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KING WEALTH MANAGEMENT GROUP

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NAPLES FL Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

King Wealth Management Group is based out of Naples. King Wealth Management Group is a large advisory firm with 712 clients and discretionary assets under management (AUM) of $740,307,208 (Form ADV from 2024-02-05). Their last reported 13F filing for Q4 2023 included $517,306,000 in managed 13F securities and a top 10 holdings concentration of 54.12%. King Wealth Management Group's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 145,098. Whalewisdom has at least 48 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IVV iShares Core S&P 500 13.4%
QQQ Invesco QQQ Trust, S 9.2%
MSFT Microsoft Corp. 5.87%
SPY SPDR S&P 500 ETF TRU 4.93%
AAPL Apple Inc 4.41%

2023-12-31

13F Activity

Market Value $0.52b, Prior: $474m
New Purchases 6 stocks
Added To 43 stocks
Sold out of 12 stocks
Reduced holdings in 61 stocks
Top 10 Holdings % 54.12%
Turnover %[1] 12.95%
Turnover Alt %[2] 3.06%
Time Held Top 20 21.05 quarters
Time Held Top 10 19 quarters
Time Held All 23.52 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance