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King Wealth Management Group

Q3 2015 Holdings

Filed 2015-11-10 | 106 holdings | $6.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Autozone Inc COM(AZO)Stock053332102$3.1M4,30646.2%
Abbvie Inc COM(ABBV)Stock00287Y109$2.1M38,13630.8%
Consolidated Edison Inc COM(ED)Stock209115104$1.4M20,91020.7%
Spdr S&P 500 ETF(SPY)ETF78462F103$18.4K96,0810.3%
S & P Mid Cap 400 DEP Rcpts Mid Cap(MDY)ETF78467Y107$14.9K59,7720.2%
Powershares QQQ TRETF73935A104$9.7K94,9030.1%
Visa Inc(V)Stock92826C839$7.8K112,3260.1%
Ishares S&P Smallcap 600 ETF(IJR)ETF464287804$6.4K60,1040.1%
Ishares S&P Midcap 400 Value ETF(IJJ)ETF464287705$6.0K51,8940.1%
Ishares Nasdaq Biotechnology ETF(IBB)ETF464287556$5.9K19,3010.1%
Altria Group Inc COM(MO)Stock02209S103$4.0K74,2860.1%
Mcdonalds Corp COM(MCD)Stock580135101$4.0K40,1210.1%
Kayne Anderson MLP Invt Co(KYN)CEF486606106$3.9K169,0850.1%
Ishares S&P Midcap 400 Growth Index(IJK)ETF464287606$3.5K22,3870.1%
Pepsico Inc COM(PEP)Stock713448108$3.5K36,7210.1%
Ishares S&P 500 Index(IVV)ETF464287200$3.4K17,8800.1%
Disney Walt Co COM Disney(DIS)Stock254687106$3.2K30,8180.0%
Lockheed Martin Corp(LMT)Stock539830109$3.1K15,1250.0%
Proshares TR Ultra(MVV)ETF74347R404$2.8K43,3780.0%
Stryker Corp(SYK)Stock863667101$2.6K27,4570.0%
Ishares Core Msci Eafe(IEFA)ETF46432F842$2.2K40,8430.0%
Allergan PLCStockG0177J108$2.1K7,6950.0%
Spdr DOW Jones Industrial ETF(DIA)ETF78467X109$2.1K12,6850.0%
Ishares TR Iboxx INV CP ETF(LQD)ETF464287242$1.9K16,3070.0%
General MLS Inc COM(GIS)Stock370334104$1.7K31,1490.0%
Blackstone Group LP(BXUSD)MLP09253U108$1.7K55,7970.0%
Abbott Labs COM(ABT)Stock002824100$1.7K41,9590.0%
Teva Pharmaceutical Inds LTD ADR(TEVA)ADR881624209$1.4K24,5320.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$1.3K17,4440.0%
Vanguard BD Index FD Inc Total BND Mrkt(BND)ETF921937835$1.3K15,5290.0%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$1.3K9,1580.0%
Johnson & Johnson COM(JNJ)Stock478160104$1.2K13,0440.0%
AT&T Inc COM(T)Stock00206R102$1.2K37,0880.0%
Spdr Series Trust BRC HGH YLD BDETF78464A417$1.2K33,2390.0%
Unitedhealth Group(UNH)Stock91324P102$1.1K9,4760.0%
Verizon Communications(VZ)Stock92343V104$1.0K23,7750.0%
Ishares 1-3 YR Treasury Bond ETF(SHY)ETF464287457$1.0K11,9810.0%
General Electric Co COMStock369604103$96438,2400.0%
Wendys Co COM(WEN)Stock95058W100$949109,7960.0%
Ishares TR Tips BD ETF(TIP)ETF464287176$8257,4510.0%
Apple Inc(AAPL)Stock037833100$8227,4500.0%
Philip Morris Intl Inc(PM)Stock718172109$7909,9620.0%
Vanguard Index FDS Mid-Cap Value Index Viper SHS ETF(VOE)ETF922908512$7519,0230.0%
JPMorgan Chase & Co COM(JPM)Stock46625H100$74912,2920.0%
Chevron Corp New COM(CVX)Stock166764100$7239,1640.0%
Buckeye Partners L P Unit LTD PartnMLP118230101$70711,9210.0%
Procter & Gamble Co COM(PG)Stock742718109$6709,3110.0%
Intl Business Machines(IBM)Stock459200101$6594,5460.0%
Vanguard Total STK MKT(VTI)ETF922908769$6136,2050.0%
Ishares TR S&P 1500 Index FD(ITOT)ETF464287150$5896,7280.0%
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