$489 Million is the total value of King Wealth Management Group's 173 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 11.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Sell | INVESCO QQQ TRetf | $52,425,000 | +7.3% | 147,913 | -3.3% | 10.72% | -2.2% |
| IVV | Buy | ISHARES TR IVVetf | $44,224,000 | +20.3% | 102,867 | +11.3% | 9.04% | +9.6% |
| MSFT | Buy | MICROSOFT CORP | $22,702,000 | +17.8% | 83,804 | +2.5% | 4.64% | +7.3% |
| SPY | Sell | SPDR S&P 500 ETF TR SPYetf | $22,370,000 | +7.4% | 52,259 | -0.6% | 4.57% | -2.2% |
| IJH | Buy | ISHARES TR IJHetf | $18,542,000 | +52.7% | 68,996 | +47.9% | 3.79% | +39.1% |
| AAPL | Sell | APPLE INC | $16,817,000 | +8.6% | 122,786 | -3.1% | 3.44% | -1.0% |
| AMZN | Buy | AMAZON COM INC | $16,735,000 | +12.9% | 4,864 | +1.6% | 3.42% | +2.9% |
| V | Sell | VISA INCcl a | $16,303,000 | +8.8% | 69,725 | -1.4% | 3.33% | -0.8% |
| IJR | Buy | ISHARES TR IJRetf | $15,414,000 | +7.4% | 136,431 | +3.2% | 3.15% | -2.1% |
| FTEC | Sell | FIDELITY COVINGTON TRUST FTECetf | $15,339,000 | +11.2% | 130,225 | -0.1% | 3.14% | +1.3% |
| NVDA | Buy | NVIDIA CORPORATION | $13,372,000 | +52.2% | 16,712 | +1.6% | 2.73% | +38.7% |
| IBB | Buy | ISHARES TR IBBetf | $12,206,000 | +9.0% | 74,585 | +0.3% | 2.50% | -0.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $11,204,000 | +8.8% | 27,980 | +1.1% | 2.29% | -1.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $11,130,000 | +4.2% | 71,557 | +2.0% | 2.28% | -5.1% |
| MCD | Buy | MCDONALDS CORP | $10,931,000 | +3.8% | 47,321 | +0.7% | 2.23% | -5.5% |
| WMT | Sell | WALMART INC | $10,814,000 | +1.9% | 76,682 | -1.9% | 2.21% | -7.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $9,014,000 | +1.2% | 54,719 | +0.9% | 1.84% | -7.8% |
| ITOT | Buy | ISHARES TR ITOTetf | $8,927,000 | +31.1% | 90,396 | +21.6% | 1.82% | +19.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $6,385,000 | +5.8% | 16,875 | +3.3% | 1.30% | -3.6% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $6,378,000 | +4.7% | 17,470 | +2.2% | 1.30% | -4.5% |
| DIA | Buy | SPDR DOW JONES INDL DIAetf | $6,227,000 | +6.9% | 18,051 | +2.4% | 1.27% | -2.6% |
| IEMG | Buy | ISHARES INC IEMGetf | $5,835,000 | +10.1% | 87,093 | +5.8% | 1.19% | +0.3% |
| CRM | Sell | SALESFORCE COM INC | $5,139,000 | -46.9% | 21,040 | -54.0% | 1.05% | -51.7% |
| RXT | New | RACKSPACE TECHNOLOGY INC | $4,143,000 | – | 211,289 | +100.0% | 0.85% | – |
| HD | Buy | HOME DEPOT INC | $4,119,000 | +14.7% | 12,915 | +9.7% | 0.84% | +4.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $4,007,000 | +16.1% | 10,128 | +3.4% | 0.82% | +5.8% |
