News + Filings Holdings
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King Wealth
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IVV | Common | 141,325 | 4,040 | 62,990,000 | 6,555,000 | 12.73 | |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 117,221 | -35 | 43,304,000 | 5,673,000 | 8.75 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 81,929 | 232 | 27,900,000 | 4,347,000 | 5.64 | 0.00 |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 120,407 | 364 | 23,355,000 | 3,560,000 | 4.72 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 52,526 | -235 | 23,284,000 | 1,684,000 | 4.71 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 70,270 | 2,466 | 18,374,000 | 1,412,000 | 3.71 | |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 70,176 | 469 | 16,665,000 | 949,000 | 3.37 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 161,395 | 2,965 | 16,083,000 | 763,000 | 3.25 | |
Hist
| 06/30/2023 |
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MCDONALDS CORP
| MCD | Common | 47,277 | 625 | 14,108,000 | 1,064,000 | 2.85 | 0.01 |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 29,001 | 82 | 13,939,000 | 272,000 | 2.82 | 0.00 |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 78,086 | 1,828 | 11,357,000 | 1,420,000 | 2.30 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 25,005 | 434 | 10,578,000 | 3,753,000 | 2.14 | 0.00 |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 21,416 | -823 | 10,044,000 | 2,407,000 | 2.03 | 0.00 |
Hist
| 06/30/2023 |
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ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND
| IBB | ETF | 75,334 | 75,334 | 9,564,000 | 9,564,000 | 1.93 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ISI | Common | 95,681 | -444 | 9,361,000 | 657,000 | 1.89 | |
Hist
| 06/30/2023 |
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FIDELITY FREEDOM 2020
| FTEC | ETF | 67,408 | 67,408 | 8,806,000 | 8,806,000 | 1.78 | |
Hist
| 06/30/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 53,043 | 848 | 8,780,000 | 690,000 | 1.77 | |
Hist
| 06/30/2023 |
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LOCKHEED MARTIN CORP
| LMT | Common | 18,441 | 352 | 8,490,000 | -61,000 | 1.72 | 0.01 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 110,750 | 2,063 | 7,476,000 | 210,000 | 1.51 | |
Hist
| 06/30/2023 |
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Mastercard Inc
| MA | CL A | 18,416 | 70 | 7,243,000 | 576,000 | 1.46 | |
Hist
| 06/30/2023 |
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COSTCO WHOLESALE CORP /NEW
| COST | Common | 11,750 | 498 | 6,326,000 | 735,000 | 1.28 | |
Hist
| 06/30/2023 |
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SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
| DIA | FD | 18,091 | 18,091 | 6,220,000 | 6,220,000 | 1.26 | |
Hist
| 06/30/2023 |
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DICK'S SPORTING GOODS, INC.
| DKS | Common | 44,837 | 636 | 5,927,000 | -345,000 | 1.20 | 0.05 |
Hist
| 06/30/2023 |
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PEPSICO INC
| PEP | Common | 31,833 | 1,424 | 5,896,000 | 352,000 | 1.19 | |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 36,421 | -204 | 5,725,000 | 325,000 | 1.16 | 0.00 |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 44,956 | 2,444 | 5,381,000 | 971,000 | 1.09 | |
Hist
| 06/30/2023 |
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Vanguard Mid-Cap Value ETF
| VOE | ETF | 37,201 | 37,201 | 5,148,000 | 5,148,000 | 1.04 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLE | SBI INT-ENERGY | 61,140 | 61,140 | 4,963,000 | 4,963,000 | 1.00 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 96,169 | 4,751 | 4,740,000 | 280,000 | 0.96 | |
Hist
| 06/30/2023 |
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HOME DEPOT, INC.
| HD | Common | 14,425 | 138 | 4,481,000 | 265,000 | 0.91 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJJ | Common | 40,820 | -1,571 | 4,373,000 | 17,000 | 0.88 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS MID CAP
| VO | ETF | 17,643 | 17,643 | 3,884,000 | 3,884,000 | 0.78 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 29,352 | 1,296 | 3,826,000 | 928,000 | 0.77 | |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 25,024 | 354 | 3,797,000 | 129,000 | 0.77 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| LQD | IBOXX INV CPBD | 25,356 | 25,356 | 2,742,000 | 2,742,000 | 0.55 | |
Hist
| 06/30/2023 |
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