Sponsored
The Analysis of King Wealth Management Group's Holdings & P&L
Currently, King Wealth Management Group holds 158 types of securities in its portfolio with a total value $799.7K. In the most recent quarter, they have increased their positions in SPY (+7.2K shares, valued at $4.7K), TSLA (+7.0K shares, valued at $2.6K), AMZN (+9.2K shares, valued at $1.9K); decreased their positions in N/A (-10.5K shares, valued at $2.8K), ORCL (-15.2K shares, valued at $2.2K), TEVA (-25.0K shares, valued at $752.9545454545454); initiated new positions in STLA (+70.0K shares, valued at $496), BSX (+7.0K shares, valued at $439), OIH (+672 shares, valued at $272).
1M P&L
+26.9M+3.61%
3M P&L
+23.2M+3.09%
HY P&L
+47.4M+6.53%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A318.8K
46.0%
2Software - Infrastructure63.0K
9.1%
3Semiconductors40.9K
5.9%
Top Industries by Stock Count
1N/A47 stocks
33.3%
2Drug Manufacturers - General8 stocks
5.7%
3Software - Infrastructure5 stocks
3.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
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Sponsored
Sponsored
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GRAYSCALE SOLANA STAKING ETF GSOL GRAYSCALE SOLANA STAKING ETF GSOL10.0K shares0.00%2026-03-312026-05-04
IVV
0.66%ISHARES TR IVV
Shares172.0K
Event2026-03-31
Filed2026-05-04
INVESCO QQQ TR
-0.06%INVESCO QQQ TR
Shares120.2K
Event2026-03-31
Filed2026-05-04
SPY
9.74%STATE STR SPDR S&P 500 ETF SPY
Shares81.2K
Event2026-03-31
Filed2026-05-04
MSFT
2.18%MICROSOFT CORP
Shares115.4K
Event2026-03-31
Filed2026-05-04
AAPL
0.40%APPLE INC
Shares148.8K
Event2026-03-31
Filed2026-05-04
NVDA
0.31%NVIDIA CORPORATION
Shares216.3K
Event2026-03-31
Filed2026-05-04
IJH
2.52%ISHARES TR IJH
Shares410.6K
Event2026-03-31
Filed2026-05-04
IJR
2.69%ISHARES TR IJR
Shares206.1K
Event2026-03-31
Filed2026-05-04
JPM
0.60%JPMORGAN CHASE & CO
Shares80.9K
Event2026-03-31
Filed2026-05-04
ALPHABET INC GOOGL
0.69%ALPHABET INC GOOGL
Shares78.9K
Event2026-03-31
Filed2026-05-04
V
-0.07%VISA INC
Shares72.7K
Event2026-03-31
Filed2026-05-04
AMZN
12.03%AMAZON COM INC
Shares85.4K
Event2026-03-31
Filed2026-05-04
WMT
-0.01%WALMART INC
Shares136.0K
Event2026-03-31
Filed2026-05-04
PH
1.33%PARKER-HANNIFIN CORP
Shares15.7K
Event2026-03-31
Filed2026-05-04
META
3.14%META PLATFORMS INC
Shares23.9K
Event2026-03-31
Filed2026-05-04
COST
1.02%COSTCO WHOLESALE CORPORATION
Shares13.4K
Event2026-03-31
Filed2026-05-04
ITOT
-1.80%ISHARES TR ITOT
Shares90.3K
Event2026-03-31
Filed2026-05-04
FTEC
-2.49%FIDELITY COVINGTON TR FTEC
Shares52.3K
Event2026-03-31
Filed2026-05-04
CRWD
