$394 Million is the total value of King Wealth Management Group's 152 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 13.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TR IVVcore s&p500 etf | $46,694,000 | -2.8% | 130,194 | +2.8% | 11.87% | +3.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $32,086,000 | -5.2% | 120,055 | -0.6% | 8.15% | +0.7% |
| MSFT | Buy | MICROSOFT CORP | $19,494,000 | -9.1% | 83,702 | +0.2% | 4.95% | -3.5% |
| SPY | Buy | SPDR S&P 500 ETF TR SPYtr unit | $17,779,000 | -5.1% | 49,777 | +0.2% | 4.52% | +0.7% |
| IJH | Buy | ISHARES TR IJHcore s&p mcp etf | $17,173,000 | -1.4% | 78,321 | +1.8% | 4.36% | +4.7% |
| AAPL | Sell | APPLE INC | $16,622,000 | +1.0% | 120,275 | -0.0% | 4.22% | +7.3% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $13,831,000 | -1.5% | 27,386 | +0.2% | 3.52% | +4.6% |
| IJR | Buy | ISHARES TR IJRcore s&p scp etf | $13,670,000 | -4.6% | 156,779 | +1.1% | 3.47% | +1.3% |
| V | Buy | VISA INC | $12,412,000 | -9.1% | 69,869 | +0.7% | 3.15% | -3.5% |
| MCD | Buy | MCDONALDS CORP | $10,740,000 | -6.1% | 46,547 | +0.4% | 2.73% | -0.4% |
| FTEC | Sell | FIDELITY COVINGTON TR FTECmsci info tech i | $9,212,000 | -7.9% | 101,313 | -2.3% | 2.34% | -2.2% |
| IBB | Sell | ISHARES TR IBBishares biotech | $8,787,000 | -1.3% | 75,128 | -0.7% | 2.23% | +4.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $8,471,000 | -7.6% | 51,855 | +0.4% | 2.15% | -1.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $8,149,000 | -6.5% | 77,982 | +0.7% | 2.07% | -0.8% |
| ITOT | Buy | ISHARES TR ITOTcore s&p ttl stk | $7,635,000 | -4.3% | 95,993 | +0.8% | 1.94% | +1.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $6,895,000 | -8.3% | 17,849 | +2.1% | 1.75% | -2.7% |
| IEFA | Sell | ISHARES TR IEFAcore msci eafe | $6,263,000 | -11.6% | 118,905 | -1.2% | 1.59% | -6.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $6,076,000 | -2.4% | 63,519 | +2122.5% | 1.54% | +3.6% |
| LLY | Buy | LILLY ELI & CO | $5,926,000 | +16.6% | 18,328 | +16.9% | 1.51% | +23.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $5,190,000 | -8.0% | 18,254 | +2.1% | 1.32% | -2.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $5,170,000 | +1.7% | 10,948 | +3.2% | 1.31% | +8.0% |
| DIA | Buy | SPDR DOW JONES INDL AV DIAut ser 1 | $5,156,000 | -6.5% | 17,947 | +0.2% | 1.31% | -0.8% |
| PEP | Buy | PEPSICO INC | $4,807,000 | +2.6% | 29,446 | +4.8% | 1.22% | +9.0% |
| WMT | Sell | WALMART INC | $4,780,000 | +4.2% | 36,851 | -2.4% | 1.22% | +10.6% |
