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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
36
3
4
1
2
0
18
1
0
KING WEALTH MANAGEMENT GROUP LLC

Time Period2018-06-30

Total Holdings121

Total Value ($x1000)291,919
Activities
New3

Increased54

Unchanged31

Decreased33

Sold Out10

Top 10 Stock Holdingstotal 54.32%
SPY9.59

IVV8.28

MDY7.89

IJR6.65

QQQ6.17

 
V5.01

IJJ3.22

AMZN2.81

AAPL2.37

MCD2.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
9.59%
TR UNIT
IVV
8.28%
CORE S&P500 ETF
MDY
7.89%
UTSER1 S&PDCRP
IJR
6.65%
CORE S&P SCP ETF
QQQ
6.17%
UNIT SER 1
V
5.01%
COM CL A
IJJ
3.22%
S&P MC 400VL ETF
AMZN
2.81%
COM
AAPL
2.37%
COM
MCD
2.33%
COM
BA
2.15%
COM
JPM
2.11%
COM
IJK
1.93%
S&P MC 400GR ETF
LMT
1.81%
COM
VRP
1.76%
VAR RATE PFD
IJH
1.71%
CORE S&P MCP ETF
DIA
1.66%
UT SER 1
GOOG
1.54%
CAP STK CL C
FTEC
1.51%
MSCI INFO TECH I
ITOT
1.34%
CORE S&P TTL STK
MSFT
1.23%
COM
UNH
1.17%
COM
ABBV
1.15%
COM
IEMG
0.99%
CORE MSCI EMKT
KRE
0.96%
S&P REGL BKG
CVX
0.93%
COM
LQD
0.89%
IBOXX INV CP ETF
PEP
0.84%
COM
XOM
0.83%
COM
SHY
0.73%
1-3 YR TR BD ETF
ED
0.7%
COM
VZ
0.68%
COM
RTN
0.67%
COM NEW
GOOGL
0.62%
CAP STK CL A
AGG
0.6%
CORE TOTUSBD ETF
HYG
0.57%
IBOXX HI YD ETF
JNJ
0.57%
COM
BND
0.55%
TOTAL BND MRKT
IEFA
0.55%
CORE MSCI EAFE
T
0.5%
COM
WEN
0.45%
COM
VTI
0.43%
TOTAL STK MKT
VOE
0.42%
MCAP VL IDXVIP
INTC
0.34%
COM
UNP
0.33%
COM
JNK
0.3%
BRC HGH YLD BD
PG
0.3%
COM
IBB
0.28%
NASDQ BIOTEC ETF
TIP
0.27%
TIPS BD ETF
MO
0.25%
COM
MTB
0.24%
COM
IEF
0.23%
7-10 Y TR BD ETF
EWW
0.23%
MSCI MEX CAP ETF
BX
0.21%
COM UNIT LTD
MA
0.21%
CL A
MS
0.21%
COM NEW
ABT
0.2%
COM
PFE
0.19%
COM
GIS
0.19%
COM
GS
0.19%
COM
CAT
0.18%
COM
DWDP
0.18%
COM
INGR
0.18%
COM
MINT
0.17%
ENHAN SHRT MAT
PYPL
0.17%
COM
PFF
0.17%
U.S. PFD STK ETF
EWH
0.17%
MSCI HONG KG ETF
BPL
0.17%
UNIT LTD PARTN
UPS
0.16%
CL B
HON
0.16%
COM
VO
0.16%
MID CAP ETF
GXC
0.16%
S&P CHINA ETF
L
0.14%
COM
TLT
0.14%
20+ YR TR BD ETF
AWR
0.14%
COM
UTX
0.13%
COM
KO
0.13%
COM
CI
0.13%
COM
SDY
0.13%
S&P DIVID ETF
BABA
0.13%
SPONSORED ADS
FXI
0.13%
CHINA LG-CAP ETF
PGX
0.13%
PFD ETF
MRK
0.13%
COM
WFC
0.13%
COM
ETB
0.12%
COM
NBO
0.12%
COM
VXF
0.11%
EXTEND MKT ETF
IBM
0.11%
COM
BMY
0.11%
COM
GE
0.11%
COM
WMT
0.11%
COM
KEY
0.1%
COM
GBAB
0.1%
COM
IWF
0.1%
RUS 1000 GRW ETF
VUG
0.1%
GROWTH ETF
C
0.1%
COM NEW
CMCSA
0.09%
CL A
WM
0.09%
COM
TU
0.09%
COM
UTL
0.09%
COM
FB
0.09%
CL A
SAA
0.09%
PSHS ULT SCAP600
MGEE
0.09%
COM
VWO
0.09%
FTSE EMR MKT ETF
PAYX
0.09%
COM
SDOG
0.09%
SECTR DIV DOGS
ETN
0.09%
SHS
BLK
0.09%
COM
AGN
0.09%
SHS
AMGN
0.08%
COM
NVDA
0.08%
COM
HD
0.08%
COM
LLY
0.08%
COM
IFF
0.08%
COM
CWB
0.08%
BRC CNV SECS ETF
LAZ
0.08%
SHS A
TRST
0.07%
COM
DUK
0.07%
COM NEW
HBAN
0.06%
COM
NRK
0.06%
COM
PM
0.04%
COM
QQQ
5.98%
UNIT SER 1
VRP
1.8%
VAR RATE PFD POR
PGX
0.14%
AGG PFD PORT
BUFF
0.13%
COM
WTW
0.07%
COM
GSK
0.07%
SPONSORED ADR
MMM
0.07%
COM
PNC
0.07%
COM
AEP
0.07%
COM
P
0.05%
COM