$427 Million is the total value of King Wealth Management Group's 154 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 17.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $51,046,000 | +5.5% | 162,703 | -6.6% | 11.96% | -4.8% |
| IVV | Buy | ISHARES TR IVVcore s&p500 etf | $33,433,000 | +12.7% | 89,060 | +0.9% | 7.84% | +1.7% |
| SPY | Sell | SPDR S&P 500 ETF TR SPYtr unit | $19,705,000 | +10.3% | 52,704 | -1.2% | 4.62% | -0.5% |
| MSFT | Sell | MICROSOFT CORP | $19,385,000 | +5.3% | 87,155 | -0.4% | 4.54% | -5.0% |
| AAPL | Buy | APPLE INC | $17,890,000 | +14.9% | 134,826 | +0.3% | 4.19% | +3.8% |
| AMZN | Sell | AMAZON COM INC | $16,840,000 | +1.5% | 5,170 | -1.9% | 3.95% | -8.4% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $15,783,000 | +9.9% | 151,021 | -3.2% | 3.70% | -0.8% |
| V | Sell | VISA INC | $15,006,000 | +5.6% | 68,603 | -3.5% | 3.52% | -4.7% |
| IBB | Sell | ISHARES TR IBBnasdaq biotech | $11,215,000 | +11.6% | 74,034 | -0.2% | 2.63% | +0.8% |
| CRM | Buy | SALESFORCE COM INC | $10,144,000 | +12.5% | 45,584 | +27.0% | 2.38% | +1.5% |
| MCD | Sell | MCDONALDS CORP | $10,057,000 | -2.7% | 46,870 | -0.5% | 2.36% | -12.2% |
| WMT | Buy | WALMART INC | $9,841,000 | +10.8% | 68,272 | +7.5% | 2.31% | -0.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $9,782,000 | +13.9% | 27,894 | +1.2% | 2.29% | +2.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $9,060,000 | +8.0% | 57,565 | +2.1% | 2.12% | -2.6% |
| IJR | Buy | ISHARES TR IJRcore s&p scp etf | $8,866,000 | +39.1% | 96,473 | +6.3% | 2.08% | +25.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $8,776,000 | +35.8% | 69,064 | +2.9% | 2.06% | +22.6% |
| NVDA | Buy | NVIDIA CORPORATION | $8,770,000 | -2.1% | 16,795 | +1.5% | 2.06% | -11.6% |
| ITOT | Sell | ISHARES TR ITOTcore s&p ttl stk | $6,352,000 | +10.9% | 73,672 | -2.9% | 1.49% | +0.1% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $6,216,000 | -2.0% | 17,414 | -7.2% | 1.46% | -11.6% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $5,879,000 | +13.4% | 64,099 | +1.4% | 1.38% | +2.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $5,728,000 | -3.9% | 16,137 | +3.7% | 1.34% | -13.3% |
| DIA | Sell | SPDR DOW JONES INDL AV DIAut ser 1 | $5,410,000 | +8.3% | 17,691 | -1.7% | 1.27% | -2.2% |
| IEMG | Buy | ISHARES INC IEMGcore msci emkt | $4,939,000 | +21.7% | 79,623 | +3.6% | 1.16% | +9.9% |
| LQD | Buy | ISHARES TR LQDiboxx inv cp etf | $3,723,000 | +2.8% | 26,953 | +0.2% | 0.87% | -7.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,671,000 | +10.3% | 9,743 | +3.9% | 0.86% | -0.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,357,000 | +26.8% | 24,127 | +26.6% | 0.79% | +14.4% |