| DKS | Sell | DICKS SPORTING GOODS INC | $4,701,000 | +31.4% | 44,927 | -5.3% | 1.20% | +39.6% |
| IJJ | Buy | ISHARES TR IJJs&p mc 400vl etf | $4,029,000 | -0.3% | 44,768 | +4.5% | 1.02% | +5.8% |
| XLE | Buy | SELECT SECTOR SPDR TR XLEenergy | $4,020,000 | +4.9% | 55,818 | +4.1% | 1.02% | +11.3% |
| HD | Buy | HOME DEPOT INC | $3,888,000 | +2.2% | 14,091 | +1.6% | 0.99% | +8.6% |
| IEMG | Buy | ISHARES INC IEMGcore msci emkt | $3,855,000 | -11.9% | 89,692 | +0.5% | 0.98% | -6.5% |
| AMZN | Buy | AMAZON COM INC | $3,594,000 | +6.7% | 31,803 | +0.3% | 0.91% | +13.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,170,000 | -12.2% | 25,110 | -0.0% | 0.81% | -6.8% |
| NVDA | Sell | NVIDIA CORPORATION | $2,914,000 | -63.9% | 24,008 | -54.9% | 0.74% | -61.7% |
| SHY | Sell | ISHARES TR SHY1 3 yr treas bd | $2,761,000 | -4.3% | 33,999 | -2.4% | 0.70% | +1.6% |
| LQD | Sell | ISHARES TR LQDiboxx inv cp etf | $2,665,000 | -8.7% | 26,010 | -1.9% | 0.68% | -3.1% |
| CI | Sell | CIGNA CORP NEW | $1,947,000 | +3.3% | 7,016 | -1.9% | 0.50% | +9.8% |
| DG | Buy | DOLLAR GEN CORP NEW | $1,850,000 | -2.2% | 7,711 | +0.0% | 0.47% | +3.8% |
| AGG | Sell | ISHARES TR AGGcore us aggbd et | $1,825,000 | -8.9% | 18,941 | -3.9% | 0.46% | -3.3% |
| ACRE | Buy | ARES COML REAL ESTATE CORP | $1,682,000 | -11.8% | 160,958 | +3.2% | 0.43% | -6.6% |
| FBND | Sell | FIDELITY MERRIMACK FBNDtotal bd etf | $1,668,000 | -6.8% | 37,552 | -2.3% | 0.42% | -0.9% |
| AMGN | Buy | AMGEN INC | $1,577,000 | -4.8% | 6,997 | +2.7% | 0.40% | +1.0% |
| BX | Buy | BLACKSTONE INC | $1,573,000 | -8.2% | 18,796 | +0.0% | 0.40% | -2.4% |
| SNY | New | SANOFIsponsored adr | $1,483,000 | – | 39,000 | +100.0% | 0.38% | – |
| IJS | Buy | ISHARES TR IJSsp smcp600vl etf | $1,433,000 | -3.6% | 17,381 | +4.1% | 0.36% | +2.2% |
| IEF | Buy | ISHARES TR IEF7-10 yr trsy bd | $1,345,000 | -5.7% | 14,015 | +0.5% | 0.34% | 0.0% |
| PFF | Sell | ISHARES TR PFFpfd and incm sec | $1,327,000 | -4.5% | 41,895 | -0.9% | 0.34% | +1.2% |
| UNP | UNION PAC CORP | $1,291,000 | -8.7% | 6,629 | 0.0% | 0.33% | -3.2% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,243,000 | -25.9% | 32,747 | -1.0% | 0.32% | -21.4% |
| NVO | Buy | NOVO-NORDISK A Sadr | $1,104,000 | +23.1% | 11,077 | +37.7% | 0.28% | +30.7% |
| UTHR | Sell | UNITED THERAPEUTICS CORP DEL | $1,047,000 | -26.0% | 5,000 | -16.7% | 0.27% | -21.5% |
| ORCL | Buy | ORACLE CORP | $1,033,000 | +7.8% | 16,910 | +23.4% | 0.26% | +14.8% |
| NVRO | Sell | NEVRO CORP | $1,025,000 | -13.4% | 22,000 | -18.5% | 0.26% | -8.1% |
