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
Filing Details
13F-HR • 2025-03-31- 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% identified141 identified16 unidentified
Holdings
157 positions • $659.7K total value
Manager:
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Page 5 of 8
Shares:1.9K
Value:$467.0K
% of Portfolio:70.8% ($467.0K/$659.7K)
Shares:1.5K
Value:$462.0K
% of Portfolio:70.0% ($462.0K/$659.7K)
Shares:1.1K
Value:$456.0K
% of Portfolio:69.1% ($456.0K/$659.7K)
464287101
Shares:1.6K
Value:$436.0K
% of Portfolio:66.1% ($436.0K/$659.7K)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
3.0K | All Managers (Combined) | $596.0K | 90.3% ($596.0K/$659.7K) | QoQ +14.61% (-$0)YoY +28.44% (+$0) | ||
1.1K | QoQ +1.78% (-19)YoY +1.78% (+19) | All Managers (Combined) | $593.0K | 89.9% ($593.0K/$659.7K) | QoQ -2.94% (-$0)YoY +32.95% (+$0) | |
Alphabet Inc.(GOOGcusip02079K107) | 3.7K | All Managers (Combined) | $578.0K | 87.6% ($578.0K/$659.7K) | QoQ +17.95% (+$0)YoY +55.79% (+$0) | |
ADOBE INC.(ADBEcusip00724F101) | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $577.0K | 87.5% ($577.0K/$659.7K) | YoY NEW(+$1) |
2.8K | QoQ 0.00% (+0) | All Managers (Combined) | $574.0K | 87.0% ($574.0K/$659.7K) | QoQ +11.24% (+$0)YoY -17.05% (-$0) | |
AbbVie Inc.(ABBVcusip00287Y109) | 2.7K | All Managers (Combined) | $571.0K | 86.6% ($571.0K/$659.7K) | QoQ +19.20% (+$0)YoY -59.18% (-$1) | |
30.4K | QoQ +0.37% (-113)YoY +0.50% (+152) | All Managers (Combined) | $564.0K | 85.5% ($564.0K/$659.7K) | QoQ -4.72% (-$0)YoY +18.73% (+$0) | |
4.6K | QoQ +0.02% (+1)YoY +0.61% (+28) | All Managers (Combined) | $556.0K | 84.3% ($556.0K/$659.7K) | QoQ +0.72% (+$0)YoY +20.86% (+$0) | |
7.0K | All Managers (Combined) | $551.0K | 83.5% ($551.0K/$659.7K) | QoQ +1.28% (+$0)YoY +8.89% (+$0) | ||
Eaton Corp plc(ETNcusipG29183103) | 2.0K | QoQ 0.00% (-0) | All Managers (Combined) | $550.0K | 83.4% ($550.0K/$659.7K) | QoQ -18.15% (-$0)YoY -23.07% (-$0) |
2.9K | QoQ -6.11% (-192)YoY -5.57% (-174) | All Managers (Combined) | $507.0K | 76.9% ($507.0K/$659.7K) | QoQ -14.93% (-$0)YoY -7.31% (-$0) | |
935 | QoQ +0.64% (+6)YoY NEW(+935) | All Managers (Combined) | $498.0K | 75.5% ($498.0K/$659.7K) | QoQ +18.28% (+$0)YoY NEW(+$0) | |
6.4K | All Managers (Combined) | $472.0K | 71.5% ($472.0K/$659.7K) | QoQ -5.78% (-$0)YoY -18.33% (-$0) | ||
1.9K | All Managers (Combined) | $467.0K | 70.8% ($467.0K/$659.7K) | QoQ -8.25% (-$0)YoY -39.03% (-$0) | ||
Broadcom Inc.(AVGOcusip11135F101) | 2.8K | All Managers (Combined) | $462.0K | 70.0% ($462.0K/$659.7K) | QoQ -23.50% (-$0)YoY +37.50% (+$0) | |
1.5K | QoQ 0.00% (-0) | All Managers (Combined) | $462.0K | 70.0% ($462.0K/$659.7K) | QoQ -12.66% (-$0)YoY -59.79% (-$1) | |
Duke Energy CORP(DUKcusip26441C204) | 3.8K | QoQ +7.21% (+254)YoY +4.68% (+169) | All Managers (Combined) | $460.0K | 69.7% ($460.0K/$659.7K) | QoQ +21.37% (+$0)YoY +31.80% (+$0) |
1.1K | All Managers (Combined) | $456.0K | 69.1% ($456.0K/$659.7K) | QoQ +9.61% (+$0)YoY +36.52% (+$0) | ||
7.2K | QoQ -1.30% (-95)YoY +4.42% (+305) | All Managers (Combined) | $439.0K | 66.5% ($439.0K/$659.7K) | QoQ +6.29% (-$0)YoY +17.37% (+$0) | |
(cusip464287101)✕ | 1.6K | QoQ +6.61% (+100)YoY +8.55% (+127) | All Managers (Combined) | $436.0K | 66.1% ($436.0K/$659.7K) | QoQ 0.00% (+$0)YoY +18.80% (+$0) |