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Size ($ in 1000's)
At 12/31/2023: $117,442
At 09/30/2023: $108,959
Lee Financial Group Hawaii Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lee Financial Group Hawaii Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Lee Financial Group Hawaii Inc. top holdings by largest position size, as per the latest 13f filing made by Lee Financial Group Hawaii Inc..
In the Lee Financial Group Hawaii Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Lee Financial Group Hawaii Inc. in that top holding, then the share count change between reporting periods, and finally the Lee Financial Group Hawaii Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
71,747 |
+436 |
$31,339 | | VOO | 71,747 | +436 | $31,339 | | PACER FDS TR |
528,278 |
-1,796 |
$27,465 | | COWZ | 528,278 | -1,796 | $27,465 | | PACER FDS TR |
401,786 |
-8,813 |
$13,512 | | ALTL | 401,786 | -8,813 | $13,512 | | PIMCO ETF TR (BOND) |
65,069 |
+237 |
$6,016 | | BOND | 65,069 | +237 | $6,016 | | SPDR SER TR (XAR) |
44,198 |
-469 |
$5,985 | | XAR | 44,198 | -469 | $5,985 | | FIRST TR EXCHNG TRADED FD VI (UCON) |
234,906 |
+1,087 |
$5,812 | | UCON | 234,906 | +1,087 | $5,812 | | J P MORGAN EXCHANGE TRADED F (JVAL) |
144,090 |
-402 |
$5,559 | | JVAL | 144,090 | -402 | $5,559 | | GLOBAL X FDS |
181,880 |
-3,557 |
$5,184 | | BOTZ | 181,880 | -3,557 | $5,184 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
34,778 |
+2,655 |
$1,912 | | JEPI | 34,778 | +2,655 | $1,912 | | VANGUARD INDEX FDS (VBK) |
6,775 |
+239 |
$1,638 | | VBK | 6,775 | +239 | $1,638 | | GOLDMAN SACHS ETF TR (GSLC) |
14,457 |
+217 |
$1,356 | | GSLC | 14,457 | +217 | $1,356 | | ONEOK INC NEW |
12,763 |
+1,089 |
$896 | | OKE | 12,763 | +1,089 | $896 | | VANGUARD SCOTTSDALE FDS (VCSH) |
11,570 |
+943 |
$895 | | VCSH | 11,570 | +943 | $895 | | WISDOMTREE TR |
40,518 |
+3,450 |
$888 | | AGZD | 40,518 | +3,450 | $888 | | FIRST HAWAIIAN INC |
38,189 |
+3,631 |
$873 | | FHB | 38,189 | +3,631 | $873 | | INNOVATIVE INDL PPTYS INC |
8,025 |
+880 |
$809 | | IIPR | 8,025 | +880 | $809 | | COSTCO WHSL CORP NEW |
1,205 |
+1 |
$796 | | COST | 1,205 | +1 | $796 | | ISHARES TR (USMV) |
7,770 |
+84 |
$606 | | USMV | 7,770 | +84 | $606 | | VERIZON COMMUNICATIONS INC |
15,517 |
+2,104 |
$585 | | VZ | 15,517 | +2,104 | $585 | | FIRST TR EXCHANGE TRADED FD (KNG) |
11,104 |
+11,104 |
$574 | | KNG | 11,104 | +11,104 | $574 | | BANK NOVA SCOTIA HALIFAX |
11,770 |
+1,196 |
$573 | | BNS | 11,770 | +1,196 | $573 | | SIMPLIFY EXCHANGE TRADED FUN (SVOL) |
24,059 |
+24,059 |
$548 | | SVOL | 24,059 | +24,059 | $548 | | PHYSICIANS RLTY TR |
40,981 |
+5,664 |
$545 | | DOC | 40,981 | +5,664 | $545 | | ALTRIA GROUP INC |
13,426 |
+1,563 |
$542 | | MO | 13,426 | +1,563 | $542 | | HOME DEPOT INC |
1,488 |
+9 |
$516 | | HD | 1,488 | +9 | $516 | | KELLANOVA |
9,001 |
+1,311 |
$503 | | K | 9,001 | +1,311 | $503 | | FORTINET INC |
7,375 |
UNCH |
$432 | | FTNT | 7,375 | UNCH | $432 | | VISA INC |
1,445 |
+2 |
$376 | | V | 1,445 | +2 | $376 | | APPLE INC |
1,876 |
UNCH |
$361 | | AAPL | 1,876 | UNCH | $361 |
See Full List: All Stocks Held By Lee Financial Group Hawaii Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lee Financial Group Hawaii Inc.
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