| AVGO | Buy | BROADCOM INC | $1,023,000 | -7.8% | 2,303 | +0.9% | 0.26% | -1.9% |
| VRP | Sell | INVESCO EXCH TRADED FD VRPvar rate pfd | $1,019,000 | -2.4% | 46,527 | -1.1% | 0.26% | +3.6% |
| BLK | BLACKROCK INC | $992,000 | -9.7% | 1,803 | 0.0% | 0.25% | -4.2% | |
| ABT | Buy | ABBOTT LABS | $978,000 | -9.2% | 10,112 | +2.0% | 0.25% | -3.5% |
| MINT | Sell | PIMCO ETF TR MINTenhan shrt ma ac | $968,000 | -1.0% | 9,791 | -0.8% | 0.25% | +5.1% |
| VTI | VANGUARD INDEX FDS VTItotal stk mkt | $969,000 | -4.9% | 5,400 | 0.0% | 0.25% | +0.8% | |
| GIS | GENERAL MLS INC | $960,000 | +1.5% | 12,534 | 0.0% | 0.24% | +8.0% | |
| ANTM | ELEVANCE HEALTH INC | $883,000 | -5.9% | 1,943 | 0.0% | 0.22% | -0.4% | |
| CRM | Sell | SALESFORCE INC | $872,000 | -18.1% | 6,062 | -6.0% | 0.22% | -12.9% |
| BND | Sell | VANGUARD BD INDEX FDS BNDtotal bnd mrkt | $843,000 | -7.4% | 11,824 | -2.2% | 0.21% | -1.8% |
| DIS | Sell | DISNEY WALT CO | $775,000 | -7.6% | 8,217 | -7.6% | 0.20% | -2.0% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $695,000 | +73.3% | 4,709 | +73.9% | 0.18% | +84.4% |
| PFE | Buy | PFIZER INC | $692,000 | -16.0% | 15,820 | +0.7% | 0.18% | -10.7% |
| MRK | Buy | MERCK & CO INC | $646,000 | -3.0% | 7,504 | +2.8% | 0.16% | +3.1% |
| TSLA | Buy | TESLA INC | $641,000 | +18.3% | 2,415 | +200.0% | 0.16% | +25.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $605,000 | +52.4% | 5,091 | +81.0% | 0.15% | +62.1% |
| DRI | Sell | DARDEN RESTAURANTS INC | $593,000 | +11.3% | 4,693 | -0.4% | 0.15% | +18.0% |
| WM | Sell | WASTE MGMT INC DEL | $575,000 | +3.6% | 3,587 | -1.2% | 0.15% | +9.8% |
| IVE | ISHARES TR IVEs&p 500 val etf | $568,000 | -6.6% | 4,423 | 0.0% | 0.14% | -1.4% | |
| KO | COCA COLA CO | $566,000 | -11.0% | 10,104 | 0.0% | 0.14% | -5.3% | |
| FXI | Sell | ISHARES TR FXIchina lg-cap etf | $560,000 | -29.4% | 21,666 | -7.4% | 0.14% | -25.3% |
| LRCX | LAM RESEARCH CORP | $549,000 | -14.1% | 1,500 | 0.0% | 0.14% | -8.5% | |
| AWR | AMER STATES WTR CO | $546,000 | -4.4% | 7,000 | 0.0% | 0.14% | +1.5% | |
| CAT | Buy | CATERPILLAR INC | $542,000 | -8.1% | 3,303 | +0.1% | 0.14% | -2.1% |
| TIP | Sell | ISHARES TR TIPtips bd etf | $541,000 | -9.8% | 5,158 | -2.1% | 0.14% | -4.9% |
| HON | HONEYWELL INTL INC | $535,000 | -3.9% | 3,203 | 0.0% | 0.14% | +2.3% | |
| XOM | Sell | EXXON MOBIL CORP | $522,000 | -34.7% | 5,980 | -35.9% | 0.13% | -30.4% |
| T | Sell | AT&T INC | $501,000 | -28.0% | 32,645 | -1.6% | 0.13% | -24.0% |
| HUM | HUMANA INC | $485,000 | +3.6% | 1,000 | 0.0% | 0.12% | +9.8% | |
