King Wealth Management Group, LLC Buys NVIDIA Corp, Costco Wholesale Corp, Fidelity Total Bond, Sells iShares Core S&P Small-Cap, SPDR MidCap Trust Series I, SPDR S&P 500

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May 13, 2020
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Saratoga Springs, NY, based Investment company King Wealth Management Group, LLC (Current Portfolio) buys NVIDIA Corp, Costco Wholesale Corp, Fidelity Total Bond, Advanced Micro Devices Inc, Boston Scientific Corp, sells iShares Core S&P Small-Cap, SPDR MidCap Trust Series I, SPDR S&P 500, iShares Core S&P Mid-Cap, iShares Core S&P 500 during the 3-months ended 2020Q1, according to the most recent filings of the investment company, King Wealth Management Group, LLC. As of 2020Q1, King Wealth Management Group, LLC owns 136 stocks with a total value of $231 million. These are the details of the buys and sells.

For the details of King Wealth Management Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/king+wealth+management+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of King Wealth Management Group, LLC
  1. iShares Core S&P 500 (IVV) - 80,937 shares, 9.07% of the total portfolio. Shares reduced by 29.27%
  2. PowerShares QQQ Trust Ser 1 (QQQ) - 109,016 shares, 9.00% of the total portfolio. Shares added by 16.84%
  3. SPDR S&P 500 (SPY) - 55,106 shares, 6.16% of the total portfolio. Shares reduced by 43.24%
  4. Microsoft Corp (MSFT) - 86,210 shares, 5.90% of the total portfolio. Shares reduced by 1.33%
  5. Visa Inc (V) - 69,447 shares, 4.85% of the total portfolio. Shares reduced by 29.21%
New Purchase: NVIDIA Corp (NVDA)

King Wealth Management Group, LLC initiated holding in NVIDIA Corp. The purchase prices were between $196.4 and $314.7, with an estimated average price of $252.63. The stock is now traded at around $318.64. The impact to a portfolio due to this purchase was 1.14%. The holding were 9,952 shares as of .

New Purchase: Fidelity Total Bond (FBND)

King Wealth Management Group, LLC initiated holding in Fidelity Total Bond. The purchase prices were between $44.97 and $53.61, with an estimated average price of $51.53. The stock is now traded at around $52.82. The impact to a portfolio due to this purchase was 0.62%. The holding were 27,769 shares as of .

New Purchase: Boston Scientific Corp (BSX)

King Wealth Management Group, LLC initiated holding in Boston Scientific Corp. The purchase prices were between $25.83 and $45.71, with an estimated average price of $39.29. The stock is now traded at around $36.27. The impact to a portfolio due to this purchase was 0.27%. The holding were 19,000 shares as of .

New Purchase: Advanced Micro Devices Inc (AMD)

King Wealth Management Group, LLC initiated holding in Advanced Micro Devices Inc. The purchase prices were between $38.71 and $58.9, with an estimated average price of $48.29. The stock is now traded at around $54.21. The impact to a portfolio due to this purchase was 0.27%. The holding were 13,539 shares as of .

New Purchase: Cigna Corp (CI)

King Wealth Management Group, LLC initiated holding in Cigna Corp. The purchase prices were between $130.06 and $222.56, with an estimated average price of $194.84. The stock is now traded at around $184.60. The impact to a portfolio due to this purchase was 0.25%. The holding were 3,264 shares as of .

New Purchase: Broadcom Inc (AVGO)

King Wealth Management Group, LLC initiated holding in Broadcom Inc. The purchase prices were between $167.87 and $324.7, with an estimated average price of $283.21. The stock is now traded at around $266.02. The impact to a portfolio due to this purchase was 0.2%. The holding were 1,976 shares as of .

Added: Costco Wholesale Corp (COST)

King Wealth Management Group, LLC added to a holding in Costco Wholesale Corp by 591.72%. The purchase prices were between $279.85 and $324.08, with an estimated average price of $303.54. The stock is now traded at around $303.95. The impact to a portfolio due to this purchase was 0.84%. The holding were 7,934 shares as of .

Added: The Walt Disney Co (DIS)

King Wealth Management Group, LLC added to a holding in The Walt Disney Co by 231.64%. The purchase prices were between $85.76 and $148.2, with an estimated average price of $127.19. The stock is now traded at around $102.94. The impact to a portfolio due to this purchase was 0.22%. The holding were 7,505 shares as of .

Added: Merck & Co Inc (MRK)

King Wealth Management Group, LLC added to a holding in Merck & Co Inc by 31.10%. The purchase prices were between $66.4 and $92.04, with an estimated average price of $82.63. The stock is now traded at around $78.03. The impact to a portfolio due to this purchase was 0.17%. The holding were 21,383 shares as of .

Added: Amgen Inc (AMGN)

King Wealth Management Group, LLC added to a holding in Amgen Inc by 79.34%. The purchase prices were between $182.24 and $241.7, with an estimated average price of $219.21. The stock is now traded at around $242.44. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,716 shares as of .

Added: Anthem Inc (ANTM)

King Wealth Management Group, LLC added to a holding in Anthem Inc by 108.22%. The purchase prices were between $174.68 and $307.74, with an estimated average price of $273.87. The stock is now traded at around $267.65. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,838 shares as of .

Added: Novartis AG (NVS)

King Wealth Management Group, LLC added to a holding in Novartis AG by 75.96%. The purchase prices were between $70.67 and $99.01, with an estimated average price of $89.54. The stock is now traded at around $85.71. The impact to a portfolio due to this purchase was 0.12%. The holding were 7,950 shares as of .

Sold Out: SPDR MidCap Trust Series I (MDY)

King Wealth Management Group, LLC sold out a holding in SPDR MidCap Trust Series I. The sale prices were between $220.85 and $384.02, with an estimated average price of $342.7.

Sold Out: iShares S&P Mid-Cap 400 Value (IJJ)

King Wealth Management Group, LLC sold out a holding in iShares S&P Mid-Cap 400 Value. The sale prices were between $92.34 and $171.37, with an estimated average price of $148.98.

Sold Out: iShares S&P Mid-Cap 400 Growth (IJK)

King Wealth Management Group, LLC sold out a holding in iShares S&P Mid-Cap 400 Growth. The sale prices were between $150.02 and $246.96, with an estimated average price of $219.43.

Sold Out: Chevron Corp (CVX)

King Wealth Management Group, LLC sold out a holding in Chevron Corp. The sale prices were between $54.22 and $121.43, with an estimated average price of $99.58.

Sold Out: Vanguard Mid-Cap Value (VOE)

King Wealth Management Group, LLC sold out a holding in Vanguard Mid-Cap Value. The sale prices were between $68.69 and $121.9, with an estimated average price of $108.87.

Sold Out: Netflix Inc (NFLX)

King Wealth Management Group, LLC sold out a holding in Netflix Inc. The sale prices were between $298.84 and $387.78, with an estimated average price of $353.51.



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