0001398344-24-000880.txt : 20240123 0001398344-24-000880.hdr.sgml : 20240123 20240123143953 ACCESSION NUMBER: 0001398344-24-000880 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lee Financial Group Hawaii, Inc. CENTRAL INDEX KEY: 0000837980 ORGANIZATION NAME: 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: 24552108 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 12-31-2023 12-31-2023 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 01-15-2024 0 30 117442422 INFORMATION TABLE 2 fp0086820-1_13fhr-table.xml ALTRIA GROUP INC COM 02209S103 541624 13426 SH SOLE 0 0 13426 APPLE INC COM 037833100 361172 1876 SH SOLE 0 0 1876 BANK NOVA SCOTIA HALIFAX COM 064149107 573083 11770 SH SOLE 0 0 11770 COSTCO WHSL CORP NEW COM 22160K105 795704 1205 SH SOLE 0 0 1205 FIRST HAWAIIAN INC COM 32051X108 873012 38189 SH SOLE 0 0 38189 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 573855 11104 SH SOLE 0 0 11104 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 5811574 234906 SH SOLE 0 0 234906 FORTINET INC COM 34959E109 431659 7375 SH SOLE 0 0 7375 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 5183585 181880 SH SOLE 0 0 181880 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 1356233 14457 SH SOLE 0 0 14457 HOME DEPOT INC COM 437076102 515740 1488 SH SOLE 0 0 1488 INNOVATIVE INDL PPTYS INC COM 45781V101 809035 8025 SH SOLE 0 0 8025 ISHARES TR MSCI USA MIN VOL 46429B697 606319 7770 SH SOLE 0 0 7770 J P MORGAN EXCHANGE TRADED F US VALUE FACTR 46641Q753 5558999 144090 SH SOLE 0 0 144090 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1912110 34778 SH SOLE 0 0 34778 KELLANOVA COM 487836108 503231 9001 SH SOLE 0 0 9001 MICROSOFT CORP COM 594918104 345918 920 SH SOLE 0 0 920 ONEOK INC NEW COM 682680103 896229 12763 SH SOLE 0 0 12763 PACER FDS TR US CASH COWS 100 69374H881 27465151 528278 SH SOLE 0 0 528278 PACER FDS TR LUNT LRG CP ALTR 69374H717 13512059 401786 SH SOLE 0 0 401786 PHYSICIANS RLTY TR COM 71943U104 545462 40981 SH SOLE 0 0 40981 PIMCO ETF TR ACTIVE BD ETF 72201R775 6015606 65069 SH SOLE 0 0 65069 SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM 82889N863 548064 24059 SH SOLE 0 0 24059 SPDR SER TR AEROSPACE DEF 78464A631 5985314 44198 SH SOLE 0 0 44198 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 31339103 71747 SH SOLE 0 0 71747 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1637992 6775 SH SOLE 0 0 6775 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 895146 11570 SH SOLE 0 0 11570 VERIZON COMMUNICATIONS INC COM 92343V104 584991 15517 SH SOLE 0 0 15517 VISA INC COM CL A 92826C839 376288 1445 SH SOLE 0 0 1445 WISDOMTREE TR INTRST RATE HDGE 97717W380 888164 40518 SH SOLE 0 0 40518