$446 Million is the total value of King Wealth Management Group's 160 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 13.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Sell | INVESCO QQQ TRetf | $48,837,000 | -4.3% | 153,033 | -5.9% | 10.96% | -8.4% |
| IVV | Buy | ISHARES TR IVVetf | $36,772,000 | +10.0% | 92,433 | +3.8% | 8.25% | +5.3% |
| SPY | Sell | SPDR S&P 500 ETF TR SPYetf | $20,831,000 | +5.7% | 52,561 | -0.3% | 4.67% | +1.2% |
| MSFT | Sell | MICROSOFT CORP | $19,279,000 | -0.5% | 81,768 | -6.2% | 4.33% | -4.8% |
| AAPL | Sell | APPLE INC | $15,483,000 | -13.5% | 126,754 | -6.0% | 3.47% | -17.1% |
| V | Buy | VISA INC | $14,979,000 | -0.2% | 70,745 | +3.1% | 3.36% | -4.4% |
| AMZN | Sell | AMAZON COM INC | $14,819,000 | -12.0% | 4,789 | -7.4% | 3.32% | -15.8% |
| IJR | Buy | ISHARES TR IJRetf | $14,347,000 | +61.8% | 132,191 | +37.0% | 3.22% | +54.9% |
| FTEC | Sell | FIDELITY COVINGTON FTECetf | $13,794,000 | -12.6% | 130,300 | -13.7% | 3.10% | -16.3% |
| IJH | Buy | ISHARES TR IJHetf | $12,141,000 | +588.3% | 46,646 | +507.8% | 2.72% | +559.6% |
| IBB | Buy | ISHARES TR IBBetf | $11,195,000 | -0.2% | 74,354 | +0.4% | 2.51% | -4.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $10,677,000 | +21.7% | 70,138 | +1.6% | 2.40% | +16.5% |
| WMT | Buy | WALMART INC | $10,613,000 | +7.8% | 78,136 | +14.4% | 2.38% | +3.3% |
| MCD | Buy | MCDONALDS CORP | $10,530,000 | +4.7% | 46,981 | +0.2% | 2.36% | +0.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $10,302,000 | +5.3% | 27,688 | -0.7% | 2.31% | +0.8% |
| CRM | Buy | SALESFORCE COM INC | $9,685,000 | -4.5% | 45,711 | +0.3% | 2.17% | -8.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $8,911,000 | -1.6% | 54,221 | -5.8% | 2.00% | -5.8% |
| NVDA | Sell | NVIDIA CORPORATION | $8,785,000 | +0.2% | 16,453 | -2.0% | 1.97% | -4.1% |
| ITOT | Buy | ISHARES TR ITOTetf | $6,810,000 | +7.2% | 74,337 | +0.9% | 1.53% | +2.6% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $6,089,000 | -2.0% | 17,101 | -1.8% | 1.37% | -6.2% |
| LMT | Buy | LOCKHEED MARTIN CORP | $6,033,000 | +5.3% | 16,329 | +1.2% | 1.35% | +0.9% |
| DIA | Sell | SPDR DOW JONES INDL AV DIAetf | $5,823,000 | +7.6% | 17,635 | -0.3% | 1.31% | +3.1% |
| IEMG | Buy | ISHARES INC IEMGetf | $5,299,000 | +7.3% | 82,332 | +3.4% | 1.19% | +2.7% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $5,102,000 | -13.2% | 64,989 | +1.4% | 1.14% | -16.9% |
| HD | Buy | HOME DEPOT INC | $3,592,000 | +18.3% | 11,768 | +3.0% | 0.81% | +13.2% |
| LQD | Sell | ISHARES TR LQDetf | $3,475,000 | -6.7% | 26,718 | -0.9% | 0.78% | -10.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,451,000 | -6.0% | 9,791 | +0.5% | 0.77% | -10.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,274,000 | -2.5% | 24,171 | +0.2% | 0.74% | -6.6% |
| SHY | Sell | ISHARES TR SHYetf | $3,192,000 | -1.2% | 37,035 | -1.0% | 0.72% | -5.4% |
| IEFA | Buy | ISHARES TR IEFAetf | $2,981,000 | +11.2% | 41,370 | +6.7% | 0.67% | +6.5% |
