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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
1 ISHARES NASDAQ BIOTECHNOLOGY ETF 987 580 0.36%
2 ISHARES TR 1,000 273 0.17%
3 GOOGLE INC 1,891 1,091 0.68%
4 SPDR DOW JONES INDL AVRG ETF 1,920 326 0.20%
5 VANGUARD INDEX FDS 2,511 250 0.16%
6 CIGNA CORPORATION 2,613 236 0.15%
7 VANGUARD INDEX FDS 2,717 300 0.19%
8 CATERPILLAR INC 2,901 287 0.18%
9 ISHARES S&P 500 VALUE ETF 2,935 264 0.17%
10 UNITED TECHNOLOGIES CORP 3,035 320 0.20%
11 SPDR INDEX SHS FDS 3,100 237 0.15%
12 VANGUARD INDEX FDS 3,138 312 0.20%
13 CONOCOPHILLIPS 3,205 245 0.15%
14 INGREDION INC 3,225 244 0.15%
15 NATIONAL GRID PLC 3,253 233 0.15%
16 MASTERCARD INCORPORATED 3,320 245 0.15%
17 VANGUARD SCOTTSDALE FDS 3,500 300 0.19%
18 DU PONT E I DE NEMOURS & CO 4,052 290 0.18%
19 FMC TECHNOLOGIES INC 4,074 221 0.14%
20 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 4,152 381 0.24%
21 DOMINION ENERGY INC 4,291 296 0.19%
22 ISHARES 20 YEAR TREASURY BOND ETF 4,422 514 0.32%
23 AMERICAN ELEC PWR INC 4,437 231 0.14%
24 PAYCHEX INC 4,787 211 0.13%
25 DUKE ENERGY CORP NEW 4,826 360 0.23%
26 INTERNATIONAL BUSINESS MACHS 4,882 926 0.58%
27 SPDR SER TR 4,980 247 0.15%
28 UNITED PARCEL SERVICE INC 5,140 505 0.32%
29 VANGUARD BD INDEX FDS 5,445 435 0.27%
30 COCA COLA CO 5,588 238 0.15%
31 SPDR GOLD TR 5,621 653 0.41%
32 ISHARES TR 5,812 241 0.15%
33 UNILEVER N V 5,900 234 0.15%
34 APPLE INC 6,026 607 0.38%
35 JPMORGAN CHASE & CO 6,150 370 0.23%
36 MERCK & CO INC 6,582 390 0.24%
37 CST BRANDS INC 6,595 237 0.15%
38 VANGUARD INDEX FDS 6,796 688 0.43%
39 VANGUARD INDEX FDS 6,906 810 0.51%
40 AMER STATES WTR CO 7,000 212 0.13%
41 INTEL CORP 7,269 253 0.16%
42 VANGUARD INDEX FDS 7,942 674 0.42%
43 ISHARES TR 8,453 947 0.59%
44 SPDR SER TR 8,544 640 0.40%
45 ALLIANCE DATA SYSTEMS CORP 8,694 2,158 1.35%
46 ISHARES TR 8,917 1,350 0.85%
47 CHEVRON CORP NEW 8,926 1,065 0.67%
48 BRISTOL MYERS SQUIBB CO 9,012 461 0.29%
49 LOCKHEED MARTIN CORP 9,773 1,786 1.12%
50 ISHARES TR 9,987 844 0.53%
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