Lee Financial Group Hawaii

Lee Financial Group Hawaii as of March 31, 2022

Portfolio Holdings for Lee Financial Group Hawaii

Lee Financial Group Hawaii holds 37 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Clover Health Investments Com Cl A (CLOV) 16.4 $24M 85.00 282352.94
Pacer Fds Tr Us Cash Cows 100 (COWZ) 14.2 $21M 418k 49.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.7 $17M 42k 415.16
Pimco Etf Tr Active Bd Etf (BOND) 11.5 $17M 166k 101.78
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 10.3 $15M 384k 39.45
Ishares Tr Rusel 2500 Etf (SMMD) 6.6 $9.7M 155k 62.38
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 4.1 $6.1M 115k 53.11
Spdr Ser Tr Aerospace Def (XAR) 3.9 $5.8M 46k 124.68
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 3.6 $5.4M 119k 44.80
Ishares Tr U.s. Fin Svc Etf (IYG) 3.2 $4.7M 26k 180.34
Ark Etf Tr Innovation Etf (ARKK) 2.6 $3.8M 58k 66.30
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.1 $1.7M 19k 89.05
Fortinet (FTNT) 1.1 $1.6M 4.6k 341.67
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.7 $1.1M 23k 47.37
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $1.1M 14k 77.57
Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $1.0M 13k 81.92
Microsoft Corporation (MSFT) 0.6 $944k 3.1k 308.19
Costco Wholesale Corporation (COST) 0.6 $889k 1.5k 575.78
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.5 $694k 15k 44.95
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $670k 49k 13.58
Apple (AAPL) 0.4 $658k 3.8k 174.54
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.4 $652k 14k 47.18
Amazon (AMZN) 0.4 $557k 171.00 3257.31
Tesla Motors (TSLA) 0.4 $552k 454.00 1215.86
Laboratory Corp Amer Hldgs Com New 0.4 $549k 2.1k 263.69
Qualcomm (QCOM) 0.4 $538k 3.5k 152.75
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.3 $505k 10k 49.80
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.3 $498k 8.1k 61.44
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.3 $472k 14k 32.70
Visa Com Cl A (V) 0.3 $453k 2.0k 221.95
Ishares Tr High Yld Bd Fctr (HYDB) 0.3 $451k 9.3k 48.76
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $401k 1.7k 237.84
Select Sector Spdr Tr Energy (XLE) 0.2 $361k 4.7k 76.43
Starbucks Corporation (SBUX) 0.2 $286k 3.1k 90.94
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $254k 5.3k 47.78
American Electric Power Company (AEP) 0.2 $234k 2.3k 99.87
Procter & Gamble Company (PG) 0.1 $206k 1.4k 152.59