120 is the total number of securities Lee Financial Group Hawaii, Inc. has owned. The longest Lee Financial Group Hawaii, Inc. has owned a single stock is 24 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| USMV | ISHARES TR | 24 | 24 | 0.50% | 8.57% | 28.15% | Q4 2017 | Q3 2023 | 24 |
| COST | COSTCO WHSL CORP NEW | 24 | 24 | 0.48% | 2.25% | 5.16% | Q4 2017 | Q3 2023 | 24 |
| V | VISA INC | 24 | 24 | 0.24% | 2.08% | 4.65% | Q4 2017 | Q3 2023 | 24 |
| LH | LABORATORY CORP AMER H... | 22 | 22 | 0.29% | 1.63% | 3.65% | Q4 2017 | Q1 2023 | 22 |
| AAPL | APPLE INC | 11 | 4 | 0.19% | 0.39% | 1.93% | Q4 2017 | Q3 2023 | 22 |
| MSFT | MICROSOFT CORP | 21 | 21 | 0.27% | 1.95% | 5.78% | Q3 2018 | Q3 2023 | 21 |
| AGGY | WISDOMTREE TR | 17 | 17 | 0.17% | 6.90% | 15.76% | Q1 2018 | Q1 2022 | 17 |
| BIV | VANGUARD BD INDEX FDS | 14 | 1 | 0.22% | 2.71% | 12.17% | Q4 2017 | Q1 2022 | 15 |
| VOO | VANGUARD INDEX FDS | 14 | 14 | 0.50% | 15.87% | 26.03% | Q2 2020 | Q3 2023 | 14 |
| INTC | INTEL CORP | 14 | 14 | 0.18% | 1.20% | 1.62% | Q4 2017 | Q1 2021 | 14 |
| AEP | AMERICAN ELEC PWR INC | 9 | 5 | 0.15% | 0.92% | 1.50% | Q4 2017 | Q4 2022 | 14 |
| VLO | VALERO ENERGY CORP NEW | 9 | 1 | 0.16% | 2.90% | 5.01% | Q4 2017 | Q4 2022 | 13 |
| FTNT | FORTINET INC | 12 | 1 | 0.40% | 1.22% | 4.05% | Q2 2019 | Q3 2023 | 13 |
| VO | VANGUARD INDEX FDS | 9 | 4 | 0.19% | 1.19% | 3.44% | Q4 2017 | Q3 2022 | 13 |
| T | AT&T INC | 13 | 13 | 0.24% | 1.03% | 1.26% | Q4 2017 | Q4 2020 | 13 |
| ITA | ISHARES TR | 9 | 3 | 0.36% | 4.79% | 7.63% | Q4 2017 | Q4 2020 | 12 |
| AMZN | AMAZON COM INC | 10 | 1 | 0.21% | 1.27% | 3.16% | Q3 2018 | Q3 2022 | 12 |
| XLE | SELECT SECTOR SPDR TR | 12 | 12 | 0.22% | 0.73% | 3.03% | Q2 2020 | Q1 2023 | 12 |
| MAR | MARRIOTT INTL INC NEW | 11 | 11 | 0.83% | 2.53% | 3.06% | Q4 2017 | Q2 2020 | 11 |
| LMT | LOCKHEED MARTIN CORP | 10 | 1 | 0.20% | 1.61% | 2.18% | Q4 2017 | Q4 2022 | 11 |
| SBUX | STARBUCKS CORP | 11 | 11 | 0.19% | 0.74% | 3.01% | Q2 2020 | Q4 2022 | 11 |
| COWZ | PACER FDS TR | 10 | 10 | 12.63% | 18.07% | 30.03% | Q2 2021 | Q3 2023 | 10 |
| BOND | PIMCO ETF TR | 10 | 10 | 5.23% | 9.31% | 14.81% | Q2 2021 | Q3 2023 | 10 |
| SPTM | SPDR SER TR | 10 | 10 | 0.36% | 7.44% | 13.24% | Q3 2018 | Q4 2020 | 10 |
| XAR | SPDR SER TR | 9 | 1 | 3.44% | 4.67% | 6.91% | Q1 2020 | Q3 2023 | 10 |
| DIS | DISNEY WALT CO | 10 | 10 | 2.25% | 2.63% | 3.01% | Q4 2017 | Q1 2020 | 10 |
| EFAV | ISHARES TR | 10 | 10 | 0.19% | 1.29% | 4.10% | Q3 2018 | Q4 2020 | 10 |
| GSLC | GOLDMAN SACHS ETF TR | 10 | 10 | 0.92% | 1.12% | 1.24% | Q2 2021 | Q3 2023 | 10 |
| JEPI | J P MORGAN EXCHANGE-TR... | 10 | 10 | 0.19% | 0.85% | 1.66% | Q2 2021 | Q3 2023 | 10 |
