Lee Financial Group Hawaii, Inc. current holdings: USA ETF
Lee Financial Group Hawaii, Inc. reported $0.12 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 15 positions, in its Form 13F for the quarter ended 2024-03-31; the largest are VOO, COWZ, GSLC.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 71,549; Value $34,393,527.
- COWZ: Country of operation —; Class US CASH COWS 100; Shares 530,359; Value $30,819,164.
- GSLC: Country of operation —; Class ACTIVEBETA US LG; Shares 129,672; Value $13,458,662.
- BOTZ: Country of operation —; Class RBTCS ARTFL INTE; Shares 290,209; Value $9,231,560.
Form 13F-HR as filed (SEC CIK 837980): quarter ended 2024-03-31, filed 2024-04-24. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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