StockDriftsStockDriftsTop 28 Lee Financial Group Hawaii, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 26.91% | 71.5K | $34.4M | -0.28%(-198) | — | 2024-03-31 | |
| COWZ | PACER FDS TR | 24.11% | 530.4K | $30.8M | +0.39%(+2.08K) | — | 2024-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 10.53% | 129.7K | $13.5M | +796.95%(+115.22K) | — | 2024-03-31 | |
| BOTZ | GLOBAL X FDS | 7.22% | 290.2K | $9.2M | +59.56%(+108.33K) | — | 2024-03-31 | |
| XAR | SPDR SER TR | 4.76% | 43.3K | $6.1M | -1.97%(-871) | — | 2024-03-31 | |
| BOND | PIMCO ETF TR | 4.71% | 65.6K | $6.0M | +0.78%(+506) | — | 2024-03-31 | |
| JVAL | J P MORGAN EXCHANGE TRADED F | 4.69% | 144.0K | $6.0M | -0.09%(-133) | — | 2024-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 4.56% | 237.0K | $5.8M | +0.90%(+2.12K) | — | 2024-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 1.66% | 36.7K | $2.1M | +5.45%(+1.90K) | — | 2024-03-31 | |
| VBK | VANGUARD INDEX FDS | 1.39% | 6.8K | $1.8M | +0.59%(+40) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lee Financial Group Hawaii, Inc. reports $127.83M in US-listed equity holdings across 28 positions in its most recent 13F filing. Its largest disclosed positions are VOO (26.9%), COWZ (24.1%) and GSLC (10.5%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Lee Financial Group Hawaii, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Lee Financial Group Hawaii, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 837980). View Lee Financial Group Hawaii, Inc.’s 13F filings on SEC