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Institutional Investment Manager
King Wealth Management Group
King Wealth Management Group (CIK: 0001568235) incorporated in Delaware, located at 270 West Circular Street, Saratoga Springs, NY. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q1)
Original 13F HR (0001568235-14-000005) filed in 2014.05.08
#
Name
Shares
Value ($)
%
Options
Notes
51 UNITED PARCEL SERVICE INC 5,208 507,155 0.35%
52 BRISTOL MYERS SQUIBB CO 9,366 486,563 0.34%
53 MICROSOFT CORP 11,802 483,789 0.33%
54 SPDR SER TR 6,574 483,747 0.33%
55 SEADRILL LIMITED 13,562 476,839 0.33%
56 MERCK & CO INC 7,810 443,373 0.31%
57 MORGAN STANLEY 12,962 404,025 0.28%
58 BP PLC 7,861 378,114 0.26%
59 UNITED TECHNOLOGIES CORP 3,113 363,781 0.25%
60 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 3,802 358,870 0.25%
61 PFIZER INC 11,165 358,619 0.25%
62 DUKE ENERGY CORP NEW 4,840 344,704 0.24%
63 PROSHARES TR 4,864 323,212 0.22%
64 VANGUARD BD INDEX FDS 3,901 312,442 0.22%
65 DOMINION ENERGY INC 4,383 311,149 0.21%
66 GUGGENHEIM TAXABLE MUN MNGD 14,976 310,302 0.21%
67 HUDSON CITY BANCORP INC 31,416 308,819 0.21%
68 WISDOMTREE TR 6,447 305,242 0.21%
69 VANGUARD INDEX FDS 2,693 304,285 0.21%
70 CHINA YUCHAI INTL LTD 14,150 299,697 0.21%
71 DOW CHEM CO 6,155 299,071 0.21%
72 APPLE INC 548 294,140 0.20%
73 CATERPILLAR INC 2,928 291,041 0.20%
74 MASTERCARD INCORPORATED 3,870 289,089 0.20%
75 JPMORGAN CHASE & CO 4,714 286,186 0.20%
76 TELUS CORP 7,870 282,926 0.19%
77 ISHARES 13,850 273,953 0.19%
78 DU PONT E I DE NEMOURS & CO 4,052 271,889 0.19%
79 SPDR DOW JONES INDL AVRG ETF 1,643 269,846 0.19%
80 VANGUARD INDEX FDS 2,678 269,542 0.19%
81 QIAGEN NV 12,407 261,663 0.18%
82 POWERSHARES ETF TR II 17,900 255,254 0.18%
83 BLACKROCK MUNIYIELD FD INC 18,560 255,200 0.18%
84 VANGUARD INDEX FDS 2,728 255,013 0.18%
85 UNILEVER N V 5,900 242,608 0.17%
86 ISHARES TR 5,912 242,451 0.17%
87 WISDOMTREE TRUST EUROPE SMCP DV ETF 3,641 227,674 0.16%
88 CIGNA CORPORATION 2,713 227,159 0.16%
89 AMER STATES WTR CO 7,000 226,030 0.16%
90 SPDR INDEX SHS FDS 3,100 225,401 0.16%
91 AMERICAN ELEC PWR INC 4,437 224,778 0.15%
92 NATIONAL GRID PLC 3,253 223,611 0.15%
93 INGREDION INC 3,225 219,558 0.15%
94 PAYCHEX INC 5,087 216,706 0.15%
95 COCA COLA CO 5,588 216,032 0.15%
96 CURRENCYSHARES SWISS FRANC T 1,950 215,884 0.15%
97 FMC TECHNOLOGIES INC 4,125 215,696 0.15%
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