0001398344-23-019379.txt : 20231018 0001398344-23-019379.hdr.sgml : 20231018 20231018104423 ACCESSION NUMBER: 0001398344-23-019379 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231018 DATE AS OF CHANGE: 20231018 EFFECTIVENESS DATE: 20231018 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lee Financial Group Hawaii, Inc. CENTRAL INDEX KEY: 0000837980 IRS NUMBER: 990263125 STATE OF INCORPORATION: HI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18232 FILM NUMBER: 231331159 BUSINESS ADDRESS: STREET 1: 3113 OLU STREET CITY: HONOLULU STATE: HI ZIP: 96816 BUSINESS PHONE: 8089888088 MAIL ADDRESS: STREET 1: 3113 OLU STREET CITY: HONOLULU STATE: HI ZIP: 96816 FORMER COMPANY: FORMER CONFORMED NAME: FIRST PACIFIC MANAGEMENT CORP /ADV DATE OF NAME CHANGE: 20001213 FORMER COMPANY: FORMER CONFORMED NAME: FIRST PACIFIC CAPITAL CORP /ADV DATE OF NAME CHANGE: 19880823 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0000837980 XXXXXXXX 09-30-2023 09-30-2023 false Lee Financial Group Hawaii, Inc.

3113 OLU STREET HONOLULU HI 96816

13F HOLDINGS REPORT 028-18232 000104781 801-33016 N Terrence K.H. Lee 808-988-8088 /s/Terrence K.H. Lee Honolulu HI 10-13-2023 0 30 108958755 INFORMATION TABLE 2 fp0085670-1_13fhr-table.xml ALTRIA GROUP INC COM 02209S103 498821 11863 SH SOLE 0 0 11863 APPLE INC COM 037833100 321133 1876 SH SOLE 0 0 1876 BANK NOVA SCOTIA HALIFAX COM 064149107 482070 10574 SH SOLE 0 0 10574 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 15120 14000 SH SOLE 0 0 14000 COSTCO WHSL CORP NEW COM 22160K105 680178 1204 SH SOLE 0 0 1204 FIRST HAWAIIAN INC COM 32051X108 623770 34558 SH SOLE 0 0 34558 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 5588285 233819 SH SOLE 0 0 233819 FORTINET INC COM 34959E109 432765 7375 SH SOLE 0 0 7375 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 4584007 185437 SH SOLE 0 0 185437 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1199415 14240 SH SOLE 0 0 14240 HOME DEPOT INC COM 437076102 447026 1479 SH SOLE 0 0 1479 INNOVATIVE INDL PPTYS INC COM 45781V101 540612 7145 SH SOLE 0 0 7145 ISHARES TR MSCI USA MIN VOL 46429B697 556317 7686 SH SOLE 0 0 7686 J P MORGAN EXCHANGE TRADED F US VALUE FACTR 46641Q753 5005216 144492 SH SOLE 0 0 144492 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1720515 32123 SH SOLE 0 0 32123 KELLANOVA COM 487836108 457632 7690 SH SOLE 0 0 7690 MICROSOFT CORP COM 594918104 290169 919 SH SOLE 0 0 919 ONEOK INC NEW COM 682680103 740455 11674 SH SOLE 0 0 11674 PACER FDS TR US CASH COWS 100 69374H881 26201578 530074 SH SOLE 0 0 530074 PACER FDS TR LUNT LRG CP ALTR 69374H717 14144371 410599 SH SOLE 0 0 410599 PHYSICIANS RLTY TR COM 71943U104 430510 35317 SH SOLE 0 0 35317 PIMCO ETF TR ACTIVE BD ETF 72201R775 5698772 64832 SH SOLE 0 0 64832 SPDR SER TR AEROSPACE DEF 78464A631 5007149 44667 SH SOLE 0 0 44667 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 28004017 71311 SH SOLE 0 0 71311 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1399880 6536 SH SOLE 0 0 6536 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 798598 10627 SH SOLE 0 0 10627 VERIZON COMMUNICATIONS INC COM 92343V104 434722 13413 SH SOLE 0 0 13413 VISA INC COM CL A 92826C839 331837 1443 SH SOLE 0 0 1443 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 1502397 38782 SH SOLE 0 0 38782 WISDOMTREE TR INTRST RATE HDGE 97717W380 821418 37068 SH SOLE 0 0 37068