| SHY | Buy | ISHARES TR SHY1 3 yr treas bd | $3,231,000 | -0.0% | 37,400 | +0.1% | 0.76% | -9.8% |
| PEP | Sell | PEPSICO INC | $3,158,000 | +6.3% | 21,294 | -0.7% | 0.74% | -4.0% |
| HD | Buy | HOME DEPOT INC | $3,036,000 | +738.7% | 11,428 | +775.7% | 0.71% | +657.4% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,919,000 | +17.0% | 12,541 | +47.8% | 0.68% | +5.6% |
| IEFA | Buy | ISHARES TR IEFAcore msci eafe | $2,680,000 | +19.0% | 38,788 | +3.8% | 0.63% | +7.4% |
| TGT | Buy | TARGET CORP | $2,562,000 | +135.5% | 14,514 | +110.0% | 0.60% | +112.8% |
| TGTX | TG THERAPEUTICS INC | $2,539,000 | +94.4% | 48,800 | 0.0% | 0.60% | +75.5% | |
| MRK | Buy | MERCK & CO. INC | $2,456,000 | +10.4% | 30,025 | +12.0% | 0.58% | -0.2% |
| AMGN | Buy | AMGEN INC | $2,213,000 | +128.4% | 9,624 | +152.3% | 0.52% | +106.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,172,000 | +53.2% | 9,275 | +28.9% | 0.51% | +38.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,124,000 | -2.6% | 36,150 | -1.4% | 0.50% | -12.0% |
| AGG | Buy | ISHARES TR AGGcore us aggbd et | $2,067,000 | +2.3% | 17,492 | +2.2% | 0.48% | -7.8% |
| ED | Sell | CONSOLIDATED EDISON INC | $1,954,000 | -15.6% | 27,037 | -9.1% | 0.46% | -23.8% |
| LLY | Buy | LILLY ELI & CO | $1,898,000 | +47.4% | 11,242 | +29.2% | 0.44% | +33.2% |
| IJJ | Buy | ISHARES TR IJJs&p mc 400vl etf | $1,786,000 | +165.0% | 20,697 | +314.0% | 0.42% | +139.4% |
| IJH | Buy | ISHARES TR IJHcore s&p mcp etf | $1,764,000 | +123.3% | 7,674 | +80.0% | 0.41% | +101.5% |
| FBND | Buy | FIDELITY MERRIMACK STR FBNDtotal bd etf | $1,747,000 | +3.3% | 32,206 | +4.1% | 0.41% | -6.8% |
| FXI | Buy | ISHARES TR FXIchina lg-cap etf | $1,725,000 | +12.5% | 37,145 | +1.8% | 0.40% | +1.5% |
| DG | Buy | DOLLAR GEN CORP NEW | $1,636,000 | +1.3% | 7,781 | +1.0% | 0.38% | -8.6% |
| GOOGL | ALPHABET INCcap stk cl a | $1,542,000 | +19.5% | 880 | 0.0% | 0.36% | +7.8% | |
| IEF | Buy | ISHARES TR IEFbarclays 7 10 yr | $1,527,000 | +0.1% | 12,729 | +1.6% | 0.36% | -9.6% |
| DIS | Sell | DISNEY WALT CO | $1,510,000 | +39.0% | 8,337 | -4.7% | 0.35% | +25.5% |
| FISV | Buy | FISERV INC | $1,426,000 | +206.0% | 12,524 | +176.8% | 0.33% | +176.0% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $1,414,000 | +24.4% | 6,045 | -3.4% | 0.33% | +12.2% |
| UNP | UNION PAC CORP | $1,380,000 | +5.7% | 6,629 | 0.0% | 0.32% | -4.7% | |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $1,332,000 | +73.9% | 37,060 | +84.7% | 0.31% | +56.8% |