| PEP | Sell | PEPSICO INC | $2,966,000 | -6.1% | 20,969 | -1.5% | 0.67% | -10.0% |
| TGT | TARGET CORP | $2,875,000 | +12.2% | 14,514 | 0.0% | 0.64% | +7.5% | |
| AMGN | Sell | AMGEN INC | $2,388,000 | +7.9% | 9,598 | -0.3% | 0.54% | +3.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,363,000 | +8.8% | 9,730 | +4.9% | 0.53% | +4.1% |
| TGTX | TG THERAPEUTICS INC | $2,352,000 | -7.4% | 48,800 | 0.0% | 0.53% | -11.3% | |
| IJJ | Sell | ISHARES TR IJJetf | $2,103,000 | +17.7% | 20,629 | -0.3% | 0.47% | +12.6% |
| LLY | Sell | LILLY ELI & CO | $2,098,000 | +10.5% | 11,232 | -0.1% | 0.47% | +5.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,068,000 | -2.6% | 35,557 | -1.6% | 0.46% | -6.8% |
| AGG | Buy | ISHARES TR AGGetf | $2,030,000 | -1.8% | 17,837 | +2.0% | 0.46% | -6.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDads | $1,979,000 | -32.2% | 8,730 | -30.4% | 0.44% | -35.1% |
| GOOGL | ALPHABET INCcap stk cl a | $1,815,000 | +17.7% | 880 | 0.0% | 0.41% | +12.7% | |
| MRK | Sell | MERCK & CO. INC | $1,798,000 | -26.8% | 23,328 | -22.3% | 0.40% | -30.0% |
| FBND | Buy | FIDELITY COVINGTON FBNDetf | $1,720,000 | -1.5% | 32,809 | +1.9% | 0.39% | -5.6% |
| FISV | Buy | FISERV INC | $1,717,000 | +20.4% | 14,424 | +15.2% | 0.38% | +15.3% |
| FXI | Sell | ISHARES TR FXIetf | $1,711,000 | -0.8% | 36,658 | -1.3% | 0.38% | -5.0% |
| DIS | Buy | DISNEY WALT CO | $1,624,000 | +7.5% | 8,799 | +5.5% | 0.36% | +2.8% |
| DG | Sell | DOLLAR GEN CORP NEW | $1,561,000 | -4.6% | 7,706 | -1.0% | 0.35% | -8.6% |
| UNP | UNION PAC CORP | $1,461,000 | +5.9% | 6,629 | 0.0% | 0.33% | +1.5% | |
| JD | Buy | JD.COM INCadr | $1,458,000 | +72.7% | 17,288 | +80.1% | 0.33% | +65.2% |
| IEF | Buy | ISHARES TR IEFetf | $1,450,000 | -5.0% | 12,839 | +0.9% | 0.32% | -9.2% |
| FB | Buy | FACEBOOK INCcl a | $1,408,000 | +57.1% | 4,781 | +45.7% | 0.32% | +50.5% |
| BX | Sell | BLACKSTONE GROUP INC | $1,404,000 | +12.1% | 18,844 | -2.6% | 0.32% | +7.1% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,338,000 | +10.2% | 8,000 | 0.0% | 0.30% | +5.3% | |
| PDD | Buy | PINDUODUO INCads | $1,339,000 | +50.8% | 10,000 | +100.0% | 0.30% | +44.2% |
| LRCX | LAM RESEARCH CORP | $1,318,000 | +26.0% | 2,215 | 0.0% | 0.30% | +20.8% | |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $1,265,000 | -10.5% | 6,002 | -0.7% | 0.28% | -14.2% |
| ABT | Buy | ABBOTT LABS | $1,252,000 | +9.5% | 10,445 | +0.0% | 0.28% | +4.9% |
| VRP | Sell | INVESCO EXCH TRADED FD VRPetf | $1,198,000 | -2.3% | 46,369 | -1.8% | 0.27% | -6.3% |
| VTI | VANGUARD INDEX FDS VTIetf | $1,144,000 | +6.2% | 5,534 | 0.0% | 0.26% | +2.0% | |
| AMAT | APPLIED MATLS INC | $1,129,000 | +54.9% | 8,451 | 0.0% | 0.25% | +48.0% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $1,123,000 | -15.7% | 29,060 | -21.6% | 0.25% | -19.2% |
| WEN | Sell | WENDYS CO | $1,124,000 | -9.1% | 55,489 | -1.6% | 0.25% | -13.1% |
| MINT | Sell | PIMCO ETF TR MINTetf | $1,119,000 | -1.0% | 10,978 | -0.9% | 0.25% | -5.3% |
