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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 : 2023-12-31
  Total Value : $517,306,000
  Total Value Change : $42,892,000
  Securities Held Change : -6
   
All Securities Held : 139
  New Positions : 3
  Closed Positions : 12
  Increased Positions : 46
  Unchanged Positions : 29
  Decreased Positions : 61

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Holdings Found : 3     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
   (FELC)1 Year Chart         FELC Fidelity Enhanced Large Cap... New $0.00 $229,000 8,597 0.04% 229,000 8,597 0.096    N/A
   (PH)1 Year Chart         PH Parker Hannifin Corp 129 New $530.68 $218,000 474 0.04% 218,000 474 0    Industrial Equipment ...
   (HOLX)1 Year Chart         HOLX Hologic Inc 131 New $75.91 $214,000 3,000 0.04% 214,000 3,000 0.001    Medical Appliances & ...

      3 Records Found
  1    
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