0001398344-19-018701.txt : 20191029
0001398344-19-018701.hdr.sgml : 20191029
20191029152627
ACCESSION NUMBER: 0001398344-19-018701
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191029
DATE AS OF CHANGE: 20191029
EFFECTIVENESS DATE: 20191029
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: 191176135
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
13F-HR
LIVE
false
false
false
0000837980
XXXXXXXX
09-30-2019
09-30-2019
false
Lee Financial Group Hawaii, Inc.
3113 OLU STREET
HONOLULU
HI
96816
13F HOLDINGS REPORT
028-18232
N
Terrence K.H. Lee
President and CEO
808-988-8088
/s/ Terrence K.H. Lee
Honolulu
HI
10-29-2019
0
25
112123
INFORMATION TABLE
2
fp0046717_13fhr-table.xml
13F INFORMATION TABLE
AT&T INC
COM
00206R102
1409
37226
SH
SOLE
0
0
37226
ALTRIA GROUP INC
COM
02209S103
706
17256
SH
SOLE
0
0
17256
AMERICAN ELEC PWR CO INC
COM
025537101
1587
16934
SH
SOLE
0
0
16934
APPLE INC
COM
037833100
250
1117
SH
SOLE
0
0
1117
COSTCO WHSL CORP NEW
COM
22160K105
4882
16945
SH
SOLE
0
0
16945
DISNEY WALT CO
COM DISNEY
254687106
3232
24799
SH
SOLE
0
0
24799
ENBRIDGE INC
COM
29250N105
838
23895
SH
SOLE
0
0
23895
INTEL CORP
COM
458140100
1410
27364
SH
SOLE
0
0
27364
ISHARES TR
US AER DEF ETF
464288760
8555
38074
SH
SOLE
0
0
38074
ISHARES TR
MIN VOL EAFE ETF
46429B689
2676
36518
SH
SOLE
0
0
36518
ISHARES TR
MSCI MIN VOL ETF
46429B697
13943
217517
SH
SOLE
0
0
217517
JP MORGAN EXCHANGE TRADED FD
DIV RTN INT EQ
46641Q209
6390
120180
SH
SOLE
0
0
120180
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
2879
17139
SH
SOLE
0
0
17139
LOCKHEED MARTIN CORP
COM
539830109
2144
5497
SH
SOLE
0
0
5497
LOWES COS INC
COM
548661107
7138
64916
SH
SOLE
0
0
64916
MARRIOTT INTL INC NEW
CL A
571903202
3048
24508
SH
SOLE
0
0
24508
MICROSOFT CORP
COM
594918104
3885
27942
SH
SOLE
0
0
27942
SPDR SERIES TRUST
PORTFOLIO LN COR
78464A367
4438
147489
SH
SOLE
0
0
147489
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
12069
328487
SH
SOLE
0
0
328487
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2693
33442
SH
SOLE
0
0
33442
SIMPSON MANUFACTURING CO INC
COM
829073105
2642
38093
SH
SOLE
0
0
38093
VALERO ENERGY CORP NEW
COM
91913Y100
4195
49218
SH
SOLE
0
0
49218
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
3470
39430
SH
SOLE
0
0
39430
VISA INC
COM CL A
92826C839
3927
22829
SH
SOLE
0
0
22829
WISDOMTREE TR
YIELD ENHANCD US
97717X511
13717
262369
SH
SOLE
0
0
262369