Lee Financial Group Hawaii

Lee Financial Group Hawaii as of June 30, 2021

Portfolio Holdings for Lee Financial Group Hawaii

Lee Financial Group Hawaii holds 36 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 20.4 $28M 72k 393.52
Pacer Fds Tr Us Cash Cows 100 (COWZ) 12.6 $18M 410k 42.78
Pimco Etf Tr Active Bd Etf (BOND) 10.2 $14M 127k 110.96
Ishares Tr Rusel 2500 Etf (SMMD) 6.7 $9.3M 140k 66.23
Ark Etf Tr Innovation Etf (ARKK) 6.3 $8.8M 67k 130.79
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 6.1 $8.5M 182k 46.76
Global X Fds Social Med Etf (SOCL) 6.1 $8.5M 117k 72.39
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 5.9 $8.2M 130k 63.39
Spdr Ser Tr Hlth Cr Equip (XHE) 5.7 $7.9M 61k 129.22
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 5.0 $6.9M 126k 54.84
Ishares Tr Asia 50 Etf (AIA) 3.5 $4.8M 53k 91.65
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.0 $1.4M 17k 86.03
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $1.2M 13k 89.92
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $1.2M 16k 73.59
Fortinet (FTNT) 0.8 $1.2M 4.8k 238.16
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.7 $936k 18k 51.42
Microsoft Corporation (MSFT) 0.6 $826k 3.0k 270.91
Amazon (AMZN) 0.6 $808k 235.00 3438.30
Costco Wholesale Corporation (COST) 0.5 $666k 1.7k 395.96
Laboratory Corp Amer Hldgs Com New 0.4 $596k 2.2k 275.67
Visa Com Cl A (V) 0.4 $585k 2.5k 233.72
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.4 $582k 17k 34.95
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $565k 37k 15.33
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $562k 12k 46.29
Qualcomm (QCOM) 0.4 $560k 3.9k 143.04
Apple (AAPL) 0.4 $544k 4.0k 137.03
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $539k 12k 44.10
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $471k 2.0k 237.16
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.3 $442k 8.5k 52.15
Starbucks Corporation (SBUX) 0.3 $382k 3.4k 111.86
Logitech Intl S A SHS (LOGI) 0.3 $378k 3.1k 120.84
Ishares Tr High Yld Bd Fctr (HYDB) 0.3 $377k 7.2k 52.09
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 0.3 $373k 7.2k 51.47
Select Sector Spdr Tr Energy (XLE) 0.3 $348k 6.5k 53.90
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.2 $265k 4.4k 60.54
Tesla Motors (TSLA) 0.2 $224k 330.00 678.79