King Wealth Management Group

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$641M
Signature - Title
Jane Quinn - Executive Administrator
Location
Naples, FL
Summary
This page shows a list of all the recent 13F filings made by King Wealth Management Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. King Wealth Management Group reported 151 stock holdings with total value $641M as of Q3 2024. Top holdings included IVV, QQQ, MSFT, SPY, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 151 $641M +$32.2M -$21.6M +$10.6M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 11/6/2024, 09:56 AM
Q2 2024 144 $600M +$35.9M -$8.57M +$27.3M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 8/8/2024, 12:26 PM
Q1 2024 147 $570M +$35.5M -$11.1M +$24.4M IVV, QQQ, MSFT, SPY, IJH 13F-HR 5/9/2024, 03:12 PM
Q4 2023 139 $517M +$15.8M -$26.2M -$10.3M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 2/8/2024, 07:55 AM
Q3 2023 145 $474M +$7.31M -$9.51M -$2.2M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 11/9/2023, 08:48 AM
Q2 2023 150 $495M +$11.5M -$5.79M +$5.66M IVV, QQQ, MSFT, AAPL, SPY 13F-HR 8/10/2023, 09:13 AM
Q1 2023 149 $453M +$11.9M -$5.42M +$6.45M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 5/10/2023, 08:34 AM
Q4 2022 141 $418M +$16.6M -$22.4M -$5.82M IVV, QQQ, SPY, MSFT, IJH 13F-HR 2/9/2023, 11:27 AM
Q3 2022 152 $394M +$14.1M -$10.9M +$3.2M IVV, QQQ, MSFT, SPY, IJH 13F-HR 11/10/2022, 12:19 PM
Q2 2022 161 $418M +$22.9M -$31.5M -$8.57M IVV, QQQ, MSFT, SPY, IJH 13F-HR 8/11/2022, 08:30 AM
Q1 2022 171 $509M +$27.6M -$26.1M +$1.51M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 5/12/2022, 08:44 AM
Q4 2021 173 $539M +$20.1M -$14.5M +$5.67M QQQ, IVV, MSFT, SPY, AAPL 13F-HR 2/11/2022, 10:35 AM
Q3 2021 172 $485M +$29.9M -$17.7M +$12.2M QQQ, IVV, MSFT, SPY, IJH 13F-HR 11/12/2021, 10:13 AM
Q2 2021 171 $489M +$25.8M -$19.9M +$5.92M QQQ, IVV, MSFT, SPY, IJH 13F-HR 8/12/2021, 11:11 AM
Q1 2021 160 $446M +$25.3M -$16.8M +$8.48M QQQ, IVV, SPY, MSFT, AAPL 13F-HR 5/14/2021, 09:24 AM
Q4 2020 154 $427M +$22.3M -$16.5M +$5.76M QQQ, IVV, SPY, MSFT, AAPL 13F-HR 2/12/2021, 08:10 AM
Q3 2020 159 $385M +$32.9M -$8.81M +$24.1M QQQ, IVV, MSFT, SPY, AMZN 13F-HR 11/12/2020, 09:39 AM
Q2 2020 153 $340M +$68.9M -$7.83M +$61.1M QQQ, IVV, MSFT, SPY, AMZN 13F-HR 8/13/2020, 08:36 AM
