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Showing Q1 2024 data
Lee Financial Group Hawaii, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Lee Financial Group Hawaii, Inc.
•CIK: 837980•Filing: Q1 2024
**Lee Financial Group Hawaii, Inc.** manages $128M across a concentrated portfolio of 28 positions. The fund exhibits significant exposure to broad market indices and specific sectors, notably holding VOO at $34.4M and COWZ at $30.8M. Further allocations include substantial positions in GSLC ($13.5M) and BOTZ ($9.2M). This structure suggests a tactical approach balancing core market exposure with targeted, high-conviction sector bets.
Total AUM
$127.8M
QoQ Performance
+8.8%
Positions
26
Top 10 Concentration
90.5%
Latest Filing
Q1 2024
Top Holdings Allocation
VOO
COWZ
GSLC
BOTZ
VOO26.9%
COWZ24.1%
GSLC10.5%
BOTZ7.2%
XAR4.8%
BOND4.7%
JVAL4.7%
UCON4.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.0%
ETF26.9%
Consumer1.1%
Financial0.9%
Technology0.6%
Consumer Staples0.5%
🚪 Exited Positionssold since Q4 2023
Changes from Q4 2023
NEW1 new position
↑21 increased
↓5 decreased
Historical Filings
Q1 2024Q4 2023