| LQD | Buy | ISHARES TR LQDetf | $3,613,000 | +4.0% | 26,889 | +0.6% | 0.74% | -5.3% |
| TGT | Buy | TARGET CORP | $3,555,000 | +23.7% | 14,708 | +1.3% | 0.73% | +12.7% |
| IEFA | Buy | ISHARES TR IEFAetf | $3,558,000 | +19.4% | 47,534 | +14.9% | 0.73% | +8.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,236,000 | -1.2% | 23,983 | -0.8% | 0.66% | -10.1% |
| SHY | Buy | ISHARES TR SHYetf | $3,204,000 | +0.4% | 37,190 | +0.4% | 0.66% | -8.5% |
| PEP | Buy | PEPSICO INC | $3,122,000 | +5.3% | 21,072 | +0.5% | 0.64% | -4.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,851,000 | +20.7% | 9,780 | +0.5% | 0.58% | +10.0% |
| LLY | LILLY ELI & CO | $2,578,000 | +22.9% | 11,232 | 0.0% | 0.53% | +11.9% | |
| GOOGL | Buy | ALPHABET INC GOOGLcl a | $2,271,000 | +25.1% | 930 | +5.7% | 0.46% | +14.0% |
| IJJ | Buy | ISHARES TR IJJetf | $2,180,000 | +3.7% | 20,701 | +0.3% | 0.45% | -5.5% |
| AGG | Buy | ISHARES TR AGGetf | $2,161,000 | +6.5% | 18,739 | +5.1% | 0.44% | -2.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,981,000 | -4.2% | 35,359 | -0.6% | 0.40% | -12.7% |
| BX | Buy | BLACKSTONE GROUP INC | $1,831,000 | +30.4% | 18,847 | +0.0% | 0.37% | +18.7% |
| FBND | Buy | FIDELITY MERRIMACK STR FBNDetf | $1,791,000 | +4.1% | 33,591 | +2.4% | 0.37% | -5.2% |
| BABA | Sell | ALIBABA GROUP HLDG LTDads | $1,690,000 | -14.6% | 7,452 | -14.6% | 0.34% | -22.3% |
| FXI | Sell | ISHARES TR FXIetf | $1,679,000 | -1.9% | 36,243 | -1.1% | 0.34% | -10.7% |
| FB | FACEBOOK INCcl a | $1,662,000 | +18.0% | 4,781 | 0.0% | 0.34% | +7.6% | |
| DIS | Buy | DISNEY WALT CO | $1,639,000 | +0.9% | 9,326 | +6.0% | 0.34% | -8.0% |
| FISV | Buy | FISERV INC | $1,640,000 | -4.5% | 15,339 | +6.3% | 0.34% | -13.0% |
| AMGN | Sell | AMGEN INC | $1,624,000 | -32.0% | 6,662 | -30.6% | 0.33% | -38.1% |
| DG | Sell | DOLLAR GEN CORP NEW | $1,565,000 | +0.3% | 7,235 | -6.1% | 0.32% | -8.6% |
| JD | Buy | JD.COM INCcl a | $1,539,000 | +5.6% | 19,288 | +11.6% | 0.32% | -3.7% |
| IEF | Buy | ISHARES TR IEFetf | $1,516,000 | +4.6% | 13,127 | +2.2% | 0.31% | -4.6% |
| TGTX | Sell | TG THERAPEUTICS INC | $1,505,000 | -36.0% | 38,800 | -20.5% | 0.31% | -41.7% |
| UNP | UNION PAC CORP | $1,458,000 | -0.2% | 6,629 | 0.0% | 0.30% | -9.1% | |
| LRCX | Buy | LAM RESEARCH CORP | $1,451,000 | +10.1% | 2,230 | +0.7% | 0.30% | +0.3% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $1,446,000 | +14.3% | 5,630 | -6.2% | 0.30% | +4.2% |
| UTHR | Sell | UNITED THERAPEUTICS CORP DEL | $1,346,000 | +0.6% | 7,500 | -6.2% | 0.28% | -8.3% |
