0001398344-22-014985.txt : 20220808 0001398344-22-014985.hdr.sgml : 20220808 20220808163115 ACCESSION NUMBER: 0001398344-22-014985 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220808 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220808 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: 221144858 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 06-30-2022 06-30-2022 false Lee Financial Group Hawaii, Inc.

3113 OLU STREET HONOLULU HI 96816

13F HOLDINGS REPORT 028-18232 N Terrence K.H. Lee 808-988-8088 /s/ Terrence K.H. Lee Honolulu HI 08-05-2022 0 34 102546 INFORMATION TABLE 2 fp0078356_13fhr-table.xml 13F INFORMATION TABLE AMAZON COM INC COM 023135106 361 3398 SH SOLE 0 0 3398 AMERICAN ELEC PWR CO INC COM 025537101 225 2343 SH SOLE 0 0 2343 APPLE INC COM 037833100 328 2402 SH SOLE 0 0 2402 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 51 24000 SH SOLE 0 0 24000 COSTCO WHSL CORP NEW COM 22160K105 741 1545 SH SOLE 0 0 1545 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 8193 334425 SH SOLE 0 0 334425 FORTINET INC COM 34959E109 1301 22990 SH SOLE 0 0 22990 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 305 10968 SH SOLE 0 0 10968 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1270 16944 SH SOLE 0 0 16944 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 966 21890 SH SOLE 0 0 21890 ISHARES TR U.S. FIN SVC ETF 464287770 3894 26271 SH SOLE 0 0 26271 ISHARES TR MSCI USA MIN VOL 46429B697 967 13769 SH SOLE 0 0 13769 ISHARES TR HIGH YLD BD FCTR 46435G250 462 10629 SH SOLE 0 0 10629 ISHARES TR RUSEL 2500 ETF 46435G268 8022 155413 SH SOLE 0 0 155413 ISHARES TR CR 5 10 YR ETF 46435G417 1218 27226 SH SOLE 0 0 27226 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 990 17856 SH SOLE 0 0 17856 LABORATORY CORP AMER HLDGS COM NEW 50540R409 482 2056 SH SOLE 0 0 2056 MERCK & CO INC COM 58933Y105 214 2350 SH SOLE 0 0 2350 MICROSOFT CORP COM 594918104 785 3055 SH SOLE 0 0 3055 PACER FDS TR LUNT LRG CP ALTR 69374H717 4835 118138 SH SOLE 0 0 118138 PACER FDS TR LUNT LRGCP MULTI 69374H816 13235 382193 SH SOLE 0 0 382193 PACER FDS TR US CASH COWS 100 69374H881 17581 408203 SH SOLE 0 0 408203 PIMCO ETF TR ACTIVE BD ETF 72201R775 8747 91827 SH SOLE 0 0 91827 PROSHARES TR SHORT S&P 500 NE 74347B425 5754 348718 SH SOLE 0 0 348718 QUALCOMM INC COM 747525103 378 2960 SH SOLE 0 0 2960 SELECT SECTOR SPDR TR ENERGY 81369Y506 338 4729 SH SOLE 0 0 4729 SPDR SER TR AEROSPACE DEF 78464A631 4667 46383 SH SOLE 0 0 46383 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 715 17173 SH SOLE 0 0 17173 STARBUCKS CORP COM 855244109 240 3148 SH SOLE 0 0 3148 TESLA INC COM 88160R101 222 330 SH SOLE 0 0 330 VALERO ENERGY CORP COM 91913Y100 201 1891 SH SOLE 0 0 1891 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 14123 40715 SH SOLE 0 0 40715 VANGUARD INDEX FDS MID CAP ETF 922908629 332 1684 SH SOLE 0 0 1684 VISA INC COM CL A 92826C839 403 2048 SH SOLE 0 0 2048