King-Wealth-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AWR",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "AWF",
  "CAT",
  "AVGO",
  "DUK",
  null,
  "AVDL",
  "ETB",
  "MNMD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "INGR",
  "META",
  "IJH",
  "TRST",
  null,
  null,
  "GBAB",
  null,
  "WDFC",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  "HRTX",
  "HOLX",
  "NVS",
  "TEVA",
  null,
  "BX",
  "IJR",
  "IWD",
  "ORCL",
  "PAYX",
  null,
  "IWF",
  "PEP",
  "IEMG",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "GS",
  "TU",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "MSTR",
  "IEFA",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "BP",
  null,
  "IBM",
  "CI",
  "TJX",
  "UTHR",
  "UPS",
  "VO",
  "PTGX",
  "VXF",
  "VOE",
  "VIG",
  "IEF",
  "TSM",
  "TT",
  "THC",
  "AMD",
  "SDY",
  "FI",
  "DRI",
  "WM",
  "IWR",
  "AMZN",
  "IVE",
  "HCA",
  null,
  "DKS",
  null,
  "VUG",
  "VLO",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "WMT",
  "WPC",
  "MTB",
  "ET",
  null,
  "JD",
  "KEY",
  "SO",
  "CRM",
  "DIA",
  "GEV",
  "ZBH",
  "BRK-B",
  "BA",
  "BMY",
  "CASY",
  "CVX",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "CRWD",
  null,
  "IJJ",
  "IWB",
  "NEE",
  "QQQ",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 157
Total Value: 659687
Accession Number: 0001568235-25-000006
Form Type: 13F-HR
CIK: king-wealth-management-group
Manager Name: King-Wealth-Management-Group

Data Enrichment

90% identified

141 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

157 positions • $659.7K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 8

Sort by:

316092808

Shares:56.3K

Value:$9.1M

% of Portfolio:1376.0% ($9.1M/$659.7K)

Parker-Hannifin Corp

PH|701094104

Shares:14.5K

Value:$8.8M

% of Portfolio:1337.0% ($8.8M/$659.7K)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:17.5K

Value:$7.8M

% of Portfolio:1187.2% ($7.8M/$659.7K)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:16.6K

Value:$7.0M

% of Portfolio:1054.4% ($7.0M/$659.7K)

81369Y506

Shares:68.3K

Value:$6.4M

% of Portfolio:968.2% ($6.4M/$659.7K)

46432F842

IEFA|46432F842

Shares:78.9K

Value:$6.0M

% of Portfolio:905.0% ($6.0M/$659.7K)

922908512

VOE|922908512

Shares:32.9K

Value:$5.3M

% of Portfolio:801.1% ($5.3M/$659.7K)

HOME DEPOT, INC.

HD|437076102

Shares:14.1K

Value:$5.2M

% of Portfolio:780.8% ($5.2M/$659.7K)

922908629

VO|922908629

Shares:19.0K

Value:$4.9M

% of Portfolio:744.0% ($4.9M/$659.7K)

ORACLE CORP

ORCL|68389X105

Shares:34.6K

Value:$4.8M

% of Portfolio:734.0% ($4.8M/$659.7K)

PEPSICO INC

PEP|713448108

Shares:29.3K

Value:$4.4M

% of Portfolio:665.9% ($4.4M/$659.7K)

464287705

IJJ|464287705

Shares:36.2K

Value:$4.3M

% of Portfolio:656.7% ($4.3M/$659.7K)

Trane Technologies plc

TT|G8994E103

Shares:12.6K

Value:$4.3M

% of Portfolio:645.9% ($4.3M/$659.7K)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:10.6K

Value:$3.7M

% of Portfolio:564.8% ($3.7M/$659.7K)

922908744

VTV|922908744

Shares:21.2K

Value:$3.7M

% of Portfolio:555.3% ($3.7M/$659.7K)

EXXON MOBIL CORP

XOM|30231G102

Shares:30.5K

Value:$3.6M

% of Portfolio:549.7% ($3.6M/$659.7K)

PROCTER & GAMBLE Co

PG|742718109

Shares:20.8K

Value:$3.5M

% of Portfolio:537.1% ($3.5M/$659.7K)

46434G103

IEMG|46434G103

Shares:62.5K

Value:$3.4M

% of Portfolio:511.2% ($3.4M/$659.7K)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:175.0K

Value:$2.7M

% of Portfolio:407.8% ($2.7M/$659.7K)

Blackstone Inc.