| PDD | PINDUODUO INCads | $1,270,000 | -5.2% | 10,000 | 0.0% | 0.26% | -13.3% | |
| BSX | BOSTON SCIENTIFIC CORP | $1,243,000 | +10.7% | 29,060 | 0.0% | 0.25% | +0.8% | |
| VTI | Buy | VANGUARD INDEX FDS VTIetf | $1,239,000 | +8.3% | 5,562 | +0.5% | 0.25% | -1.6% |
| VRP | Buy | INVESCO EXCH TRADED FD VRPetf | $1,221,000 | +1.9% | 46,422 | +0.1% | 0.25% | -7.1% |
| ABT | Buy | ABBOTT LABS | $1,211,000 | -3.3% | 10,447 | +0.0% | 0.25% | -11.7% |
| AZN | ASTRAZENECA PLCadr | $1,186,000 | +20.5% | 19,800 | 0.0% | 0.24% | +9.5% | |
| AMAT | Sell | APPLIED MATLS INC | $1,161,000 | +2.8% | 8,151 | -3.5% | 0.24% | -6.3% |
| NUVA | NUVASIVE INC | $1,152,000 | +3.3% | 17,000 | 0.0% | 0.24% | -6.0% | |
| PFF | Buy | ISHARES TR PFFetf | $1,144,000 | +8.6% | 29,078 | +6.1% | 0.23% | -0.8% |
| QRVO | QORVO INC | $1,116,000 | +7.1% | 5,704 | 0.0% | 0.23% | -2.6% | |
| WEN | Sell | WENDYS CO | $1,091,000 | -2.9% | 46,577 | -16.1% | 0.22% | -11.5% |
| BND | VANGUARD BD INDEX FDS BNDetf | $1,088,000 | +1.4% | 12,668 | 0.0% | 0.22% | -7.9% | |
| MINT | Sell | PIMCO ETF TR MINTetf | $1,087,000 | -2.9% | 10,659 | -2.9% | 0.22% | -11.6% |
| AVGO | BROADCOM INC | $1,022,000 | +2.9% | 2,142 | 0.0% | 0.21% | -6.3% | |
| PTGX | PROTAGONIST THERAPEUTICS INC | $987,000 | +73.2% | 22,000 | 0.0% | 0.20% | +57.8% | |
| T | Buy | AT&T INC | $956,000 | -2.6% | 33,224 | +2.4% | 0.20% | -11.4% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $927,000 | +2.2% | 4,506 | +0.0% | 0.19% | -7.4% |
| NKE | Buy | NIKE INCcl b | $872,000 | +16.3% | 5,647 | +0.0% | 0.18% | +6.0% |
| VTRS | Sell | VIATRIS INC | $831,000 | +2.2% | 58,121 | -0.1% | 0.17% | -6.6% |
| GIS | GENERAL MLS INC | $764,000 | -0.7% | 12,534 | 0.0% | 0.16% | -9.8% | |
| ANTM | ANTHEM INC | $759,000 | +6.3% | 1,988 | 0.0% | 0.16% | -3.1% | |
| ZG | Buy | ZILLOW GROUP INCcl a | $743,000 | +177.2% | 6,060 | +197.1% | 0.15% | +153.3% |
| TIP | Buy | ISHARES TR TIPetf | $713,000 | +3.9% | 5,567 | +1.8% | 0.15% | -5.2% |
| HON | HONEYWELL INTL INC | $703,000 | +1.2% | 3,203 | 0.0% | 0.14% | -7.7% | |
| TXN | TEXAS INSTRS INC | $702,000 | +1.7% | 3,653 | 0.0% | 0.14% | -7.1% | |
| CAT | Sell | CATERPILLAR INC | $698,000 | -6.4% | 3,207 | -0.2% | 0.14% | -14.4% |
| GMAB | Sell | GENMAB A/Sads | $690,000 | -21.9% | 16,897 | -37.2% | 0.14% | -28.8% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $661,000 | +12.6% | 3,181 | -8.0% | 0.14% | +2.3% |
| DAL | New | DELTA AIR LINES INC DEL | $628,000 | – | 14,509 | +100.0% | 0.13% | – |
| ADBE | ADOBE SYSTEMS INCORPORATED | $618,000 | +23.1% | 1,055 | 0.0% | 0.13% | +11.5% | |