| BX | Buy | BLACKSTONE GROUP INC | $1,253,000 | +24.8% | 19,339 | +0.5% | 0.29% | +12.6% |
| WEN | Sell | WENDYS CO | $1,236,000 | -3.9% | 56,390 | -2.3% | 0.29% | -13.2% |
| VRP | Sell | INVESCO EXCH TRADED FD TR IIvar rate pfd | $1,226,000 | +3.0% | 47,219 | -2.4% | 0.29% | -7.1% |
| UTHR | Sell | UNITED THERAPEUTICS CORP DEL | $1,214,000 | +33.6% | 8,000 | -11.1% | 0.28% | +20.8% |
| ABT | Sell | ABBOTT LABS | $1,143,000 | -2.6% | 10,443 | -3.2% | 0.27% | -12.1% |
| MINT | Sell | PIMCO ETF TR MINTenhan shrt ma ac | $1,130,000 | -0.4% | 11,078 | -0.5% | 0.26% | -10.2% |
| BND | Sell | VANGUARD BD INDEX FDS BNDtotal bnd mrkt | $1,128,000 | -0.6% | 12,796 | -0.6% | 0.26% | -10.5% |
| VTRS | New | VIATRIS INC | $1,091,000 | – | 58,243 | +100.0% | 0.26% | – |
| VTI | Buy | VANGUARD INDEX FDS VTItotal stk mkt | $1,077,000 | +15.3% | 5,534 | +0.9% | 0.25% | +4.1% |
| LRCX | Buy | LAM RESEARCH CORP | $1,046,000 | +43.3% | 2,215 | +0.7% | 0.24% | +28.9% |
| PFF | Buy | ISHARES TR PFFpfd and incm sec | $1,039,000 | +6.2% | 26,976 | +0.5% | 0.24% | -3.9% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $990,000 | -12.1% | 19,800 | -3.6% | 0.23% | -20.5% |
| NUVA | Buy | NUVASIVE INC | $958,000 | +79.4% | 17,000 | +54.5% | 0.22% | +61.9% |
| QRVO | QORVO INC | $951,000 | +28.9% | 5,720 | 0.0% | 0.22% | +16.1% | |
| AVGO | Buy | BROADCOM INC | $938,000 | +20.3% | 2,142 | +0.0% | 0.22% | +8.4% |
| T | Sell | AT&T INC | $932,000 | -1.2% | 32,410 | -2.0% | 0.22% | -11.0% |
| FB | Sell | FACEBOOK INCcl a | $896,000 | +3.2% | 3,281 | -1.1% | 0.21% | -6.7% |
| PDD | New | PINDUODUO INCsponsored ads | $888,000 | – | 5,000 | +100.0% | 0.21% | – |
| JD | JD.COM INCspon adr cl a | $844,000 | +13.3% | 9,600 | 0.0% | 0.20% | +2.6% | |
| GIS | GENERAL MLS INC | $737,000 | -4.7% | 12,534 | 0.0% | 0.17% | -13.9% | |
| AMAT | Buy | APPLIED MATLS INC | $729,000 | +45.2% | 8,451 | +0.0% | 0.17% | +31.5% |
| TIP | Buy | ISHARES TR TIPtips bd etf | $691,000 | +1.8% | 5,415 | +0.9% | 0.16% | -8.0% |
| HON | Sell | HONEYWELL INTL INC | $681,000 | +28.2% | 3,203 | -0.8% | 0.16% | +15.9% |
| CAT | Sell | CATERPILLAR INC | $676,000 | +19.4% | 3,714 | -2.2% | 0.16% | +7.5% |
| ANTM | ANTHEM INC | $638,000 | +19.5% | 1,988 | 0.0% | 0.15% | +7.9% | |
| TLT | Buy | ISHARES TR TLT20 yr tr bd etf | $642,000 | -2.0% | 4,072 | +1.5% | 0.15% | -11.8% |
| HALO | Sell | HALOZYME THERAPEUTICS INC | $641,000 | +43.4% | 15,000 | -11.8% | 0.15% | +29.3% |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $636,000 | -31.8% | 8,700 | -27.5% | 0.15% | -38.4% |
