of America Holdings 2.4 $2.5M 16k 161.72
Tesla Motors (TSLA) 2.4 $2.4M 9.2k 266.17
Walt Disney Company (DIS) 2.2 $2.3M 23k 100.42
Lockheed Martin Corporation (LMT) 2.2 $2.3M 6.7k 337.87
Vanguard Small-Cap ETF (VB) 1.8 $1.8M 13k 146.90
Vanguard Mid-Cap ETF (VO) 1.8 $1.8M 12k 154.24
Intel Corporation (INTC) 1.6 $1.6M 31k 52.07
SPDR Barclays Capital Convertible SecETF (CWB) 1.5 $1.6M 31k 51.66
American Electric Power Company (AEP) 1.3 $1.4M 20k 68.59
Philip Morris International (PM) 1.3 $1.3M 14k 99.39
PNC Financial Services (PNC) 1.2 $1.3M 8.6k 151.29
At&t (T) 1.2 $1.2M 34k 35.64
Apple (AAPL) 0.4 $374k 2.2k 167.94
Wynn Resorts (WYNN) 0.2 $255k 1.4k 182.14
PowerShares Emerging Markets Sovere 0.2 $262k 9.3k 28.18