| EL | LAUDER ESTEE COS INCcl a | $475,000 | -15.2% | 2,199 | 0.0% | 0.12% | -9.7% | |
| BAC | Sell | BK OF AMERICA CORP | $467,000 | -11.6% | 15,466 | -8.8% | 0.12% | -5.6% |
| EPD | ENTERPRISE PRODS PARTNERS L | $464,000 | -2.5% | 19,526 | 0.0% | 0.12% | +3.5% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $462,000 | -11.5% | 2,859 | 0.0% | 0.12% | -6.4% | |
| KLAC | KLA CORP | $454,000 | -5.2% | 1,500 | 0.0% | 0.12% | 0.0% | |
| MTB | M & T BK CORP | $443,000 | +10.5% | 2,515 | 0.0% | 0.11% | +17.7% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $446,000 | -7.7% | 6,275 | +0.0% | 0.11% | -2.6% |
| HDB | HDFC BANK LTDsponsored ads | $409,000 | +6.2% | 7,000 | 0.0% | 0.10% | +13.0% | |
| JNK | Sell | SPDR SER TR JNKbloomberg high y | $411,000 | -3.5% | 4,681 | -0.3% | 0.10% | +2.0% |
| AZN | ASTRAZENECA PLCsponsored adr | $406,000 | -17.0% | 7,400 | 0.0% | 0.10% | -12.0% | |
| TLT | Buy | ISHARES TR TLT20 yr tr bd etf | $398,000 | -8.9% | 3,882 | +2.0% | 0.10% | -3.8% |
| VUG | Sell | VANGUARD INDEX FDS VUGgrowth etf | $385,000 | -4.0% | 1,795 | -0.3% | 0.10% | +2.1% |
| IWF | ISHARES TR IWFrus 1000 grw etf | $380,000 | -3.8% | 1,808 | 0.0% | 0.10% | +2.1% | |
| AROW | Buy | ARROW FINL CORP | $381,000 | -6.6% | 13,209 | +3.0% | 0.10% | -1.0% |
| INGR | INGREDION INC | $372,000 | -8.8% | 4,625 | 0.0% | 0.10% | -3.1% | |
| CVX | Buy | CHEVRON CORP NEW | $375,000 | +5.9% | 2,607 | +6.5% | 0.10% | +11.8% |
| VXF | Buy | VANGUARD INDEX FDS VXFextend mkt etf | $366,000 | -2.7% | 2,877 | +0.2% | 0.09% | +3.3% |
| ABBV | Buy | ABBVIE INC | $362,000 | -4.2% | 2,695 | +9.1% | 0.09% | +2.2% |
| NEE | NEXTERA ENERGY INC | $358,000 | +1.1% | 4,568 | 0.0% | 0.09% | +7.1% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $351,000 | -13.3% | 3,778 | +0.0% | 0.09% | -8.2% |
| GS | GOLDMAN SACHS GROUP INC | $352,000 | -1.1% | 1,200 | 0.0% | 0.09% | +4.7% | |
| GLPG | GALAPAGOS NVspon adr | $341,000 | -23.5% | 8,000 | 0.0% | 0.09% | -18.7% | |
| MS | Buy | MORGAN STANLEY | $339,000 | +10.1% | 4,291 | +6.0% | 0.09% | +16.2% |
| TRST | Buy | TRUSTCO BK CORP N Y | $332,000 | +1.8% | 10,565 | +0.0% | 0.08% | +7.7% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $326,000 | -14.7% | 3,982 | +0.1% | 0.08% | -8.8% |
| ET | ENERGY TRANSFER L P | $326,000 | +10.5% | 29,536 | 0.0% | 0.08% | +16.9% | |
| WEN | WENDYS CO | $321,000 | -0.9% | 17,169 | 0.0% | 0.08% | +5.1% | |
| LYFT | LYFT INC | $318,000 | -0.9% | 24,140 | 0.0% | 0.08% | +5.2% | |
