0001398344-23-002955.txt : 20230213 0001398344-23-002955.hdr.sgml : 20230213 20230213154014 ACCESSION NUMBER: 0001398344-23-002955 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 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: 23617857 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 12-31-2022 12-31-2022 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 02-10-2023 0 31 101673935 INFORMATION TABLE 2 fp0082028-1_13fhr-table.xml AMERICAN ELEC PWR CO INC COM 025537101 222432 2343 SH SOLE 0 0 2343 APPLE INC COM 037833100 227742 1753 SH SOLE 0 0 1753 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 13013 14000 SH SOLE 0 0 14000 COSTCO WHSL CORP NEW COM 22160K105 596872 1308 SH SOLE 0 0 1308 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 7755679 321679 SH SOLE 0 0 321679 FORTINET INC COM 34959E109 873420 17865 SH SOLE 0 0 17865 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1171034 15382 SH SOLE 0 0 15382 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 207105 7196 SH SOLE 0 0 7196 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 1061095 24209 SH SOLE 0 0 24209 ISHARES TR RUSEL 2500 ETF 46435G268 15223003 286470 SH SOLE 0 0 286470 ISHARES TR U.S. FIN SVC ETF 464287770 4165906 26447 SH SOLE 0 0 26447 ISHARES TR CR 5 10 YR ETF 46435G417 1287351 30106 SH SOLE 0 0 30106 ISHARES TR MSCI USA MIN VOL 46429B697 734995 10194 SH SOLE 0 0 10194 ISHARES TR HIGH YLD BD FCTR 46435G250 519388 11922 SH SOLE 0 0 11922 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1080914 19837 SH SOLE 0 0 19837 LABORATORY CORP AMER HLDGS COM NEW 50540R409 366303 1556 SH SOLE 0 0 1556 LOCKHEED MARTIN CORP COM 539830109 201893 415 SH SOLE 0 0 415 MERCK & CO INC COM 58933Y105 260733 2350 SH SOLE 0 0 2350 MICROSOFT CORP COM 594918104 594564 2479 SH SOLE 0 0 2479 PACER FDS TR US CASH COWS 100 69374H881 17953188 388177 SH SOLE 0 0 388177 PACER FDS TR LUNT LRGCP MULTI 69374H816 13423022 381770 SH SOLE 0 0 381770 PACER FDS TR LUNT LRG CP ALTR 69374H717 4701932 116211 SH SOLE 0 0 116211 PIMCO ETF TR ACTIVE BD ETF 72201R775 7967077 88053 SH SOLE 0 0 88053 PROCTER AND GAMBLE CO COM 742718109 207183 1367 SH SOLE 0 0 1367 SELECT SECTOR SPDR TR ENERGY 81369Y506 310646 3551 SH SOLE 0 0 3551 SPDR SER TR AEROSPACE DEF 78464A631 4980673 45258 SH SOLE 0 0 45258 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 781205 19100 SH SOLE 0 0 19100 STARBUCKS CORP COM 855244109 215590 2173 SH SOLE 0 0 2173 VALERO ENERGY CORP COM 91913Y100 239892 1891 SH SOLE 0 0 1891 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13968948 39759 SH SOLE 0 0 39759 VISA INC COM CL A 92826C839 361137 1738 SH SOLE 0 0 1738