| NUVA | NUVASIVE INC | $1,115,000 | +16.4% | 17,000 | 0.0% | 0.25% | +11.1% | |
| BND | Sell | VANGUARD BD INDEX BNDetf | $1,073,000 | -4.9% | 12,668 | -1.0% | 0.24% | -8.7% |
| PFF | Buy | ISHARES TR PFFetf | $1,053,000 | +1.3% | 27,413 | +1.6% | 0.24% | -3.3% |
| QRVO | Sell | QORVO INC | $1,042,000 | +9.6% | 5,704 | -0.3% | 0.23% | +4.9% |
| AVGO | BROADCOM INC | $993,000 | +5.9% | 2,142 | 0.0% | 0.22% | +1.4% | |
| AZN | ASTRAZENECA PLCadr | $984,000 | -0.6% | 19,800 | 0.0% | 0.22% | -4.7% | |
| T | Buy | AT&T INC | $982,000 | +5.4% | 32,439 | +0.1% | 0.22% | +0.9% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $907,000 | +62.8% | 4,505 | +28.5% | 0.20% | +55.7% |
| GMAB | Buy | GENMAB A/Sads | $883,000 | +56.3% | 26,897 | +93.5% | 0.20% | +50.0% |
| VTRS | Sell | VIATRIS INC | $813,000 | -25.5% | 58,180 | -0.1% | 0.18% | -28.9% |
| GIS | GENERAL MLS INC | $769,000 | +4.3% | 12,534 | 0.0% | 0.17% | 0.0% | |
| NKE | Buy | NIKE INCcl b | $750,000 | +221.9% | 5,646 | +243.0% | 0.17% | +205.5% |
| CAT | Sell | CATERPILLAR INC | $746,000 | +10.4% | 3,215 | -13.4% | 0.17% | +5.7% |
| ANTM | ANTHEM INC | $714,000 | +11.9% | 1,988 | 0.0% | 0.16% | +6.7% | |
| HON | HONEYWELL INTL INC | $695,000 | +2.1% | 3,203 | 0.0% | 0.16% | -2.5% | |
| TXN | TEXAS INSTRS INC | $690,000 | +15.0% | 3,653 | 0.0% | 0.16% | +9.9% | |
| TIP | Buy | ISHARES TR TIPetf | $686,000 | -0.7% | 5,470 | +1.0% | 0.15% | -4.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $587,000 | +0.9% | 3,456 | +0.0% | 0.13% | -2.9% |
| TSLA | Buy | TESLA INC | $579,000 | -3.2% | 867 | +2.4% | 0.13% | -7.1% |
| GXC | SPDR INDEX SHS FDS GXCetf | $576,000 | +0.5% | 4,400 | 0.0% | 0.13% | -3.7% | |
| PTGX | PROTAGONIST THERAPEUTICS INC | $570,000 | +28.4% | 22,000 | 0.0% | 0.13% | +23.1% | |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $552,000 | -13.2% | 6,000 | -31.0% | 0.12% | -16.8% |
| HDB | HDFC BANK LTDads | $544,000 | +7.5% | 7,000 | 0.0% | 0.12% | +2.5% | |
| ABBV | Sell | ABBVIE INC | $545,000 | -1.8% | 5,039 | -2.7% | 0.12% | -6.2% |
| AWR | AMER STATES WTR CO | $529,000 | -5.0% | 7,000 | 0.0% | 0.12% | -9.2% | |
| KO | COCA COLA CO | $520,000 | -3.9% | 9,869 | 0.0% | 0.12% | -7.9% | |
| PFE | Buy | PFIZER INC | $515,000 | -1.5% | 14,225 | +0.0% | 0.12% | -5.7% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $502,000 | – | 1,055 | +100.0% | 0.11% | – |
| VXF | Buy | VANGUARD INDEX FDS VXFetf | $504,000 | +7.7% | 2,849 | +0.2% | 0.11% | +2.7% |
| EWH | ISHARES INC EWHetf | $501,000 | +8.0% | 18,850 | 0.0% | 0.11% | +2.8% | |
| KLAC | KLA CORP | $496,000 | +27.8% | 1,500 | 0.0% | 0.11% | +22.0% | |
| TLT | Sell | ISHARES TR TLTetf | $490,000 | -23.7% | 3,621 | -11.1% | 0.11% | -26.7% |
| VUG | VANGUARD INDEX FDS VUGetf | $492,000 | +1.4% | 1,915 | 0.0% | 0.11% | -3.5% | |
| WM | Buy | WASTE MGMT INC DEL | $480,000 | +9.3% | 3,722 | +0.1% | 0.11% | +4.9% |
| TBPH | THERAVANCE BIOPHARMA INC | $469,000 | +14.7% | 23,000 | 0.0% | 0.10% | +9.4% | |
