Notify me when Lee Financial Group Hawaii, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2024 | 28 | $127,826,949 | +$16,731,254 | -$14,884,689 | +$1,846,565 | VOO, COWZ, GSLC, BOTZ, XAR | 13F-HR | 24 Apr 2024, 16:15 |
| Q4 2023 | 30 | $117,442,422 | +$2,342,579 | -$2,087,668 | +$254,911 | VOO, COWZ, ALTL, BOND, XAR | 13F-HR | 23 Jan 2024, 14:39 |
| Q3 2023 | 30 | $108,958,755 | +$8,910,522 | -$5,332,929 | +$3,577,593 | VOO, COWZ, ALTL, BOND, UCON | 13F-HR | 18 Oct 2023, 10:44 |
| Q2 2023 | 30 | $109,207,636 | +$18,849,455 | -$8,970,413 | +$9,879,042 | COWZ, VOO, ALTL, UCON, BOND | 13F-HR | 02 Aug 2023, 08:51 |
| Q1 2023 | 31 | $97,092,675 | +$28,518,010 | -$35,262,758 | -$6,744,748 | COWZ, VOO, ALTL, UCON, BOND | 13F-HR | 04 May 2023, 16:09 |
| Q4 2022 | 31 | $101,673,935 | +$595,781 | -$4,090,481 | -$3,494,700 | COWZ, SMMD, VOO, PALC, BOND | 13F-HR | 13 Feb 2023, 15:40 |
| Q3 2022 | 33 | $96,876,000 | +$7,474,226 | -$6,850,305 | +$623,921 | COWZ, SMMD, VOO, PALC, BOND | 13F-HR | 04 Nov 2022, 15:20 |
| Q2 2022 | 34 | $102,546,000 | +$17,018,956 | -$20,990,507 | -$3,971,551 | COWZ, VOO, PALC, BOND, UCON | 13F-HR | 08 Aug 2022, 16:31 |
| Q1 2022 | 37 | $122,696,000 | +$22,923,918 | -$33,100,239 | -$10,176,321 | COWZ, VOO, BOND, PALC, SMMD | 13F-HR | 10 May 2022, 15:25 |
| Q4 2021 | 36 | $137,571,000 | +$5,721,365 | -$9,720,550 | -$3,999,185 | VOO, COWZ, BOND, SMMD, VEU | 13F-HR | 08 Feb 2022, 12:01 |
| Q3 2021 | 36 | $135,967,000 | +$19,818,198 | -$19,866,759 | -$48,561 | VOO, BOND, COWZ, SMMD, VEU | 13F-HR | 02 Nov 2021, 17:27 |
| Q2 2021 | 36 | $138,738,000 | +$37,017,554 | -$27,708,757 | +$9,308,797 | VOO, COWZ, BOND, SMMD, ARKK | 13F-HR | 06 Aug 2021, 17:42 |
| Q1 2021 | 28 | $121,900,000 | +$70,990,300 | -$71,142,226 | -$151,926 | VOO, BIV, SMMD, ARKK, SOCL | 13F-HR | 10 May 2021, 15:30 |
| Q4 2020 | 42 | $118,685,000 | +$43,672,168 | -$56,944,947 | -$13,272,779 | VOO, USMV, SPTM, MSFT, SMMD | 13F-HR | 02 Feb 2021, 18:46 |
| Q3 2020 | 41 | $120,503,000 | +$13,099,603 | -$16,369,205 | -$3,269,602 | AGGY, USMV, SPTM, MSFT, COST | 13F-HR | 27 Oct 2020, 15:23 |
| Q2 2020 | 39 | $116,255,000 | +$35,302,636 | -$16,955,413 | +$18,347,223 | AGGY, USMV, SPTM, MSFT, XLK | 13F-HR | 23 Jul 2020, 17:20 |
| Q1 2020 | 24 | $87,181,000 | +$8,598,713 | -$33,374,325 | -$24,775,612 | AGGY, USMV, SPTM, XAR, JPIN | 13F-HR | 04 May 2020, 17:24 |
| Q4 2019 | 27 | $126,713,000 | +$9,269,935 | -$897,350 | +$8,372,585 | SPTM, USMV, AGGY, ITA, LOW | 13F-HR | 29 Jan 2020, 20:56 |
| Q3 2019 | 25 | $112,123,000 | +$5,093,150 | -$12,355,913 | -$7,262,763 | USMV, AGGY, SPTM, ITA, LOW | 13F-HR | 29 Oct 2019, 15:26 |
| Q2 2019 | 30 | $117,033,000 | +$32,985,485 | -$28,344,973 | +$4,640,512 | USMV, SPTM, AGGY, ITA, LOW | 13F-HR | 30 Jul 2019, 12:19 |
| Q1 2019 | 34 | $107,448,000 | +$15,126,170 | -$11,953,014 | +$3,173,156 | USMV, AGGY, JPIN, LOW, ITA | 13F-HR | 01 May 2019, 16:47 |
| Q4 2018 | 28 | $93,129,000 | +$14,503,143 | -$20,873,597 | -$6,370,454 | USMV, VXUS, AGGY, LOW, ITA | 13F-HR | 29 Jan 2019, 15:20 |
| Q3 2018 | 33 | $112,390,000 | +$7,770,391 | -$9,263,846 | -$1,493,455 | USMV, VXUS, AGGY, LOW, ITA | 13F-HR | 23 Oct 2018, 15:30 |
| Q2 2018 | 29 | $108,046,000 | +$9,224,825 | -$5,956,843 | +$3,267,982 | VXUS, USMV, AGGY, LOW, ITA | 13F-HR | 31 Jul 2018, 15:03 |
| Q1 2018 | 30 | $103,758,000 | +$12,553,697 | -$16,111,500 | -$3,557,803 | USMV, VXUS, AGGY, ITA, LOW | 13F-HR | 25 Apr 2018, 13:42 |
| Q4 2017 | 35 | $107,604,000 | $0 | $0 | $0 | USMV, VXUS, ITA, LOW, VLO | 13F-HR | 30 Jan 2018, 14:29 |