Top 50 King Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR IVV | 14.05% | 172.0K | $112.3M | +0.66%(+1.12K) | $292.10(+155.30%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 8.68% | 120.2K | $69.4M | -0.06%(-69) | $155.60(+359.34%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF SPY | 6.6% | 81.2K | $52.8M | +9.74%(+7.21K) | $313.81(+136.55%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.34% | 115.4K | $42.7M | +2.18%(+2.46K) | $204.58(+98.07%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.72% | 148.8K | $37.8M | +0.40%(+586) | $85.24(+250.63%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.72% | 216.3K | $37.7M | +0.31%(+672) | $20.46(+1003.54%) | 2026-03-31 | |
| IJH | ISHARES TR IJH | 3.47% | 410.6K | $27.7M | +2.52%(+10.11K) | $45.76(+59.80%) | 2026-03-31 | |
| IJR | ISHARES TR IJR | 3.2% | 206.1K | $25.6M | +2.69%(+5.41K) | $90.64(+49.25%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.98% | 80.9K | $23.8M | +0.60%(+486) | $96.62(+210.75%) | 2026-03-31 | |
| GOOGL | ALPHABET INC GOOGL | 2.84% | 78.9K | $22.7M | +0.69%(+541) | $143.88(+179.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.05% | +60.37% |
| Top 20 Holdings Unweighted | +18.22% | +65.21% |
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