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Lee Financial Group Hawaii, Inc. Buys PIMCO Active Bond ETF, SPDR S&P Aerospace & Defense ETF, Vanguard FTSE All-World ex-US ETF, Sells Goldman Sachs Access Investment Grade Corporate Bo, iShares Asia 50 ETF, First Trust NASDAQ CEA Cybersecurity ETF

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Nov 02, 2021
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Investment company Lee Financial Group Hawaii, Inc. (Current Portfolio) buys PIMCO Active Bond ETF, SPDR S&P Aerospace & Defense ETF, Vanguard FTSE All-World ex-US ETF, JPMorgan Equity Premium Income ETF, Invesco Preferred ETF, sells Goldman Sachs Access Investment Grade Corporate Bo, iShares Asia 50 ETF, First Trust NASDAQ CEA Cybersecurity ETF, GLOBAL X FDS, SPDR S&P Health Care Equipment ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Lee Financial Group Hawaii, Inc.. As of 2021Q3, Lee Financial Group Hawaii, Inc. owns 36 stocks with a total value of $136 million. These are the details of the buys and sells.

For the details of Lee Financial Group Hawaii, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/lee+financial+group+hawaii%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Lee Financial Group Hawaii, Inc.
  1. Vanguard S&P 500 ETF (VOO) - 82,214 shares, 23.85% of the total portfolio. Shares added by 14.40%
  2. PIMCO Active Bond ETF (BOND) - 182,199 shares, 14.81% of the total portfolio. Shares added by 43.15%
  3. Pacer US Cash Cows 100 ETF (COWZ) - 414,177 shares, 13.31% of the total portfolio. Shares added by 1.09%
  4. iShares Russell 2500 ETF (SMMD) - 156,095 shares, 7.37% of the total portfolio. Shares added by 11.22%
  5. Vanguard FTSE All-World ex-US ETF (VEU) - 161,126 shares, 7.22% of the total portfolio. Shares added by 24.42%
New Purchase: SPDR S&P Aerospace & Defense ETF (XAR)

Lee Financial Group Hawaii, Inc. initiated holding in SPDR S&P Aerospace & Defense ETF. The purchase prices were between $115.91 and $132.54, with an estimated average price of $123.53. The stock is now traded at around $120.120000. The impact to a portfolio due to this purchase was 4.21%. The holding were 48,042 shares as of 2021-09-30.

Added: PIMCO Active Bond ETF (BOND)

Lee Financial Group Hawaii, Inc. added to a holding in PIMCO Active Bond ETF by 43.15%. The purchase prices were between $109.94 and $111.61, with an estimated average price of $111.02. The stock is now traded at around $109.940000. The impact to a portfolio due to this purchase was 4.46%. The holding were 182,199 shares as of 2021-09-30.

Added: Vanguard FTSE All-World ex-US ETF (VEU)

Lee Financial Group Hawaii, Inc. added to a holding in Vanguard FTSE All-World ex-US ETF by 24.42%. The purchase prices were between $60.96 and $64.22, with an estimated average price of $62.6. The stock is now traded at around $62.920000. The impact to a portfolio due to this purchase was 1.42%. The holding were 161,126 shares as of 2021-09-30.

Added: JPMorgan Equity Premium Income ETF (JEPI)

Lee Financial Group Hawaii, Inc. added to a holding in JPMorgan Equity Premium Income ETF by 57.60%. The purchase prices were between $58.92 and $61.7, with an estimated average price of $60.51. The stock is now traded at around $61.600000. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,898 shares as of 2021-09-30.

Added: Invesco Preferred ETF (PGX)

Lee Financial Group Hawaii, Inc. added to a holding in Invesco Preferred ETF by 21.42%. The purchase prices were between $14.93 and $15.25, with an estimated average price of $15.14. The stock is now traded at around $15.100000. The impact to a portfolio due to this purchase was 0.09%. The holding were 44,760 shares as of 2021-09-30.

Sold Out: iShares Asia 50 ETF (AIA)

Lee Financial Group Hawaii, Inc. sold out a holding in iShares Asia 50 ETF. The sale prices were between $77.54 and $90.86, with an estimated average price of $83.64.

Reduced: Goldman Sachs Access Investment Grade Corporate Bo (GIGB)

Lee Financial Group Hawaii, Inc. reduced to a holding in Goldman Sachs Access Investment Grade Corporate Bo by 91.35%. The sale prices were between $54.17 and $55.25, with an estimated average price of $54.81. The stock is now traded at around $54.470000. The impact to a portfolio due to this sale was -4.54%. Lee Financial Group Hawaii, Inc. still held 10,887 shares as of 2021-09-30.

Reduced: First Trust NASDAQ CEA Cybersecurity ETF (CIBR)

Lee Financial Group Hawaii, Inc. reduced to a holding in First Trust NASDAQ CEA Cybersecurity ETF by 35.94%. The sale prices were between $46.8 and $52.52, with an estimated average price of $49.44. The stock is now traded at around $54.150000. The impact to a portfolio due to this sale was -2.21%. Lee Financial Group Hawaii, Inc. still held 116,604 shares as of 2021-09-30.

Reduced: GLOBAL X FDS (SOCL)

Lee Financial Group Hawaii, Inc. reduced to a holding in GLOBAL X FDS by 23.73%. The sale prices were between $60.12 and $72.08, with an estimated average price of $65.66. The stock is now traded at around $61.200000. The impact to a portfolio due to this sale was -1.45%. Lee Financial Group Hawaii, Inc. still held 89,422 shares as of 2021-09-30.

Reduced: SPDR S&P Health Care Equipment ETF (XHE)

Lee Financial Group Hawaii, Inc. reduced to a holding in SPDR S&P Health Care Equipment ETF by 25.29%. The sale prices were between $121.72 and $133.34, with an estimated average price of $127.69. The stock is now traded at around $128.020000. The impact to a portfolio due to this sale was -1.43%. Lee Financial Group Hawaii, Inc. still held 45,447 shares as of 2021-09-30.

Reduced: Amazon.com Inc (AMZN)

Lee Financial Group Hawaii, Inc. reduced to a holding in Amazon.com Inc by 22.98%. The sale prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3312.750000. The impact to a portfolio due to this sale was -0.13%. Lee Financial Group Hawaii, Inc. still held 181 shares as of 2021-09-30.

Reduced: Apple Inc (AAPL)

Lee Financial Group Hawaii, Inc. reduced to a holding in Apple Inc by 31.99%. The sale prices were between $137.27 and $156.69, with an estimated average price of $147.22. The stock is now traded at around $150.020000. The impact to a portfolio due to this sale was -0.12%. Lee Financial Group Hawaii, Inc. still held 2,700 shares as of 2021-09-30.



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