$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
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 | 2024-05-09 |
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.