• 13F History

King Wealth Management Group

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$682M
Signature - Title
Jane Quinn - Executive Administrator
Location
Naples, FL
Summary
This page shows a list of all the recent 13F filings made by King Wealth Management Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. King Wealth Management Group reported 154 stock holdings with total value $682M as of Q4 2024. Top holdings included IVV, QQQ, MSFT, AAPL, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 154 $682M +$45.8M -$12.1M +$33.8M IVV, QQQ, MSFT, AAPL, SPY 13F-HR 2/10/2025, 11:12 AM
Q3 2024 151 $641M +$32.2M -$21.6M +$10.6M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 11/6/2024, 09:56 AM
Q2 2024 144 $600M +$35.9M -$8.57M +$27.3M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 8/8/2024, 12:26 PM
Q1 2024 146 $570M +$35.4M -$11.1M +$24.4M IVV, QQQ, MSFT, SPY, IJH 13F-HR 5/9/2024, 03:12 PM
Q4 2023 139 $517M +$15.8M -$26.1M -$10.3M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 2/8/2024, 07:55 AM
Q3 2023 152 $474M +$7.31M -$9.51M -$2.2M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 11/9/2023, 08:48 AM
Q2 2023 150 $495M +$11.5M -$3.24M +$8.21M IVV, QQQ, MSFT, AAPL, SPY 13F-HR 8/10/2023, 09:13 AM
Q1 2023 149 $453M +$11.9M -$4.19M +$7.68M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 5/10/2023, 08:34 AM
Q4 2022 140 $418M +$16.6M -$16.4M +$250K IVV, QQQ, SPY, MSFT, IJH 13F-HR 2/9/2023, 10:27 AM
Q3 2022 152 $394M +$14.1M -$5.87M +$8.24M IVV, QQQ, MSFT, SPY, IJH 13F-HR 11/10/2022, 11:19 AM
Q2 2022 161 $418M +$22.9M -$23.9M -$993K IVV, QQQ, MSFT, SPY, IJH 13F-HR 8/11/2022, 08:30 AM
Q1 2022 171 $509M +$27.6M -$21.1M +$6.5M IVV, QQQ, MSFT, SPY, AAPL 13F-HR 5/12/2022, 08:44 AM
Q4 2021 173 $539M +$20.1M -$8.42M +$11.7M QQQ, IVV, MSFT, SPY, AAPL 13F-HR 2/11/2022, 09:35 AM
Q3 2021 172 $488M +$30.9M -$17.7M +$13.2M QQQ, IVV, MSFT, SPY, IJH 13F-HR 11/12/2021, 10:13 AM
Q2 2021 171 $489M +$25.8M -$19.9M +$5.92M QQQ, IVV, MSFT, SPY, IJH 13F-HR 8/12/2021, 11:11 AM
Q1 2021 160 $446M +$25.3M -$16.8M +$8.48M QQQ, IVV, SPY, MSFT, AAPL 13F-HR 5/14/2021, 09:24 AM
Q4 2020 154 $427M +$22.3M -$10.6M +$11.7M QQQ, IVV, SPY, MSFT, AAPL 13F-HR 2/12/2021, 07:10 AM
Q3 2020 159 $385M +$32.9M -$4.3M +$28.6M QQQ, IVV, MSFT, SPY, AMZN 13F-HR 11/12/2020, 08:39 AM
Q2 2020 153 $340M +$68.9M -$3.84M +$65.1M QQQ, IVV, MSFT, SPY, AMZN 13F-HR 8/13/2020, 08:36 AM
