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Size ($ in 1000's)
At 12/31/2023: $517,306
At 09/30/2023: $474,414
King Wealth Management Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from King Wealth Management Group 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the King Wealth Management Group top holdings by largest position size, as per the latest 13f filing made by King Wealth Management Group.
In the King Wealth Management Group-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by King Wealth Management Group in that top holding, then the share count change between reporting periods, and finally the King Wealth Management Group top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR IVV (IVV) |
145,098 |
+607 |
$69,303 | | IVV | 145,098 | +607 | $69,303 | | INVESCO QQQ TR |
116,221 |
-45 |
$47,595 | | QQQ | 116,221 | -45 | $47,595 | | MICROSOFT CORP |
80,701 |
-822 |
$30,347 | | MSFT | 80,701 | -822 | $30,347 | | SPDR S&P 500 ETF TR SPY (SPY) |
53,622 |
+1,214 |
$25,487 | | SPY | 53,622 | +1,214 | $25,487 | | APPLE INC |
118,391 |
-1,525 |
$22,794 | | AAPL | 118,391 | -1,525 | $22,794 | | ISHARES TR IJH (IJH) |
70,259 |
-894 |
$19,472 | | IJH | 70,259 | -894 | $19,472 | | VISA INC |
68,966 |
-1,395 |
$17,955 | | V | 68,966 | -1,395 | $17,955 | | ISHARES TR IJR (IJR) |
163,347 |
-532 |
$17,682 | | IJR | 163,347 | -532 | $17,682 | | ELI LILLY & CO |
25,340 |
+7,126 |
$14,771 | | LLY | 25,340 | +7,126 | $14,771 | | UNITEDHEALTH GROUP INC |
27,686 |
-794 |
$14,576 | | UNH | 27,686 | -794 | $14,576 | | MCDONALDS CORP |
47,506 |
-450 |
$14,086 | | MCD | 47,506 | -450 | $14,086 | | JPMORGAN CHASE & CO |
77,334 |
-1,282 |
$13,154 | | JPM | 77,334 | -1,282 | $13,154 | | NVIDIA CORPORATION |
25,942 |
+1,046 |
$12,847 | | NVDA | 25,942 | +1,046 | $12,847 | | ISHARES TR ITOT (ITOT) |
103,220 |
+8,248 |
$10,862 | | ITOT | 103,220 | +8,248 | $10,862 | | FIDELITY COVINGTON TRUST |
61,882 |
-4,034 |
$8,889 | | FTEC | 61,882 | -4,034 | $8,889 | | LOCKHEED MARTIN CORP |
18,916 |
+72 |
$8,573 | | LMT | 18,916 | +72 | $8,573 | | JOHNSON & JOHNSON |
52,258 |
-1,168 |
$8,191 | | JNJ | 52,258 | -1,168 | $8,191 | | COSTCO WHSL CORP NEW |
12,075 |
+122 |
$7,971 | | COST | 12,075 | +122 | $7,971 | | MASTERCARD INCORPORATED |
17,556 |
-685 |
$7,488 | | MA | 17,556 | -685 | $7,488 | | ISHARES TR IEFA (IEFA) |
104,871 |
-6,137 |
$7,378 | | IEFA | 104,871 | -6,137 | $7,378 | | ALPHABET INC GOOGL |
49,758 |
+2,388 |
$6,951 | | GOOGL | 49,758 | +2,388 | $6,951 | | SPDR DOW JONES INDL AVERAGE (DIA) |
17,419 |
-146 |
$6,565 | | DIA | 17,419 | -146 | $6,565 | | WALMART INC |
39,264 |
+1,356 |
$6,190 | | WMT | 39,264 | +1,356 | $6,190 | | PEPSICO INC |
33,583 |
+152 |
$5,704 | | PEP | 33,583 | +152 | $5,704 | | HOME DEPOT INC |
15,802 |
+698 |
$5,476 | | HD | 15,802 | +698 | $5,476 | | AMAZON COM INC |
35,901 |
+3,129 |
$5,455 | | AMZN | 35,901 | +3,129 | $5,455 | | SELECT SECTOR SPDR TR XLE (XLE) |
64,462 |
+789 |
$5,405 | | XLE | 64,462 | +789 | $5,405 | | VANGUARD INDEX FDS VOE (VOE) |
36,216 |
-1,213 |
$5,252 | | VOE | 36,216 | -1,213 | $5,252 | | ISHARES TR IJJ (IJJ) |
39,220 |
-971 |
$4,473 | | IJJ | 39,220 | -971 | $4,473 | | VANGUARD INDEX FDS VO (VO) |
18,805 |
+1,157 |
$4,375 | | VO | 18,805 | +1,157 | $4,375 | | ISHARES TR IEMG (IEMG) |
81,379 |
-15,012 |
$4,116 | | IEMG | 81,379 | -15,012 | $4,116 | | PROCTER AND GAMBLE CO |
22,842 |
-951 |
$3,347 | | PG | 22,842 | -951 | $3,347 | | EXXON MOBIL CORP |
24,988 |
-272 |
$2,498 | | XOM | 24,988 | -272 | $2,498 | | BLACKSTONE INC |
18,309 |
-612 |
$2,397 | | BX | 18,309 | -612 | $2,397 | | THE CIGNA GROUP |
7,916 |
+1,800 |
$2,371 | | CI | 7,916 | +1,800 | $2,371 | | ISHARES TR LQD (LQD) |
21,296 |
-2,189 |
$2,357 | | LQD | 21,296 | -2,189 | $2,357 | | VANGUARD INDEX FDS VTV (VTV) |
15,590 |
-65 |
$2,331 | | VTV | 15,590 | -65 | $2,331 | | META PLATFORMS INC |
6,364 |
+4,789 |
$2,253 | | META | 6,364 | +4,789 | $2,253 | | AMGEN INC |
6,982 |
-473 |
$2,011 | | AMGN | 6,982 | -473 | $2,011 | | NOVO NORDISK A S |
18,542 |
+12,061 |
$1,918 | | NVO | 18,542 | +12,061 | $1,918 | | ISHARES TR SHY (SHY) |
22,907 |
-4,678 |
$1,879 | | SHY | 22,907 | -4,678 | $1,879 | | ISHARES TR IJS (IJS) |
16,598 |
+939 |
$1,711 | | IJS | 16,598 | +939 | $1,711 | | UNION PAC CORP |
6,629 |
UNCH |
$1,628 | | UNP | 6,629 | UNCH | $1,628 | | ISHARES TR AGG (AGG) |
15,003 |
-1,494 |
$1,489 | | AGG | 15,003 | -1,494 | $1,489 | | CHEVRON CORP NEW |
9,701 |
+810 |
$1,447 | | CVX | 9,701 | +810 | $1,447 | | ORACLE CORP |
12,971 |
+5,053 |
$1,368 | | ORCL | 12,971 | +5,053 | $1,368 | | ELEVANCE HEALTH INC |
2,793 |
-500 |
$1,317 | | ELV | 2,793 | -500 | $1,317 | | ISHARES TR pff (PFF) |
41,443 |
-363 |
$1,293 | | PFF | 41,443 | -363 | $1,293 | | FIDELITY MERRIMACK STR TR |
27,953 |
-3,703 |
$1,287 | | FBND | 27,953 | -3,703 | $1,287 | | VANGUARD INDEX FDS VTI (VTI) |
5,398 |
-2 |
$1,281 | | VTI | 5,398 | -2 | $1,281 |
See Full List: All Stocks Held By King Wealth Management Group
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By King Wealth Management Group
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