$349 Million is the total value of King Wealth Management Group's 143 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BX | New | BLACKSTONE GROUP INC | $960,000 | – | 19,649 | +100.0% | 0.28% | – |
| NVS | New | NOVARTIS A Gadr | $570,000 | – | 6,555 | +100.0% | 0.16% | – |
| GMAB | New | GENMAB A Sads | $545,000 | – | 26,897 | +100.0% | 0.16% | – |
| PCRX | New | PACIRA BIOSCIENCES | $343,000 | – | 9,000 | +100.0% | 0.10% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $329,000 | – | 4,000 | +100.0% | 0.09% | – |
| AMGN | New | AMGEN INC | $304,000 | – | 1,571 | +100.0% | 0.09% | – |
| TARO | New | TARO PHARMACEUTICAL INDS LTD | $264,000 | – | 3,500 | +100.0% | 0.08% | – |
| IHI | New | ISHARES TR IHIetf | $233,000 | – | 943 | +100.0% | 0.07% | – |
| DHR | New | DANAHER CORPORATION | $225,000 | – | 1,562 | +100.0% | 0.06% | – |
| WDFC | New | WD-40 CO | $227,000 | – | 1,238 | +100.0% | 0.06% | – |
| WPC | New | W P CAREY INC | $219,000 | – | 2,450 | +100.0% | 0.06% | – |
| BLL | New | BALL CORP | $201,000 | – | 2,765 | +100.0% | 0.06% | – |
| NYF | New | ISHARES TRetf | $200,000 | – | 3,500 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-13
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.