Lee Financial Group Hawaii, Inc.
Q1 2024 13F Holdings
- Locationhonolulu, HI
- Num holdings
28
- Value ($000)
$127,827
- Date Filed04/24/2024
- Form type13F-HR
- CIK0000837980
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $34.39M | 27 % | 71,549 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $30.82M | 24 % | 530,359 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $13.46M | 11 % | 129,672 | ||
BOTZ GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 | $9.23M | 7 % | 290,209 | ||
XAR SPDR SER TR | AEROSPACE DEF | 78464A631 | $6.09M | 5 % | 43,327 | ||
BOND PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $6.02M | 5 % | 65,575 | ||
JVAL J P MORGAN EXCHANGE TRADED F | US VALUE FACTR | 46641Q753 | $5.99M | 5 % | 143,957 | ||
UCON FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 33740F888 | $5.83M | 5 % | 237,029 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $2.12M | 2 % | 36,675 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $1.78M | 1 % | 6,815 |
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