Lee Financial Group Hawaii, Inc. Top Holdings and 13F Report (2024) → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) About Lee Financial Group Hawaii, Inc.Investment ActivityLee Financial Group Hawaii, Inc. has $127.83 million in total holdings as of March 31, 2024.Lee Financial Group Hawaii, Inc. owns shares of 28 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 13.09% of the portfolio was purchased this quarter.About 11.64% of the portfolio was sold this quarter.This quarter, Lee Financial Group Hawaii, Inc. has purchased 30 new stocks and bought additional shares in 21 stocks.Lee Financial Group Hawaii, Inc. sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $34,393,527Pacer US Cash Cows 100 ETF $30,819,164Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $13,458,662Global X Robotics & Artificial Intelligence Thematic ETF $9,231,560SPDR S&P Aerospace & Defense ETF $6,087,886 Largest New Holdings this Quarter Healthpeak Properties $546,844 Holding Largest Purchases this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 115,215 shares (about $11.96M)Global X Robotics & Artificial Intelligence Thematic ETF 108,329 shares (about $3.45M)Healthpeak Properties 29,165 shares (about $546.84K)Verizon Communications 3,187 shares (about $133.73K)Pacer US Cash Cows 100 ETF 2,081 shares (about $120.93K) Largest Sales this Quarter SPDR S&P Aerospace & Defense ETF 871 shares (about $122.38K)Fortinet 1,465 shares (about $100.07K)Vanguard S&P 500 ETF 198 shares (about $95.18K)JPMorgan US Value Factor ETF 133 shares (about $5.54K)Apple 4 shares (about $764.78) Sector Allocation Over TimeMap of 500 Largest Holdings ofLee Financial Group Hawaii, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$34,393,527$95,178 ▼-0.3%71,54926.9%ETFCOWZPacer US Cash Cows 100 ETF$30,819,164$120,927 ▲0.4%530,35924.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$13,458,662$11,958,169 ▲796.9%129,67210.5%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$9,231,560$3,445,950 ▲59.6%290,2097.2%ManufacturingXARSPDR S&P Aerospace & Defense ETF$6,087,886$122,384 ▼-2.0%43,3274.8%ETFPIMCO ETF TR$6,023,679$46,481 ▲0.8%65,5754.7%ACTIVE BD ETFJVALJPMorgan US Value Factor ETF$5,991,501$5,535 ▼-0.1%143,9574.7%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$5,830,922$52,226 ▲0.9%237,0294.6%ETFJEPIJPMorgan Equity Premium Income ETF$2,122,035$109,761 ▲5.5%36,6751.7%ETFVBKVanguard Small-Cap Growth ETF$1,776,807$10,429 ▲0.6%6,8151.4%ETFOKEONEOK$1,028,372$29,353 ▲2.9%13,1380.8%Oils/EnergyVCSHVanguard Short-Term Corporate Bond ETF$937,568$43,063 ▲4.8%12,1270.7%ETFAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund$935,038$40,406 ▲4.5%42,3480.7%FinanceCOSTCostco Wholesale$884,049$1,465 ▲0.2%1,2070.7%Consumer DefensiveFHBFirst Hawaiian$872,923$28,202 ▲3.3%39,4640.7%FinanceIIPRInnovative Industrial Properties$868,610$37,689 ▲4.5%8,3890.7%FinanceVZVerizon Communications$784,820$133,727 ▲20.5%18,7040.6%Computer and TechnologyBNSBank of Nova Scotia$652,171$42,719 ▲7.0%12,5950.5%Financial ServicesUSMViShares MSCI USA Min Vol Factor ETF$650,324$2,667 ▲0.4%7,8020.5%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$615,463$19,067 ▲3.2%11,4590.5%ETFMOAltria Group$611,400$25,779 ▲4.4%14,0170.5%Consumer StaplesSVOLSimplify Volatility Premium ETF$577,218$32,041 ▲5.9%25,4730.5%ETFHDHome Depot$574,130$3,452 ▲0.6%1,4970.4%Retail/WholesalePEAKHealthpeak Properties$546,844$546,844 ▲New Holding29,1650.4%FinanceVVisa$404,022$837 ▲0.2%1,4480.3%Business ServicesFTNTFortinet$403,712$100,074 ▼-19.9%5,9100.3%Computer and TechnologyMSFTMicrosoft$386,6240.0%9200.3%Computer and TechnologyAAPLApple$357,918$765 ▼-0.2%1,8720.3%Computer and TechnologyALTLPacer Lunt Large Cap Alternator ETF$0$13,512,059 ▼-100.0%00.0%ETFDOCHealthpeak Properties$0$545,462 ▼-100.0%00.0%FinanceKKellanova$0$503,231 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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