Lee Financial Group Hawaii, Inc. Buys iShares U.S. ...

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Investment company Lee Financial Group Hawaii, Inc. (Current Portfolio) buys iShares U.S. Financial Services ETF, Procter & Gamble Co, American Electric Power Co Inc, sells GLOBAL X FDS, Logitech International SA, Tesla Inc, WisdomTree Yield Enhanced U.S. Aggregate Bond Fund during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Lee Financial Group Hawaii, Inc.. As of 2021Q4, Lee Financial Group Hawaii, Inc. owns 36 stocks with a total value of $138 million. These are the details of the buys and sells.

  • New Purchases: IYG, PG, AEP,

  • Added Positions: COWZ, VEU, MSFT, GSLC,

  • Reduced Positions: BOND, XAR, ARKK, AGGY, BIV, USMV, CIBR, XLE, GIGB, AAPL, IMTB, V, PGX, SRLN, QCOM, GSIE, HYDB, JPIB, SPHD, SBUX, VO, JEPI, AMZN,

  • Sold Out: SOCL, LOGI, TSLA,


For the details of Lee Financial Group Hawaii, Inc.'s stock buys and sells,
go to https://www.gurufocus.com/guru/lee+financial+group+hawaii%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Lee Financial Group Hawaii, Inc.

  1. Vanguard S&P 500 ETF (VOO) - 82,036 shares, 26.03% of the total portfolio. Shares reduced by 0.22%

  2. Pacer US Cash Cows 100 ETF (COWZ) - 418,454 shares, 14.32% of the total portfolio. Shares added by 1.03%

  3. PIMCO Active Bond ETF (BOND) - 163,868 shares, 13.03% of the total portfolio. Shares reduced by 10.06%

  4. iShares Russell 2500 ETF (SMMD) - 156,299 shares, 7.54% of the total portfolio. Shares added by 0.13%

  5. Vanguard FTSE All-World ex-US ETF (VEU) - 163,000 shares, 7.26% of the total portfolio. Shares added by 1.16%

New Purchase: iShares U.S. Financial Services ETF (IYG)

Lee Financial Group Hawaii, Inc. initiated holding in iShares U.S. Financial Services ETF. The purchase prices were between $184.71 and $202.77, with an estimated average price of $195.03. The stock is now traded at around $199.410000. The impact to a portfolio due to this purchase was 3.56%. The holding were 25,373 shares as of 2021-12-31.

New Purchase: Procter & Gamble Co (PG)

Lee Financial Group Hawaii, Inc. initiated holding in Procter & Gamble Co. The purchase prices were between $138.79 and $164.19, with an estimated average price of $148.79. The stock is now traded at around $160.145000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,385 shares as of 2021-12-31.

New Purchase: American Electric Power Co Inc (AEP)

Lee Financial Group Hawaii, Inc. initiated holding in American Electric Power Co Inc. The purchase prices were between $80.28 and $88.97, with an estimated average price of $84.43. The stock is now traded at around $90.320000. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,343 shares as of 2021-12-31.

Sold Out: GLOBAL X FDS (SOCL)

Lee Financial Group Hawaii, Inc. sold out a holding in GLOBAL X FDS. The sale prices were between $52.14 and $65.88, with an estimated average price of $59.03.

Sold Out: Logitech International SA (LOGI)

Lee Financial Group Hawaii, Inc. sold out a holding in Logitech International SA. The sale prices were between $77.56 and $90.65, with an estimated average price of $83.37.

Sold Out: Tesla Inc (TSLA)

Lee Financial Group Hawaii, Inc. sold out a holding in Tesla Inc. The sale prices were between $780.59 and $1229.91, with an estimated average price of $1012.35.



Here is the complete portfolio of Lee Financial Group Hawaii, Inc.. Also check out:

1. Lee Financial Group Hawaii, Inc.'s Undervalued Stocks

2. Lee Financial Group Hawaii, Inc.'s Top Growth Companies, and

3. Lee Financial Group Hawaii, Inc.'s High Yield stocks

4. Stocks that Lee Financial Group Hawaii, Inc. keeps buyingThis article first appeared on GuruFocus.

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