King-Wealth-Management-Group

Filing Details

13F-HR2025-03-31
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
Manager Name
King-Wealth-Management-Group
Data Enrichment
90% identified
141 identified16 unidentified

Holdings

157 positions • $659.7K total value
Manager:
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GENERAL ELECTRIC CO
Shares:3.0K
Value:$596.0K
% of Portfolio:90.3% ($596.0K/$659.7K)
GOLDMAN SACHS GROUP INC
Shares:1.1K
Value:$593.0K
% of Portfolio:89.9% ($593.0K/$659.7K)
Alphabet Inc.
Shares:3.7K
Value:$578.0K
% of Portfolio:87.6% ($578.0K/$659.7K)
ADOBE INC.
Shares:1.5K
Value:$577.0K
% of Portfolio:87.5% ($577.0K/$659.7K)
DARDEN RESTAURANTS INC
Shares:2.8K
Value:$574.0K
% of Portfolio:87.0% ($574.0K/$659.7K)
AbbVie Inc.
Shares:2.7K
Value:$571.0K
% of Portfolio:86.6% ($571.0K/$659.7K)
Energy Transfer LP
Shares:30.4K
Value:$564.0K
% of Portfolio:85.5% ($564.0K/$659.7K)
TJX COMPANIES INC /DE/
Shares:4.6K
Value:$556.0K
% of Portfolio:84.3% ($556.0K/$659.7K)
AMERICAN STATES WATER CO
Shares:7.0K
Value:$551.0K
% of Portfolio:83.5% ($551.0K/$659.7K)
Eaton Corp plc
Shares:2.0K
Value:$550.0K
% of Portfolio:83.4% ($550.0K/$659.7K)
922908652
Shares:2.9K
Value:$507.0K
% of Portfolio:76.9% ($507.0K/$659.7K)
BERKSHIRE HATHAWAY INC
Shares:935
Value:$498.0K
% of Portfolio:75.5% ($498.0K/$659.7K)
921937835
Shares:6.4K
Value:$472.0K
% of Portfolio:71.5% ($472.0K/$659.7K)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:1.9K
Value:$467.0K
% of Portfolio:70.8% ($467.0K/$659.7K)
Broadcom Inc.
Shares:2.8K
Value:$462.0K
% of Portfolio:70.0% ($462.0K/$659.7K)
UNITED THERAPEUTICS Corp
Shares:1.5K
Value:$462.0K
% of Portfolio:70.0% ($462.0K/$659.7K)
Duke Energy CORP
Shares:3.8K
Value:$460.0K
% of Portfolio:69.7% ($460.0K/$659.7K)
CASEYS GENERAL STORES INC
Shares:1.1K
Value:$456.0K
% of Portfolio:69.1% ($456.0K/$659.7K)
BRISTOL MYERS SQUIBB CO
Shares:7.2K
Value:$439.0K
% of Portfolio:66.5% ($439.0K/$659.7K)
464287101
Shares:1.6K
Value:$436.0K
% of Portfolio:66.1% ($436.0K/$659.7K)