| EHC | ENCOMPASS HEALTH CORP | $317,000 | -19.1% | 7,000 | 0.0% | 0.08% | -13.8% | |
| ETN | EATON CORP PLC | $305,000 | +5.9% | 2,288 | 0.0% | 0.08% | +13.0% | |
| SDY | SPDR SER TR SDYs&p divid etf | $295,000 | -6.1% | 2,645 | 0.0% | 0.08% | 0.0% | |
| TU | TELUS CORPORATION | $288,000 | -11.1% | 14,520 | 0.0% | 0.07% | -6.4% | |
| OFIX | ORTHOFIX MED INC | $287,000 | -18.7% | 15,000 | 0.0% | 0.07% | -14.1% | |
| AMAT | Buy | APPLIED MATLS INC | $278,000 | -7.3% | 3,398 | +3.1% | 0.07% | -1.4% |
| TJX | Sell | TJX COS INC NEW | $276,000 | +7.0% | 4,446 | -3.7% | 0.07% | +12.9% |
| AQN | ALGONQUIN PWR UTILS CORP | $273,000 | -18.8% | 25,000 | 0.0% | 0.07% | -13.8% | |
| IWD | ISHARES TR IWDrus 1000 val etf | $271,000 | -6.2% | 1,994 | 0.0% | 0.07% | 0.0% | |
| VLO | VALERO ENERGY CORP | $272,000 | +0.7% | 2,542 | 0.0% | 0.07% | +6.2% | |
| TGT | Buy | TARGET CORP | $266,000 | +5.1% | 1,790 | +0.1% | 0.07% | +11.5% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $259,000 | – | 3,773 | +100.0% | 0.07% | – |
| MO | ALTRIA GROUP INC | $259,000 | -3.0% | 6,403 | 0.0% | 0.07% | +3.1% | |
| SO | Sell | SOUTHERN CO | $252,000 | -16.0% | 3,709 | -11.9% | 0.06% | -11.1% |
| GBAB | Buy | GUGGENHEIM TAXABLE MUN GBAB | $240,000 | -13.4% | 15,590 | +0.1% | 0.06% | -7.6% |
| OEF | ISHARES TR OEFs&p 100 etf | $241,000 | -5.9% | 1,484 | 0.0% | 0.06% | 0.0% | |
| GMED | GLOBUS MED INCcl a | $238,000 | +5.8% | 4,000 | 0.0% | 0.06% | +11.1% | |
| CSCO | Sell | CISCO SYS INC | $231,000 | -10.8% | 5,782 | -4.7% | 0.06% | -4.8% |
| WDFC | WD 40 CO | $231,000 | -12.8% | 1,317 | 0.0% | 0.06% | -6.3% | |
| DHR | DANAHER CORPORATION | $230,000 | +1.8% | 890 | 0.0% | 0.06% | +7.4% | |
| NBO | NEUBERGER BERMAN N Y MUN NBO | $229,000 | -6.5% | 24,790 | 0.0% | 0.06% | -1.7% | |
| BA | Sell | BOEING CO | $224,000 | -13.8% | 1,849 | -2.6% | 0.06% | -8.1% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $225,000 | -10.0% | 1,085 | +2.8% | 0.06% | -5.0% |
| ETB | Buy | EATON VANCE TAX MNGED BUY WR | $213,000 | -12.3% | 16,152 | +0.1% | 0.05% | -6.9% |
| CASY | New | CASEYS GEN STORES INC | $213,000 | – | 1,050 | +100.0% | 0.05% | – |
| MSTR | New | MICROSTRATEGY INCcl a new | $207,000 | – | 974 | +100.0% | 0.05% | – |
| TOL | TOLL BROTHERS INC | $210,000 | -5.8% | 5,000 | 0.0% | 0.05% | 0.0% | |
| DOW | DOW INC | $208,000 | -14.8% | 4,730 | 0.0% | 0.05% | -8.6% | |
| CWB | SPDR SER TR CWBbbg conv sec etf | $206,000 | -1.9% | 3,254 | 0.0% | 0.05% | +4.0% | |
| NKE | Sell | NIKE INCcl b | $205,000 | -21.8% | 2,463 | -3.9% | 0.05% | -17.5% |
