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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 (2014Q3)
Original 13F HR (0001568235-14-000017) filed in 2014.11.13
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD INDEX FDS 7,942 674 0.42%
52 SPDR GOLD TR 5,621 653 0.41%
53 SPDR SER TR 8,544 640 0.40%
54 APPLE INC 6,026 607 0.38%
55 MICROSOFT CORP 12,678 587 0.37%
56 MORGAN STANLEY CP TR III 23,030 582 0.36%
57 ISHARES NASDAQ BIOTECHNOLOGY ETF 987 580 0.36%
58 METLIFE INC PFD SER A FLTG RATE CPN 23,749 568 0.36%
59 ISHARES 20 YEAR TREASURY BOND ETF 4,422 514 0.32%
60 UNITED PARCEL SERVICE INC 5,140 505 0.32%
61 MORGAN STANLEY 14,199 490 0.31%
62 Wells Fargo & Co New 18,609 476 0.30%
63 BRISTOL MYERS SQUIBB CO 9,012 461 0.29%
64 FIRST NIAGARA FINL GP INC 54,873 457 0.29%
65 VANGUARD BD INDEX FDS 5,445 435 0.27%
66 MERCK & CO INC 6,582 390 0.24%
67 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 4,152 381 0.24%
68 JPMORGAN CHASE & CO 6,150 370 0.23%
69 DUKE ENERGY CORP NEW 4,826 360 0.23%
70 SPDR DOW JONES INDL AVRG ETF 1,920 326 0.20%
71 UNITED TECHNOLOGIES CORP 3,035 320 0.20%
72 VANGUARD INDEX FDS 3,138 312 0.20%
73 SEADRILL LIMITED 11,253 301 0.19%
74 VANGUARD INDEX FDS 2,717 300 0.19%
75 VANGUARD SCOTTSDALE FDS 3,500 300 0.19%
76 DOMINION ENERGY INC 4,291 296 0.19%
77 HUDSON CITY BANCORP INC 30,416 295 0.18%
78 DU PONT E I DE NEMOURS & CO 4,052 290 0.18%
79 CATERPILLAR INC 2,901 287 0.18%
80 QIAGEN NV 12,407 282 0.18%
81 ISHARES 13,850 281 0.18%
82 ISHARES TR 1,000 273 0.17%
83 ISHARES S&P 500 VALUE ETF 2,935 264 0.17%
84 GUGGENHEIM TAXABLE MUN MNGD 12,156 259 0.16%
85 POWERSHARES ETF TR II 17,900 258 0.16%
86 INTEL CORP 7,269 253 0.16%
87 VANGUARD INDEX FDS 2,511 250 0.16%
88 SPDR SER TR 4,980 247 0.15%
89 MASTERCARD INCORPORATED 3,320 245 0.15%
90 CONOCOPHILLIPS 3,205 245 0.15%
91 INGREDION INC 3,225 244 0.15%
92 ISHARES TR 5,812 241 0.15%
93 COCA COLA CO 5,588 238 0.15%
94 SPDR INDEX SHS FDS 3,100 237 0.15%
95 CST BRANDS INC 6,595 237 0.15%
96 CIGNA CORPORATION 2,613 236 0.15%
97 UNILEVER N V 5,900 234 0.15%
98 NATIONAL GRID PLC 3,253 233 0.15%
99 AMERICAN ELEC PWR INC 4,437 231 0.14%
100 FMC TECHNOLOGIES INC 4,074 221 0.14%
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