LF

Lee Financial Group Hawaii, Inc.

13F
Lee Financial Group Hawaii, Inc.
Last update 2024-04-24 28 Stocks (1 new)
Value $128.00 Mil Turnover 13 %
Countries:
Top Holdings: VOO(26.91%)COWZ(24.11%)GSLC(10.53%)BOTZ(7.22%)XAR(4.76%)
Summary Stock Picks Current Portfolio
Lee Financial Group Hawaii, In... Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
71,549
34,393.5
-0.28%
26.910
-0.07%
-
+16.45%
+8.96%
664,077.8
 
COWZ
Pacer US Cash Cows 100 ETF
530,359
30,819.2
+0.39%
24.110
+0.09%
-
+10.66%
+1.72%
20,734.0
 
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
129,672
13,458.7
+796.95%
10.530
+9.36%
-
+15.95%
+8.69%
14,165.5
 
BOTZ
GLOBAL X FDS
290,209
9,231.6
+59.56%
7.220
+2.70%
-
+22.82%
+8.22%
2,885.5
 
XAR
SPDR S&P Aerospace & Defense ETF
43,327
6,087.9
-1.97%
4.760
-0.10%
-
+30.85%
+32.66%
3,902.9
 
BOND
PIMCO Active Bond ETF
65,575
6,023.7
+0.78%
4.710
+0.04%
-
+1.49%
+3.65%
5,625.0
 
JVAL
JPMorgan U.S. Value Factor ETF
143,957
5,991.5
-0.09%
4.690
0%
-
+15.07%
+6.31%
531.5
 
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
237,029
5,830.9
+0.90%
4.560
+0.04%
-
+1.96%
+3.25%
2,954.3
 
JEPI
JPMorgan Equity Premium Income ETF
36,675
2,122.0
+5.45%
1.660
+0.09%
-
+6.99%
+3.82%
41,282.5
 
VBK
Vanguard Small Cap Growth ETF
6,815
1,776.8
+0.59%
1.390
+0.01%
-
+15.77%
+2.04%
18,123.7
 

Lee Financial Group Hawaii, Inc.'s Historical Top Holdings Breakdowns

Lee Financial Group Hawaii, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ALTL
Pacer Lunt Large Cap Alternator ETF
2024-03-31
Sold Out
Sold Out
-11.51%
●
32.71 ($33.95) 35.04
$39.74
17.05%
Sold Out
0
-401,786
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
2024-03-31
Add
Add
+9.36%
●
92.24 ($98.59) 103.91
$124.47
26.25%
Add 796.95%
129,672
115,215
BOTZ
GLOBAL X FDS
2024-03-31
Add
Add
+2.70%
●
26.84 ($30.1) 32.89
$34.49
14.58%
Add 59.56%
290,209
108,329
DOC Unlock Delisted
Physicians Realty Trust
2024-03-31
Sold Out
Sold Out
-0.46%
●
10.91 ($12.3) 13.76
$17.46
41.99%
Sold Out
0
-40,981
DOC
Healthpeak Properties Inc
2024-03-31
New Buy
New Buy
+0.43%
●
16.18 ($18.17) 20.84
$18.87
3.85%
New holding
29,165
29,165
K
Kellanova Co
2024-03-31
Sold Out
Sold Out
-0.43%
●
52.94 ($55.08) 57.76
$79.86
44.99%
Sold Out
0
-9,001
XAR
SPDR S&P Aerospace & Defense ETF
2024-03-31
Reduce
Reduce
-0.10%
●
127.46 ($134.15) 141.87
$219.57
63.67%
Reduce -1.97%
43,327
-871
VZ
Verizon Communications Inc
2024-03-31
Add
Add
+0.10%
●
37.9 ($40.34) 42.49
$43.08
6.79%
Add 20.54%
18,704
3,187
JEPI
JPMorgan Equity Premium Income ETF
2024-03-31
Add
Add
+0.09%
●
54.75 ($56.34) 57.86
$57.17
1.47%
Add 5.45%
36,675
1,897
COWZ
Pacer US Cash Cows 100 ETF
2024-03-31
Add
Add
+0.09%
●
50.77 ($53.45) 58.11
$57.04
6.72%
Add 0.39%
530,359
2,081

Lee Financial Group Hawaii, Inc. Total Holding History ($B)

To

Lee Financial Group Hawaii, Inc.'s Asset Allocation

To

Lee Financial Group Hawaii, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lee Financial Group Hawaii, Inc.'s Hypothetical Growth since 2024-03-31

Lee Financial Group Hawaii, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Lee Financial Group Hawaii, Inc.'s Holdings Heat Map

Size field:

Lee Financial Group Hawaii, Inc.'s Holdings Bubble Chart

Lee Financial Group Hawaii, Inc. News

  • 1

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