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CIK: 0001568235
Total reported value
$914.3M
$914.3M
154 檔
29.2%
During the Q4 2024 filing period, King Wealth Management Group (CIK: 0001568235) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $914.3M across 154 reported positions.
During Q4 2024, King Wealth Management Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, MSFT) accounted for 29.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.55% | +0.30% | +5.47% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.00% | +1.03% | +2.83% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.94% | -0.66% | +1.78% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.01% | -0.06% | +9.82% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.55% | -0.03% | +0.92% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.30% | -0.01% | +5.99% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.48% | +0.04% | +5.02% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.47% | -0.03% | +8.98% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.16% | +0.18% | +8.81% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.95% | +0.18% | +2.51% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.82% | -0.08% | +3.52% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.23% | +0.02% | +2.78% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.21% | +30.64% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.84% | +0.01% | -0.17% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | +0.25% | +6.89% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.01% | +15.16% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.71% | -0.28% | +5.92% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.68% | -0.43% | +5.55% | |
| 19 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.56% | +0.26% | -0.48% | |
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.31% | -0.06% | +14.53% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.30% | -0.13% | +1.87% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.27% | -0.34% | +0.49% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.24% | -0.27% | -27.05% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.04% | -0.03% | +0.87% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.05% | +0.96% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | -0.03% | -2.41% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 0.83% | -0.26% | +5.92% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.79% | -0.06% | +1.57% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | -0.02% | +13.57% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.13% | +0.07% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.67% | -0.02% | +1.48% | |
| 32 | TT | Trane Technologies plc | Stock-Industrials | 0.63% | +0.07% | +140.73% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.51% | +0.91% | +7.88% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.50% | — | +201.77% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.04% | -0.13% | |
| 36 | CI | THE Cigna Group | Stock-Healthcare | 0.50% | +0.12% | +49.69% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.15% | -6.54% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.20% | +2.67% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.04% | -3.75% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.46% | -0.02% | +0.01% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.34% | -0.25% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.05% | +2.06% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.15% | +22.51% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.28% | -0.04% | -0.47% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.25% | -0.02% | -0.45% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.24% | — | -0.23% | |
| 47 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.24% | — | — | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.22% | -0.01% | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | +0.01% | — | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.19% | -0.02% | +3.73% |
According to official SEC Form 13F filings, King Wealth Management Group reported a total U.S. public equity portfolio value of $914.3M across 154 disclosed positions in Q4 2024.
During Q4 2024, King Wealth Management Group's top holdings by market value included IVV (13.6%)、QQQ (9.0%)、MSFT (6.9%). The largest single position, IVV, represented 13.6% of total portfolio value.
In Q4 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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