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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46138G870

Shares:42.5K

Value:$1.0M

% of Portfolio:156.3% ($1.0M/$659.7K)

316188309

Shares:22.4K

Value:$1.0M

% of Portfolio:154.8% ($1.0M/$659.7K)

464287440

IEF|464287440

Shares:10.5K

Value:$1.0M

% of Portfolio:152.5% ($1.0M/$659.7K)

922908611

VBR|922908611

Shares:5.4K

Value:$1.0M

% of Portfolio:152.5% ($1.0M/$659.7K)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:4.4K

Value:$888.0K

% of Portfolio:134.6% ($888.0K/$659.7K)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:7.7K

Value:$852.0K

% of Portfolio:129.2% ($852.0K/$659.7K)

WASTE MANAGEMENT INC

WM|94106L109

Shares:3.6K

Value:$825.0K

% of Portfolio:125.1% ($825.0K/$659.7K)

GENERAL MILLS INC

GIS|370334104

Shares:12.5K

Value:$749.0K

% of Portfolio:113.5% ($749.0K/$659.7K)

COCA COLA CO

KO|191216100

Shares:10.4K

Value:$745.0K

% of Portfolio:112.9% ($745.0K/$659.7K)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:21.7K

Value:$742.0K

% of Portfolio:112.5% ($742.0K/$659.7K)

Merck & Co., Inc.

MRK|58933Y105

Shares:8.2K

Value:$740.0K

% of Portfolio:112.2% ($740.0K/$659.7K)

TENET HEALTHCARE CORP

THC|88033G407

Shares:5.5K

Value:$740.0K

% of Portfolio:112.2% ($740.0K/$659.7K)

BP PLC

BP|055622104

Shares:21.8K

Value:$736.0K

% of Portfolio:111.6% ($736.0K/$659.7K)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:6.4K

Value:$726.0K

% of Portfolio:110.1% ($726.0K/$659.7K)

464287614

IWF|464287614

Shares:1.9K

Value:$694.0K

% of Portfolio:105.2% ($694.0K/$659.7K)

922908736

VUG|922908736

Shares:2.0K

Value:$666.0K

% of Portfolio:101.0% ($666.0K/$659.7K)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:3.1K

Value:$648.0K

% of Portfolio:98.2% ($648.0K/$659.7K)

Ingredion Inc

INGR|457187102

Shares:4.6K

Value:$625.0K

% of Portfolio:94.7% ($625.0K/$659.7K)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:3.7K

Value:$617.0K

% of Portfolio:93.5% ($617.0K/$659.7K)

