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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 (2016Q4)
Portfolio Summary: 119 holdings with a total value of $222,679,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 BOEING CO 1,733 270,000 0.12%
102 HONEYWELL INTL INC 2,303 267,000 0.12%
103 KAYNE ANDERSON MLP INVT CO 13,653 267,000 0.12%
104 ISHARES TR 7,108 264,000 0.12%
105 TELUS CORP 7,694 245,000 0.11%
106 UNILEVER N V 5,945 242,000 0.11%
107 WASTE MGMT INC DEL 3,381 240,000 0.11%
108 PAYCHEX INC 3,763 229,000 0.10%
109 BLACKROCK NY MUNI INC QLTY T 17,350 227,000 0.10%
110 INTERNATIONAL FLAVORS&FRAGRA 1,815 214,000 0.10%
111 SPDR SER TR 4,530 207,000 0.09%
112 VANGUARD INTL EQUITY INDEX F 5,743 206,000 0.09%
113 ALPS ETF TR 4,890 206,000 0.09%
114 ISHARES TR 5,850 203,000 0.09%
115 DIREXION SHS ETF TRUST DAILY 20 YR TREASURY BEAR 8,450 203,000 0.09%
116 LILLY ELI & CO 2,725 200,000 0.09%
117 CRACKER BARREL OLD CTRY STOR 1,200 200,000 0.09%
118 TRUSTCO BANK CM 22,341 195,000 0.09%
119 NUVEEN REAL ESTATE INCOME FD 13,097 141,000 0.06%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568235-17-000002, filed 2017.02.13).

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.