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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
38
3
4
1
1
0
21
1
2
KING WEALTH MANAGEMENT GROUP LLC

Time Period2019-03-31

Total Holdings135

Total Value ($x1000)319,601
Activities
New16

Increased55

Unchanged31

Decreased33

Sold Out9

Top 10 Stock Holdingstotal 51.5%
SPY8.83

IVV8.78

MDY6.56

IJR5.99

QQQ5.47

 
V4.76

MSFT3.01

AMZN2.77

IJJ2.74

MCD2.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
8.83%
TR UNIT
IVV
8.78%
CORE S&P500 ETF
MDY
6.56%
UTSER1 S&PDCRP
IJR
5.99%
CORE S&P SCP ETF
QQQ
5.47%
UNIT SER 1
V
4.76%
COM CL A
MSFT
3.01%
COM
AMZN
2.77%
COM
IJJ
2.74%
S&P MC 400VL ETF
MCD
2.59%
COM
IJH
2.57%
CORE S&P MCP ETF
BA
2.4%
COM
FTEC
2.38%
MSCI INFO TECH I
JPM
1.96%
COM
AAPL
1.88%
COM
CRM
1.77%
COM
UNH
1.77%
COM
IJK
1.74%
S&P MC 400GR ETF
DIA
1.65%
UT SER 1
LMT
1.63%
COM
GOOG
1.46%
CAP STK CL C
ITOT
1.41%
CORE S&P TTL STK
MA
1.19%
CL A
LQD
0.93%
IBOXX INV CP ETF
IEMG
0.9%
CORE MSCI EMKT
SHY
0.88%
1-3 YR TR BD ETF
PEP
0.84%
COM
CVX
0.78%
COM
XOM
0.74%
COM
VZ
0.71%
COM
ED
0.69%
COM
GILD
0.66%
COM
KRE
0.61%
S&P REGL BKG
GOOGL
0.6%
CAP STK CL A
JNJ
0.56%
COM
RTN
0.5%
COM NEW
AGG
0.5%
CORE TOTUSBD ETF
IEFA
0.46%
CORE MSCI EAFE
VRP
0.43%
VAR RATE PFD
MINT
0.43%
ENHAN SHRT MAT
VTI
0.4%
TOTAL STK MKT
BND
0.37%
TOTAL BND MRKT
WEN
0.37%
COM
MRK
0.37%
COM
UNP
0.35%
COM
PG
0.35%
COM
T
0.34%
COM
SNY
0.33%
SPONSORED ADR
VOE
0.32%
MCAP VL IDXVIP
IEF
0.3%
7-10 Y TR BD ETF
NFLX
0.28%
COM
AZN
0.26%
SPONSORED ADR
PYPL
0.26%
COM
IBB
0.24%
NASDQ BIOTEC ETF
ABT
0.24%
COM
TIP
0.21%
TIPS BD ETF
MPC
0.21%
COM
MO
0.2%
COM
GIS
0.2%
COM
CI
0.2%
COM
BX
0.19%
COM UNIT LTD
PFE
0.19%
COM
DG
0.18%
COM
PFF
0.18%
U.S. PFD STK ETF
CAT
0.17%
COM
HON
0.16%
COM
EWH
0.16%
MSCI HONG KG ETF
AWR
0.16%
COM
UPS
0.15%
CL B
MTB
0.15%
COM
IWF
0.14%
RUS 1000 GRW ETF
TGTX
0.14%
COM
IBM
0.14%
COM
INGR
0.14%
COM
GXC
0.14%
S&P CHINA ETF
BMY
0.14%
COM
MS
0.13%
COM NEW
KO
0.13%
COM
DWDP
0.13%
COM
AROW
0.12%
COM
TBPH
0.12%
COM
SDY
0.12%
S&P DIVID ETF
L
0.12%
COM
WMT
0.11%
COM
NBO
0.11%
COM
WM
0.11%
COM
UTL
0.11%
COM
LLY
0.11%
COM
FB
0.11%
CL A
UTX
0.11%
COM
ETB
0.11%
COM
AMGN
0.1%
COM
VXF
0.1%
EXTEND MKT ETF
INTC
0.1%
COM
VOO
0.1%
SHS
DIS
0.1%
COM DISNEY
VUG
0.09%
GROWTH ETF
TLT
0.09%
20+ YR TR BD ETF
FXI
0.09%
CHINA LG-CAP ETF
IWD
0.09%
RUS 1000 VAL ETF
TU
0.09%
COM
MGEE
0.09%
COM
CMCSA
0.09%
CL A
AQN
0.09%
COM
ALXN
0.09%
COM
PAYX
0.09%
COM
SU
0.08%
COM
ETN
0.08%
SHS
GBAB
0.08%
COM
ANTM
0.08%
COM
COST
0.08%
COM
CSCO
0.08%
COM
KEY
0.08%
COM
RDUS
0.08%
COM NEW
VO
0.08%
MID CAP ETF
PTGX
0.08%
COM
TJX
0.08%
COM
SDOG
0.08%
SECTR DIV DOGS
PPL
0.08%
COM
DUK
0.07%
COM NEW
IFF
0.07%
COM
FBND
0.07%
TOTAL BD ETF
AGN
0.07%
SHS
NEE
0.07%
COM
VWO
0.07%
FTSE EMR MKT ETF
GE
0.07%
COM
ANAB
0.07%
COM
OEF
0.07%
S&P 100 ETF
CWB
0.07%
BRC CNV SECS ETF
DEO
0.06%
SPON ADR NEW
ISTB
0.06%
CORE STRM USBD
NRK
0.05%
COM
HBAN
0.05%
COM
TRST
0.04%
COM
CFMS
0.03%
COM
ATHN
0.14%
COM
MYL
0.13%
SHS EURO
HYG
0.1%
IBOXX HI YD ETF
TSLA
0.1%
COM
CVS
0.09%
COM
NVRO
0.08%
COM
PGX
0.06%
PFD ETF
FOMX
0.04%
SHS
PRTK
0.02%
COM