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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
37
1
4
1
1
0
18
1
0
KING WEALTH MANAGEMENT GROUP LLC

Time Period2017-12-31

Total Holdings123

Total Value ($x1000)282,929
Activities
New6

Increased56

Unchanged27

Decreased34

Sold Out8

Top 10 Stock Holdingstotal 51.56%
SPY9.71

MDY8.06

IVV6.42

IJR6.13

QQQ5.9

 
V4.37

IJJ3.28

FB2.68

MCD2.56

XOM2.45

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.71%
TR UNIT
MDY
8.06%
UTSER1 S&PDCRP
IVV
6.42%
CORE S&P500 ETF
IJR
6.13%
CORE S&P SCP ETF
QQQ
5.9%
UNIT SER 1
V
4.37%
COM CL A
IJJ
3.28%
S&P MC 400VL ETF
FB
2.68%
CL A
MCD
2.56%
COM
XOM
2.45%
COM
JPM
2.19%
COM
AAPL
2.16%
COM
MO
2.14%
COM
LMT
1.94%
COM
IJK
1.87%
S&P MC 400GR ETF
PEP
1.87%
COM
DIA
1.7%
UT SER 1
VRP
1.63%
VAR RATE PFD POR
IJH
1.59%
CORE S&P MCP ETF
GOOG
1.41%
CAP STK CL C
FTEC
1.25%
MSCI INFO TECH I
ITOT
1.22%
CORE S&P TTL STK
ABBV
1.13%
COM
UNH
1.06%
COM
IEMG
1.04%
CORE MSCI EMKT
KRE
1%
S&P REGL BKG
MSFT
0.94%
COM
AMZN
0.92%
COM
LQD
0.86%
IBOXX INV CP ETF
CVX
0.81%
COM
ED
0.69%
COM
VZ
0.67%
COM
SHY
0.67%
1-3 YR TR BD ETF
RTN
0.62%
COM NEW
GOOGL
0.62%
CAP STK CL A
IEFA
0.59%
CORE MSCI EAFE
BND
0.56%
TOTAL BND MRKT
HYG
0.54%
IBOXX HI YD ETF
T
0.53%
COM
AGG
0.52%
CORE TOTUSBD ETF
WEN
0.46%
COM
VOE
0.41%
MCAP VL IDXVIP
PG
0.39%
COM
PM
0.36%
COM
VTI
0.35%
TOTAL STK MKT
JNK
0.33%
BRC HGH YLD BD
INTC
0.32%
COM
UNP
0.32%
COM
GS
0.29%
COM
IBB
0.28%
NASDQ BIOTEC ETF
TIP
0.28%
TIPS BD ETF
BPL
0.27%
UNIT LTD PARTN
GIS
0.26%
COM
MS
0.26%
COM NEW
EWW
0.24%
MSCI MEX CAP ETF
IEF
0.24%
7-10 Y TR BD ETF
INGR
0.23%
COM
IBM
0.23%
COM
BA
0.23%
COM
GE
0.23%
COM
CAT
0.22%
COM
BX
0.22%
COM UNIT LTD
CI
0.21%
COM
DWDP
0.2%
COM
MINT
0.2%
ENHAN SHRT MAT
UPS
0.2%
CL B
ABT
0.19%
COM
PYPL
0.19%
COM
EWH
0.18%
MSCI HONG KG ETF
PFE
0.17%
COM
GXC
0.17%
S&P CHINA ETF
NBO
0.16%
COM
VO
0.16%
MID CAP ETF
L
0.15%
COM
WFC
0.15%
COM
MA
0.15%
CL A
BABA
0.15%
SPONSORED ADS
TLT
0.14%
20+ YR TR BD ETF
KO
0.14%
COM
AWR
0.14%
COM
UTX
0.14%
COM
MRK
0.14%
COM
PGX
0.13%
AGG PFD PORT
SDY
0.13%
S&P DIVID ETF
HON
0.13%
COM
QGEN
0.13%
SHS NEW
BMY
0.13%
COM
FXI
0.13%
CHINA LG-CAP ETF
PFF
0.13%
U.S. PFD STK ETF
ETB
0.12%
COM
CMCSA
0.12%
CL A
C
0.12%
COM NEW
KEY
0.12%
COM
WMT
0.12%
COM
GBAB
0.11%
COM
AAOI
0.11%
COM
WM
0.1%
COM
TU
0.1%
COM
IFF
0.1%
COM
IWF
0.1%
RUS 1000 GRW ETF
ETN
0.09%
SHS
MGEE
0.09%
COM
VWO
0.09%
FTSE EMR MKT ETF
PAYX
0.09%
COM
SDOG
0.09%
SECTR DIV DOGS
UTL
0.09%
COM
LAZ
0.08%
SHS A
AEP
0.08%
COM
SAA
0.08%
PSHS ULT SCAP600
MMM
0.08%
COM
LLY
0.08%
COM
AMGN
0.08%
COM
PRU
0.08%
COM
AGN
0.08%
SHS
VXF
0.08%
EXTEND MKT ETF
ANDV
0.08%
COM
CWB
0.07%
BRC CNV SECS ETF
TRST
0.07%
COM
MAIN
0.07%
COM
OEF
0.07%
S&P 100 ETF
DIS
0.07%
COM DISNEY
F
0.06%
COM PAR $0.01
JRS
0.05%
COM
JNJ
0.64%
COM
MTB
0.24%
COM
GSK
0.16%
SPONSORED ADR
NKE
0.13%
CL B
FENY
0.09%
MSCI ENERGY IDX
PPL
0.08%
COM
BSE
0.08%
COM
HCP
0.08%
COM