Lee Financial Group Hawaii, Inc. - Q4 2019 holdings

$127 Million is the total value of Lee Financial Group Hawaii, Inc.'s 27 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .

 Value Shares↓ Weighting
AAPL  APPLE INC$328,000
+31.2%
1,1170.0%0.26%
+16.1%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-01-30
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR24Q3 202328.1%
COSTCO WHSL CORP NEW24Q3 20235.2%
VISA INC24Q3 20234.6%
LABORATORY CORP AMER HLDGS22Q1 20233.7%
APPLE INC22Q3 20231.9%
MICROSOFT CORP21Q3 20235.8%
WISDOMTREE TR17Q1 202215.8%
VANGUARD BD INDEX FDS15Q1 202212.2%
VANGUARD INDEX FDS14Q3 202326.0%
INTEL CORP14Q1 20211.6%

View Lee Financial Group Hawaii, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-24
13F-HR2024-01-23
13F-HR2023-10-18
13F-HR2023-08-02
13F-HR2023-05-04
13F-HR2023-02-13
13F-HR2022-11-04
13F-HR2022-08-08
13F-HR2022-05-10
13F-HR2022-02-08

View Lee Financial Group Hawaii, Inc.'s complete filings history.

Compare quarters

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