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%)
Portfolio Report
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
34393.530
-0.28%
26.910
-0.07%
-
0%
0%
496071.971
 
COWZ 		Pacer US Cash Cows 100 ETF
530,359
30819.160
+0.39%
24.110
+0.09%
-
+4.50%
+10.35%
24924.396
 
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
129,672
13458.660
+796.95%
10.530
+9.36%
-
+4.28%
+19.46%
12837.777
 
BOTZ 		GLOBAL X FDS
290,209
9231.560
+59.56%
7.220
+2.70%
-
-0.23%
+8.74%
2570.689
 
XAR 		SPDR S&P Aerospace & Defense ETF
43,327
6087.890
-1.97%
4.760
-0.10%
-
+10.41%
+14.53%
2334.102
 
BOND 		PIMCO Active Bond ETF
65,575
6023.680
+0.78%
4.710
+0.04%
-
+3.51%
+2.57%
4361.232
 
JVAL 		JPMorgan U.S. Value Factor ETF
143,957
5991.500
-0.09%
4.690
0%
-
+5.66%
+12.23%
630.019
 
UCON 		First Trust TCW Unconstrained Plus Bond ETF
237,029
5830.920
+0.90%
4.560
+0.04%
-
+2.72%
+2.14%
3024.823
 
JEPI 		JPMorgan Equity Premium Income ETF
36,675
2122.040
+5.45%
1.660
+0.09%
-
+4.63%
+7.58%
35478.170
 
VBK 		Vanguard Small Cap Growth ETF
6,815
1776.810
+0.59%
1.390
+0.01%
-
+7.63%
+10.16%
18160.245
 

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 ETF2024-03-31Sold Out
-11.51%
●
32.71 ($33.95) 35.04
$37.94
11.75%
Sold Out
0
-401,786
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF2024-03-31Add
+9.36%
●
92.24 ($98.59) 103.91
$112.07
13.67%
Add 796.95%
129,672
115,215
BOTZ 		GLOBAL X FDS2024-03-31Add
+2.70%
●
26.84 ($30.1) 32.89
$30.99
2.96%
Add 59.56%
290,209
108,329
DOC Physicians Realty Trust2024-03-31Sold Out
-0.46%
●
10.91 ($12.3) 13.76
$17.46
41.99%
Sold Out
0
-40,981
DOC 		Healthpeak Properties Inc2024-03-31New Buy
+0.43%
●
16.18 ($18.17) 20.84
$22.01
21.13%
New holding
29,165
29,165
K 		Kellanova Co2024-03-31Sold Out
-0.43%
●
52.94 ($55.08) 57.76
$80.81
46.71%
Sold Out
0
-9,001
XAR 		SPDR S&P Aerospace & Defense ETF2024-03-31Reduce
-0.10%
●
127.46 ($134.15) 141.87
$155.09
15.61%
Reduce -1.97%
43,327
-871
VZ 		Verizon Communications Inc2024-03-31Add
+0.10%
●
37.9 ($40.34) 42.49
$44.33
9.89%
Add 20.54%
18,704
3,187
JEPI 		JPMorgan Equity Premium Income ETF2024-03-31Add
+0.09%
●
54.75 ($56.34) 57.86
$59.15
4.99%
Add 5.45%
36,675
1,897
COWZ 		Pacer US Cash Cows 100 ETF2024-03-31Add
+0.09%
●
50.77 ($53.45) 58.11
$57.37
7.33%
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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