| TXN | TEXAS INSTRS INC | $600,000 | +14.9% | 3,653 | 0.0% | 0.14% | +3.7% | |
| TSLA | Buy | TESLA INC | $598,000 | +124.8% | 847 | +36.6% | 0.14% | +102.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $582,000 | +5.6% | 3,455 | +4.6% | 0.14% | -4.9% |
| GXC | SPDR INDEX SHS FDS GXCs&p china etf | $573,000 | +9.6% | 4,400 | 0.0% | 0.13% | -1.5% | |
| GMAB | GENMAB A/Ssponsored ads | $565,000 | +11.0% | 13,897 | 0.0% | 0.13% | 0.0% | |
| AWR | AMER STATES WTR CO | $557,000 | +6.1% | 7,000 | 0.0% | 0.13% | -3.7% | |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $557,000 | +27.5% | 3,505 | +0.0% | 0.13% | +15.9% |
| ABBV | Sell | ABBVIE INC | $555,000 | +15.1% | 5,181 | -5.8% | 0.13% | +4.0% |
| ORGO | New | ORGANOGENESIS HLDGS INC | $545,000 | – | 72,338 | +100.0% | 0.13% | – |
| KO | COCA COLA CO | $541,000 | +11.1% | 9,869 | 0.0% | 0.13% | +0.8% | |
| PFE | Buy | PFIZER INC | $523,000 | +0.6% | 14,220 | +0.4% | 0.12% | -8.9% |
| HDB | HDFC BANK LTDsponsored ads | $506,000 | +44.6% | 7,000 | 0.0% | 0.12% | +30.8% | |
| VUG | Buy | VANGUARD INDEX FDS VUGgrowth etf | $485,000 | +14.4% | 1,915 | +2.7% | 0.11% | +3.6% |
| VXF | Buy | VANGUARD INDEX FDS VXFextend mkt etf | $468,000 | +27.2% | 2,842 | +0.1% | 0.11% | +14.6% |
| EWH | ISHARES INC EWHmsci hong kg etf | $464,000 | +12.3% | 18,850 | 0.0% | 0.11% | +1.9% | |
| ANGO | Sell | ANGIODYNAMICS INC | $460,000 | +9.0% | 30,000 | -14.3% | 0.11% | -1.8% |
| PTGX | PROTAGONIST THERAPEUTICS INC | $444,000 | +3.3% | 22,000 | 0.0% | 0.10% | -7.1% | |
| WM | Buy | WASTE MGMT INC DEL | $439,000 | +5.8% | 3,720 | +1.4% | 0.10% | -4.6% |
| BLK | BLACKROCK INC | $434,000 | +28.0% | 602 | 0.0% | 0.10% | +15.9% | |
| IWF | Sell | ISHARES TR IWFrus 1000 grw etf | $436,000 | +10.9% | 1,808 | -0.2% | 0.10% | 0.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $429,000 | +3.9% | 3,406 | +0.3% | 0.10% | -5.6% |
| AQN | ALGONQUIN PWR UTILS CORP | $431,000 | +13.1% | 26,200 | 0.0% | 0.10% | +2.0% | |
| ACAD | ACADIA PHARMACEUTICALS INC | $428,000 | +29.7% | 8,000 | 0.0% | 0.10% | +16.3% | |
| NVO | Sell | NOVO-NORDISK A Sadr | $426,000 | -63.3% | 6,102 | -63.5% | 0.10% | -66.8% |
| EHC | ENCOMPASS HEALTH CORP | $413,000 | +27.1% | 5,000 | 0.0% | 0.10% | +15.5% | |
| HUM | HUMANA INC | $410,000 | -1.0% | 1,000 | 0.0% | 0.10% | -10.3% | |
| TBPH | THERAVANCE BIOPHARMA INC | $409,000 | +20.3% | 23,000 | 0.0% | 0.10% | +9.1% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $411,000 | +3.0% | 6,629 | +0.1% | 0.10% | -7.7% |
