Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KING WEALTH MANAGEMENT GROUP 02-08-2024 12-31-2023 139 517,306,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR IVV CORE S&P500 ETF 1 $69,303,000 145,098 13.40 13.08 607 0.42 12-31-2023
INVESCO QQQ TR UNIT SER 1 2 $47,595,000 116,221 9.20 8.78 -45 -0.04 12-31-2023
MICROSOFT CORP COM 3 $30,347,000 80,701 5.87 5.43 -822 -1.01 12-31-2023
SPDR S&P 500 ETF TR SPY TR UNIT 4 $25,487,000 53,622 4.93 4.72 1,214 2.32 12-31-2023
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