Lee Financial Group Hawaii, Inc.

13F Portfolio Filings

Latest 13F report
Q1 2024 - Apr 24, 2024
Value $
$128M
Signature - Title
Terrence K.H. Lee - President and CEO
Location
3113 Olu Street, Honolulu, HI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 28 $128M +$16.7M -$14.9M +$1.85M VOO, COWZ, GSLC, BOTZ, XAR 13F-HR 4/24/2024, 04:15 PM
Q4 2023 30 $117M +$2.34M -$2.09M +$255K VOO, COWZ, ALTL, BOND, XAR 13F-HR 1/23/2024, 02:39 PM
Q3 2023 30 $109M +$8.91M -$5.56M +$3.35M VOO, COWZ, ALTL, BOND, UCON 13F-HR 10/18/2023, 10:44 AM
Q2 2023 30 $109M +$18.9M -$8.97M +$9.88M COWZ, VOO, ALTL, UCON, BOND 13F-HR 8/2/2023, 08:51 AM
Q1 2023 31 $97.1M +$28.5M -$35.3M -$6.74M COWZ, VOO, ALTL, UCON, BOND 13F-HR 5/4/2023, 04:09 PM
Q4 2022 31 $102M +$596K -$4.09M -$3.49M COWZ, SMMD, VOO, PALC, BOND 13F-HR 2/13/2023, 03:40 PM
Q3 2022 33 $96.9M +$7.47M -$6.85M +$624K COWZ, SMMD, VOO, PALC, BOND 13F-HR 11/4/2022, 03:20 PM
Q2 2022 34 $103M +$17M -$21M -$3.97M COWZ, VOO, PALC, BOND, UCON 13F-HR 8/8/2022, 04:31 PM
Q1 2022 36 $123M +$22.9M -$33.1M -$10.2M COWZ, VOO, BOND, PALC, SMMD 13F-HR 5/10/2022, 03:25 PM
Q4 2021 36 $138M +$5.72M -$9.72M -$4M VOO, COWZ, BOND, SMMD, VEU 13F-HR 2/8/2022, 12:01 PM
Q3 2021 36 $136M +$19.8M -$19.9M -$48.6K VOO, BOND, COWZ, SMMD, VEU 13F-HR 11/2/2021, 05:27 PM
Q2 2021 36 $139M +$37M -$27.7M +$9.31M VOO, COWZ, BOND, SMMD, ARKK 13F-HR 8/6/2021, 05:42 PM
Q1 2021 28 $122M +$71M -$71.1M -$152K VOO, BIV, SMMD, ARKK, SOCL 13F-HR 5/10/2021, 03:30 PM
Q4 2020 42 $119M +$43.7M -$56.9M -$13.3M VOO, USMV, SPTM, MSFT, SMMD 13F-HR 2/2/2021, 06:46 PM
Q3 2020 41 $121M +$13.1M -$16.4M -$3.27M AGGY, USMV, SPTM, MSFT, COST 13F-HR 10/27/2020, 03:23 PM
Q2 2020 39 $116M +$35.3M -$17M +$18.3M AGGY, USMV, SPTM, MSFT, XLK 13F-HR 7/23/2020, 05:20 PM
Q1 2020 24 $87.2M +$8.6M -$33.4M -$24.8M AGGY, USMV, SPTM, XAR, JPIN 13F-HR 5/4/2020, 05:24 PM
Q4 2019 27 $127M +$9.27M -$897K +$8.37M SPTM, USMV, AGGY, ITA, LOW 13F-HR 1/29/2020, 08:56 PM
Q3 2019 25 $112M +$5.09M -$12.4M -$7.26M USMV, AGGY, SPTM, ITA, LOW 13F-HR 10/29/2019, 03:26 PM
Q2 2019 30 $117M +$33M -$28.3M +$4.64M USMV, SPTM, AGGY, ITA, LOW 13F-HR 7/30/2019, 12:19 PM
Q1 2019 34 $107M +$15.1M -$12M +$3.17M USMV, AGGY, JPIN, LOW, ITA 13F-HR 5/1/2019, 04:47 PM
Q4 2018 28 $93.1M +$14.5M -$20.9M -$6.37M USMV, VXUS, AGGY, LOW, ITA 13F-HR 1/29/2019, 03:20 PM
Q3 2018 33 $112M +$7.77M -$9.26M -$1.49M USMV, VXUS, AGGY, LOW, ITA 13F-HR 10/23/2018, 03:30 PM
Q2 2018 29 $108M +$9.22M -$5.96M +$3.27M VXUS, USMV, AGGY, LOW, ITA 13F-HR 7/31/2018, 03:03 PM
Q1 2018 30 $104M +$12.6M -$16.1M -$3.56M USMV, VXUS, AGGY, ITA, LOW 13F-HR 4/25/2018, 01:42 PM
Q4 2017 35 $108M $0 $0 USMV, VXUS, ITA, LOW, VLO 13F-HR 1/30/2018, 02:29 PM