Lee Financial Group Hawaii, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

As the year comes to a close, it's time to analyze the changes in holdings of Lee Financial Group Hawaii, Inc. In this edition of the 13F Holdings Comparison, we will dive into the data and explore the shifts in the company's investments between the third and fourth quarters of 2023.

Vanguard Index Funds (VOO) maintained its position as the top holding for Lee Financial Group Hawaii, Inc., with a slight increase in shares. In Q3 2023, the company held 71,311 shares, which rose to 71,747 shares in Q4 2023. The value of the shares also experienced growth, going from $28,004,000 to $31,339,000, resulting in an 11.9% change.

Pacer FDS TR (COWZ) retained its second-place position in Lee Financial Group Hawaii, Inc.'s portfolio. The company held 530,074 shares in Q3 2023, which decreased slightly to 528,278 shares in Q4 2023. The value of the shares amounted to $26,201,000 in Q3, which saw a minor increase to $27,465,000 in Q4, resulting in a 4.8% change.

Pacer FDS TR (ALTL) experienced a decline in both shares and value. In Q3 2023, Lee Financial Group Hawaii, Inc. held 410,599 shares, which decreased to 401,786 shares in Q4 2023. The value of the shares also declined from $14,144,000 in Q3 to $13,512,000 in Q4, resulting in a 4.5% change.

PIMCO ETF TR (BOND) witnessed a slight increase in both shares and value. In Q3 2023, Lee Financial Group Hawaii, Inc. held 64,832 shares, which rose to 65,069 shares in Q4 2023. The value of the shares increased from $5,698,000 in Q3 to $6,015,000 in Q4, resulting in a 5.6% change.

SPDR Ser TR (XAR) experienced a decrease in shares, but an increase in value. In Q3 2023, Lee Financial Group Hawaii, Inc. held 44,667 shares, which slightly decreased to 44,198 shares in Q4 2023. However, the value of the shares increased from $5,007,000 in Q3 to $5,985,000 in Q4, resulting in a 19.5% change.

First Tr Exchange Traded FD VI (UCON) witnessed a marginal increase in both shares and value. In Q3 2023, Lee Financial Group Hawaii, Inc. held 233,819 shares, which rose to 234,906 shares in Q4 2023. The value of the shares increased from $5,588,000 in Q3 to $5,811,000 in Q4, resulting in a 4% change.

J P Morgan Exchange Traded F (JVAL) experienced a slight decrease in shares but an increase in value. In Q3 2023, Lee Financial Group Hawaii, Inc. held 144,492 shares, which slightly decreased to 144,090 shares in Q4 2023. However, the value of the shares increased from $5,005,000 in Q3 to $5,558,000 in Q4, resulting in an 11.1% change.

Global X FDS (BOTZ) witnessed a decrease in both shares and value. In Q3 2023, Lee Financial Group Hawaii, Inc. held 185,437 shares, which decreased to 181,880 shares in Q4 2023. The value of the shares also declined from $4,584,000 in Q3 to $5,183,000 in Q4, resulting in a 13.1% change.

J P Morgan Exchange Traded F (JEPI) experienced an increase in both shares and value. In Q3 2023, Lee Financial Group Hawaii, Inc. held 32,123 shares, which increased to 34,778 shares in Q4 2023. The value of the shares also rose from $1,720,000 in Q3 to $1,912,000 in Q4, resulting in an 11.1% change.

Vanguard Index Funds (VBK) witnessed a moderate increase in both shares and value. In Q3 2023, Lee Financial Group Hawaii, Inc. held 6,536 shares, which rose to 6,775 shares in Q4 2023. The value of the shares increased from $1,399,000 in Q3 to $1,637,000 in Q4, resulting in a 17% change.

These are just a few examples of the changes in holdings experienced by Lee Financial Group Hawaii, Inc. between the third and fourth quarters of 2023. It is important for investors and financial professionals to stay updated on such changes as they can provide valuable insights into the strategies and performance of companies.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial or investment advice. Investing in the stock market involves risks, and it is essential to conduct thorough research and consult with a professional advisor before making any investment decisions.