| GLPG | New | GALAPAGOS NVadr | $463,000 | – | 6,000 | +100.0% | 0.10% | – |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $464,000 | +8.2% | 3,479 | +2.1% | 0.10% | +3.0% |
| BLK | BLACKROCK INC BLK | $454,000 | +4.6% | 602 | 0.0% | 0.10% | 0.0% | |
| IWF | ISHARES TR IWFetf | $439,000 | +0.7% | 1,808 | 0.0% | 0.10% | -2.9% | |
| CI | CIGNA CORP NEW | $426,000 | +16.1% | 1,764 | 0.0% | 0.10% | +11.6% | |
| HALO | Sell | HALOZYME THERAPEUTICS INC | $417,000 | -34.9% | 10,000 | -33.3% | 0.09% | -37.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $419,000 | +1.9% | 6,634 | +0.1% | 0.09% | -2.1% |
| HUM | HUMANA INC | $419,000 | +2.2% | 1,000 | 0.0% | 0.09% | -2.1% | |
| INGR | INGREDION INC | $416,000 | +14.3% | 4,625 | 0.0% | 0.09% | +9.4% | |
| AQN | ALGONQUIN PWR UTILS CORP | $415,000 | -3.7% | 26,200 | 0.0% | 0.09% | -7.9% | |
| EHC | ENCOMPASS HEALTH CORP | $410,000 | -0.7% | 5,000 | 0.0% | 0.09% | -5.2% | |
| TRST | Buy | TRUSTCO BK CORP N Y | $404,000 | +10.7% | 54,758 | +0.0% | 0.09% | +5.8% |
| WDFC | Sell | WD-40 CO | $403,000 | +2.5% | 1,316 | -11.1% | 0.09% | -2.2% |
| BA | BOEING CO | $391,000 | +19.2% | 1,534 | 0.0% | 0.09% | +14.3% | |
| F | Buy | FORD MTR CO DEL | $384,000 | +40.1% | 31,306 | +0.3% | 0.09% | +34.4% |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $378,000 | – | 5,000 | +100.0% | 0.08% | – |
| MTB | M & T BK CORP | $375,000 | +19.0% | 2,475 | 0.0% | 0.08% | +13.5% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $369,000 | +7.0% | 3,822 | +1.5% | 0.08% | +2.5% |
| IJK | ISHARES TR IJKetf | $352,000 | +8.3% | 4,496 | 0.0% | 0.08% | +3.9% | |
| SDY | Sell | SPDR SER TR SDYetf | $346,000 | +8.5% | 2,929 | -2.9% | 0.08% | +4.0% |
| AROW | ARROW FINL CORP | $349,000 | +11.5% | 10,474 | 0.0% | 0.08% | +6.8% | |
| NEE | NEXTERA ENERGY INC | $345,000 | -2.0% | 4,568 | 0.0% | 0.08% | -6.1% | |
| GBAB | Buy | GUGGENHEIM TAXABLE MUNICP BO | $342,000 | -1.4% | 14,607 | +7.3% | 0.08% | -4.9% |
| MO | ALTRIA GROUP INC | $336,000 | +24.9% | 6,558 | 0.0% | 0.08% | +19.0% | |
| XOM | EXXON MOBIL CORP | $319,000 | +35.7% | 5,707 | 0.0% | 0.07% | +30.9% | |
| ETN | EATON CORP PLC | $316,000 | +14.9% | 2,288 | 0.0% | 0.07% | +10.9% | |
| NBO | NEUBERGER BRMAN NY MUNI FD I | $310,000 | -0.3% | 25,240 | 0.0% | 0.07% | -4.1% | |
| VOO | VANGUARD INDEX FDS VOOetf | $311,000 | +6.1% | 853 | 0.0% | 0.07% | +1.4% | |
| TJX | TJX COS INC NEW | $314,000 | -3.1% | 4,751 | 0.0% | 0.07% | -7.9% | |
| INTC | Sell | INTEL CORP | $301,000 | +28.1% | 4,702 | -0.4% | 0.07% | +23.6% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $305,000 | -15.0% | 3,951 | -21.3% | 0.07% | -19.0% |
| IWD | ISHARES TR IWDetf | $305,000 | +10.9% | 2,014 | 0.0% | 0.07% | +6.2% | |
| VMW | New | VMWARE INC | $301,000 | – | 2,000 | +100.0% | 0.07% | – |
| TU | TELUS CORPORATION | $289,000 | +0.7% | 14,520 | 0.0% | 0.06% | -3.0% | |
| CWB | Sell | SPDR SER TR CWBetf | $286,000 | -0.3% | 3,431 | -1.1% | 0.06% | -4.5% |