| ABBV | Buy | ABBVIE INC | $601,000 | +10.3% | 5,339 | +6.0% | 0.12% | +0.8% |
| GXC | SPDR INDEX SHS FDS GXCetf | $584,000 | +1.4% | 4,400 | 0.0% | 0.12% | -7.8% | |
| PFE | Buy | PFIZER INC | $575,000 | +11.7% | 14,688 | +3.3% | 0.12% | +1.7% |
| MRK | Sell | MERCK & CO INC | $570,000 | -68.3% | 7,331 | -68.6% | 0.12% | -71.0% |
| KO | Buy | COCA COLA CO | $561,000 | +7.9% | 10,366 | +5.0% | 0.12% | -1.7% |
| AWR | AMER STATES WTR CO | $557,000 | +5.3% | 7,000 | 0.0% | 0.11% | -4.2% | |
| VUG | Sell | VANGUARD INDEX FDS VUGetf | $546,000 | +11.0% | 1,905 | -0.5% | 0.11% | +1.8% |
| GDS | New | GDS HLDGS LTDads | $542,000 | – | 6,900 | +100.0% | 0.11% | – |
| VXF | Buy | VANGUARD INDEX FDS VXFetf | $538,000 | +6.7% | 2,853 | +0.1% | 0.11% | -2.7% |
| BLK | BLACKROCK INC | $526,000 | +15.9% | 602 | 0.0% | 0.11% | +5.9% | |
| WM | Sell | WASTE MGMT INC DEL | $518,000 | +7.9% | 3,697 | -0.7% | 0.11% | -1.9% |
| TLT | Sell | ISHARES TR TLTetf | $519,000 | +5.9% | 3,592 | -0.8% | 0.11% | -3.6% |
| HDB | HDFC BANK LTDads | $512,000 | -5.9% | 7,000 | 0.0% | 0.10% | -13.9% | |
| EWH | ISHARES INC EWHetf | $504,000 | +0.6% | 18,850 | 0.0% | 0.10% | -8.0% | |
| IWF | ISHARES TR IWFetf | $491,000 | +11.8% | 1,808 | 0.0% | 0.10% | +1.0% | |
| KLAC | KLA CORP | $486,000 | -2.0% | 1,500 | 0.0% | 0.10% | -10.8% | |
| WSM | New | WILLIAMS SONOMA INC | $479,000 | – | 3,000 | +100.0% | 0.10% | – |
| TSLA | Sell | TESLA INC | $480,000 | -17.1% | 706 | -18.6% | 0.10% | -24.6% |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $468,000 | -15.2% | 5,000 | -16.7% | 0.10% | -22.6% |
| F | Sell | FORD MTR CO DEL | $456,000 | +18.8% | 30,666 | -2.0% | 0.09% | +8.1% |
| HUM | HUMANA INC | $443,000 | +5.7% | 1,000 | 0.0% | 0.09% | -3.2% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $444,000 | +6.0% | 6,639 | +0.1% | 0.09% | -3.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $435,000 | -6.2% | 2,969 | -14.7% | 0.09% | -14.4% |
| INGR | INGREDION INC | $419,000 | +0.7% | 4,625 | 0.0% | 0.09% | -7.5% | |
| CI | CIGNA CORP NEW | $418,000 | -1.9% | 1,764 | 0.0% | 0.08% | -11.5% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $417,000 | +10.3% | 5,000 | 0.0% | 0.08% | 0.0% | |
| GLPG | GALAPAGOS NVadr | $413,000 | -10.8% | 6,000 | 0.0% | 0.08% | -19.2% | |
| PRTA | PROTHENA CORP PLC | $411,000 | +104.5% | 8,000 | 0.0% | 0.08% | +86.7% | |
| AQN | ALGONQUIN PWR UTILS CORP | $390,000 | -6.0% | 26,200 | 0.0% | 0.08% | -14.0% | |
| XOM | Buy | EXXON MOBIL CORP | $392,000 | +22.9% | 6,207 | +8.8% | 0.08% | +11.1% |