-1.97%CROWDSTRIKE HLDGS INC
Shares27.0K
Event2026-03-31
Filed2026-05-04
LMT
1.12%LOCKHEED MARTIN CORP
Shares16.9K
Event2026-03-31
Filed2026-05-04
VTV
22.27%VANGUARD INDEX FDS VTV
Shares47.3K
Event2026-03-31
Filed2026-05-04
MA
-0.79%MASTERCARD INCORPORATED
Shares16.6K
Event2026-03-31
Filed2026-05-04
XLE
0.69%SELECT SECTOR SPDR TR XLE
Shares133.5K
Event2026-03-31
Filed2026-05-04
MCD
-2.42%MCDONALDS CORP
Shares24.8K
Event2026-03-31
Filed2026-05-04
IEFA
2.48%ISHARES TR IEFA
Shares84.7K
Event2026-03-31
Filed2026-05-04
DIA
0.11%STATE STR SPDR DOW JONES DIA
Shares16.1K
Event2026-03-31
Filed2026-05-04
LLY
-0.97%ELI LILLY & CO
Shares7.4K
Event2026-03-31
Filed2026-05-04
PLTR
2.04%PALANTIR TECHNOLOGIES INC
Shares45.3K
Event2026-03-31
Filed2026-05-04
TT
7.53%TRANE TECHNOLOGIES PLC
Shares15.7K
Event2026-03-31
Filed2026-05-04
VOE
-1.91%VANGUARD INDEX FDS VOE
Shares29.8K
Event2026-03-31
Filed2026-05-04
XOM
1.43%EXXON MOBIL CORP
Shares32.0K
Event2026-03-31
Filed2026-05-04
VO
-2.88%VANGUARD INDEX FDS VO
Shares17.4K
Event2026-03-31
Filed2026-05-04
IEMG
2.52%ISHARES INC IEMG
Shares68.3K
Event2026-03-31
Filed2026-05-04
CVX
10.23%CHEVRON CORPORATION
Shares22.8K
Event2026-03-31
Filed2026-05-04
IJJ
-1.21%ISHARES TR IJJ
Shares33.4K
Event2026-03-31
Filed2026-05-04
PEP
2.98%PEPSICO INC
Shares26.5K
Event2026-03-31
Filed2026-05-04
NFLX
7.09%NETFLIX INC.
Shares40.6K
Event2026-03-31
Filed2026-05-04
JNJ
1.44%JOHNSON & JOHNSON
Shares15.3K
Event2026-03-31
Filed2026-05-04
HD
-8.29%HOME DEPOT INC
Shares10.8K
Event2026-03-31
Filed2026-05-04
TSLA
323.44%TESLA INC
Shares9.1K
Event2026-03-31
Filed2026-05-04
TEVA
-18.52%TEVA PHARMACEUTICAL INDS LTD
Shares110.0K
Event2026-03-31
Filed2026-05-04
PG
5.33%PROCTER & GAMBLE CO
Shares20.5K
Event2026-03-31
Filed2026-05-04
ORCL
-43.71%ORACLE CORP
Shares19.6K
Event2026-03-31
Filed2026-05-04
CAT
2.37%CATERPILLAR INC
Shares3.5K
Event2026-03-31
Filed2026-05-04
UTHR
176.67%UNITED THERAPEUTICS CORP DEL
Shares4.2K
Event2026-03-31
Filed2026-05-04
BLACKSTONE INC
0.03%BLACKSTONE INC
Shares18.3K
Event2026-03-31
Filed2026-05-04
THE CIGNA GROUP
-61.88%THE CIGNA GROUP
Shares6.5K
Event2026-03-31
Filed2026-05-04
GEV
3.15%GE VERNOVA INC
Shares1.9K
Event2026-03-31
Filed2026-05-04
SHY
7.91%ISHARES TR SHY
Shares19.8K
Event2026-03-31
Filed2026-05-04
IJS
-3.20%ISHARES TR IJS
Shares13.4K
Event2026-03-31
Filed2026-05-04
UNP
0.00%UNION PAC CORP
Shares6.5K
Event2026-03-31
Filed2026-05-04
VANGUARD INDEX FDS
0.65%VANGUARD INDEX FDS
Shares2.6K
Event2026-03-31
Filed2026-05-04
LQD
-3.99%ISHARES TR LQD
Shares14.3K
Event2026-03-31
Filed2026-05-04
VB
0.00%VANGUARD INDEX FDS VB
Shares5.4K
