Lee Financial Group Hawaii

Lee Financial Group Hawaii as of June 30, 2020

Portfolio Holdings for Lee Financial Group Hawaii

Lee Financial Group Hawaii holds 39 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Yield Enhancd Us (AGGY) 12.5 $15M 271k 53.82
Ishares Tr Msci Min Vol Etf (USMV) 11.4 $13M 218k 60.63
Spdr Ser Tr Portfoli S&p1500 (SPTM) 11.2 $13M 344k 37.78
Microsoft Corporation (MSFT) 5.5 $6.5M 32k 203.53
Select Sector Spdr Tr Technology (XLK) 5.1 $5.9M 57k 104.49
Visa Com Cl A (V) 4.1 $4.7M 25k 193.16
Costco Wholesale Corporation (COST) 4.1 $4.7M 16k 303.20
Spotify Technology S A SHS (SPOT) 3.8 $4.4M 17k 258.16
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 3.6 $4.2M 86k 49.41
Vanguard Bd Index Fds Long Term Bond (BLV) 3.5 $4.0M 36k 111.66
Laboratory Corp Amer Hldgs Com New 3.3 $3.9M 23k 166.10
Vanguard Bd Index Fds Intermed Term (BIV) 3.2 $3.7M 40k 93.20
Logitech Intl S A SHS (LOGI) 3.2 $3.7M 57k 65.32
Select Sector Spdr Tr Energy (XLE) 3.0 $3.5M 93k 37.85
Amazon (AMZN) 2.9 $3.4M 1.2k 2758.96
Starbucks Corporation (SBUX) 2.6 $3.1M 42k 73.59
Alibaba Group Hldg Sponsored Ads (BABA) 2.6 $3.0M 14k 215.69
Intel Corporation (INTC) 1.3 $1.5M 25k 59.84
Ark Etf Tr Innovation Etf (ARKK) 1.2 $1.4M 20k 71.31
Ark Etf Tr Genomic Rev Etf (ARKG) 1.2 $1.4M 27k 52.17
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.2 $1.3M 41k 33.04
Global X Fds Social Med Etf (SOCL) 1.0 $1.1M 27k 42.85
At&t (T) 1.0 $1.1M 37k 30.23
Marriott Intl Cl A (MAR) 0.8 $970k 11k 85.76
Johnson & Johnson (JNJ) 0.7 $846k 6.0k 140.58
Vanguard Index Fds Growth Etf (VUG) 0.7 $757k 3.7k 202.19
Comcast Corp Cl A (CMCSA) 0.6 $737k 19k 38.96
Emergent BioSolutions (EBS) 0.6 $682k 8.6k 79.06
Clorox Company (CLX) 0.6 $678k 3.1k 219.42
Charles Schwab Corporation (SCHW) 0.5 $586k 17k 33.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $579k 2.0k 283.55
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.4 $498k 8.6k 57.69
Ishares Tr Us Aer Def Etf (ITA) 0.4 $495k 3.0k 164.84
Wisdomtree Tr Floatng Rat Trea 0.4 $452k 18k 25.10
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.3 $378k 7.5k 50.70
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $307k 1.8k 169.52
Apple (AAPL) 0.3 $292k 800.00 365.00
Ishares Tr Min Vol Eafe Etf (EFAV) 0.2 $219k 3.3k 65.94
Valero Energy Corporation (VLO) 0.2 $216k 3.7k 58.84