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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 (2014Q4)
Original 13F HR (0001568235-15-000003) filed in 2015.02.11
#
Name
Shares
Value ($)
%
Options
Notes
1 WENDYS CO 124,567 1,125 0.60%
2 VISA INC 28,147 7,380 3.92%
3 VERIZON COMMUNICATIONS INC 35,573 1,664 0.88%
4 VANGUARD INTL EQUITY INDEX F 56,667 2,268 1.21%
5 VANGUARD INDEX FDS 8,154 864 0.46%
6 VANGUARD INDEX FDS 9,430 843 0.45%
7 VANGUARD INDEX FDS 3,633 449 0.24%
8 VANGUARD BD INDEX FDS 15,128 1,246 0.66%
9 UNITIL CORPORATION 5,970 219 0.12%
10 UNITED TECHNOLOGIES CORP 2,550 293 0.16%
11 UNITED PARCEL SERVICE INC 5,240 583 0.31%
12 UNION PAC CORP 52,088 6,205 3.30%
13 UNILEVER N V 5,945 233 0.12%
14 TRUSTCO BANK CM 39,835 289 0.15%
15 TEVA PHARMACEUTICAL INDS LTD 28,820 1,657 0.88%
16 TELUS CORP 7,870 284 0.15%
17 STRYKER CORP 28,495 2,688 1.43%
18 SPDR SERIES TRUST 33,933 1,310 0.70%
19 SPDR SER TR 4,173 329 0.17%
20 SPDR SER TR 6,080 285 0.15%
21 SPDR S&P MIDCAP 400 ETF TR 61,597 16,260 8.65%
22 SPDR S&P 500 ETF TR 95,654 19,661 10.45%
23 SPDR INDEX SHS FDS 4,400 350 0.19%
24 SPDR GOLD TR 9,382 1,066 0.57%
25 SPDR DOW JONES INDL AVRG ETF 13,225 2,352 1.25%
26 SOUTHERN CO 5,533 272 0.14%
27 QIAGEN NV 12,407 291 0.15%
28 PROSHARES TR 48,275 3,553 1.89%
29 PROCTER AND GAMBLE CO 9,679 881 0.47%
30 PPL CORP 7,146 260 0.14%
31 POWERSHARES QQQ TRUST 97,951 10,113 5.38%
32 POWERSHARES ETF TR II 20,700 304 0.16%
33 PLAINS ALL AMERN PIPELINE L 4,005 206 0.11%
34 PHILIP MORRIS INTL INC 10,990 895 0.48%
35 PFIZER INC 12,678 395 0.21%
36 PEPSICO INC 37,647 3,559 1.89%
37 PAYCHEX INC 4,887 226 0.12%
38 Nuveen Closed-End Funds/USA 19,459 251 0.13%
39 NEUBERGER BERMAN NY INT MUN 26,724 367 0.20%
40 NATIONAL GRID PLC 5,710 413 0.22%
41 MORGAN STANLEY 14,776 573 0.30%
42 MICROSOFT CORP 11,670 542 0.29%
43 MERCK & CO INC 6,582 374 0.20%
44 MCDONALDS CORP 40,384 3,784 2.01%
45 MASTERCARD INCORPORATED 3,585 309 0.16%
46 LOEWS CORP 12,519 526 0.28%
47 LOCKHEED MARTIN CORP 12,512 2,409 1.28%
48 LAZARD LTD 4,500 225 0.12%
49 KAYNE ANDERSON MLP INVT CO 167,821 6,407 3.41%
50 JPMORGAN CHASE & CO 7,690 481 0.26%
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