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

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JOHNSON & JOHNSON

JNJ|478160104

Shares:15.5K

Value:$2.6M

% of Portfolio:388.5% ($2.6M/$659.7K)

CHEVRON CORP

CVX|166764100

Shares:15.1K

Value:$2.5M

% of Portfolio:381.8% ($2.5M/$659.7K)

Cigna Group

CI|125523100

Shares:7.3K

Value:$2.4M

% of Portfolio:362.0% ($2.4M/$659.7K)

Palantir Technologies Inc.

PLTR|69608A108

Shares:27.2K

Value:$2.3M

% of Portfolio:347.7% ($2.3M/$659.7K)

HOLOGIC INC

HOLX|436440101

Shares:31.9K

Value:$2.0M

% of Portfolio:298.2% ($2.0M/$659.7K)

464287242

Shares:16.8K

Value:$1.8M

% of Portfolio:276.5% ($1.8M/$659.7K)

Elevance Health, Inc.

ELV|036752103

Shares:3.8K

Value:$1.6M

% of Portfolio:247.8% ($1.6M/$659.7K)

464287457

Shares:19.7K

Value:$1.6M

% of Portfolio:246.8% ($1.6M/$659.7K)

UNION PACIFIC CORP

UNP|907818108

Shares:6.4K

Value:$1.5M

% of Portfolio:230.9% ($1.5M/$659.7K)

464287879

Shares:15.1K

Value:$1.5M

% of Portfolio:223.7% ($1.5M/$659.7K)

ABBOTT LABORATORIES

ABT|002824100

Shares:11.0K

Value:$1.5M

% of Portfolio:221.0% ($1.5M/$659.7K)

922908769

VTI|922908769

Shares:5.0K

Value:$1.4M

% of Portfolio:207.2% ($1.4M/$659.7K)

464287226

Shares:12.8K

Value:$1.3M

% of Portfolio:192.7% ($1.3M/$659.7K)

464287408

IVE|464287408

Shares:6.5K

Value:$1.2M

% of Portfolio:189.2% ($1.2M/$659.7K)

922908751

VB|922908751

Shares:5.4K

Value:$1.2M

% of Portfolio:181.6% ($1.2M/$659.7K)

CATERPILLAR INC

CAT|149123101

Shares:3.5K

Value:$1.1M

% of Portfolio:173.7% ($1.1M/$659.7K)

BlackRock, Inc.

BLK|09290D101

Shares:1.1K

Value:$1.1M

% of Portfolio:164.8% ($1.1M/$659.7K)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:23.7K

Value:$1.1M

% of Portfolio:162.8% ($1.1M/$659.7K)

922908363

VOO|922908363

Shares:2.1K

Value:$1.1M

% of Portfolio:160.1% ($1.1M/$659.7K)

