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CIK: 0001568235
Total reported value
$914.3M
$914.3M
144 檔
25.1%
In Q2 2024, King Wealth Management Group's U.S. equity holdings reached a combined market value of $914.3M, distributed across 144 disclosed stock positions.
During Q2 2024, King Wealth Management Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.58% | +0.30% | +0.53% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.42% | +1.03% | +0.47% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.05% | -0.66% | +0.12% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.82% | -0.03% | -0.39% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.40% | -0.06% | +0.80% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.27% | -0.01% | +910.44% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.84% | +0.18% | -0.70% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.51% | +0.04% | -0.21% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.03% | -0.03% | +0.04% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.96% | +0.18% | -0.41% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.65% | -0.08% | +0.18% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.48% | +0.02% | -3.44% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.98% | +0.01% | -2.38% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.74% | -0.27% | -14.41% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.73% | -0.28% | -0.53% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.72% | +0.26% | -1.03% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.25% | +4.01% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.44% | -0.34% | -0.05% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.35% | -0.43% | -0.23% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.01% | +8.06% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.26% | -0.13% | -0.99% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.21% | +81.12% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.05% | -4.06% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.12% | -0.03% | -4.23% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.10% | -0.03% | -2.00% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.98% | -0.26% | -1.92% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.05% | -2.62% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | -0.13% | -2.50% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.87% | -0.06% | -3.33% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | -0.02% | — | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.72% | -0.02% | -2.86% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.65% | +0.04% | -4.05% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.04% | -1.58% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.20% | +0.47% | |
| 35 | CI | THE Cigna Group | Stock-Healthcare | 0.54% | +0.12% | +36.72% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.47% | +0.91% | +676.42% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.15% | +42.35% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | — | -0.16% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.38% | -0.02% | -0.53% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.35% | — | -0.58% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.34% | -0.04% | -4.44% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | — | -1.89% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.29% | -0.02% | -3.95% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.15% | +3.55% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.26% | — | -3.27% | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.25% | — | — | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.25% | -0.01% | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.24% | +0.01% | — | |
| 49 | STVN | Stevanato Group S.p.A. | Stock-Other | 0.22% | — | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | — | +1.11% |
According to official SEC Form 13F filings, King Wealth Management Group reported a total U.S. public equity portfolio value of $914.3M across 144 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, MSFT) accounted for 25.1% of total reported equity market value during Q2 2024.
During Q2 2024, King Wealth Management Group's top holdings by market value included IVV (13.6%)、QQQ (9.4%)、MSFT (6.0%). The largest single position, IVV, represented 13.6% of total portfolio value.
In Q2 2024, King Wealth Management Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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