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

Time Period2018-12-31

Total Holdings128

Total Value ($x1000)276,326
Activities
New16

Increased37

Unchanged21

Decreased54

Sold Out18

Top 10 Stock Holdingstotal 52.32%
IVV9.45

SPY9.06

MDY6.76

IJR5.95

QQQ5.5

 
V4.6

MSFT2.84

IJJ2.79

MCD2.75

AMZN2.62

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.45%
CORE S&P500 ETF
SPY
9.06%
TR UNIT
MDY
6.76%
UTSER1 S&PDCRP
IJR
5.95%
CORE S&P SCP ETF
QQQ
5.5%
UNIT SER 1
V
4.6%
COM CL A
MSFT
2.84%
COM
IJJ
2.79%
S&P MC 400VL ETF
MCD
2.75%
COM
AMZN
2.62%
COM
AAPL
2.43%
COM
BA
2.13%
COM
JPM
2.1%
COM
IJH
2.06%
CORE S&P MCP ETF
UNH
1.87%
COM
FTEC
1.83%
MSCI INFO TECH I
IJK
1.75%
S&P MC 400GR ETF
LMT
1.75%
COM
DIA
1.71%
UT SER 1
GOOG
1.47%
CAP STK CL C
CRM
1.37%
COM
ITOT
1.36%
CORE S&P TTL STK
LQD
0.92%
IBOXX INV CP ETF
IEMG
0.9%
CORE MSCI EMKT
MA
0.9%
CL A
SHY
0.89%
1-3 YR TR BD ETF
PEP
0.88%
COM
VRP
0.86%
VAR RATE PFD
CVX
0.8%
COM
VZ
0.78%
COM
XOM
0.72%
COM
ED
0.7%
COM
KRE
0.65%
S&P REGL BKG
GOOGL
0.62%
CAP STK CL A
JNJ
0.6%
COM
AGG
0.54%
CORE TOTUSBD ETF
RTN
0.51%
COM NEW
MINT
0.51%
ENHAN SHRT MAT
IEFA
0.48%
CORE MSCI EAFE
BND
0.41%
TOTAL BND MRKT
VTI
0.4%
TOTAL STK MKT
WEN
0.38%
COM
VOE
0.37%
MCAP VL IDXVIP
T
0.37%
COM
MRK
0.36%
COM
SNY
0.36%
SPONSORED ADR
PG
0.35%
COM
UNP
0.34%
COM
GILD
0.32%
COM
CI
0.31%
COM
AGN
0.3%
SHS
IBB
0.26%
NASDQ BIOTEC ETF
ABT
0.25%
COM
IEF
0.24%
7-10 Y TR BD ETF
TIP
0.24%
TIPS BD ETF
MPC
0.24%
COM
NFLX
0.24%
COM
PYPL
0.23%
COM
PFE
0.23%
COM
MO
0.21%
COM
BX
0.19%
COM UNIT LTD
CAT
0.19%
COM
BMY
0.19%
COM
GIS
0.18%
COM
AWR
0.17%
COM
UPS
0.16%
CL B
EWH
0.16%
MSCI HONG KG ETF
INGR
0.16%
COM
MTB
0.15%
COM
PFF
0.15%
U.S. PFD STK ETF
HON
0.15%
COM
MS
0.15%
COM NEW
KO
0.15%
COM
DWDP
0.15%
COM
ATHN
0.14%
COM
AROW
0.14%
COM
GXC
0.13%
S&P CHINA ETF
MYL
0.13%
SHS EURO
L
0.13%
COM
SDY
0.12%
S&P DIVID ETF
WMT
0.12%
COM
AMGN
0.12%
COM
VO
0.12%
MID CAP ETF
UTL
0.12%
COM
NBO
0.11%
COM
LLY
0.11%
COM
WM
0.11%
COM
ETB
0.11%
COM
IBM
0.1%
COM
UTX
0.1%
COM
INTC
0.1%
COM
VXF
0.1%
EXTEND MKT ETF
GBAB
0.1%
COM
CMCSA
0.1%
CL A
HYG
0.1%
IBOXX HI YD ETF
TSLA
0.1%
COM
RDUS
0.1%
COM NEW
FB
0.1%
CL A
TLT
0.1%
20+ YR TR BD ETF
VUG
0.09%
GROWTH ETF
TU
0.09%
COM
MGEE
0.09%
COM
AQN
0.09%
COM
FXI
0.09%
CHINA LG-CAP ETF
CVS
0.09%
COM
ANAB
0.09%
COM
IWF
0.09%
RUS 1000 GRW ETF
IFF
0.09%
COM
PPL
0.09%
COM
ETN
0.08%
SHS
DUK
0.08%
COM NEW
SDOG
0.08%
SECTR DIV DOGS
PAYX
0.08%
COM
KEY
0.08%
COM
COST
0.08%
COM
TJX
0.08%
COM
NVRO
0.08%
COM
CSCO
0.08%
COM
PTGX
0.07%
COM
PGX
0.06%
PFD ETF
NRK
0.06%
COM
HBAN
0.05%
COM
TGTX
0.05%
COM
GE
0.05%
COM
TRST
0.05%
COM
FOMX
0.04%
SHS
PRTK
0.02%
COM
CFMS
< 0.01%
COM
JNK
0.26%
BRC HGH YLD BD
EWW
0.23%
MSCI MEX CAP ETF
SPOT
0.2%
SHS
NVDA
0.18%
COM
BPL
0.15%
UNIT LTD PARTN
CI
0.15%
COM
WFC
0.1%
COM
SAA
0.09%
PSHS ULT SCAP600
C
0.09%
COM NEW
MDXG
0.08%
COM
ANDV
0.08%
COM
HD
0.08%
COM
CWB
0.07%
BRC CNV SECS ETF
OEF
0.07%
S&P 100 ETF
LAZ
0.07%
SHS A
BABA
0.07%
SPONSORED ADS
DIS
0.06%
COM DISNEY
VWO
0.06%
FTSE EMR MKT ETF