| VTV | VANGUARD INDEX FDS VTVvalue etf | $206,000 | -6.4% | 1,671 | 0.0% | 0.05% | -1.9% | |
| KEY | KEYCORP | $191,000 | -6.8% | 11,893 | 0.0% | 0.05% | 0.0% | |
| PTGX | PROTAGONIST THERAPEUTICS INC | $185,000 | +6.3% | 22,000 | 0.0% | 0.05% | +11.9% | |
| ARCC | New | ARES CAPITAL CORP | $179,000 | – | 10,584 | +100.0% | 0.04% | – |
| SPDN | DIREXION SHS ETF TRdly s&p500 br 1x | $179,000 | +5.3% | 10,000 | 0.0% | 0.04% | +9.8% | |
| TGTX | Sell | TG THERAPEUTICS INC | $141,000 | +15.6% | 23,800 | -17.4% | 0.04% | +24.1% |
| F | Buy | FORD MTR CO DEL | $128,000 | +0.8% | 11,411 | +0.0% | 0.03% | +10.0% |
| AGI | Buy | ALAMOS GOLD INC NEW | $119,000 | +54.5% | 16,000 | +45.5% | 0.03% | +66.7% |
| Buy | OSISKO DEVELOPMENT CORP | $91,000 | +46.8% | 20,000 | +53.9% | 0.02% | +53.3% | |
| New | SKEENA RES LTD NEW | $47,000 | – | 10,000 | +100.0% | 0.01% | – | |
| DAKOTA GOLD CORP | $40,000 | -9.1% | 13,000 | 0.0% | 0.01% | -9.1% | ||
| PAVM | Buy | PAVMED INC | $17,000 | 0.0% | 20,000 | +11.1% | 0.00% | 0.0% |
| ZYNE | ZYNERBA PHARMACEUTICALS INC | $12,000 | -33.3% | 16,000 | 0.0% | 0.00% | -25.0% | |
| CFMS | CONFORMIS INC | $5,000 | -44.4% | 25,000 | 0.0% | 0.00% | -50.0% | |
| CHRS | Exit | COHERUS BIOSCIENCES INC | $0 | – | -10,100 | -100.0% | -0.02% | – |
| ALT | Exit | ALTIMMUNE INC | $0 | – | -10,000 | -100.0% | -0.03% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -1,800 | -100.0% | -0.05% | – |
| GLD | Exit | SPDR GOLD TR GLD | $0 | – | -1,263 | -100.0% | -0.05% | – |
| L | Exit | LOEWS CORP | $0 | – | -3,869 | -100.0% | -0.06% | – |
| AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -2,976 | -100.0% | -0.06% | – |
| NUVA | Exit | NUVASIVE INC | $0 | – | -5,000 | -100.0% | -0.06% | – |
| UTL | Exit | UNITIL CORP | $0 | – | -4,196 | -100.0% | -0.06% | – |
| OHI | Exit | OMEGA HEALTHCARE INVS INC | $0 | – | -10,799 | -100.0% | -0.07% | – |
| ESTA | Exit | ESTABLISHMENT LABS HLDGS INC | $0 | – | -7,000 | -100.0% | -0.09% | – |
| TBPH | Exit | THERAVANCE BIOPHARMA INC | $0 | – | -45,000 | -100.0% | -0.10% | – |
| Exit | GLOBALFOUNDRIES INCordinary shares | $0 | – | -10,247 | -100.0% | -0.10% | – | |
| GMAB | Exit | GENMAB A/Ssponsored ads | $0 | – | -16,897 | -100.0% | -0.13% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -3,703 | -100.0% | -0.14% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -4,365 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-10
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 | 2024-02-08 |
| 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.