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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
1 WISDOMTREE TRUST EUROPE SMCP DV ETF 3,641 227,674 0.16%
2 WISDOMTREE TR 6,447 305,242 0.21%
3 WENDYS CO 123,274 1,124,263 0.77%
4 VISA INC 26,851 5,796,093 3.99%
5 VERIZON COMMUNICATIONS INC 19,720 938,113 0.65%
6 VANGUARD INTL EQUITY INDEX F 50,090 2,032,662 1.40%
7 VANGUARD INDEX FDS 2,678 269,542 0.19%
8 VANGUARD INDEX FDS 2,728 255,013 0.18%
9 VANGUARD INDEX FDS 7,676 635,803 0.44%
10 VANGUARD INDEX FDS 2,693 304,285 0.21%
11 VANGUARD INDEX FDS 6,256 710,563 0.49%
12 VANGUARD INDEX FDS 5,895 574,585 0.40%
13 VANGUARD BD INDEX FDS 15,942 1,294,408 0.89%
14 VANGUARD BD INDEX FDS 3,901 312,442 0.22%
15 UNITED TECHNOLOGIES CORP 3,113 363,781 0.25%
16 UNITED PARCEL SERVICE INC 5,208 507,155 0.35%
17 UNION PAC CORP 16,838 3,159,824 2.18%
18 UNILEVER N V 5,900 242,608 0.17%
19 TJX COS INC NEW 64,912 3,936,967 2.71%
20 TEVA PHARMACEUTICAL INDS LTD 26,324 1,390,960 0.96%
21 TELUS CORP 7,870 282,926 0.19%
22 SPDR SERIES TRUST 29,647 1,225,034 0.84%
23 SPDR SER TR 6,574 483,747 0.33%
24 SPDR S&P MIDCAP 400 ETF TR 56,319 14,112,034 9.72%
25 SPDR S&P 500 ETF TR 90,269 16,881,292 11.63%
26 SPDR INDEX SHS FDS 3,100 225,401 0.16%
27 SPDR GOLD TR 5,907 730,164 0.50%
28 SPDR DOW JONES INDL AVRG ETF 1,643 269,846 0.19%
29 SEADRILL LIMITED 13,562 476,839 0.33%
30 QIAGEN NV 12,407 261,663 0.18%
31 PROSHARES TR 4,864 323,212 0.22%
32 PROCTER AND GAMBLE CO 10,198 821,997 0.57%
33 POWERSHARES QQQ TRUST 89,485 7,845,185 5.41%
34 POWERSHARES ETF TR II 17,900 255,254 0.18%
35 PHILIP MORRIS INTL INC 10,176 833,183 0.57%
36 PFIZER INC 11,165 358,619 0.25%
37 PEPSICO INC 33,092 2,763,255 1.90%
38 PAYCHEX INC 5,087 216,706 0.15%
39 NATIONAL GRID PLC 3,253 223,611 0.15%
40 MORGAN STANLEY 12,962 404,025 0.28%
41 MICROSOFT CORP 11,802 483,789 0.33%
42 MERCK & CO INC 7,810 443,373 0.31%
43 MCDONALDS CORP 36,487 3,576,866 2.46%
44 MASTERCARD INCORPORATED 3,870 289,089 0.20%
45 LOCKHEED MARTIN CORP 6,305 1,029,228 0.71%
46 KAYNE ANDERSON MLP INVT CO 119,494 4,386,625 3.02%
47 JPMORGAN CHASE & CO 4,714 286,186 0.20%
48 JOHNSON & JOHNSON 10,450 1,026,517 0.71%
49 ISHARES TR 11,709 1,790,636 1.23%
50 ISHARES TR 45,744 5,508,598 3.80%
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