| OEF | ISHARES TR OEFetf | $276,000 | +4.5% | 1,536 | 0.0% | 0.06% | 0.0% | |
| DOW | DOW INC | $270,000 | +14.9% | 4,230 | 0.0% | 0.06% | +10.9% | |
| ZG | New | ZILLOW GROUP INCcl a | $268,000 | – | 2,040 | +100.0% | 0.06% | – |
| ETB | Sell | EATON VANCE TAX MNGED ETB | $265,000 | +3.9% | 16,843 | -1.1% | 0.06% | -1.7% |
| L | LOEWS CORP | $263,000 | +14.3% | 5,119 | 0.0% | 0.06% | +9.3% | |
| GE | GENERAL ELECTRIC CO | $257,000 | +21.8% | 19,545 | 0.0% | 0.06% | +18.4% | |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $251,000 | – | 1,800 | +100.0% | 0.06% | – |
| MSTR | New | MICROSTRATEGY INCcl a new | $241,000 | – | 355 | +100.0% | 0.05% | – |
| SDOG | Sell | ALPS ETF TR SDOGetf | $241,000 | +9.5% | 4,673 | -5.3% | 0.05% | +3.8% |
| ORCL | Buy | ORACLE CORP | $234,000 | +8.8% | 3,329 | +0.2% | 0.05% | +6.0% |
| ISTB | Sell | ISHARES TR ISTBetf | $230,000 | -1.3% | 4,480 | -0.7% | 0.05% | -5.5% |
| CASY | New | CASEYS GEN STORES INC | $227,000 | – | 1,050 | +100.0% | 0.05% | – |
| KEY | Buy | KEYCORP | $228,000 | +22.6% | 11,405 | +0.4% | 0.05% | +15.9% |
| CSCO | New | CISCO SYS INC | $229,000 | – | 4,431 | +100.0% | 0.05% | – |
| DHR | DANAHER CORPORATION | $220,000 | +1.4% | 977 | 0.0% | 0.05% | -3.9% | |
| QCOM | Buy | QUALCOMM INC | $213,000 | -7.4% | 1,603 | +6.3% | 0.05% | -11.1% |
| SWKS | New | SKYWORKS SOLUTIONS INC | $210,000 | – | 1,145 | +100.0% | 0.05% | – |
| NVO | Sell | NOVO-NORDISK A Sadr | $209,000 | -50.9% | 3,102 | -49.2% | 0.05% | -53.0% |
| ACAD | ACADIA PHARMACEUTICALS INC | $206,000 | -51.9% | 8,000 | 0.0% | 0.05% | -54.0% | |
| IWB | New | ISHARES TR IWBetf | $205,000 | – | 915 | +100.0% | 0.05% | – |
| PRTA | New | PROTHENA CORP PLC | $201,000 | – | 8,000 | +100.0% | 0.04% | – |
| PPL | Sell | PPL CORP | $194,000 | -1.0% | 6,739 | -3.1% | 0.04% | -4.3% |
| UHAL | AMERCO | $181,000 | +35.1% | 295 | 0.0% | 0.04% | +32.3% | |
| CME | New | CME GROUP INC | $133,000 | – | 650 | +100.0% | 0.03% | – |
| EQIX | EQUINIX INC | $105,000 | -5.4% | 155 | 0.0% | 0.02% | -7.7% | |
| ZYNE | ZYNERBA PHARMACEUTICALS INC | $74,000 | +39.6% | 16,000 | 0.0% | 0.02% | +41.7% | |
| CFMS | Buy | CONFORMIS INC | $25,000 | +257.1% | 25,000 | +150.0% | 0.01% | +200.0% |
| GLD | Exit | SPDR GOLD TR | $0 | – | -1,145 | -100.0% | -0.05% | – |
| UTL | Exit | UNITIL CORP | $0 | – | -4,753 | -100.0% | -0.05% | – |
| WSM | Exit | WILLIAMS SONOMA INC | $0 | – | -3,000 | -100.0% | -0.07% | – |
| RDUS | Exit | RADIUS HEALTH INC | $0 | – | -20,500 | -100.0% | -0.09% | – |
| ANGO | Exit | ANGIODYNAMICS INC | $0 | – | -30,000 | -100.0% | -0.11% | – |
| ORGO | Exit | ORGANOGENESIS HLDGS INC | $0 | – | -72,338 | -100.0% | -0.13% | – |
| ED | Exit | CONSOLIDATED EDISON INC | $0 | – | -27,037 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
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 | 2024-02-08 |
| 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 |
| 13F-HR | 2021-11-12 |
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.