| SMMD | ISHARES TR | 9 | 9 | 4.96% | 8.46% | 14.97% | Q4 2020 | Q4 2022 | 9 |
| LOW | LOWES COS INC | 9 | 9 | 5.14% | 5.92% | 6.54% | Q4 2017 | Q4 2019 | 9 |
| QCOM | QUALCOMM INC | 9 | 9 | 0.22% | 1.01% | 3.95% | Q3 2020 | Q3 2022 | 9 |
| TSLA | TESLA INC | 3 | 2 | 0.16% | 0.81% | 2.79% | Q4 2017 | Q2 2023 | 9 |
| MO | ALTRIA GROUP INC | 6 | 3 | 0.27% | 0.64% | 0.86% | Q4 2018 | Q3 2023 | 9 |
| GSIE | GOLDMAN SACHS ETF TR | 9 | 9 | 0.20% | 0.37% | 0.66% | Q4 2020 | Q4 2022 | 9 |
| JPIN | JP MORGAN EXCHANGE TRA... | 8 | 8 | 2.79% | 5.16% | 8.55% | Q4 2018 | Q3 2020 | 8 |
| ARKK | ARK ETF TR | 8 | 8 | 1.22% | 3.96% | 6.52% | Q2 2020 | Q1 2022 | 8 |
| CIBR | FIRST TR EXCHANGE TRAD... | 8 | 8 | 1.15% | 3.89% | 6.30% | Q2 2020 | Q1 2022 | 8 |
| XLK | SELECT SECTOR SPDR TR | 8 | 8 | 0.30% | 2.86% | 5.26% | Q1 2019 | Q4 2020 | 8 |
| IMTB | ISHARES TR | 8 | 8 | 0.68% | 0.97% | 1.31% | Q2 2021 | Q1 2023 | 8 |
| SPHD | INVESCO EXCH TRADED FD... | 8 | 8 | 0.39% | 0.67% | 1.04% | Q2 2021 | Q1 2023 | 8 |
| SRLN | SSGA ACTIVE ETF TR | 8 | 8 | 0.40% | 0.58% | 0.78% | Q2 2021 | Q1 2023 | 8 |
| HYDB | ISHARES TR | 8 | 8 | 0.27% | 0.39% | 0.53% | Q2 2021 | Q1 2023 | 8 |
| VXUS | VANGUARD STAR FD | 7 | 7 | 0.44% | 8.68% | 13.88% | Q4 2017 | Q2 2019 | 7 |
| ALTL | PACER FDS TR | 7 | 7 | 3.41% | 8.03% | 14.23% | Q1 2022 | Q3 2023 | 7 |
| CLOV | CLOVER HEALTH INVESTME... | 7 | 7 | 0.01% | 5.11% | 19.31% | Q1 2022 | Q3 2023 | 7 |
| BAC | BANK AMER CORP | 7 | 7 | 3.14% | 3.24% | 3.38% | Q4 2017 | Q2 2019 | 7 |
| SSD | SIMPSON MANUFACTURING ... | 7 | 7 | 1.95% | 2.17% | 2.38% | Q2 2018 | Q4 2019 | 7 |
| PNC | PNC FINL SVCS GROUP INC | 7 | 7 | 0.90% | 1.05% | 1.25% | Q4 2017 | Q2 2019 | 7 |
| MRK | MERCK & CO INC | 3 | 1 | 0.16% | 0.32% | 1.06% | Q4 2017 | Q4 2022 | 7 |
| UCON | FIRST TR EXCHNG TRADED... | 6 | 6 | 5.13% | 7.15% | 8.42% | Q2 2022 | Q3 2023 | 6 |
| SOCL | GLOBAL X FDS | 6 | 6 | 0.98% | 3.58% | 6.47% | Q2 2020 | Q3 2021 | 6 |
| GIGB | GOLDMAN SACHS ETF TR | 6 | 6 | 0.34% | 2.01% | 5.52% | Q4 2020 | Q1 2022 | 6 |
| LOGI | LOGITECH INTL S A | 6 | 6 | 0.20% | 1.99% | 4.39% | Q2 2020 | Q3 2021 | 6 |
| CWB | SPDR SERIES TRUST | 6 | 6 | 1.41% | 1.48% | 1.53% | Q4 2017 | Q1 2019 | 6 |
| VEU | VANGUARD INTL EQUITY I... | 5 | 5 | 0.74% | 5.52% | 7.26% | Q4 2020 | Q4 2021 | 5 |
| IYG | ISHARES TR | 5 | 5 | 3.03% | 3.53% | 4.10% | Q4 2021 | Q4 2022 | 5 |
| FLRN | SPDR SER TR | 5 | 5 | 0.26% | 2.56% | 4.83% | Q1 2018 | Q1 2019 | 5 |
| SPLB | SPDR SERIES TRUST | 5 | 5 | 0.27% | 2.33% | 3.96% | Q4 2018 | Q4 2019 | 5 |
| PG | PROCTER AND GAMBLE CO | 2 | 1 | 0.14% | 0.38% | 1.22% | Q4 2017 | Q4 2022 | 5 |
| PALC | PACER FDS TR | 4 | 4 | 9.94% | 11.59% | 13.20% | Q1 2022 | Q4 2022 | 4 |
