Lee Financial Group Hawaii

Lee Financial Group Hawaii as of Dec. 31, 2019

Portfolio Holdings for Lee Financial Group Hawaii

Lee Financial Group Hawaii holds 27 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust dj ttl mkt etf (SPTM) 12.3 $16M 392k 39.86
Ishares Tr usa min vo (USMV) 11.2 $14M 216k 65.60
Wisdomtree Tr brclys us aggr (AGGY) 10.9 $14M 264k 52.25
iShares Dow Jones US Aerospace & Def.ETF (ITA) 6.7 $8.5M 38k 222.07
Lowe's Companies (LOW) 6.1 $7.7M 64k 119.76
J P Morgan Exchange Traded F div rtn int eq (JPIN) 5.5 $6.9M 121k 57.09
Technology SPDR (XLK) 4.2 $5.3M 58k 91.67
Visa (V) 3.8 $4.8M 26k 187.88
Costco Wholesale Corporation (COST) 3.7 $4.7M 16k 293.91
Spdr Series Trust barcly cap etf (SPLB) 3.6 $4.6M 154k 30.11
Valero Energy Corporation (VLO) 3.6 $4.6M 49k 93.65
Microsoft Corporation (MSFT) 3.5 $4.5M 28k 157.69
Marriott International (MAR) 2.8 $3.6M 24k 151.42
Vanguard Intermediate-Term Bond ETF (BIV) 2.8 $3.6M 41k 87.22
Walt Disney Company (DIS) 2.7 $3.4M 24k 144.62
Simpson Manufacturing (SSD) 2.4 $3.0M 38k 80.22
Alibaba Group Holding (BABA) 2.4 $3.0M 14k 212.08
Laboratory Corp. of America Holdings 2.3 $2.9M 17k 169.17
Ishares Tr eafe min volat (EFAV) 2.2 $2.8M 38k 74.53
Lockheed Martin Corporation (LMT) 1.7 $2.2M 5.5k 389.31
Intel Corporation (INTC) 1.3 $1.6M 27k 59.86
American Electric Power Company (AEP) 1.3 $1.6M 17k 94.51
At&t (T) 1.1 $1.5M 37k 39.09
Enbridge (ENB) 0.8 $1.0M 25k 39.78
Altria (MO) 0.7 $912k 18k 49.91
Apple (AAPL) 0.3 $328k 1.1k 293.64
Merck & Co (MRK) 0.2 $216k 2.4k 91.10