Event2026-03-31
Filed2026-05-04
VTI
0.32%VANGUARD INDEX FDS VTI
Shares4.3K
Event2026-03-31
Filed2026-05-04
IVE
0.00%ISHARES TR IVE
Shares6.5K
Event2026-03-31
Filed2026-05-04
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFAC
Shares3.9K
Event2026-03-31
Filed2026-05-04
GLD
0.41%SPDR GOLD TR
Shares2.9K
Event2026-03-31
Filed2026-05-04
BERKSHIRE HATHAWAY INC DEL
4.51%BERKSHIRE HATHAWAY INC DEL
Shares2.5K
Event2026-03-31
Filed2026-05-04
ABT
0.45%ABBOTT LABORATORIES
Shares11.6K
Event2026-03-31
Filed2026-05-04
AGG
-2.22%ISHARES TR AGG
Shares11.8K
Event2026-03-31
Filed2026-05-04
EPD
1.10%ENTERPRISE PRODS PARTNERS L
Shares30.2K
Event2026-03-31
Filed2026-05-04
VBR
-1.09%VANGUARD INDEX FDS VBR
Shares5.1K
Event2026-03-31
Filed2026-05-04
BLACKROCK INC
0.00%BLACKROCK INC
Shares1.1K
Event2026-03-31
Filed2026-05-04
VZ
-0.16%VERIZON COMMUNICATIONS INC
Shares22.0K
Event2026-03-31
Filed2026-05-04
GE AEROSPACE
4.16%GE AEROSPACE
Shares3.8K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
-7.16%ALPHABET INC
Shares3.7K
Event2026-03-31
Filed2026-05-04
BP
0.00%BP PLC
Shares21.6K
Event2026-03-31
Filed2026-05-04
IEF
1.23%ISHARES TR IEF
Shares10.3K
Event2026-03-31
Filed2026-05-04
MERCK & CO INC
0.00%MERCK & CO INC
Shares7.9K
Event2026-03-31
Filed2026-05-04
PFF
-4.60%ISHARES TR PFF
Shares31.3K
Event2026-03-31
Filed2026-05-04
RTX
0.42%RTX CORPORATION
Shares4.7K
Event2026-03-31
Filed2026-05-04
GS
0.00%GOLDMAN SACHS GROUP INC
Shares1.1K
Event2026-03-31
Filed2026-05-04
FBND
-5.71%FIDELITY MERRIMACK STR FBND
Shares19.4K
Event2026-03-31
Filed2026-05-04
VRP
1.87%INVESCO EXCH TRADED FD TR VRP
Shares36.7K
Event2026-03-31
Filed2026-05-04
QCOM
83.68%QUALCOMM INC
Shares6.7K
Event2026-03-31
Filed2026-05-04
LAM RESEARCH CORP
0.00%LAM RESEARCH CORP
Shares4.0K
Event2026-03-31
Filed2026-05-04
THC
0.00%TENET HEALTHCARE CORP
Shares4.5K
Event2026-03-31
Filed2026-05-04
BROADCOM INC
0.33%BROADCOM INC
Shares2.7K
Event2026-03-31
Filed2026-05-04
DKS
-0.31%DICKS SPORTING GOODS INC
Shares4.2K
Event2026-03-31
Filed2026-05-04
WM
-0.19%WASTE MGMT INC DEL
Shares3.6K
Event2026-03-31
Filed2026-05-04
IWF
0.00%ISHARES TR IWF
Shares1.9K
Event2026-03-31
Filed2026-05-04
KO
0.00%COCA COLA CO
Shares10.2K
Event2026-03-31
Filed2026-05-04
VUG
-0.23%VANGUARD INDEX FDS VUG
Shares1.8K
Event2026-03-31
Filed2026-05-04
CASY
0.00%CASEYS GEN STORES INC
Shares1.1K
Event2026-03-31
Filed2026-05-04
UPS
0.00%UNITED PARCEL SVCS INC
Shares7.6K
Event2026-03-31
Filed2026-05-04
TJX
-0.57%TJX COS INC NEW
Shares4.5K
Event2026-03-31
Filed2026-05-04
EATON CORP PLC
0.00%EATON CORP PLC
Shares2.0K
Event2026-03-31
Filed2026-05-04
HON
