King Wealth Management Group

Q4 2024 13F Holdings

  • Location
    naples, FL
  • Num holdings

    154

  • Value ($000)

    $686

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0001568235
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR IVV

CORE S&P500 ETF
464287200
$92.51K
14 %

157,155

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$61.41K
9 %

120,118

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$47.40K
7 %

112,464

AAPL
AAPL

APPLE INC

COM
037833100
$34.20K
5 %

136,570

SPY
SPY

SPDR S&P 500 ETF SPY

TR UNIT
78462F103
$31.05K
5 %

52,985

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$29.35K
4 %

218,543

IJH
IJH

ISHARES TR IJH

CORE S&P MCP ETF
464287507
$23.76K
4 %

381,267

V
V

VISA INC

COM CL A
92826C839
$23.66K
4 %

74,874

IJR
IJR

ISHARES TR IJR

CORE S&P SCP ETF
464287804
$21.54K
3 %

186,968

LLY
LLY

ELI LILLY & CO

COM
532457108
$20.16K
3 %

26,120

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