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 6 of 8

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JD.com, Inc.

JD|47215P106

Shares:10.2K

Value:$420.0K

% of Portfolio:63.7% ($420.0K/$659.7K)

M&T BANK CORP

MTB|55261F104

Shares:2.3K

Value:$414.0K

% of Portfolio:62.8% ($414.0K/$659.7K)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.4K

Value:$414.0K

% of Portfolio:62.8% ($414.0K/$659.7K)

AMGEN INC

AMGN|031162100

Shares:1.3K

Value:$391.0K

% of Portfolio:59.3% ($391.0K/$659.7K)

464287556

Shares:3.0K

Value:$389.0K

% of Portfolio:59.0% ($389.0K/$659.7K)

ALTRIA GROUP, INC.

MO|02209S103

Shares:6.4K

Value:$387.0K

% of Portfolio:58.7% ($387.0K/$659.7K)

Walt Disney Co

DIS|254687106

Shares:3.9K

Value:$387.0K

% of Portfolio:58.7% ($387.0K/$659.7K)

78464A763

SDY|78464A763

Shares:2.8K

Value:$386.0K

% of Portfolio:58.5% ($386.0K/$659.7K)

464287499

IWR|464287499

Shares:4.5K

Value:$385.0K

% of Portfolio:58.4% ($385.0K/$659.7K)

Salesforce, Inc.

CRM|79466L302

Shares:1.4K

Value:$383.0K

% of Portfolio:58.1% ($383.0K/$659.7K)

NOVARTIS AG

NVS|66987V109

Shares:3.4K

Value:$374.0K

% of Portfolio:56.7% ($374.0K/$659.7K)

464287176

Shares:3.3K

Value:$363.0K

% of Portfolio:55.0% ($363.0K/$659.7K)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.3K

Value:$360.0K

% of Portfolio:54.6% ($360.0K/$659.7K)

SOUTHERN CO

SO|842587107

Shares:3.8K

Value:$348.0K

% of Portfolio:52.8% ($348.0K/$659.7K)

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.0K

Value:$346.0K

% of Portfolio:52.4% ($346.0K/$659.7K)

AT&T INC.

T|00206R102

Shares:12.1K

Value:$342.0K

% of Portfolio:51.8% ($342.0K/$659.7K)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:2.5K

Value:$336.0K

% of Portfolio:50.9% ($336.0K/$659.7K)

NEXTERA ENERGY INC

NEE|65339F101

Shares:4.7K

Value:$333.0K

% of Portfolio:50.5% ($333.0K/$659.7K)

GE Vernova Inc.

GEV|36828A101

Shares:1.1K

Value:$328.0K

% of Portfolio:49.7% ($328.0K/$659.7K)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:5.3K

