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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
5
1
2
0
19
1
1
KING WEALTH MANAGEMENT GROUP LLC

Time Period2018-03-31

Total Holdings128

Total Value ($x1000)281,736
Activities
New14

Increased60

Unchanged15

Decreased39

Sold Out9

Top 10 Stock Holdingstotal 51.9%
SPY9.59

MDY8.02

IVV7.58

IJR6.15

QQQ5.98

 
V4.58

IJJ3.15

MCD2.38

JPM2.27

AAPL2.2

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.59%
TR UNIT
MDY
8.02%
UTSER1 S&PDCRP
IVV
7.58%
CORE S&P500 ETF
IJR
6.15%
CORE S&P SCP ETF
QQQ
5.98%
UNIT SER 1
V
4.58%
COM CL A
IJJ
3.15%
S&P MC 400VL ETF
MCD
2.38%
COM
JPM
2.27%
COM
AAPL
2.2%
COM
LMT
2.13%
COM
BA
1.91%
COM
IJK
1.91%
S&P MC 400GR ETF
VRP
1.8%
VAR RATE PFD POR
PEP
1.74%
COM
DIA
1.68%
UT SER 1
IJH
1.62%
CORE S&P MCP ETF
MO
1.6%
COM
GOOG
1.44%
CAP STK CL C
FTEC
1.35%
MSCI INFO TECH I
ITOT
1.3%
CORE S&P TTL STK
AMZN
1.27%
COM
ABBV
1.17%
COM
IEMG
1.12%
CORE MSCI EMKT
MSFT
1.06%
COM
UNH
1.01%
COM
KRE
0.99%
S&P REGL BKG
LQD
0.89%
IBOXX INV CP ETF
CVX
0.83%
COM
XOM
0.78%
COM
RTN
0.73%
COM NEW
SHY
0.72%
1-3 YR TR BD ETF
VZ
0.69%
COM
ED
0.69%
COM
JNJ
0.67%
COM
HYG
0.63%
IBOXX HI YD ETF
IEFA
0.6%
CORE MSCI EAFE
GOOGL
0.59%
CAP STK CL A
AGG
0.58%
CORE TOTUSBD ETF
BND
0.57%
TOTAL BND MRKT
T
0.54%
COM
WEN
0.48%
COM
VOE
0.43%
MCAP VL IDXVIP
VTI
0.43%
TOTAL STK MKT
INTC
0.37%
COM
JNK
0.34%
BRC HGH YLD BD
PG
0.34%
COM
UNP
0.32%
COM
IBB
0.28%
NASDQ BIOTEC ETF
TIP
0.28%
TIPS BD ETF
MTB
0.27%
COM
EWW
0.26%
MSCI MEX CAP ETF
MS
0.25%
COM NEW
PM
0.24%
COM
IEF
0.24%
7-10 Y TR BD ETF
GS
0.23%
COM
BX
0.22%
COM UNIT LTD
INGR
0.22%
COM
GIS
0.2%
COM
CAT
0.2%
COM
ABT
0.2%
COM
PFE
0.2%
COM
BPL
0.2%
UNIT LTD PARTN
MA
0.19%
CL A
EWH
0.18%
MSCI HONG KG ETF
DWDP
0.18%
COM
HON
0.18%
COM
GXC
0.17%
S&P CHINA ETF
MINT
0.17%
ENHAN SHRT MAT
UPS
0.17%
CL B
PYPL
0.17%
COM
VO
0.16%
MID CAP ETF
CI
0.16%
COM
L
0.15%
COM
TLT
0.14%
20+ YR TR BD ETF
BMY
0.14%
COM
PGX
0.14%
AGG PFD PORT
UTX
0.14%
COM
KO
0.14%
COM
IBM
0.14%
COM
MRK
0.13%
COM
FXI
0.13%
CHINA LG-CAP ETF
AWR
0.13%
COM
SDY
0.13%
S&P DIVID ETF
NBO
0.13%
COM
GE
0.13%
COM
PFF
0.13%
U.S. PFD STK ETF
BUFF
0.13%
COM
ETB
0.13%
COM
BABA
0.13%
SPONSORED ADS
WFC
0.12%
COM
VXF
0.11%
EXTEND MKT ETF
KEY
0.11%
COM
FB
0.11%
CL A
AGN
0.11%
SHS
WMT
0.11%
COM
C
0.11%
COM NEW
GBAB
0.11%
COM
WM
0.1%
COM
CMCSA
0.1%
CL A
IWF
0.1%
RUS 1000 GRW ETF
VUG
0.1%
GROWTH ETF
VWO
0.1%
FTSE EMR MKT ETF
TU
0.1%
COM
ETN
0.1%
SHS
BLK
0.09%
COM
NVDA
0.09%
COM
SDOG
0.09%
SECTR DIV DOGS
IFF
0.09%
COM
UTL
0.09%
COM
LAZ
0.08%
SHS A
MGEE
0.08%
COM
PAYX
0.08%
COM
SAA
0.08%
PSHS ULT SCAP600
CWB
0.08%
BRC CNV SECS ETF
AMGN
0.08%
COM
WTW
0.07%
COM
HD
0.07%
COM
MMM
0.07%
COM
GSK
0.07%
SPONSORED ADR
LLY
0.07%
COM
DUK
0.07%
COM NEW
AEP
0.07%
COM
PNC
0.07%
COM
TRST
0.07%
COM
HBAN
0.07%
COM
NRK
0.06%
COM
P
0.05%
COM
QGEN
0.13%
SHS NEW
AAOI
0.11%
COM
PRU
0.08%
COM
ANDV
0.08%
COM
OEF
0.07%
S&P 100 ETF
MAIN
0.07%
COM
DIS
0.07%
COM DISNEY
F
0.06%
COM PAR $0.01
JRS
0.05%
COM