464288687

Shares:34.4K

Value:$1.1M

% of Portfolio:160.1% ($1.1M/$659.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	15.5K	QoQ -0.68% (-106) YoY -69.23% (-34.8K)	All Managers (Combined)	$2.6M	388.5% ($2.6M/$659.7K)	QoQ +13.91% (-$0) YoY -67.74% (-$5)
CHEVRON CORP(CVXcusip166764100)	15.1K	QoQ +10.91% (+1.5K) YoY +47.54% (+4.9K)	All Managers (Combined)	$2.5M	381.8% ($2.5M/$659.7K)	QoQ +28.12% (+$1) YoY +56.45% (+$1)
Cigna Group(CIcusip125523100)	7.3K	QoQ -40.88% (-5.0K) YoY +0.56% (-41)	All Managers (Combined)	$2.4M	362.0% ($2.4M/$659.7K)	QoQ -29.55% (-$1) YoY -8.88% (-$0)
Palantir Technologies Inc.(PLTRcusip69608A108)	27.2K	QoQ -11.46% (-3.5K) YoY NEW(+27.2K)	All Managers (Combined)	$2.3M	347.7% ($2.3M/$659.7K)	QoQ -1.20% (-$0) YoY NEW(+$2)
HOLOGIC INC(HOLXcusip436440101)	31.9K	QoQ +115.93% (+17.1K) YoY +961.66% (+28.9K)	All Managers (Combined)	$2.0M	298.2% ($2.0M/$659.7K)	QoQ +85.04% (+$1) YoY +740.59% (+$2)
(cusip464287242)✕	16.8K	QoQ -4.78% (-844) YoY -16.86% (-3.4K)	All Managers (Combined)	$1.8M	276.5% ($1.8M/$659.7K)	QoQ -3.13% (-$0) YoY -17.01% (-$0)
Elevance Health, Inc.(ELVcusip036752103)	3.8K	QoQ +23.56% (+717) YoY +34.62% (+967)	All Managers (Combined)	$1.6M	247.8% ($1.6M/$659.7K)	QoQ +45.59% (+$1) YoY +12.91% (+$0)
(cusip464287457)✕	19.7K	QoQ -3.79% (-776) YoY -10.14% (-2.2K)	All Managers (Combined)	$1.6M	246.8% ($1.6M/$659.7K)	QoQ -2.92% (-$0) YoY -9.10% (-$0)
UNION PACIFIC CORP(UNPcusip907818108)	6.4K	QoQ 0.00% (+0) YoY -2.90% (-193)	All Managers (Combined)	$1.5M	230.9% ($1.5M/$659.7K)	QoQ +3.60% (+$0) YoY -6.73% (-$0)
(cusip464287879)✕	15.1K	QoQ -1.57% (-243) YoY -7.31% (-1.2K)	All Managers (Combined)	$1.5M	223.7% ($1.5M/$659.7K)	QoQ -11.61% (-$0) YoY -12.03% (-$0)
ABBOTT LABORATORIES(ABTcusip002824100)	11.0K	QoQ +2.02% (+218) YoY +2.96% (+317)	All Managers (Combined)	$1.5M	221.0% ($1.5M/$659.7K)	QoQ +19.60% (+$0) YoY +20.19% (+$0)
(VTIcusip922908769)	5.0K	QoQ -0.91% (-46) YoY -7.83% (-423)	All Managers (Combined)	$1.4M	207.2% ($1.4M/$659.7K)	QoQ -6.04% (-$0) YoY -2.56% (-$0)
(cusip464287226)✕	12.8K	QoQ -4.47% (-602) YoY -12.63% (-1.9K)	All Managers (Combined)	$1.3M	192.7% ($1.3M/$659.7K)	QoQ -2.45% (-$0) YoY -11.73% (-$0)
(IVEcusip464287408)	6.5K	QoQ 0.00% (-0) YoY +6.36% (+392)	All Managers (Combined)	$1.2M	189.2% ($1.2M/$659.7K)	QoQ -0.16% (-$0) YoY +8.52% (+$0)
(VBcusip922908751)	5.4K	QoQ 0.00% (-0) YoY NEW(+5.4K)	All Managers (Combined)	$1.2M	181.6% ($1.2M/$659.7K)	QoQ -7.70% (-$0) YoY NEW(+$1)
CATERPILLAR INC(CATcusip149123101)	3.5K	QoQ +4.73% (-157) YoY +9.03% (-288)	All Managers (Combined)	$1.1M	173.7% ($1.1M/$659.7K)	QoQ -4.81% (-$0) YoY -1.88% (-$0)
BlackRock, Inc.(BLKcusip09290D101)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$1.1M	164.8% ($1.1M/$659.7K)	QoQ -7.64% (-$0) YoY NEW(+$1)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	23.7K	QoQ +2.81% (+649) YoY -12.53% (-3.4K)	All Managers (Combined)	$1.1M	162.8% ($1.1M/$659.7K)	QoQ +16.61% (+$0) YoY -5.45% (-$0)
(VOOcusip922908363)	2.1K	QoQ +0.09% (-2) YoY +4.79% (+94)	All Managers (Combined)	$1.1M	160.1% ($1.1M/$659.7K)	QoQ -4.52% (-$0) YoY +12.10% (+$0)
(cusip464288687)✕	34.4K	QoQ -2.92% (-1.0K) YoY -15.60% (-6.4K)	All Managers (Combined)	$1.1M	160.1% ($1.1M/$659.7K)	QoQ -5.12% (-$0) YoY -19.51% (-$0)