Lee Financial Group Hawaii, Inc. Portfolio Holdings by Sector
Lee Financial Group Hawaii, Inc.
- $128 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO COWZ GSLC BOTZ XAR BOND JVAL UCON 15 stocks |
$119,446
93.46% of portfolio
|
  12  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
OKE 1 stocks |
$1,053
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$884
0.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
IIPR 1 stocks |
$868
0.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FHB 1 stocks |
$866
0.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
FTNT MSFT 2 stocks |
$790
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$784
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BNS 1 stocks |
$652
0.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$611
0.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$574
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
PEAK 1 stocks |
$546
0.43% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$404
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$321
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|