| EHC | ENCOMPASS HEALTH CORP | $390,000 | -4.9% | 5,000 | 0.0% | 0.08% | -13.0% | |
| KMX | New | CARMAX INC | $387,000 | – | 3,000 | +100.0% | 0.08% | – |
| AROW | Buy | ARROW FINL CORP | $382,000 | +9.5% | 10,614 | +1.3% | 0.08% | 0.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $377,000 | +2.2% | 3,823 | +0.0% | 0.08% | -7.2% |
| TRST | New | TRUSTCO BK CORP N Y | $375,000 | – | 10,908 | +100.0% | 0.08% | – |
| BA | BOEING CO | $368,000 | -5.9% | 1,534 | 0.0% | 0.08% | -14.8% | |
| MTB | M & T BK CORP | $360,000 | -4.0% | 2,475 | 0.0% | 0.07% | -11.9% | |
| IJK | ISHARES TR IJKetf | $364,000 | +3.4% | 4,496 | 0.0% | 0.07% | -6.3% | |
| TCOM | New | TRIP COM GROUP LTDads | $355,000 | – | 10,000 | +100.0% | 0.07% | – |
| SDY | SPDR SER TR SDYetf | $358,000 | +3.5% | 2,929 | 0.0% | 0.07% | -6.4% | |
| GBAB | Sell | GUGGENHEIM TAXABLE MUNICP BO | $353,000 | +3.2% | 14,307 | -2.1% | 0.07% | -6.5% |
| NBO | NEUBERGER BERMAN N Y MUN NBO | $336,000 | +8.4% | 25,240 | 0.0% | 0.07% | -1.4% | |
| VOO | VANGUARD INDEX FDS VOOetf | $336,000 | +8.0% | 853 | 0.0% | 0.07% | -1.4% | |
| WDFC | WD 40 CO | $337,000 | -16.4% | 1,316 | 0.0% | 0.07% | -23.3% | |
| ETN | EATON CORP PLC | $339,000 | +7.3% | 2,288 | 0.0% | 0.07% | -2.8% | |
| NEE | NEXTERA ENERGY INC | $335,000 | -2.9% | 4,568 | 0.0% | 0.07% | -11.7% | |
| TBPH | THERAVANCE BIOPHARMA INC | $334,000 | -28.8% | 23,000 | 0.0% | 0.07% | -35.2% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $331,000 | +8.5% | 3,874 | -1.9% | 0.07% | 0.0% |
| TU | TELUS CORPORATION | $326,000 | +12.8% | 14,520 | 0.0% | 0.07% | +3.1% | |
| VMW | VMWARE INCcl a | $320,000 | +6.3% | 2,000 | 0.0% | 0.06% | -4.4% | |
| ORCL | Buy | ORACLE CORP | $317,000 | +35.5% | 4,073 | +22.3% | 0.06% | +22.6% |
| IWD | ISHARES TR IWDetf | $319,000 | +4.6% | 2,014 | 0.0% | 0.06% | -4.4% | |
| TJX | Buy | TJX COS INC NEW | $320,000 | +1.9% | 4,752 | +0.0% | 0.06% | -7.1% |
| MO | ALTRIA GROUP INC | $313,000 | -6.8% | 6,558 | 0.0% | 0.06% | -14.7% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $312,000 | -93.9% | 3,321 | -94.9% | 0.06% | -94.4% |
| OEF | ISHARES TR OEFetf | $301,000 | +9.1% | 1,536 | 0.0% | 0.06% | 0.0% | |
| CWB | SPDR SER TR CWBetf | $298,000 | +4.2% | 3,431 | 0.0% | 0.06% | -4.7% | |
| ETB | Buy | EATON VANCE TAX ETB | $283,000 | +6.8% | 16,861 | +0.1% | 0.06% | -1.7% |
| L | LOEWS CORP | $280,000 | +6.5% | 5,119 | 0.0% | 0.06% | -3.4% | |
| DOW | DOW INC | $268,000 | -0.7% | 4,230 | 0.0% | 0.06% | -9.8% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $269,000 | +7.2% | 1,800 | 0.0% | 0.06% | -1.8% | |