| XHE | SPDR SER TR | 4 | 4 | 3.84% | 4.92% | 6.00% | Q1 2021 | Q4 2021 | 4 |
| BABA | ALIBABA GROUP HLDG LTD | 4 | 4 | 2.38% | 2.88% | 3.39% | Q4 2019 | Q3 2020 | 4 |
| SCHM | SCHWAB STRATEGIC TR | 4 | 4 | 2.58% | 2.60% | 2.62% | Q4 2017 | Q3 2018 | 4 |
| GOOGL | ALPHABET INC | 4 | 4 | 2.47% | 2.60% | 2.76% | Q4 2017 | Q3 2018 | 4 |
| SCHA | SCHWAB STRATEGIC TR | 4 | 4 | 2.55% | 2.58% | 2.64% | Q4 2017 | Q3 2018 | 4 |
| ARKG | ARK ETF TR | 4 | 4 | 0.17% | 2.09% | 4.40% | Q2 2020 | Q1 2021 | 4 |
| VB | VANGUARD INDEX FDS | 4 | 4 | 1.73% | 1.76% | 1.78% | Q4 2017 | Q3 2018 | 4 |
| EMQQ | EXCHANGE TRADED CONCEP... | 4 | 4 | 0.96% | 1.03% | 1.16% | Q2 2018 | Q1 2019 | 4 |
| ENB | ENBRIDGE INC | 4 | 4 | 0.67% | 0.78% | 0.89% | Q2 2019 | Q1 2020 | 4 |
| PGX | INVESCO EXCH TRADED FD... | 4 | 4 | 0.41% | 0.46% | 0.50% | Q2 2021 | Q1 2022 | 4 |
| USFR | WISDOMTREE TR | 4 | 4 | 0.22% | 0.31% | 0.42% | Q1 2020 | Q4 2020 | 4 |
| JVAL | J P MORGAN EXCHANGE TR... | 3 | 3 | 4.51% | 4.64% | 4.83% | Q1 2023 | Q3 2023 | 3 |
| GD | GENERAL DYNAMICS CORP | 3 | 3 | 3.12% | 3.36% | 3.72% | Q4 2017 | Q2 2018 | 3 |
| AIA | ISHARES TR | 3 | 3 | 0.28% | 2.59% | 3.99% | Q4 2020 | Q2 2021 | 3 |
| BLV | VANGUARD BD INDEX FDS | 3 | 3 | 0.85% | 2.56% | 3.45% | Q2 2020 | Q4 2020 | 3 |
| VBK | VANGUARD INDEX FDS | 3 | 3 | 1.13% | 1.22% | 1.28% | Q1 2023 | Q3 2023 | 3 |
| EBS | EMERGENT BIOSOLUTIONS INC | 3 | 3 | 0.54% | 0.58% | 0.63% | Q2 2020 | Q4 2020 | 3 |
| SCHW | SCHWAB CHARLES CORP | 3 | 3 | 0.49% | 0.55% | 0.66% | Q1 2020 | Q3 2020 | 3 |
| OKE | ONEOK INC NEW | 3 | 3 | 0.24% | 0.52% | 0.68% | Q1 2023 | Q3 2023 | 3 |
| BNS | BANK NOVA SCOTIA HALIFAX | 3 | 3 | 0.22% | 0.38% | 0.48% | Q1 2023 | Q3 2023 | 3 |
| K | KELLOGG CO | 3 | 3 | 0.23% | 0.37% | 0.47% | Q1 2023 | Q3 2023 | 3 |
| FPXI | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.32% | 0.37% | 0.43% | Q2 2020 | Q4 2020 | 3 |
| VZ | VERIZON COMMUNICATIONS... | 3 | 3 | 0.23% | 0.36% | 0.46% | Q1 2023 | Q3 2023 | 3 |
| DOC | PHYSICIANS RLTY TR | 3 | 3 | 0.22% | 0.36% | 0.45% | Q1 2023 | Q3 2023 | 3 |
| BNDX | VANGUARD CHARLOTTE FDS | 3 | 3 | 0.23% | 0.30% | 0.43% | Q2 2020 | Q4 2020 | 3 |
| JPIB | J P MORGAN EXCHANGE-TR... | 3 | 3 | 0.27% | 0.30% | 0.32% | Q2 2021 | Q4 2021 | 3 |
| IJT | ISHARES TR | 3 | 3 | 0.24% | 0.28% | 0.33% | Q2 2020 | Q4 2020 | 3 |
| BOTZ | GLOBAL X FDS | 2 | 2 | 4.21% | 4.23% | 4.24% | Q2 2023 | Q3 2023 | 2 |
| IPO | RENAISSANCE CAP GREENW... | 2 | 2 | 0.44% | 3.06% | 5.67% | Q4 2020 | Q1 2021 | 2 |
| IHDG | WISDOMTREE TR | 2 | 2 | 1.38% | 1.40% | 1.42% | Q2 2023 | Q3 2023 | 2 |
| PM | PHILIP MORRIS INTL INC | 2 | 2 | 1.27% | 1.29% | 1.30% | Q4 2017 | Q1 2018 | 2 |
