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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
36
3
5
1
2
0
20
1
0
KING WEALTH MANAGEMENT GROUP LLC

Time Period2018-09-30

Total Holdings130

Total Value ($x1000)319,767
Activities
New13

Increased38

Unchanged24

Decreased55

Sold Out4

Top 10 Stock Holdingstotal 53.58%
SPY9.29

IVV8.51

MDY7.31

IJR6.43

QQQ5.92

 
V4.74

AAPL3.05

IJJ3.04

AMZN3.01

MCD2.28

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.29%
TR UNIT
IVV
8.51%
CORE S&P500 ETF
MDY
7.31%
UTSER1 S&PDCRP
IJR
6.43%
CORE S&P SCP ETF
QQQ
5.92%
UNIT SER 1
V
4.74%
COM CL A
AAPL
3.05%
COM
IJJ
3.04%
S&P MC 400VL ETF
AMZN
3.01%
COM
MCD
2.28%
COM
BA
2.23%
COM
JPM
2.1%
COM
LMT
1.98%
COM
IJK
1.84%
S&P MC 400GR ETF
IJH
1.78%
CORE S&P MCP ETF
DIA
1.68%
UT SER 1
FTEC
1.67%
MSCI INFO TECH I
VRP
1.62%
VAR RATE PFD
GOOG
1.48%
CAP STK CL C
MSFT
1.36%
COM
CRM
1.35%
COM
NFLX
1.34%
COM
ITOT
1.29%
CORE S&P TTL STK
UNH
1.22%
COM
KRE
0.95%
S&P REGL BKG
IEMG
0.87%
CORE MSCI EMKT
LQD
0.81%
IBOXX INV CP ETF
CVX
0.79%
COM
PEP
0.78%
COM
XOM
0.78%
COM
SHY
0.65%
1-3 YR TR BD ETF
RTN
0.65%
COM NEW
VZ
0.64%
COM
ED
0.62%
COM
JNJ
0.56%
COM
GOOGL
0.56%
CAP STK CL A
AGG
0.54%
CORE TOTUSBD ETF
IEFA
0.51%
CORE MSCI EAFE
BND
0.48%
TOTAL BND MRKT
MA
0.47%
CL A
HYG
0.46%
IBOXX HI YD ETF
VTI
0.41%
TOTAL STK MKT
WEN
0.4%
COM
VOE
0.39%
MCAP VL IDXVIP
T
0.36%
COM
UNP
0.34%
COM
PG
0.29%
COM
IBB
0.28%
NASDQ BIOTEC ETF
JNK
0.26%
BRC HGH YLD BD
MO
0.23%
COM
BX
0.23%
COM UNIT LTD
EWW
0.23%
MSCI MEX CAP ETF
TIP
0.22%
TIPS BD ETF
ABT
0.22%
COM
MTB
0.21%
COM
IEF
0.21%
7-10 Y TR BD ETF
MINT
0.2%
ENHAN SHRT MAT
SPOT
0.2%
SHS
PFE
0.19%
COM
CAT
0.19%
COM
MS
0.19%
COM NEW
SNY
0.18%
SPONSORED ADR
NVDA
0.18%
COM
GIS
0.17%
COM
HON
0.17%
COM
UPS
0.16%
CL B
PYPL
0.16%
COM
DWDP
0.16%
COM
PFF
0.16%
U.S. PFD STK ETF
INGR
0.16%
COM
BPL
0.15%
UNIT LTD PARTN
CI
0.15%
COM
EWH
0.14%
MSCI HONG KG ETF
L
0.14%
COM
MRK
0.14%
COM
VO
0.14%
MID CAP ETF
AWR
0.13%
COM
GXC
0.13%
S&P CHINA ETF
KO
0.13%
COM
TLT
0.12%
20+ YR TR BD ETF
IBM
0.12%
COM
UTX
0.12%
COM
SDY
0.12%
S&P DIVID ETF
BMY
0.12%
COM
FXI
0.11%
CHINA LG-CAP ETF
ETB
0.11%
COM
VXF
0.11%
EXTEND MKT ETF
INTC
0.11%
COM
WMT
0.11%
COM
NBO
0.11%
COM
WFC
0.1%
COM
IWF
0.1%
RUS 1000 GRW ETF
VUG
0.1%
GROWTH ETF
WM
0.1%
COM
KEY
0.09%
COM
GBAB
0.09%
COM
ETN
0.09%
SHS
SAA
0.09%
PSHS ULT SCAP600
CMCSA
0.09%
CL A
AGN
0.09%
SHS
LLY
0.09%
COM
TU
0.09%
COM
COST
0.09%
COM
AMGN
0.09%
COM
UTL
0.09%
COM
C
0.09%
COM NEW
MGEE
0.08%
COM
FB
0.08%
CL A
SDOG
0.08%
SECTR DIV DOGS
MDXG
0.08%
COM
IFF
0.08%
COM
PAYX
0.08%
COM
ANDV
0.08%
COM
HD
0.08%
COM
TJX
0.07%
COM
CSCO
0.07%
COM
PGX
0.07%
PFD ETF
CWB
0.07%
BRC CNV SECS ETF
OEF
0.07%
S&P 100 ETF
GE
0.07%
COM
LAZ
0.07%
SHS A
BABA
0.07%
SPONSORED ADS
DUK
0.07%
COM NEW
DIS
0.06%
COM DISNEY
NVRO
0.06%
COM
VWO
0.06%
FTSE EMR MKT ETF
HBAN
0.06%
COM
TRST
0.05%
COM
NRK
0.05%
COM
FOMX
0.04%
SHS
ABBV
1.15%
COM
GS
0.19%
COM
BLK
0.09%
COM
PM
0.04%
COM