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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 Wells Fargo & Co New 18,609 476 0.30%
2 WENDYS CO 122,398 1,011 0.63%
3 VISA INC 26,933 5,746 3.60%
4 VERIZON COMMUNICATIONS INC 21,563 1,077 0.68%
5 VANGUARD SCOTTSDALE FDS 3,500 300 0.19%
6 VANGUARD INTL EQUITY INDEX F 54,008 2,252 1.41%
7 VANGUARD INDEX FDS 2,511 250 0.16%
8 VANGUARD INDEX FDS 3,138 312 0.20%
9 VANGUARD INDEX FDS 6,796 688 0.43%
10 VANGUARD INDEX FDS 2,717 300 0.19%
11 VANGUARD INDEX FDS 6,906 810 0.51%
12 VANGUARD INDEX FDS 7,942 674 0.42%
13 VANGUARD BD INDEX FDS 14,683 1,203 0.75%
14 VANGUARD BD INDEX FDS 5,445 435 0.27%
15 UNITED TECHNOLOGIES CORP 3,035 320 0.20%
16 UNITED PARCEL SERVICE INC 5,140 505 0.32%
17 UNION PAC CORP 50,124 5,434 3.41%
18 UNILEVER N V 5,900 234 0.15%
19 TEVA PHARMACEUTICAL INDS LTD 27,312 1,468 0.92%
20 STRYKER CORP 27,864 2,250 1.41%
21 SPDR SERIES TRUST 44,845 3,086 1.93%
22 SPDR SERIES TRUST 38,819 1,559 0.98%
23 SPDR SER TR 8,544 640 0.40%
24 SPDR SER TR 4,980 247 0.15%
25 SPDR S&P MIDCAP 400 ETF TR 57,818 14,415 9.04%
26 SPDR S&P 500 ETF TR 91,889 18,104 11.35%
27 SPDR INDEX SHS FDS 3,100 237 0.15%
28 SPDR GOLD TR 5,621 653 0.41%
29 SPDR DOW JONES INDL AVRG ETF 1,920 326 0.20%
30 SEADRILL LIMITED 11,253 301 0.19%
31 QIAGEN NV 12,407 282 0.18%
32 PROSHARES TR 48,215 3,165 1.98%
33 PROCTER AND GAMBLE CO 10,482 877 0.55%
34 PRIVATEBANCORP INC SUB DEB 42 29,326 761 0.48%
35 POWERSHARES QQQ TRUST 91,810 9,069 5.69%
36 POWERSHARES ETF TR II 17,900 258 0.16%
37 PHILIP MORRIS INTL INC 10,243 845 0.53%
38 PEPSICO INC 33,970 3,162 1.98%
39 PAYCHEX INC 4,787 211 0.13%
40 NATIONAL GRID PLC 3,253 233 0.15%
41 MORGAN STANLEY CP TR III 23,030 582 0.36%
42 MORGAN STANLEY 14,199 490 0.31%
43 MICROSOFT CORP 12,678 587 0.37%
44 METLIFE INC PFD SER A FLTG RATE CPN 23,749 568 0.36%
45 MERCK & CO INC 6,582 390 0.24%
46 MCDONALDS CORP 37,813 3,585 2.25%
47 MASTERCARD INCORPORATED 3,320 245 0.15%
48 LOCKHEED MARTIN CORP 9,773 1,786 1.12%
49 KAYNE ANDERSON MLP INVT CO 138,401 5,652 3.54%
50 JPMORGAN CHASE & CO 6,150 370 0.23%
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