$453 Thousand is the total value of King Wealth Management Group's 149 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLV | New | SELECT SECTOR SPDR TR XLVsbi healthcare | $764 | – | 5,904 | +100.0% | 0.17% | – |
| CVS | New | CVS HEALTH CORP | $382 | – | 5,146 | +100.0% | 0.08% | – |
| MSTR | New | MICROSTRATEGY INCcl a new | $285 | – | 974 | +100.0% | 0.06% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $247 | – | 2,521 | +100.0% | 0.06% | – |
| VBR | New | VANGUARD INDEX FDS VBRsm cp val etf | $220 | – | 1,385 | +100.0% | 0.05% | – |
| WDFC | New | WD 40 CO | $208 | – | 1,168 | +100.0% | 0.05% | – |
| IWB | New | ISHARES TR IWBrus 1000 etf | $206 | – | 915 | +100.0% | 0.05% | – |
| IWR | New | ISHARES TR IWRrus mid cap etf | $202 | – | 2,885 | +100.0% | 0.04% | – |
| GLD | New | SPDR GOLD TR | $202 | – | 1,103 | +100.0% | 0.04% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $201 | – | 349 | +100.0% | 0.04% | – |
| AUD | New | AUDACY INCcl a | $3 | – | 25,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
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.