| WDFC | Sell | WD-40 CO | $393,000 | +28.4% | 1,481 | -8.4% | 0.09% | +16.5% |
| KLAC | KLA CORP | $388,000 | +33.3% | 1,500 | 0.0% | 0.09% | +19.7% | |
| TRST | Sell | TRUSTCO BK CORP N Y | $365,000 | +24.1% | 54,731 | -2.8% | 0.09% | +13.2% |
| RDUS | RADIUS HEALTH INC | $366,000 | +57.8% | 20,500 | 0.0% | 0.09% | +43.3% | |
| CI | CIGNA CORP NEW | $367,000 | +22.7% | 1,764 | 0.0% | 0.09% | +10.3% | |
| INGR | INGREDION INC | $364,000 | +4.0% | 4,625 | 0.0% | 0.08% | -6.6% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $359,000 | -66.6% | 5,018 | -73.1% | 0.08% | -69.9% |
| NEE | Buy | NEXTERA ENERGY INC | $352,000 | +11.0% | 4,568 | +300.0% | 0.08% | 0.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $345,000 | +3.6% | 3,766 | +0.0% | 0.08% | -5.8% |
| GBAB | GUGGENHEIM TAXABLE MUNICP BO | $347,000 | +8.1% | 13,607 | 0.0% | 0.08% | -2.4% | |
| BA | Buy | BOEING CO | $328,000 | +40.8% | 1,534 | +8.7% | 0.08% | +28.3% |
| IJK | Buy | ISHARES TR IJKs&p mc 400gr etf | $325,000 | +43.2% | 4,496 | +373.8% | 0.08% | +28.8% |
| TJX | TJX COS INC NEW | $324,000 | +22.7% | 4,751 | 0.0% | 0.08% | +10.1% | |
| SDY | SPDR SER TR SDYs&p divid etf | $319,000 | +14.3% | 3,016 | 0.0% | 0.08% | +4.2% | |
| MTB | M & T BK CORP | $315,000 | +38.2% | 2,475 | 0.0% | 0.07% | +25.4% | |
| NBO | NEUBERGER BRMAN NY MUNI FD I | $311,000 | +5.8% | 25,240 | 0.0% | 0.07% | -3.9% | |
| AROW | ARROW FINL CORP | $313,000 | +19.0% | 10,474 | 0.0% | 0.07% | +7.4% | |
| WSM | New | WILLIAMS SONOMA INC | $306,000 | – | 3,000 | +100.0% | 0.07% | – |
| VOO | VANGUARD INDEX FDS VOO | $293,000 | +11.8% | 853 | 0.0% | 0.07% | +1.5% | |
| CWB | SPDR SER TR CWBblmbrg brc cnvrt | $287,000 | +20.1% | 3,469 | 0.0% | 0.07% | +8.1% | |
| TU | TELUS CORPORATION | $287,000 | +12.1% | 14,520 | 0.0% | 0.07% | +1.5% | |
| ETN | EATON CORP PLC | $275,000 | +18.0% | 2,288 | 0.0% | 0.06% | +6.7% | |
| F | Sell | FORD MTR CO DEL | $274,000 | +12.3% | 31,206 | -15.0% | 0.06% | +1.6% |
| IWD | ISHARES TR IWDrus 1000 val etf | $275,000 | +15.5% | 2,014 | 0.0% | 0.06% | +3.2% | |
| MO | Sell | ALTRIA GROUP INC | $269,000 | -4.3% | 6,558 | -9.8% | 0.06% | -13.7% |
| OEF | Sell | ISHARES TR OEFs&p 100 etf | $264,000 | +6.9% | 1,536 | -3.2% | 0.06% | -3.1% |
| ETB | Sell | EATON VANCE TAX ETB | $255,000 | +6.7% | 17,024 | -2.9% | 0.06% | -3.2% |
| DOW | New | DOW INC | $235,000 | – | 4,230 | +100.0% | 0.06% | – |
| INTC | Sell | INTEL CORP | $235,000 | -67.9% | 4,723 | -66.5% | 0.06% | -71.1% |
| XOM | Sell | EXXON MOBIL CORP | $235,000 | -72.1% | 5,707 | -76.7% | 0.06% | -74.9% |
