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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 : 4     View All Holdings Currently Viewing:  Closed 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
   (HUM)1 Year Chart         HUM Humana Inc 151 Closed $358.93 $0 0 0% -824,000 -1,800 0    Health Care Plans
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 150 Closed $73.35 $0 0 0% -204,000 -2,628 0    N/A
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 149 Closed $1,495.54 $0 0 0% -697,000 -1,104 0    Business Software & S...
   (GH)1 Year Chart         GH Guardant Health, Inc. 148 Closed $0.00 $0 0 0% -216,000 -8,000 0    N/A

      4 Records Found
  1    
Page 1 of 1
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