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  Name: KING WEALTH MANAGEMENT GROUP, LLC
  City: SARATOGA SPRINGS
  State: NY
  Zip: 12866
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $570,184,000
  Total Value Change : $52,878,000
  Securities Held Change : 8
   
All Securities Held : 147
  New Positions : 11
  Closed Positions : 4
  Increased Positions : 53
  Unchanged Positions : 33
  Decreased Positions : 50

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SNY)1 Year Chart         SNY Sanofi Aventis (ADR) 66 New $46.25 $899,000 18,500 0.16% 899,000 18,500 0.001    Drug Manufacturers - ...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 112 New $385.44 $306,000 954 0.05% 306,000 954 0.001    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector 115 New $227.67 $293,000 1,406 0.05% 293,000 1,406 0    Closed - End Fund - E...
   (BXSL)1 Year Chart         BXSL Blackstone Secured Lending Cef 131 New $0.00 $218,000 7,000 0.04% 218,000 7,000 0.008    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 132 New $215.73 $215,000 1,046 0.04% 215,000 1,046 0    Closed - End Fund - E...
   (FMDE)1 Year Chart         FMDE Fidelity Enhanced Mid Cap Etf 137 New $0.00 $204,000 6,695 0.04% 204,000 6,695 0    N/A
   (PRU)1 Year Chart         PRU Prudential Financial Inc 139 New $113.11 $202,000 1,719 0.04% 202,000 1,719 0.001    Life & Health Insurance
   (CRM)1 Year Chart         CRM Salesforce.com Inc 140 New $231.94 $202,000 670 0.04% 202,000 670 0    Internet Software & S...
   (KEY)1 Year Chart         KEY Keycorp 141 New $13.36 $161,000 10,214 0.03% 161,000 10,214 0.001    Domestic Money Center...
   (ALDX)1 Year Chart         ALDX Aldeyra Therapeutics, Inc. 145 New $3.73 $33,000 10,000 0.01% 33,000 10,000 0.017    N/A
   (HRTX)1 Year Chart         HRTX Heron Therapeutics Inc 147 New $3.60 $28,000 10,099 0% 28,000 10,099 0.009    Synthetics

      11 Records Found
  1    
Page 1 of 1
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