0.00%HONEYWELL INTL INC
Shares3.1K
Event2026-03-31
Filed2026-05-04
VLO
0.00%VALERO ENERGY CORP
Shares2.5K
Event2026-03-31
Filed2026-05-04
AMD
0.33%ADVANCED MICRO DEVICES INC
Shares3.1K
Event2026-03-31
Filed2026-05-04
VXF
0.20%VANGUARD INDEX FDS VXF
Shares3.0K
Event2026-03-31
Filed2026-05-04
ABBV
0.86%ABBVIE INC
Shares2.7K
Event2026-03-31
Filed2026-05-04
GLDM
0.00%WORLD GOLD TR GLDM
Shares6.3K
Event2026-03-31
Filed2026-05-04
GLW
0.00%CORNING INC
Shares4.3K
Event2026-03-31
Filed2026-05-04
ET
-2.82%ENERGY TRANSFER L P
Shares29.2K
Event2026-03-31
Filed2026-05-04
DRI
0.00%DARDEN RESTAURANTS INC
Shares2.8K
Event2026-03-31
Filed2026-05-04
PFE
-1.82%PFIZER INC
Shares19.2K
Event2026-03-31
Filed2026-05-04
AWR
0.00%AMER STATES WTR CO
Shares7.0K
Event2026-03-31
Filed2026-05-04
PPA
0.00%INVESCO EXCHANGE TRADED PPA
Shares3.2K
Event2026-03-31
Filed2026-05-04
IBB
0.03%ISHARES TR IBB
Shares3.1K
Event2026-03-31
Filed2026-05-04
INGR
0.00%INGREDION INC
Shares4.6K
Event2026-03-31
Filed2026-05-04
OEF
-1.63%ISHARES TR OEF
Shares1.6K
Event2026-03-31
Filed2026-05-04
STLA
NewSTELLANTIS N.V
Shares70.0K
Event2026-03-31
Filed2026-05-04
NVS
0.00%NOVARTIS AG
Shares3.2K
Event2026-03-31
Filed2026-05-04
MTB
0.00%M & T BK CORP
Shares2.3K
Event2026-03-31
Filed2026-05-04
GIS
0.00%GENERAL MILLS INC
Shares12.5K
Event2026-03-31
Filed2026-05-04
DUKE ENERGY CORP NEW
0.00%DUKE ENERGY CORP NEW
Shares3.5K
Event2026-03-31
Filed2026-05-04
IBM
1.23%INTERNATIONAL BUSINESS MACHS
Shares1.9K
Event2026-03-31
Filed2026-05-04
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares3.4K
Event2026-03-31
Filed2026-05-04
IWR
0.00%ISHARES TR IWR
Shares4.5K
Event2026-03-31
Filed2026-05-04
BSX
NewBOSTON SCIENTIFIC CORP
Shares7.0K
Event2026-03-31
Filed2026-05-04
MO
6.44%ALTRIA GROUP INC
Shares6.6K
Event2026-03-31
Filed2026-05-04
NEE
0.00%NEXTERA ENERGY INC
Shares4.6K
Event2026-03-31
Filed2026-05-04
PTGX
0.00%PROTAGONIST THERAPEUTICS INC
Shares4.0K
Event2026-03-31
Filed2026-05-04
AMGN
-1.75%AMGEN INC
Shares1.2K
Event2026-03-31
Filed2026-05-04
SDY
0.00%SPDR SERIES TRUST SDY
Shares2.8K
Event2026-03-31
Filed2026-05-04
BMY
-12.92%BRISTOL-MYERS SQUIBB CO
Shares6.8K
Event2026-03-31
Filed2026-05-04
BND
-2.96%VANGUARD BD INDEX FDS BND
Shares5.5K
Event2026-03-31
Filed2026-05-04
COP
0.00%CONOCOPHILLIPS
Shares2.8K
Event2026-03-31
Filed2026-05-04
ASML
4.94%ASML HLDG NV
Shares276
Event2026-03-31
Filed2026-05-04
SO
0.00%SOUTHERN CO
Shares3.6K
Event2026-03-31
Filed2026-05-04
XLK
-0.61%SELECT SECTOR SPDR TR XLK
Shares2.6K
Event2026-03-31
Filed2026-05-04
TRST
0.07%TRUSTCO BK CORP N Y
Shares7.6K
Event2026-03-31
Filed2026-05-04
MU
