All Stocks Held By Lee Financial Group Hawaii Inc.

As of 03/31/2024, we find all stocks held by Lee Financial Group Hawaii Inc. to be as follows, presented in the table below with each row detailing each Lee Financial Group Hawaii Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Lee Financial Group Hawaii Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Lee Financial Group Hawaii Inc. as of the latest filing.

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
APPLE INC	1,872	-4	$321
AAPL	1,872	-4	$321
PACER FDS TR			$0 (exited)
ALTL	0	-401,786	$0
PHYSICIANS RLTY TR			$0 (exited)
DOC	0	-40,981	$0
KELLANOVA	0	-9,001	$0 (exited)
K	0	-9,001	$0

See Summary: Lee Financial Group Hawaii Inc. Top Holdings
See Details: Top 10 Stocks Held By Lee Financial Group Hawaii Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
PEAK	+29,165	+$547

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
ALTL	-401,786	-$13,512
DOC	-40,981	-$545
K	-9,001	-$503

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
GSLC	+115,215	+$12,103
BOTZ	+108,329	+$4,048
VZ	+3,187	+$200
UCON	+2,123	+$19
COWZ	+2,081	+$3,354
JEPI	+1,897	+$210
AGZD	+1,830	+$47
SVOL	+1,414	+$29
FHB	+1,275	$UNCH
BNS	+825	+$79

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
FTNT	-1,465	-$28
XAR	-871	+$103
VOO	-198	+$3,055
JVAL	-133	+$433
AAPL	-4	-$40
MSFT	UNCH	+$41
COST	+2	+$88
V	+3	+$28
HD	+9	+$58

Lee Financial Group Hawaii Inc. Info

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

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