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| Name: |
Lee Financial Group Hawaii Inc. |
| City: |
Honolulu |
| State: |
HI |
| Zip: |
96816 |
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| Achive
data |
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| Holdings
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5 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
1 |
- |
$491.44 |
$34,394,000 |
71,549 |
26.91% |
3,055,000 |
-198 |
0.008 |
Closed - End Fund - E... |
|
|
XAR |
SPDR S&P Aerospace & Defens... |
5 |
- |
$142.48 |
$6,088,000 |
43,327 |
4.76% |
103,000 |
-871 |
0.396 |
N/A |
|
|
JVAL |
Jpmorgan Us Value Factor Etf |
7 |
- |
$0.00 |
$5,992,000 |
143,957 |
4.69% |
433,000 |
-133 |
0.16 |
N/A |
|
|
FTNT |
Fortinet Inc |
26 |
- |
$59.75 |
$404,000 |
5,910 |
0.32% |
-28,000 |
-1,465 |
0 |
Computer Peripherals |
|
|
AAPL |
Apple Inc |
28 |
- |
$194.48 |
$358,000 |
1,872 |
0.28% |
-3,000 |
-4 |
0 |
Personal Computers |
|
