King Wealth Management Group
Q1 2025 13F Holdings
- Locationnaples, FL
- Num holdings
157
- Value ($000)
$660
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001568235
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR IVV | ETF | 464287200 | $89.41K | 14 % | 159,117 | ||
NDQ INVESCO QQQ TR | ETF | 46090E103 | $56.01K | 9 % | 119,453 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $42.65K | 7 % | 113,606 | ||
SPY SPDR S&P 500 ETF TR SPY | ETF | 78462F103 | $31.02K | 5 % | 55,460 | ||
AAPL APPLE INC | COM | 037833100 | $29.98K | 5 % | 134,945 | ||
V VISA INC | COM CL A | 92826C839 | $26.04K | 4 % | 74,314 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $23.21K | 4 % | 214,153 | ||
IJH ISHARES TR IJH | ETF | 464287507 | $22.49K | 3 % | 385,488 | ||
LLY ELI LILLY & CO | COM | 532457108 | $20.95K | 3 % | 25,368 | ||
IJR ISHARES TR IJR | ETF | 464287804 | $19.78K | 3 % | 189,130 |
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