3.69%MICRON TECHNOLOGY INC
Shares983
Event2026-03-31
Filed2026-05-04
IWD
0.00%ISHARES TR IWD
Shares1.5K
Event2026-03-31
Filed2026-05-04
PWR
0.00%QUANTA SVCS INC
Shares596
Event2026-03-31
Filed2026-05-04
UNH
-2.47%UNITEDHEALTH GROUP INC
Shares1.2K
Event2026-03-31
Filed2026-05-04
MS
0.00%MORGAN STANLEY
Shares1.9K
Event2026-03-31
Filed2026-05-04
ELV
-3.77%ELEVANCE HEALTH INC FORMERLY
Shares1.0K
Event2026-03-31
Filed2026-05-04
CEG
0.00%CONSTELLATION ENERGY CORP
Shares1.1K
Event2026-03-31
Filed2026-05-04
CSCO
-20.81%CISCO SYS INC
Shares3.8K
Event2026-03-31
Filed2026-05-04
T
-6.86%AT&T INC
Shares10.1K
Event2026-03-31
Filed2026-05-04
TIP
-3.79%ISHARES TR TIP
Shares2.6K
Event2026-03-31
Filed2026-05-04
AMAT
0.12%APPLIED MATLS INC
Shares811
Event2026-03-31
Filed2026-05-04
DIS
0.92%DISNEY WALT CO
Shares2.9K
Event2026-03-31
Filed2026-05-04
OIH
NewVANECK ETF TRUST OIH
Shares672
Event2026-03-31
Filed2026-05-04
BA
0.00%BOEING CO
Shares1.3K
Event2026-03-31
Filed2026-05-04
KEY
-8.85%KEYCORP
Shares13.1K
Event2026-03-31
Filed2026-05-04
PANW
-47.98%PALO ALTO NETWORKS INC
Shares1.6K
Event2026-03-31
Filed2026-05-04
FELC
0.22%FIDELITY COVINGTON TRUST FELC
Shares6.8K
Event2026-03-31
Filed2026-05-04
IWB
0.00%ISHARES TR IWB
Shares686
Event2026-03-31
Filed2026-05-04
GILD
2.43%GILEAD SCIENCES INC
Shares1.7K
Event2026-03-31
Filed2026-05-04
WPC
0.00%WP CAREY INC
Shares3.5K
Event2026-03-31
Filed2026-05-04
IEI
-1.67%ISHARES TR IEI
Shares2.0K
Event2026-03-31
Filed2026-05-04
KEYS
NewKEYSIGHT TECHNOLOGIES INC
Shares810
Event2026-03-31
Filed2026-05-04
AXP
-11.01%AMERICAN EXPRESS CO
Shares719
Event2026-03-31
Filed2026-05-04
AWF
0.00%ALLIANCEBERNSTEIN GLOBAL HIG
Shares21.0K
Event2026-03-31
Filed2026-05-04
GENERAL DYNAMICS CORP
-1.43%GENERAL DYNAMICS CORP
Shares622
Event2026-03-31
Filed2026-05-04
BAC
0.07%BANK AMERICA CORP
Shares4.3K
Event2026-03-31
Filed2026-05-04
DEFINIUM THERAPEUTICS INC
NewDEFINIUM THERAPEUTICS INC
Shares10.0K
Event2026-03-31
Filed2026-05-04
TU
0.00%TELUS CORPORATION
Shares14.7K
Event2026-03-31
Filed2026-05-04
ETB
0.24%EATON VANCE TAX MNGED BUY WR
Shares12.2K
Event2026-03-31
Filed2026-05-04
ETHA
0.00%ISHARES ETHEREUM TR ETHA
Shares10.0K
Event2026-03-31
Filed2026-05-04
IHS
0.00%IHS HOLDING LIMITED
Shares14.7K
Event2026-03-31
Filed2026-05-04
GRAYSCALE SOLANA STAKING ETF GSOL
0.00%GRAYSCALE SOLANA STAKING ETF GSOL
Shares10.0K
Event2026-03-31
Filed2026-05-04
HRTX
6.49%HERON THERAPEUTICS INC
Shares32.8K
Event2026-03-31
Filed2026-05-04
ALDX
10.19%ALDEYRA THERAPEUTICS INC
Shares11.9K
Event2026-03-31
Filed2026-05-04
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available