Portfolio (Quarterly)
Guide ↗
King Wealth Management Group
· CIK 0001568235| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BXSL | BLACKSTONE SECD LENDING FD | Financial Services | 148,078 | $3.9M | 0.47% | SOLD |
| 2 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 6,100 | $883K | 0.11% | SOLD |
| 3 | FISV | FISERV INC | Technology | 7,232 | $486K | 0.06% | SOLD |
| 4 | ABNB | AIRBNB INC | Consumer Cyclical | 2,000 | $271K | 0.03% | SOLD |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS VIG | — | 1,168 | $257K | 0.03% | SOLD |
| 6 | LAZ | LAZARD INC | Financial Services | 4,500 | $219K | 0.03% | SOLD |
| 7 | SAP | SAP SE | Technology | 886 | $215K | 0.03% | SOLD |
| 8 | JNK | SPDR SERIES TRUST JNK | — | 2,199 | $214K | 0.03% | SOLD |
| 9 | ACN | ACCENTURE PLC IRELAND | Technology | 765 | $205K | 0.03% | SOLD |
| 10 | VMI | VALMONT INDS INC | Industrials | 500 | $201K | 0.02% | SOLD |
| 11 | — | MIND MEDICINE MINDMED INC | — | 10,000 | $134K | 0.02% | SOLD |
| 12 | LFMD | LIFEMD INC | Healthcare | 10,000 | $34K | 0.00% | SOLD |
Sector Allocation
Financial Services
35.5%
Technology
26.9%
Communication Services
8.0%
Industrials
7.5%
Consumer Defensive
7.3%
Consumer Cyclical
6.6%
Healthcare
4.7%
Energy
2.6%
Utilities
0.8%
Real Estate
0.0%