RTX Corp

RTX|75513E101

Shares:4.7K

Value:$616.0K

% of Portfolio:93.4% ($616.0K/$659.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138G870)✕	42.5K	QoQ -0.44% (-192) YoY -2.22% (-967)	All Managers (Combined)	$1.0M	156.3% ($1.0M/$659.7K)	QoQ -0.29% (-$0) YoY -0.29% (-$0)
(cusip316188309)✕	22.4K	QoQ -6.50% (-1.6K) YoY -15.37% (-4.1K)	All Managers (Combined)	$1.0M	154.8% ($1.0M/$659.7K)	QoQ -4.93% (-$0) YoY -14.77% (-$0)
(IEFcusip464287440)	10.5K	QoQ -0.95% (-102) YoY -5.94% (-667)	All Managers (Combined)	$1.0M	152.5% ($1.0M/$659.7K)	QoQ +2.13% (-$0) YoY -5.27% (-$0)
(VBRcusip922908611)	5.4K	QoQ -3.24% (-181) YoY -5.01% (-285)	All Managers (Combined)	$1.0M	152.5% ($1.0M/$659.7K)	QoQ -9.04% (-$0) YoY -7.70% (-$0)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	4.4K	QoQ -0.22% (-10) YoY -1.91% (-86)	All Managers (Combined)	$888.0K	134.6% ($888.0K/$659.7K)	QoQ -12.16% (-$0) YoY -12.16% (-$0)
UNITED PARCEL SERVICE INC(UPScusip911312106)	7.7K	QoQ +274.92% (+5.7K) YoY +229.75% (+5.4K)	All Managers (Combined)	$852.0K	129.2% ($852.0K/$659.7K)	QoQ +226.43% (+$1) YoY +144.12% (+$1)
WASTE MANAGEMENT INC(WMcusip94106L109)	3.6K	QoQ +0.05% (+2) YoY +0.87% (+31)	All Managers (Combined)	$825.0K	125.1% ($825.0K/$659.7K)	QoQ +14.74% (+$0) YoY +9.56% (+$0)
GENERAL MILLS INC(GIScusip370334104)	12.5K	QoQ 0.00% (-0) YoY -8.06% (-1.1K)	All Managers (Combined)	$749.0K	113.5% ($749.0K/$659.7K)	QoQ -6.25% (-$0) YoY -21.48% (-$0)
COCA COLA CO(KOcusip191216100)	10.4K	QoQ +2.42% (+246) YoY +0.74% (+77)	All Managers (Combined)	$745.0K	112.9% ($745.0K/$659.7K)	QoQ +17.87% (+$0) YoY +18.06% (+$0)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	21.7K	QoQ +10.29% (+2.0K) YoY +11.30% (+2.2K)	All Managers (Combined)	$742.0K	112.5% ($742.0K/$659.7K)	QoQ +20.06% (+$0) YoY +30.17% (+$0)
Merck & Co., Inc.(MRKcusip58933Y105)	8.2K	QoQ +0.52% (-43) YoY +11.12% (-825)	All Managers (Combined)	$740.0K	112.2% ($740.0K/$659.7K)	QoQ -9.20% (-$0) YoY -24.33% (-$0)
TENET HEALTHCARE CORP(THCcusip88033G407)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$740.0K	112.2% ($740.0K/$659.7K)	QoQ NEW(+$1) YoY NEW(+$1)
BP PLC(BPcusip055622104)	21.8K	QoQ +0.88% (+192) YoY NEW(+21.8K)	All Managers (Combined)	$736.0K	111.6% ($736.0K/$659.7K)	QoQ +15.36% (+$0) YoY NEW(+$1)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	6.4K	QoQ -58.39% (-9.0K) YoY NEW(+6.4K)	All Managers (Combined)	$726.0K	110.1% ($726.0K/$659.7K)	QoQ -55.40% (-$1) YoY NEW(+$1)
(IWFcusip464287614)	1.9K	QoQ +6.30% (-114) YoY +6.30% (+114)	All Managers (Combined)	$694.0K	105.2% ($694.0K/$659.7K)	QoQ -4.40% (-$0) YoY +13.95% (+$0)
(VUGcusip922908736)	2.0K	QoQ +9.17% (-166) YoY +14.95% (+257)	All Managers (Combined)	$666.0K	101.0% ($666.0K/$659.7K)	QoQ -10.24% (-$0) YoY +12.69% (+$0)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	3.1K	QoQ +1.08% (-33) YoY -3.89% (-124)	All Managers (Combined)	$648.0K	98.2% ($648.0K/$659.7K)	QoQ -5.26% (-$0) YoY -0.91% (-$0)
Ingredion Inc(INGRcusip457187102)	4.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$625.0K	94.7% ($625.0K/$659.7K)	QoQ -1.72% (-$0) YoY +15.74% (+$0)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	3.7K	QoQ +3.54% (-127) YoY +9.29% (+316)	All Managers (Combined)	$617.0K	93.5% ($617.0K/$659.7K)	QoQ -12.85% (-$0) YoY +33.54% (+$0)
RTX Corp(RTXcusip75513E101)	4.7K	QoQ +2.87% (+130) YoY -7.58% (-382)	All Managers (Combined)	$616.0K	93.4% ($616.0K/$659.7K)	QoQ +17.78% (+$0) YoY +25.45% (-$0)