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Entity | Shares/Amount Change | Position Value Change |
PEAK |
+29,165 | +$547 |
Entity | Shares/Amount Change | Position Value Change |
ALTL |
-401,786 | -$13,512 | DOC |
-40,981 | -$545 | K |
-9,001 | -$503 |
Entity | Shares/Amount Change | Position Value Change |
GSLC |
+115,215 | +$12,103 | BOTZ |
+108,329 | +$4,048 | VZ |
+3,187 | +$200 | UCON |
+2,123 | +$19 | COWZ |
+2,081 | +$3,354 | JEPI |
+1,897 | +$210 | AGZD |
+1,830 | +$47 | SVOL |
+1,414 | +$29 | FHB |
+1,275 | $UNCH | BNS |
+825 | +$79 |
Entity | Shares/Amount Change | Position Value Change |
FTNT |
-1,465 | -$28 | XAR |
-871 | +$103 | VOO |
-198 | +$3,055 | JVAL |
-133 | +$433 | AAPL |
-4 | -$40 | MSFT |
UNCH | +$41 | COST |
+2 | +$88 | V |
+3 | +$28 | HD |
+9 | +$58 |
Size ($ in 1000's)
At 03/31/2024: $127,792 At 12/31/2023: $117,442
Lee Financial Group Hawaii Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lee Financial Group Hawaii Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Lee Financial Group Hawaii Inc. to be as follows, presented in the
table below with each row detailing each Lee Financial Group Hawaii Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Lee Financial Group Hawaii Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Lee Financial Group Hawaii Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
VANGUARD INDEX FDS (VOO) |
71,549 |
-198 |
$34,394 | VOO | 71,549 | -198 | $34,394 | PACER FDS TR |
530,359 |
+2,081 |
$30,819 | COWZ | 530,359 | +2,081 | $30,819 | GOLDMAN SACHS ETF TR (GSLC) |
129,672 |
+115,215 |
$13,459 | GSLC | 129,672 | +115,215 | $13,459 | GLOBAL X FDS |
290,209 |
+108,329 |
$9,232 | BOTZ | 290,209 | +108,329 | $9,232 | SPDR SER TR (XAR) |
43,327 |
-871 |
$6,088 | XAR | 43,327 | -871 | $6,088 | PIMCO ETF TR (BOND) |
65,575 |
+506 |
$6,024 | BOND | 65,575 | +506 | $6,024 | J P MORGAN EXCHANGE TRADED F (JVAL) |
143,957 |
-133 |
$5,992 | JVAL | 143,957 | -133 | $5,992 | FIRST TR EXCHNG TRADED FD VI (UCON) |
237,029 |
+2,123 |
$5,831 | UCON | 237,029 | +2,123 | $5,831 | J P MORGAN EXCHANGE TRADED F (JEPI) |
36,675 |
+1,897 |
$2,122 | JEPI | 36,675 | +1,897 | $2,122 | VANGUARD INDEX FDS (VBK) |
6,815 |
+40 |
$1,777 | VBK | 6,815 | +40 | $1,777 | ONEOK INC NEW |
13,138 |
+375 |
$1,028 | OKE | 13,138 | +375 | $1,028 | VANGUARD SCOTTSDALE FDS (VCSH) |
12,127 |
+557 |
$938 | VCSH | 12,127 | +557 | $938 | WISDOMTREE TR |
42,348 |
+1,830 |
$935 | AGZD | 42,348 | +1,830 | $935 | COSTCO WHSL CORP NEW |
1,207 |
+2 |
$884 | COST | 1,207 | +2 | $884 | FIRST HAWAIIAN INC |
39,464 |
+1,275 |
$873 | FHB | 39,464 | +1,275 | $873 | INNOVATIVE INDL PPTYS INC |
8,389 |
+364 |
$869 | IIPR | 8,389 | +364 | $869 | VERIZON COMMUNICATIONS INC |
18,704 |
+3,187 |
$785 | VZ | 18,704 | +3,187 | $785 | BANK NOVA SCOTIA HALIFAX |
12,595 |
+825 |
$652 | BNS | 12,595 | +825 | $652 | ISHARES TR (USMV) |
7,802 |
+32 |
$650 | USMV | 7,802 | +32 | $650 | FIRST TR EXCHANGE TRADED FD (KNG) |
11,459 |
+355 |
$615 | KNG | 11,459 | +355 | $615 | ALTRIA GROUP INC |
14,017 |
+591 |
$611 | MO | 14,017 | +591 | $611 | SIMPLIFY EXCHANGE TRADED FUN (SVOL) |
25,473 |
+1,414 |
$577 | SVOL | 25,473 | +1,414 | $577 | HOME DEPOT INC |
1,497 |
+9 |
$574 | HD | 1,497 | +9 | $574 | HEALTHPEAK PROPERTIES INC |
29,165 |
+29,165 |
$547 | PEAK | 29,165 | +29,165 | $547 | FORTINET INC |
5,910 |
-1,465 |
$404 | FTNT | 5,910 | -1,465 | $404 | VISA INC |
1,448 |
+3 |
$404 | V | 1,448 | +3 | $404 | MICROSOFT CORP |
920 |
UNCH |
$387 | MSFT | 920 | UNCH | $387 | APPLE INC |
1,872 |
-4 |
$321 | AAPL | 1,872 | -4 | $321 | PACER FDS TR |
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$0 (exited) | ALTL | 0 | -401,786 | $0 | PHYSICIANS RLTY TR |
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$0 (exited) | DOC | 0 | -40,981 | $0 | KELLANOVA |
0 |
-9,001 |
$0 (exited) | K | 0 | -9,001 | $0 |
See Summary: Lee Financial Group Hawaii Inc. Top Holdings
See Details: Top 10 Stocks Held By Lee Financial Group Hawaii Inc.
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