| COF | CAPITAL ONE FINL CORP | 2 | 2 | 0.75% | 0.80% | 0.86% | Q2 2018 | Q3 2018 | 2 |
| AGZD | WISDOMTREE TR | 2 | 2 | 0.75% | 0.75% | 0.75% | Q2 2023 | Q3 2023 | 2 |
| VCSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.73% | 0.74% | 0.74% | Q2 2023 | Q3 2023 | 2 |
| JNJ | JOHNSON & JOHNSON | 2 | 2 | 0.68% | 0.70% | 0.73% | Q2 2020 | Q3 2020 | 2 |
| VUG | VANGUARD INDEX FDS | 2 | 2 | 0.65% | 0.70% | 0.75% | Q2 2020 | Q3 2020 | 2 |
| CMCSA | COMCAST CORP NEW | 2 | 2 | 0.63% | 0.64% | 0.65% | Q2 2020 | Q3 2020 | 2 |
| DOCU | DOCUSIGN INC | 2 | 2 | 0.60% | 0.60% | 0.61% | Q3 2020 | Q4 2020 | 2 |
| CLX | CLOROX CO DEL | 2 | 2 | 0.49% | 0.54% | 0.58% | Q2 2020 | Q3 2020 | 2 |
| FHB | FIRST HAWAIIAN INC | 2 | 2 | 0.45% | 0.51% | 0.57% | Q2 2023 | Q3 2023 | 2 |
| IIPR | INNOVATIVE INDL PPTYS INC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
| PCY | POWERSHARES ETF TR II | 2 | 2 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q1 2018 | 2 |
| VHT | VANGUARD WORLD FDS | 2 | 2 | 0.18% | 0.24% | 0.29% | Q3 2020 | Q4 2020 | 2 |
| WYNN | WYNN RESORTS LTD | 2 | 2 | 0.22% | 0.23% | 0.25% | Q4 2017 | Q1 2018 | 2 |
| SH | PROSHARES TR | 1 | 1 | 5.61% | 5.61% | 5.61% | Q2 2022 | Q2 2022 | 1 |
| SPOT | SPOTIFY TECHNOLOGY S A | 1 | 1 | 3.81% | 3.81% | 3.81% | Q2 2020 | Q2 2020 | 1 |
| TIP | ISHARES TR | 1 | 1 | 3.37% | 3.37% | 3.37% | Q4 2020 | Q4 2020 | 1 |
| RTN | RAYTHEON CO | 1 | 1 | 3.15% | 3.15% | 3.15% | Q4 2017 | Q4 2017 | 1 |
| SPTI | SPDR SER TR | 1 | 1 | 2.86% | 2.86% | 2.86% | Q4 2020 | Q4 2020 | 1 |
| NDAQ | NASDAQ INC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q4 2017 | Q4 2017 | 1 |
| VTR | VENTAS INC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q4 2017 | Q4 2017 | 1 |
| GIS | GENERAL MLS INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2017 | Q4 2017 | 1 |
| SDS | PROSHARES TR | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2020 | Q1 2020 | 1 |
| ICLN | ISHARES TR | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2020 | Q4 2020 | 1 |
| HD | HOME DEPOT INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
| BKNG | BOOKING HLDGS INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2019 | Q1 2019 | 1 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
| XSLV | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2018 | Q3 2018 | 1 |
| MPW | MEDICAL PPTYS TRUST INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including ISHARES TR, COSTCO WHSL CORP NEW, and VISA INC, are the highest-conviction holdings of Lee Financial Group Hawaii, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Lee Financial Group Hawaii, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Lee Financial Group Hawaii, Inc. owns currently or has owned in the past.