BX|09260D107

Shares:18.3K

Value:$2.6M

% of Portfolio:388.7% ($2.6M/$659.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092808)✕	56.3K	QoQ -2.24% (-1.3K) YoY -7.23% (-4.4K)	All Managers (Combined)	$9.1M	1376.0% ($9.1M/$659.7K)	QoQ -14.72% (-$2) YoY -4.00% (-$0)
Parker-Hannifin Corp(PHcusip701094104)	14.5K	QoQ +3.46% (-486) YoY +934.95% (+13.1K)	All Managers (Combined)	$8.8M	1337.0% ($8.8M/$659.7K)	QoQ -1.10% (-$0) YoY +1032.22% (+$8)
LOCKHEED MARTIN CORP(LMTcusip539830109)	17.5K	QoQ -1.92% (-344) YoY -5.54% (-1.0K)	All Managers (Combined)	$7.8M	1187.2% ($7.8M/$659.7K)	QoQ -9.84% (-$1) YoY -7.24% (-$1)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	16.6K	QoQ -1.00% (-169) YoY -3.76% (-648)	All Managers (Combined)	$7.0M	1054.4% ($7.0M/$659.7K)	QoQ -2.31% (-$0) YoY +1.59% (-$0)
(cusip81369Y506)✕	68.3K	QoQ +3.36% (+2.2K) YoY +3.89% (+2.6K)	All Managers (Combined)	$6.4M	968.2% ($6.4M/$659.7K)	QoQ +12.76% (+$1) YoY +2.83% (+$0)
(IEFAcusip46432F842)	78.9K	QoQ -2.84% (-2.3K) YoY -18.18% (-17.5K)	All Managers (Combined)	$6.0M	905.0% ($6.0M/$659.7K)	QoQ +4.57% (-$0) YoY -16.60% (-$1)
(VOEcusip922908512)	32.9K	QoQ -1.39% (-466) YoY -8.19% (-2.9K)	All Managers (Combined)	$5.3M	801.1% ($5.3M/$659.7K)	QoQ -2.14% (-$0) YoY -5.47% (-$0)
HOME DEPOT, INC.(HDcusip437076102)	14.1K	QoQ -4.73% (-699) YoY -15.53% (-2.6K)	All Managers (Combined)	$5.2M	780.8% ($5.2M/$659.7K)	QoQ -10.26% (-$1) YoY -19.31% (-$1)
(VOcusip922908629)	19.0K	QoQ 0.00% (-0) YoY +0.64% (+122)	All Managers (Combined)	$4.9M	744.0% ($4.9M/$659.7K)	QoQ -2.07% (-$0) YoY +4.18% (+$0)
ORACLE CORP(ORCLcusip68389X105)	34.6K	QoQ +71.49% (+14.4K) YoY +147.84% (+20.7K)	All Managers (Combined)	$4.8M	734.0% ($4.8M/$659.7K)	QoQ +43.89% (+$1) YoY +175.89% (+$3)
PEPSICO INC(PEPcusip713448108)	29.3K	QoQ -2.70% (-813) YoY -11.33% (-3.7K)	All Managers (Combined)	$4.4M	665.9% ($4.4M/$659.7K)	QoQ -4.06% (-$0) YoY -24.03% (-$1)
(IJJcusip464287705)	36.2K	QoQ -0.86% (-314) YoY -7.11% (-2.8K)	All Managers (Combined)	$4.3M	656.7% ($4.3M/$659.7K)	QoQ -5.00% (-$0) YoY -5.96% (-$0)
Trane Technologies plc(TTcusipG8994E103)	12.6K	QoQ +8.67% (-1.0K) YoY NEW(+12.6K)	All Managers (Combined)	$4.3M	645.9% ($4.3M/$659.7K)	QoQ -0.86% (-$0) YoY NEW(+$4)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	10.6K	QoQ +4.18% (+425) YoY +1007.86% (+9.6K)	All Managers (Combined)	$3.7M	564.8% ($3.7M/$659.7K)	QoQ +7.34% (+$0) YoY +1117.64% (+$3)
(VTVcusip922908744)	21.2K	QoQ +4.28% (+871) YoY +33.43% (+5.3K)	All Managers (Combined)	$3.7M	555.3% ($3.7M/$659.7K)	QoQ +6.42% (+$0) YoY +41.53% (+$1)
EXXON MOBIL CORP(XOMcusip30231G102)	30.5K	QoQ -2.06% (-642) YoY +0.80% (+244)	All Managers (Combined)	$3.6M	549.7% ($3.6M/$659.7K)	QoQ +8.27% (-$0) YoY +3.12% (+$0)
PROCTER & GAMBLE Co(PGcusip742718109)	20.8K	QoQ +1.38% (+283) YoY -4.40% (-957)	All Managers (Combined)	$3.5M	537.1% ($3.5M/$659.7K)	QoQ +3.08% (+$0) YoY +0.42% (-$0)
(IEMGcusip46434G103)	62.5K	QoQ -1.26% (-798) YoY -17.89% (-13.6K)	All Managers (Combined)	$3.4M	511.2% ($3.4M/$659.7K)	QoQ +2.02% (-$0) YoY -14.13% (-$1)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	175.0K	QoQ +1106.89% (-160.5K) YoY NEW(+175.0K)	All Managers (Combined)	$2.7M	407.8% ($2.7M/$659.7K)	QoQ -15.83% (-$1) YoY NEW(+$3)
Blackstone Inc.(BXcusip09260D107)	18.3K	QoQ +0.24% (-44) YoY -0.26% (-48)	All Managers (Combined)	$2.6M	388.7% ($2.6M/$659.7K)	QoQ -18.73% (-$1) YoY +6.12% (-$0)