Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR IVV (IVV) | 145,098 | +607 | $69,303 |
IVV | 145,098 | +607 | $69,303 |
INVESCO QQQ TR | 116,221 | -45 | $47,595 |
QQQ | 116,221 | -45 | $47,595 |
MICROSOFT CORP | 80,701 | -822 | $30,347 |
MSFT | 80,701 | -822 | $30,347 |
SPDR S&P 500 ETF TR SPY (SPY) | 53,622 | +1,214 | $25,487 |
SPY | 53,622 | +1,214 | $25,487 |
APPLE INC | 118,391 | -1,525 | $22,794 |
AAPL | 118,391 | -1,525 | $22,794 |
ISHARES TR IJH (IJH) | 70,259 | -894 | $19,472 |
IJH | 70,259 | -894 | $19,472 |
VISA INC | 68,966 | -1,395 | $17,955 |
V | 68,966 | -1,395 | $17,955 |
ISHARES TR IJR (IJR) | 163,347 | -532 | $17,682 |
IJR | 163,347 | -532 | $17,682 |
ELI LILLY & CO | 25,340 | +7,126 | $14,771 |
LLY | 25,340 | +7,126 | $14,771 |
UNITEDHEALTH GROUP INC | 27,686 | -794 | $14,576 |
UNH | 27,686 | -794 | $14,576 |
MCDONALDS CORP | 47,506 | -450 | $14,086 |
MCD | 47,506 | -450 | $14,086 |
JPMORGAN CHASE & CO | 77,334 | -1,282 | $13,154 |
JPM | 77,334 | -1,282 | $13,154 |
NVIDIA CORPORATION | 25,942 | +1,046 | $12,847 |
NVDA | 25,942 | +1,046 | $12,847 |
ISHARES TR ITOT (ITOT) | 103,220 | +8,248 | $10,862 |
ITOT | 103,220 | +8,248 | $10,862 |
FIDELITY COVINGTON TRUST | 61,882 | -4,034 | $8,889 |
FTEC | 61,882 | -4,034 | $8,889 |
LOCKHEED MARTIN CORP | 18,916 | +72 | $8,573 |
LMT | 18,916 | +72 | $8,573 |
JOHNSON & JOHNSON | 52,258 | -1,168 | $8,191 |
JNJ | 52,258 | -1,168 | $8,191 |
COSTCO WHSL CORP NEW | 12,075 | +122 | $7,971 |
COST | 12,075 | +122 | $7,971 |
MASTERCARD INCORPORATED | 17,556 | -685 | $7,488 |
MA | 17,556 | -685 | $7,488 |
ISHARES TR IEFA (IEFA) | 104,871 | -6,137 | $7,378 |
IEFA | 104,871 | -6,137 | $7,378 |
ALPHABET INC GOOGL | 49,758 | +2,388 | $6,951 |
GOOGL | 49,758 | +2,388 | $6,951 |
SPDR DOW JONES INDL AVERAGE (DIA) | 17,419 | -146 | $6,565 |
DIA | 17,419 | -146 | $6,565 |
WALMART INC | 39,264 | +1,356 | $6,190 |
WMT | 39,264 | +1,356 | $6,190 |
PEPSICO INC | 33,583 | +152 | $5,704 |
PEP | 33,583 | +152 | $5,704 |
HOME DEPOT INC | 15,802 | +698 | $5,476 |
HD | 15,802 | +698 | $5,476 |
AMAZON COM INC | 35,901 | +3,129 | $5,455 |
AMZN | 35,901 | +3,129 | $5,455 |
SELECT SECTOR SPDR TR XLE (XLE) | 64,462 | +789 | $5,405 |
XLE | 64,462 | +789 | $5,405 |
VANGUARD INDEX FDS VOE (VOE) | 36,216 | -1,213 | $5,252 |
VOE | 36,216 | -1,213 | $5,252 |
ISHARES TR IJJ (IJJ) | 39,220 | -971 | $4,473 |
IJJ | 39,220 | -971 | $4,473 |
VANGUARD INDEX FDS VO (VO) | 18,805 | +1,157 | $4,375 |
VO | 18,805 | +1,157 | $4,375 |
ISHARES TR IEMG (IEMG) | 81,379 | -15,012 | $4,116 |
IEMG | 81,379 | -15,012 | $4,116 |
PROCTER AND GAMBLE CO | 22,842 | -951 | $3,347 |
PG | 22,842 | -951 | $3,347 |
EXXON MOBIL CORP | 24,988 | -272 | $2,498 |
XOM | 24,988 | -272 | $2,498 |
BLACKSTONE INC | 18,309 | -612 | $2,397 |
BX | 18,309 | -612 | $2,397 |
THE CIGNA GROUP | 7,916 | +1,800 | $2,371 |
CI | 7,916 | +1,800 | $2,371 |
ISHARES TR LQD (LQD) | 21,296 | -2,189 | $2,357 |
LQD | 21,296 | -2,189 | $2,357 |
VANGUARD INDEX FDS VTV (VTV) | 15,590 | -65 | $2,331 |
VTV | 15,590 | -65 | $2,331 |
META PLATFORMS INC | 6,364 | +4,789 | $2,253 |
META | 6,364 | +4,789 | $2,253 |
AMGEN INC | 6,982 | -473 | $2,011 |
AMGN | 6,982 | -473 | $2,011 |
NOVO NORDISK A S | 18,542 | +12,061 | $1,918 |
NVO | 18,542 | +12,061 | $1,918 |
ISHARES TR SHY (SHY) | 22,907 | -4,678 | $1,879 |
SHY | 22,907 | -4,678 | $1,879 |
ISHARES TR IJS (IJS) | 16,598 | +939 | $1,711 |
IJS | 16,598 | +939 | $1,711 |
UNION PAC CORP | 6,629 | UNCH | $1,628 |
UNP | 6,629 | UNCH | $1,628 |
ISHARES TR AGG (AGG) | 15,003 | -1,494 | $1,489 |
AGG | 15,003 | -1,494 | $1,489 |
CHEVRON CORP NEW | 9,701 | +810 | $1,447 |
CVX | 9,701 | +810 | $1,447 |
ORACLE CORP | 12,971 | +5,053 | $1,368 |
ORCL | 12,971 | +5,053 | $1,368 |
ELEVANCE HEALTH INC | 2,793 | -500 | $1,317 |
ELV | 2,793 | -500 | $1,317 |
ISHARES TR pff (PFF) | 41,443 | -363 | $1,293 |
PFF | 41,443 | -363 | $1,293 |
FIDELITY MERRIMACK STR TR | 27,953 | -3,703 | $1,287 |
FBND | 27,953 | -3,703 | $1,287 |
VANGUARD INDEX FDS VTI (VTI) | 5,398 | -2 | $1,281 |
VTI | 5,398 | -2 | $1,281 |
See Full List: All Stocks Held By King Wealth Management Group
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By King Wealth Management Group
Size ($ in 1000's)
At 12/31/2023: $517,306 At 09/30/2023: $474,414 King Wealth Management Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from King Wealth Management Group 13F filings. Link to 13F filings: SEC filings |