Lee Financial Group Hawaii

Lee Financial Group Hawaii as of June 30, 2022

Portfolio Holdings for Lee Financial Group Hawaii

Lee Financial Group Hawaii holds 34 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Pacer Fds Tr Us Cash Cows 100 (COWZ) 17.1 $18M 408k 43.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 13.8 $14M 41k 346.87
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 12.9 $13M 382k 34.63
Pimco Etf Tr Active Bd Etf (BOND) 8.5 $8.7M 92k 95.26
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 8.0 $8.2M 334k 24.50
Ishares Tr Rusel 2500 Etf (SMMD) 7.8 $8.0M 155k 51.62
Proshares Tr Short S&p 500 Ne (SH) 5.6 $5.8M 349k 16.50
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 4.7 $4.8M 118k 40.93
Spdr Ser Tr Aerospace Def (XAR) 4.6 $4.7M 46k 100.62
Ishares Tr U.s. Fin Svc Etf (IYG) 3.8 $3.9M 26k 148.22
Fortinet (FTNT) 1.3 $1.3M 23k 56.59
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.2 $1.3M 17k 74.95
Ishares Tr Cr 5 10 Yr Etf (IMTB) 1.2 $1.2M 27k 44.74
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $990k 18k 55.44
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $967k 14k 70.23
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.9 $966k 22k 44.13
Microsoft Corporation (MSFT) 0.8 $785k 3.1k 256.96
Costco Wholesale Corporation (COST) 0.7 $741k 1.5k 479.61
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.7 $715k 17k 41.64
Laboratory Corp Amer Hldgs Com New (LH) 0.5 $482k 2.1k 234.44
Ishares Tr High Yld Bd Fctr (HYDB) 0.5 $462k 11k 43.47
Visa Com Cl A (V) 0.4 $403k 2.0k 196.78
Qualcomm (QCOM) 0.4 $378k 3.0k 127.70
Amazon (AMZN) 0.4 $361k 3.4k 106.24
Select Sector Spdr Tr Energy (XLE) 0.3 $338k 4.7k 71.47
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $332k 1.7k 197.15
Apple (AAPL) 0.3 $328k 2.4k 136.55
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.3 $305k 11k 27.81
Starbucks Corporation (SBUX) 0.2 $240k 3.1k 76.24
American Electric Power Company (AEP) 0.2 $225k 2.3k 96.03
Tesla Motors (TSLA) 0.2 $222k 330.00 672.73
Merck & Co (MRK) 0.2 $214k 2.4k 91.06
Valero Energy Corporation (VLO) 0.2 $201k 1.9k 106.29
Clover Health Investments Com Cl A (CLOV) 0.0 $51k 24k 2.12