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Name: |
Lee Financial Group Hawaii Inc. |
City: |
Honolulu |
State: |
HI |
Zip: |
96816 |
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Holdings
Found :
21 |
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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 |
|
COWZ |
Pacer Us Cash Cows 100 Etf |
2 |
- |
$0.00 |
$30,819,000 |
530,359 |
24.11% |
3,354,000 |
2,081 |
0.059 |
N/A |
|
GSLC |
Goldman Sachs Activebeta Us... |
3 |
- |
$104.12 |
$13,459,000 |
129,672 |
10.53% |
12,103,000 |
115,215 |
0.087 |
N/A |
|
BOTZ |
Global X Robotics & Artific... |
4 |
- |
$31.76 |
$9,232,000 |
290,209 |
7.22% |
4,048,000 |
108,329 |
0.442 |
N/A |
|
BOND |
Pimco Total Return Exchange... |
6 |
- |
$89.43 |
$6,024,000 |
65,575 |
4.71% |
8,000 |
506 |
0.189 |
N/A |
|
UCON |
First Trust Tcw Unconstrain... |
8 |
- |
$0.00 |
$5,831,000 |
237,029 |
4.56% |
19,000 |
2,123 |
0.107 |
N/A |
|
JEPI |
Jpmorgan Equity Premium Inc... |
9 |
- |
$0.00 |
$2,122,000 |
36,675 |
1.66% |
210,000 |
1,897 |
0.004 |
N/A |
|
VBK |
Vanguard Small Cap Gr VIPERS |
10 |
- |
$255.17 |
$1,777,000 |
6,815 |
1.39% |
139,000 |
40 |
0.013 |
Closed - End Fund - E... |
|
OKE |
ONEOK Inc |
11 |
- |
$82.24 |
$1,028,000 |
13,138 |
0.8% |
132,000 |
375 |
0.003 |
Gas Utilities |
|
VCSH |
Vanguard Scottsdale Funds |
12 |
- |
$77.11 |
$938,000 |
12,127 |
0.73% |
43,000 |
557 |
0.003 |
N/A |
|
AGZD |
Wisdomtree Barclays Us Aggr... |
13 |
- |
$22.27 |
$935,000 |
42,348 |
0.73% |
47,000 |
1,830 |
0.092 |
N/A |
|
COST |
Costco Wholesale Corp |
14 |
- |
$793.07 |
$884,000 |
1,207 |
0.69% |
88,000 |
2 |
0 |
Discount, Variety Stores |
|
FHB |
First Hawaiian, Inc. |
15 |
- |
$22.01 |
$873,000 |
39,464 |
0.68% |
0 |
1,275 |
0.03 |
N/A |
|
IIPR |
Innovative Industrial Prope... |
16 |
- |
$113.70 |
$869,000 |
8,389 |
0.68% |
60,000 |
364 |
0.039 |
N/A |
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VZ |
Verizon Communications Inc |
17 |
- |
$40.25 |
$785,000 |
18,704 |
0.61% |
200,000 |
3,187 |
0 |
Telecom Services - Do... |
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BNS |
Bank of Nova Scotia (USA) |
18 |
- |
$48.25 |
$652,000 |
12,595 |
0.51% |
79,000 |
825 |
0.001 |
Foreign Money Center ... |
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USMV |
iShares MSCI USA Minimum Vo... |
19 |
- |
$0.00 |
$650,000 |
7,802 |
0.51% |
44,000 |
32 |
0 |
N/A |
|
KNG |
Ft Cboe S&p 500 Dividend Ta... |
20 |
- |
$0.00 |
$615,000 |
11,459 |
0.48% |
41,000 |
355 |
0.026 |
N/A |
|
MO |
Altria Group Inc |
21 |
- |
$45.95 |
$611,000 |
14,017 |
0.48% |
69,000 |
591 |
0.001 |
Cigarettes & Other To... |
|
SVOL |
Simplify Volatility Premium... |
22 |
- |
$0.00 |
$577,000 |
25,473 |
0.45% |
29,000 |
1,414 |
0.283 |
N/A |
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HD |
Home Depot Inc |
23 |
- |
$342.73 |
$574,000 |
1,497 |
0.45% |
58,000 |
9 |
0 |
Home Improvement Stores |
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V |
Visa Inc |
25 |
- |
$279.84 |
$404,000 |
1,448 |
0.32% |
28,000 |
3 |
0.001 |
Business Services |
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