HoldingsChannel.com
| 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 | $387 |
See Full List: All Stocks Held By Lee Financial Group Hawaii Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lee Financial Group Hawaii Inc.
|
Size ($ 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 |
