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Home > Institutional Investor > King Wealth Management Group, Llc > Profile

Instuitional Investor - King Wealth Management Group, Llc

Fund Profile
Filing Period:
Fund Name: King Wealth Management Group, Llc
Portfolio Value $685,515
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 157,155 $92,514 13.49%
2.
Invesco Qqq Tr
 120,118 $61,408 8.95%
3.
Microsoft Corp
 MSFT 112,464 $47,403 6.91%
4.
Apple Inc.
 AAPL 136,570 $34,200 4.98%
5.
Spdr S & P 500 Etf Trust
 SPY 52,985 $31,053 4.52%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)