0001398344-22-021474.txt : 20221104 0001398344-22-021474.hdr.sgml : 20221104 20221104152037 ACCESSION NUMBER: 0001398344-22-021474 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221104 DATE AS OF CHANGE: 20221104 EFFECTIVENESS DATE: 20221104 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: 221362065 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 09-30-2022 09-30-2022 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 11-01-2022 0 33 124268 INFORMATION TABLE 2 fp0080576-1_13fhr-table.xml 13F INFORMATION TABLE AMAZON COM INC COM 023135106 261 2314 SH SOLE 0 0 2314 AMERICAN ELEC PWR CO INC COM 025537101 203 2343 SH SOLE 0 0 2343 APPLE INC COM 037833100 2402 332024 SH SOLE 0 0 332024 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 24000 40800 SH SOLE 0 0 40800 COSTCO WHSL CORP NEW COM 22160K105 691 1463 SH SOLE 0 0 1463 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 7861 329997 SH SOLE 0 0 329997 FORTINET INC COM 34959E109 1086 22105 SH SOLE 0 0 22105 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 271 10944 SH SOLE 0 0 10944 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1141 16061 SH SOLE 0 0 16061 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 925 23656 SH SOLE 0 0 23656 ISHARES TR U.S. FIN SVC ETF 464287770 3760 26621 SH SOLE 0 0 26621 ISHARES TR MSCI USA MIN VOL 46429B697 624 9447 SH SOLE 0 0 9447 ISHARES TR HIGH YLD BD FCTR 46435G250 490 11514 SH SOLE 0 0 11514 ISHARES TR RUSEL 2500 ETF 46435G268 14477 291001 SH SOLE 0 0 291001 ISHARES TR CR 5 10 YR ETF 46435G417 1244 29432 SH SOLE 0 0 29432 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 992 19368 SH SOLE 0 0 19368 LABORATORY CORP AMER HLDGS COM NEW 50540R409 384 1873 SH SOLE 0 0 1873 MERCK & CO INC COM 58933Y105 202 2350 SH SOLE 0 0 2350 MICROSOFT CORP COM 594918104 676 2902 SH SOLE 0 0 2902 PACER FDS TR LUNT LRG CP ALTR 69374H717 4234 118193 SH SOLE 0 0 118193 PACER FDS TR LUNT LRGCP MULTI 69374H816 12349 387122 SH SOLE 0 0 387122 PACER FDS TR US CASH COWS 100 69374H881 16785 409192 SH SOLE 0 0 409192 PIMCO ETF TR ACTIVE BD ETF 72201R775 8108 90371 SH SOLE 0 0 90371 QUALCOMM INC COM 747525103 275 2437 SH SOLE 0 0 2437 SELECT SECTOR SPDR TR ENERGY 81369Y506 340 4726 SH SOLE 0 0 4726 SPDR SER TR AEROSPACE DEF 78464A631 4278 46659 SH SOLE 0 0 46659 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 761 18610 SH SOLE 0 0 18610 STARBUCKS CORP COM 855244109 236 2805 SH SOLE 0 0 2805 TESLA INC COM 88160R101 990 262598 SH SOLE 0 0 262598 VALERO ENERGY CORP COM 91913Y100 202 1891 SH SOLE 0 0 1891 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13485 41075 SH SOLE 0 0 41075 VANGUARD INDEX FDS MID CAP ETF 922908629 240 1277 SH SOLE 0 0 1277 VISA INC COM CL A 92826C839 295 1659 SH SOLE 0 0 1659