Q1 2020 136 $232M +$18.4M -$106M -$87.9M IVV, QQQ, SPY, MSFT, V 13F-HR 5/13/2020, 08:54 AM
Q4 2019 142 $378M +$10.1M -$8.2M +$1.95M IVV, SPY, IJR, MDY, QQQ 13F-HR 2/13/2020, 10:44 AM
Q3 2019 143 $349M +$17.2M -$5.35M +$11.8M IVV, SPY, MDY, IJR, QQQ 13F-HR 11/13/2019, 09:25 AM
Q2 2019 136 $334M +$14M -$11.1M +$2.98M IVV, SPY, MDY, IJR, QQQ 13F-HR 8/13/2019, 11:54 AM
Q1 2019 135 $320M +$17.2M -$9.64M +$7.57M SPY, IVV, MDY, IJR, QQQ 13F-HR 5/13/2019, 10:13 AM
Q4 2018 128 $276M +$20.8M -$18.6M +$2.22M IVV, SPY, MDY, IJR, QQQ 13F-HR 2/14/2019, 08:30 AM
Q3 2018 130 $320M +$18.4M -$10M +$8.33M SPY, IVV, MDY, IJR, QQQ 13F-HR 11/13/2018, 08:21 AM
Q2 2018 121 $292M +$35M -$31.5M +$3.48M SPY, IVV, MDY, IJR, QQQ 13F-HR 8/14/2018, 07:49 AM
Q1 2018 128 $282M +$18.6M -$15.6M +$2.98M SPY, MDY, IVV, IJR, QQQ 13F-HR 5/14/2018, 08:03 AM
Q4 2017 123 $283M +$8.25M -$8.58M -$330K SPY, MDY, IVV, IJR, QQQ 13F-HR 2/12/2018, 04:53 PM
Q3 2017 125 $269M +$12.7M -$5.36M +$7.36M SPY, MDY, IJR, IVV, QQQ 13F-HR 11/13/2017, 08:21 AM
Q2 2017 128 $252M +$7.92M -$2.11M +$5.82M SPY, MDY, IJR, QQQ, IVV 13F-HR 8/14/2017, 08:41 AM
Q1 2017 123 $239M +$20.2M -$6.76M +$13.5M SPY, MDY, IJR, QQQ, IVV 13F-HR 5/11/2017, 03:43 PM
Q4 2016 119 $223M +$21.4M -$5.42M +$16M SPY, MDY, IJR, QQQ, V 13F-HR 2/13/2017, 11:57 AM
Q3 2016 120 $201M +$14.7M -$5.4M +$9.32M SPY, MDY, QQQ, IJR, V 13F-HR 11/14/2016, 08:35 AM
Q2 2016 107 $187M +$4M -$6.81M -$2.82M SPY, MDY, QQQ, IJR, V 13F-HR 8/12/2016, 08:20 AM
Q1 2016 104 $186M +$18M -$16M +$2.03M SPY, MDY, QQQ, IJR, V 13F-HR 5/12/2016, 10:21 AM
Q4 2015 103 $181M +$19.6M -$9.95M +$9.67M SPY, MDY, QQQ, V, IJR 13F-HR 2/11/2016, 09:28 AM
Q3 2015 106 $163M +$8.88M -$16M -$7.11M SPY, MDY, QQQ, V, IJR 13F-HR 11/10/2015, 02:56 PM
Q2 2015 119 $183M +$14.6M -$4.02M +$10.6M SPY, MDY, QQQ, V, IBB 13F-HR 8/11/2015, 09:12 AM
Q1 2015 103 $173M +$16.2M -$27.6M -$11.5M SPY, MDY, QQQ, V, IJR 13F-HR 5/12/2015, 09:06 AM
Q4 2014 114 $188M +$36.6M -$14.9M +$21.7M SPY, MDY, QQQ, V, IJR 13F-HR 2/11/2015, 09:38 AM
Q3 2014 102 $160M +$20.1M -$20.6M -$470K SPY, MDY, QQQ, V, IJJ 13F-HR 11/13/2014, 10:32 AM
Q2 2014 105 $162M +$19.9M -$5.72M +$14.2M SPY, MDY, QQQ, IJJ, V Restatement 8/26/2014, 01:04 PM
Q1 2014 97 $145M +$13.6M -$43.7M -$30.1M SPY, MDY, QQQ, V, IJJ 13F-HR 5/8/2014, 09:45 AM
Q4 2013 107 $175M $0 $0 MDY, SPY, QQQ, V, CVX 13F-HR 2/13/2014, 12:17 PM