- New Purchases: FTEC, BND,
- Added Positions: AMZN, IVV, BA, IJR, MSFT, V, IJH, LQD, UNH, ABBV,
- Reduced Positions: MO, PEP, PM, MDY, FB, JNJ, CI, HYG, MRK, PG,
- Sold Out: PGX, BUFF, GSK, MMM, WTW, AEP, PNC, P,
For the details of King Wealth Management Group, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=King+Wealth+Management+Group%2C+LLC
These are the top 5 holdings of King Wealth Management Group, LLC- SPDR S&P 500 (SPY) - 103,168 shares, 9.77% of the total portfolio. Shares added by 0.51%
- iShares Core S&P 500 (IVV) - 88,528 shares, 8.44% of the total portfolio. Shares added by 10.06%
- SPDR MidCap Trust Series I (MDY) - 64,883 shares, 8.04% of the total portfolio. Shares reduced by 1.82%
- iShares Core S&P Small-Cap (IJR) - 232,643 shares, 6.78% of the total portfolio. Shares added by 3.42%
- Invesco QQQ Trust Series 1 (QQQ) - 104,850 shares, 6.28% of the total portfolio. Shares reduced by 0.27%
King Wealth Management Group, LLC initiated holding in Fidelity MSCI Information Technology Index. The purchase prices were between $50.57 and $57.73, with an estimated average price of $54.55. The stock is now traded at around $58.11. The impact to a portfolio due to this purchase was 1.54%. The holding were 79,781 shares as of 2018-06-30.
New Purchase: Vanguard Total Bond Market ETF (BND)King Wealth Management Group, LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $78.33 and $79.8, with an estimated average price of $79.06. The stock is now traded at around $79.18. The impact to a portfolio due to this purchase was 0.56%. The holding were 20,331 shares as of 2018-06-30.
Added: Amazon.com Inc (AMZN)King Wealth Management Group, LLC added to a holding in Amazon.com Inc by 96.14%. The purchase prices were between $1371.99 and $1750.08, with an estimated average price of $1586.76. The stock is now traded at around $1915.00. The impact to a portfolio due to this purchase was 1.41%. The holding were 4,833 shares as of 2018-06-30.
Added: iShares U.S. Preferred Stock ETF (PFF)King Wealth Management Group, LLC added to a holding in iShares U.S. Preferred Stock ETF by 38.72%. The purchase prices were between $36.91 and $37.71, with an estimated average price of $37.25. The stock is now traded at around $37.37. The impact to a portfolio due to this purchase was 0.05%. The holding were 13,270 shares as of 2018-06-30.
Sold Out: Invesco Preferred (PGX)King Wealth Management Group, LLC sold out a holding in Invesco Preferred. The sale prices were between $14.33 and $14.64, with an estimated average price of $14.48.
Sold Out: Blue Buffalo Pet Products Inc (BUFF)King Wealth Management Group, LLC sold out a holding in Blue Buffalo Pet Products Inc. The sale prices were between $39.84 and $40.01, with an estimated average price of $39.95.
Sold Out: GlaxoSmithKline PLC (GSK)King Wealth Management Group, LLC sold out a holding in GlaxoSmithKline PLC. The sale prices were between $38.85 and $41.94, with an estimated average price of $40.29.
Sold Out: 3M Co (MMM)King Wealth Management Group, LLC sold out a holding in 3M Co. The sale prices were between $194.39 and $220.09, with an estimated average price of $204.21.
Sold Out: Weight Watchers International Inc (WTW)King Wealth Management Group, LLC sold out a holding in Weight Watchers International Inc. The sale prices were between $60.16 and $103.09, with an estimated average price of $78.64.
Sold Out: PNC Financial Services Group Inc (PNC)King Wealth Management Group, LLC sold out a holding in PNC Financial Services Group Inc. The sale prices were between $135.1 and $152.76, with an estimated average price of $145.93.
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