Q1 2020 136 $232M +$18.4M -$58.8M -$40.4M IVV, QQQ, SPY, MSFT, V 13F-HR 5/13/2020, 08:54 AM
Q4 2019 141 $377M +$9.86M -$6.25M +$3.6M IVV, SPY, IJR, MDY, QQQ 13F-HR 2/13/2020, 09:44 AM
Q3 2019 143 $349M +$17.2M -$2.17M +$15M IVV, SPY, MDY, IJR, QQQ 13F-HR 11/13/2019, 08:25 AM
Q2 2019 136 $334M +$14M -$7.7M +$6.33M IVV, SPY, MDY, IJR, QQQ 13F-HR 8/13/2019, 11:54 AM
Q1 2019 135 $320M +$17.2M -$7.55M +$9.66M SPY, IVV, MDY, IJR, QQQ 13F-HR 5/13/2019, 10:13 AM
Q4 2018 128 $276M +$20.8M -$11.9M +$8.86M IVV, SPY, MDY, IJR, QQQ 13F-HR 2/14/2019, 07:30 AM
Q3 2018 130 $320M +$18.4M -$5.78M +$12.6M SPY, IVV, MDY, IJR, QQQ 13F-HR 11/13/2018, 07:21 AM
Q2 2018 121 $292M +$35M -$7.68M +$27.3M SPY, IVV, MDY, IJR, QQQ 13F-HR 8/14/2018, 07:49 AM
Q1 2018 128 $282M +$18.6M -$13.6M +$5M SPY, MDY, IVV, IJR, QQQXXXX 13F-HR 5/14/2018, 08:03 AM
Q4 2017 123 $283M +$8.25M -$4.56M +$3.69M SPY, MDY, IVV, IJR, QQQXXXX 13F-HR 2/12/2018, 03:53 PM
Q3 2017 125 $269M +$12.7M -$3.54M +$9.18M SPY, MDY, IJR, IVV, QQQXXXX 13F-HR 11/13/2017, 07:21 AM
Q2 2017 128 $252M +$7.92M -$1.82M +$6.11M SPY, MDY, IJR, QQQXXXX, IVV 13F-HR 8/14/2017, 08:41 AM
Q1 2017 123 $239M +$20.2M -$1.65M +$18.6M SPY, MDY, IJR, QQQXXXX, IVV 13F-HR 5/11/2017, 03:43 PM
Q4 2016 119 $223M +$21.4M -$3.1M +$18.3M SPY, MDY, IJR, QQQXXXX, V 13F-HR 2/13/2017, 10:57 AM
Q3 2016 120 $201M +$14.7M -$1.75M +$13M SPY, MDY, QQQXXXX, IJR, V 13F-HR 11/14/2016, 07:35 AM
Q2 2016 107 $187M +$4M -$4.91M -$917K SPY, MDY, QQQXXXX, IJR, V 13F-HR 8/12/2016, 08:20 AM
Q1 2016 104 $186M +$18M -$4.58M +$13.4M SPY, MDY, QQQXXXX, IJR, V 13F-HR 5/12/2016, 10:21 AM
Q4 2015 102 $180M +$19.1M -$2.6M +$16.5M SPY, MDY, QQQXXXX, V, IJR 13F-HR 2/11/2016, 08:28 AM
Q3 2015 106 $163M +$8.88M -$9.23M -$351K SPY, MDY, QQQXXXX, V, IJR 13F-HR 11/10/2015, 01:56 PM
Q2 2015 119 $183M +$14.6M -$1.08M +$13.6M SPY, MDY, QQQXXXX, V, IBB 13F-HR 8/11/2015, 09:12 AM
Q1 2015 103 $173M +$16.2M -$10.6M +$5.6M SPY, MDY, QQQXXXX, V, IJR 13F-HR 5/12/2015, 09:06 AM
Q4 2014 114 $188M +$36.6M -$4.88M +$31.7M SPY, MDY, QQQXXXX, V, IJR 13F-HR 2/11/2015, 08:38 AM
Q3 2014 102 $160M +$20.1M -$3.7M +$16.4M SPY, MDY, QQQXXXX, V, IJJ 13F-HR 11/13/2014, 09:32 AM
Q2 2014 105 $162M +$19.9M -$4.02M +$15.9M SPY, MDY, QQQXXXX, IJJ, V Restatement 8/26/2014, 01:04 PM
Q1 2014 97 $145M +$13.6M -$28.3M -$14.6M SPY, MDY, QQQXXXX, V, IJJ 13F-HR 5/8/2014, 09:45 AM
Q4 2013 107 $175M MDY, SPY, QQQXXXX, V, CVX 13F-HR 2/13/2014, 11:17 AM