| ISTB | Sell | ISHARES TR ISTBcore 1 5 yr usd | $233,000 | -0.9% | 4,513 | -1.2% | 0.06% | -9.8% |
| NKE | Buy | NIKE INCcl b | $233,000 | +13.1% | 1,646 | +0.2% | 0.06% | +3.8% |
| L | Sell | LOEWS CORP | $230,000 | +6.5% | 5,119 | -17.7% | 0.05% | -3.6% |
| QCOM | New | QUALCOMM INC | $230,000 | – | 1,508 | +100.0% | 0.05% | – |
| SDOG | New | ALPS ETF TRsectr div dogs | $220,000 | – | 4,933 | +100.0% | 0.05% | – |
| DHR | Sell | DANAHER CORPORATION | $217,000 | +0.9% | 977 | -2.2% | 0.05% | -8.9% |
| ORCL | Sell | ORACLE CORP | $215,000 | -4.0% | 3,321 | -11.4% | 0.05% | -13.8% |
| GE | GENERAL ELECTRIC CO | $211,000 | +73.0% | 19,545 | 0.0% | 0.05% | +53.1% | |
| UTL | Sell | UNITIL CORP | $210,000 | -13.2% | 4,753 | -24.0% | 0.05% | -22.2% |
| GLD | New | SPDR GOLD TR | $204,000 | – | 1,145 | +100.0% | 0.05% | – |
| PPL | Sell | PPL CORP | $196,000 | -6.7% | 6,955 | -9.7% | 0.05% | -16.4% |
| KEY | Sell | KEYCORP | $186,000 | +23.2% | 11,354 | -10.1% | 0.04% | +12.8% |
| UHAL | New | AMERCO | $134,000 | – | 295 | +100.0% | 0.03% | – |
| EQIX | New | EQUINIX INC | $111,000 | – | 155 | +100.0% | 0.03% | – |
| ZYNE | New | ZYNERBA PHARMACEUTICALS INC | $53,000 | – | 16,000 | +100.0% | 0.01% | – |
| CFMS | CONFORMIS INC | $7,000 | -12.5% | 10,000 | 0.0% | 0.00% | 0.0% | |
| VYNE | Exit | VYNE THERAPEUTICS INC | $0 | – | -11,419 | -100.0% | -0.01% | – |
| NYF | Exit | ISHARES TR NYFetf | $0 | – | -3,500 | -100.0% | -0.05% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -1,800 | -100.0% | -0.06% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -9,391 | -100.0% | -0.06% | – |
| TBIO | Exit | TRANSLATE BIO INC | $0 | – | -17,000 | -100.0% | -0.06% | – |
| ITGR | Exit | INTEGER HLDGS CORP | $0 | – | -4,000 | -100.0% | -0.06% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCadr | $0 | – | -6,450 | -100.0% | -0.06% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -6,488 | -100.0% | -0.07% | – |
| MGEE | Exit | MGE ENERGY INC | $0 | – | -4,200 | -100.0% | -0.07% | – |
| VMW | Exit | VMWARE INC | $0 | – | -2,000 | -100.0% | -0.08% | – |
| GMED | Exit | GLOBUS MED INCcl a | $0 | – | -7,000 | -100.0% | -0.09% | – |
| DBX | Exit | DROPBOX INCcl a | $0 | – | -20,000 | -100.0% | -0.10% | – |
| NVS | Exit | NOVARTIS AGadr | $0 | – | -7,550 | -100.0% | -0.17% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -22,677 | -100.0% | -0.17% | – |
| MYL | Exit | MYLAN NV | $0 | – | -54,000 | -100.0% | -0.21% | – |
| SNY | Exit | SANOFIadr | $0 | – | -18,000 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
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.