$163 Million is the total value of King Wealth Management Group's 106 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ITOT | New | ISHARES TR S&P 1500 INDEX FDetf | $589,000 | – | 6,728 | +100.0% | 0.36% | – |
EWW | New | ISHARES INC MSCI MEXICOetf | $505,000 | – | 9,800 | +100.0% | 0.31% | – |
CNCE | New | CONCERT PHARMACEUTICALS INC COMstock | $488,000 | – | 25,980 | +100.0% | 0.30% | – |
VRP | New | POWERSHARES VARIABLE RATE PREFERRED PORTFOLIOetf | $330,000 | – | 13,600 | +100.0% | 0.20% | – |
MAV | New | PIONEER MUN HIGH INCOME ADV TR COMcef | $155,000 | – | 12,091 | +100.0% | 0.10% | – |
DRNE | New | DRONE AVIATIONstock | $3,000 | – | 20,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-11-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 TRUST | 42 | Q3 2023 | 12.2% |
ISHARES TR SM IJR | 42 | Q3 2023 | 6.7% |
VISA INC COM CL A | 42 | Q3 2023 | 5.1% |
MICROSOFT CORP COM | 42 | Q3 2023 | 5.9% |
MCDONALDS CORP COM | 42 | Q3 2023 | 3.4% |
JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 2.5% |
PEPSICO INC COM | 42 | Q3 2023 | 2.5% |
ISHARES TR LQD | 42 | Q3 2023 | 1.4% |
UNION PACIFIC CORP | 42 | Q3 2023 | 3.4% |
AT&T INC COM | 42 | Q3 2023 | 2.5% |
View King Wealth Management Group's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-09 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-09 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-11 |
View King Wealth Management Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.