Value:$326.0K

% of Portfolio:49.4% ($326.0K/$659.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
JD.com, Inc.(JDcusip47215P106)	10.2K	QoQ 0.00% (+0) YoY NEW(+10.2K)	All Managers (Combined)	$420.0K	63.7% ($420.0K/$659.7K)	QoQ +18.64% (+$0) YoY NEW(+$0)
M&T BANK CORP(MTBcusip55261F104)	2.3K	QoQ 0.00% (-0) YoY -5.97% (-147)	All Managers (Combined)	$414.0K	62.8% ($414.0K/$659.7K)	QoQ -4.82% (-$0) YoY +15.64% (-$0)
SPDR GOLD TRUST(GLDcusip78463V107)	1.4K	QoQ +0.06% (+1) YoY +37.47% (+392)	All Managers (Combined)	$414.0K	62.8% ($414.0K/$659.7K)	QoQ +18.96% (+$0) YoY +92.55% (+$0)
AMGEN INC(AMGNcusip031162100)	1.3K	QoQ +5.55% (+66) YoY -81.23% (-5.4K)	All Managers (Combined)	$391.0K	59.3% ($391.0K/$659.7K)	QoQ +26.12% (+$0) YoY -79.42% (-$2)
(cusip464287556)✕	3.0K	QoQ -0.32% (-10) YoY -5.26% (-169)	All Managers (Combined)	$389.0K	59.0% ($389.0K/$659.7K)	QoQ -3.47% (-$0) YoY -11.59% (-$0)
ALTRIA GROUP, INC.(MOcusip02209S103)	6.4K	QoQ +0.28% (+18) YoY -12.57% (-927)	All Managers (Combined)	$387.0K	58.7% ($387.0K/$659.7K)	QoQ +15.17% (+$0) YoY +20.56% (-$0)
Walt Disney Co(DIScusip254687106)	3.9K	QoQ -2.39% (-96) YoY +24.21% (+764)	All Managers (Combined)	$387.0K	58.7% ($387.0K/$659.7K)	QoQ -13.42% (-$0) YoY +0.25% (+$0)
(SDYcusip78464A763)	2.8K	QoQ -5.00% (-150) YoY +3.67% (+101)	All Managers (Combined)	$386.0K	58.5% ($386.0K/$659.7K)	QoQ -2.52% (-$0) YoY +7.22% (+$0)
(IWRcusip464287499)	4.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$385.0K	58.4% ($385.0K/$659.7K)	QoQ -3.75% (-$0) YoY +1.31% (+$0)
Salesforce, Inc.(CRMcusip79466L302)	1.4K	QoQ NEW(+1.4K) YoY +113.28% (+759)	All Managers (Combined)	$383.0K	58.1% ($383.0K/$659.7K)	QoQ NEW(+$0) YoY +89.60% (+$0)
NOVARTIS AG(NVScusip66987V109)	3.4K	QoQ -2.66% (-92) YoY -2.66% (-92)	All Managers (Combined)	$374.0K	56.7% ($374.0K/$659.7K)	QoQ +11.30% (-$0) YoY +11.97% (-$0)
(cusip464287176)✕	3.3K	QoQ -2.15% (-72) YoY -13.43% (-507)	All Managers (Combined)	$363.0K	55.0% ($363.0K/$659.7K)	QoQ +1.96% (-$0) YoY -10.59% (-$0)
QUALCOMM INC/DE(QCOMcusip747525103)	2.3K	QoQ +9.36% (+201) YoY +33.57% (+590)	All Managers (Combined)	$360.0K	54.6% ($360.0K/$659.7K)	QoQ +9.09% (+$0) YoY +21.21% (+$0)
SOUTHERN CO(SOcusip842587107)	3.8K	QoQ +4.01% (+146) YoY +1.99% (+74)	All Managers (Combined)	$348.0K	52.8% ($348.0K/$659.7K)	QoQ +16.38% (+$0) YoY +30.82% (+$0)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$346.0K	52.4% ($346.0K/$659.7K)	QoQ NEW(+$0) YoY NEW(+$0)
AT&T INC.(Tcusip00206R102)	12.1K	QoQ +9.04% (+1.0K) YoY -60.67% (-18.6K)	All Managers (Combined)	$342.0K	51.8% ($342.0K/$659.7K)	QoQ +35.71% (+$0) YoY -36.78% (-$0)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	2.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$336.0K	50.9% ($336.0K/$659.7K)	QoQ +7.69% (+$0) YoY -22.58% (-$0)
NEXTERA ENERGY INC(NEEcusip65339F101)	4.7K	QoQ +1.53% (+71) YoY +2.78% (+127)	All Managers (Combined)	$333.0K	50.5% ($333.0K/$659.7K)	QoQ +0.60% (+$0) YoY +14.04% (+$0)
GE Vernova Inc.(GEVcusip36828A101)	1.1K	QoQ +19.08% (+172) YoY NEW(+1.1K)	All Managers (Combined)	$328.0K	49.7% ($328.0K/$659.7K)	QoQ +10.81% (+$0) YoY NEW(+$0)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	5.3K	QoQ +29.41% (+1.2K) YoY +0.20% (+11)	All Managers (Combined)	$326.0K	49.4% ($326.0K/$659.7K)	QoQ +34.71% (+$0) YoY +23.95% (+$0)