Dark
Light
System
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 (2015Q1)
Portfolio Summary: 103 holdings with a total value of $173,228,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 ALPS ETF TR 12,579 208,000 0.12%
102 ISHARES TR 4,680 208,000 0.12%
103 CATERPILLAR INC 2,596 208,000 0.12%
Page 3 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568235-15-000006, filed 2015.05.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.