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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921908844

VIG|921908844

Shares:1.2K

Value:$227.0K

% of Portfolio:34.4% ($227.0K/$659.7K)

Blackstone Secured Lending Fund

BXSL|09261X102

Shares:7.0K

Value:$227.0K

% of Portfolio:34.4% ($227.0K/$659.7K)

464287622

IWB|464287622

Shares:731

Value:$224.0K

% of Portfolio:34.0% ($224.0K/$659.7K)

W. P. Carey Inc.

WPC|92936U109

Shares:3.5K

Value:$221.0K

% of Portfolio:33.5% ($221.0K/$659.7K)

AMERICAN EXPRESS CO

AXP|025816109

Shares:810

Value:$218.0K

% of Portfolio:33.0% ($218.0K/$659.7K)

Tesla, Inc.

TSLA|88160R101

Shares:833

Value:$216.0K

% of Portfolio:32.7% ($216.0K/$659.7K)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.1K

Value:$212.0K

% of Portfolio:32.1% ($212.0K/$659.7K)

316092113

Shares:6.8K

Value:$211.0K

% of Portfolio:32.0% ($211.0K/$659.7K)

TELUS CORP

TU|87971M103

Shares:14.7K

Value:$210.0K

% of Portfolio:31.8% ($210.0K/$659.7K)

MICROSTRATEGY Inc

MSTR|594972408

Shares:713

Value:$206.0K

% of Portfolio:31.2% ($206.0K/$659.7K)

ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC

AWF|01879R106

Shares:19.0K

Value:$204.0K

% of Portfolio:30.9% ($204.0K/$659.7K)

WD 40 CO

WDFC|929236107

Shares:831

Value:$203.0K

% of Portfolio:30.8% ($203.0K/$659.7K)

Eaton Vance Tax-Managed Buy-Write Income Fund

ETB|27828X100

Shares:13.5K

Value:$184.0K

% of Portfolio:27.9% ($184.0K/$659.7K)

KEYCORP /NEW/

KEY|493267108

Shares:10.3K

Value:$164.0K

% of Portfolio:24.9% ($164.0K/$659.7K)

Viatris Inc

VTRS|92556V106

Shares:12.9K

Value:$113.0K

% of Portfolio:17.1% ($113.0K/$659.7K)

HERON THERAPEUTICS, INC. /DE/

HRTX|427746102

Shares:26.8K

Value:$59.0K

% of Portfolio:8.9% ($59.0K/$659.7K)

Mind Medicine (MindMed) Inc.

MNMD|60255C885

Shares:10.0K

Value:$59.0K

% of Portfolio:8.9% ($59.0K/$659.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VIGcusip921908844)	1.2K	QoQ 0.00% (-0) YoY NEW(+1.2K)	All Managers (Combined)	$227.0K	34.4% ($227.0K/$659.7K)	QoQ -0.87% (-$0) YoY NEW(+$0)
Blackstone Secured Lending Fund(BXSLcusip09261X102)	7.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$227.0K	34.4% ($227.0K/$659.7K)	QoQ +0.44% (+$0) YoY +4.12% (+$0)
(IWBcusip464287622)	731	QoQ -7.35% (-58) YoY -18.04% (-161)	All Managers (Combined)	$224.0K	34.0% ($224.0K/$659.7K)	QoQ -11.81% (-$0) YoY -12.84% (-$0)
W. P. Carey Inc.(WPCcusip92936U109)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$221.0K	33.5% ($221.0K/$659.7K)	QoQ NEW(+$0) YoY NEW(+$0)
AMERICAN EXPRESS CO(AXPcusip025816109)	810	QoQ +2.27% (-18) YoY NEW(+810)	All Managers (Combined)	$218.0K	33.0% ($218.0K/$659.7K)	QoQ -7.23% (-$0) YoY NEW(+$0)
Tesla, Inc.(TSLAcusip88160R101)	833	QoQ -48.29% (-778) YoY -60.10% (-1.3K)	All Managers (Combined)	$216.0K	32.7% ($216.0K/$659.7K)	QoQ -66.82% (-$0) YoY -41.14% (-$0)
Mondelez International, Inc.(MDLZcusip609207105)	3.1K	QoQ NEW(+3.1K) YoY +7.34% (+214)	All Managers (Combined)	$212.0K	32.1% ($212.0K/$659.7K)	QoQ NEW(+$0) YoY +3.92% (+$0)
(cusip316092113)✕	6.8K	QoQ +0.25% (-17) YoY -21.44% (-1.8K)	All Managers (Combined)	$211.0K	32.0% ($211.0K/$659.7K)	QoQ -5.38% (-$0) YoY -16.92% (-$0)
TELUS CORP(TUcusip87971M103)	14.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$210.0K	31.8% ($210.0K/$659.7K)	QoQ +5.52% (+$0) YoY -10.63% (-$0)
MICROSTRATEGY Inc(MSTRcusip594972408)	713	QoQ NEW(+713) YoY NEW(+713)	All Managers (Combined)	$206.0K	31.2% ($206.0K/$659.7K)	QoQ NEW(+$0) YoY NEW(+$0)
ALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC(AWFcusip01879R106)	19.0K	QoQ +26.66% (+4.0K) YoY NEW(+19.0K)	All Managers (Combined)	$204.0K	30.9% ($204.0K/$659.7K)	QoQ +26.70% (+$0) YoY NEW(+$0)
WD 40 CO(WDFCcusip929236107)	831	QoQ -3.37% (-29) YoY -17.06% (-171)	All Managers (Combined)	$203.0K	30.8% ($203.0K/$659.7K)	QoQ -2.87% (-$0) YoY -20.07% (-$0)
Eaton Vance Tax-Managed Buy-Write Income Fund(ETBcusip27828X100)	13.5K	QoQ -9.85% (-1.5K) YoY -9.36% (-1.4K)	All Managers (Combined)	$184.0K	27.9% ($184.0K/$659.7K)	QoQ -17.85% (-$0) YoY -9.35% (-$0)
KEYCORP /NEW/(KEYcusip493267108)	10.3K	QoQ +0.15% (-16) YoY +0.61% (+63)	All Managers (Combined)	$164.0K	24.9% ($164.0K/$659.7K)	QoQ -6.81% (-$0) YoY +1.86% (+$0)
Viatris Inc(VTRScusip92556V106)	12.9K	QoQ NEW(+12.9K) YoY NEW(+12.9K)	All Managers (Combined)	$113.0K	17.1% ($113.0K/$659.7K)	QoQ NEW(+$0) YoY NEW(+$0)
HERON THERAPEUTICS, INC. /DE/(HRTXcusip427746102)	26.8K	QoQ 0.00% (+0) YoY +165.36% (+16.7K)	All Managers (Combined)	$59.0K	8.9% ($59.0K/$659.7K)	QoQ +43.90% (+$0) YoY +110.71% (+$0)
Mind Medicine (MindMed) Inc.(MNMDcusip60255C885)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$59.0K	8.9% ($59.0K/$659.7K)	QoQ -15.71% (-$0) YoY NEW(+$0)