King Wealth Management Group, LLC

Q4 2013 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
12/31/2013
Date filed
2/13/2014
Form type
13F-HR
Num holdings
107
Total value ($000)
$175,185
Net value change ($000)
—
New positions
107
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/8/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MDY 13,922 —
SPY 12,462 —
INVSC QQQ TRUST SRS 1 ETF 7,976 —
V 6,214 —
CVX 6,192 —
IJJ 5,407 —
DEO 4,969 —
KYN 4,755 —
IBM 4,502 —
TJX 4,364 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type