| INTC | Buy | INTEL CORP | $270,000 | -10.3% | 4,804 | +2.2% | 0.06% | -19.1% |
| DHR | DANAHER CORPORATION | $262,000 | +19.1% | 977 | 0.0% | 0.05% | +10.2% | |
| GE | GENERAL ELECTRIC CO | $263,000 | +2.3% | 19,545 | 0.0% | 0.05% | -6.9% | |
| NVO | NOVO-NORDISK A Sadr | $260,000 | +24.4% | 3,102 | 0.0% | 0.05% | +12.8% | |
| CSCO | Buy | CISCO SYS INC | $249,000 | +8.7% | 4,704 | +6.2% | 0.05% | 0.0% |
| MSTR | Buy | MICROSTRATEGY INCcl a | $249,000 | +3.3% | 375 | +5.6% | 0.05% | -5.6% |
| VTV | New | VANGUARD INDEX FDS VTVetf | $247,000 | – | 1,800 | +100.0% | 0.05% | – |
| SDOG | Sell | ALPS ETF TRetf | $238,000 | -1.2% | 4,493 | -3.9% | 0.05% | -9.3% |
| KEY | Sell | KEYCORP | $234,000 | +2.6% | 11,326 | -0.7% | 0.05% | -5.9% |
| GS | New | GOLDMAN SACHS GROUP INC | $228,000 | – | 600 | +100.0% | 0.05% | – |
| UTL | New | UNITIL CORP | $228,000 | – | 4,296 | +100.0% | 0.05% | – |
| ISTB | ISHARES TR ISTBetf | $230,000 | 0.0% | 4,480 | 0.0% | 0.05% | -9.6% | |
| HALO | Sell | HALOZYME THERAPEUTICS INC | $227,000 | -45.6% | 5,000 | -50.0% | 0.05% | -51.1% |
| IWB | ISHARES TR IWBetf | $222,000 | +8.3% | 915 | 0.0% | 0.04% | -2.2% | |
| PRU | New | PRUDENTIAL FINL INC | $222,000 | – | 2,169 | +100.0% | 0.04% | – |
| DEO | New | DIAGEO PLCadr | $214,000 | – | 1,116 | +100.0% | 0.04% | – |
| LAZ | New | LAZARD LTD | $204,000 | – | 4,500 | +100.0% | 0.04% | – |
| CASY | CASEYS GEN STORES INC | $204,000 | -10.1% | 1,050 | 0.0% | 0.04% | -17.6% | |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $200,000 | -4.8% | 1,044 | -8.8% | 0.04% | -12.8% |
| PPL | PPL CORP | $188,000 | -3.1% | 6,739 | 0.0% | 0.04% | -13.6% | |
| UHAL | AMERCO | $174,000 | -3.9% | 295 | 0.0% | 0.04% | -12.2% | |
| CME | CME GROUP INC | $138,000 | +3.8% | 650 | 0.0% | 0.03% | -6.7% | |
| EQIX | EQUINIX INC | $125,000 | +19.0% | 155 | 0.0% | 0.03% | +8.3% | |
| LQDA | New | LIQUIDIA CORPORATION | $86,000 | – | 30,000 | +100.0% | 0.02% | – |
| ZYNE | ZYNERBA PHARMACEUTICALS INC | $85,000 | +14.9% | 16,000 | 0.0% | 0.02% | 0.0% | |
| CFMS | CONFORMIS INC | $29,000 | +16.0% | 25,000 | 0.0% | 0.01% | 0.0% | |
| SPY | New | SPDR S&P 500 ETF TRput | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
| ACAD | Exit | ACADIA PHARMACEUTICALS INC | $0 | – | -8,000 | -100.0% | -0.05% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,603 | -100.0% | -0.05% | – |
| TRST | Exit | TRUSTCO BK CORP N Y | $0 | – | -54,758 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-12
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.