King Wealth Management

King Wealth Management as of Dec. 31, 2014

Portfolio Holdings for King Wealth Management

King Wealth Management holds 114 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 10.4 $20M 96k 205.54
SPDR S&P MidCap 400 ETF (MDY) 8.7 $16M 62k 263.97
PowerShares QQQ Trust, Series 1 5.4 $10M 98k 103.25
Visa (V) 3.9 $7.4M 28k 262.19
iShares S&P SmallCap 600 Index (IJR) 3.5 $6.6M 58k 114.05
Kayne Anderson MLP Investment (KYN) 3.4 $6.4M 168k 38.18
iShares S&P MidCap 400 Value Index (IJJ) 3.4 $6.3M 49k 127.82
Union Pacific Corporation (UNP) 3.3 $6.2M 52k 119.13
Allergan 2.8 $5.3M 25k 212.58
Abbvie (ABBV) 2.6 $4.8M 74k 65.44
McDonald's Corporation (MCD) 2.0 $3.8M 40k 93.70
Altria (MO) 2.0 $3.7M 75k 49.28
Pepsi (PEP) 1.9 $3.6M 38k 94.54
ProShares Ultra MidCap400 (MVV) 1.9 $3.6M 48k 73.60
Exxon Mobil Corporation (XOM) 1.9 $3.5M 38k 92.43
Walt Disney Company (DIS) 1.5 $2.9M 30k 94.17
AutoZone (AZO) 1.5 $2.8M 4.5k 618.89
Atlas Pipeline Partners 1.4 $2.7M 99k 27.26
Stryker Corporation (SYK) 1.4 $2.7M 29k 94.33
Alliance Data Systems Corporation (BFH) 1.3 $2.4M 8.5k 286.08
Lockheed Martin Corporation (LMT) 1.3 $2.4M 13k 192.54
SPDR Dow Jones Industrial Average ETF (DIA) 1.2 $2.4M 13k 177.84
Vanguard Emerging Markets ETF (VWO) 1.2 $2.3M 57k 40.02
iShares NASDAQ Biotechnology Index (IBB) 1.1 $2.1M 6.9k 303.30
At&t (T) 1.0 $1.9M 58k 33.60
General Mills (GIS) 1.0 $1.9M 36k 53.34
Consolidated Edison (ED) 1.0 $1.9M 29k 66.02
Abbott Laboratories (ABT) 1.0 $1.8M 40k 45.01
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.9 $1.7M 15k 119.38
Teva Pharmaceutical Industries (TEVA) 0.9 $1.7M 29k 57.49
Verizon Communications (VZ) 0.9 $1.7M 36k 46.78
iShares S&P MidCap 400 Growth (IJK) 0.8 $1.6M 9.9k 159.68
Blackstone 0.8 $1.5M 44k 33.82
International Business Machines (IBM) 0.8 $1.4M 9.0k 160.48
Buckeye Partners 0.8 $1.4M 19k 75.64
General Electric Company 0.7 $1.4M 54k 25.26
Chevron Corporation (CVX) 0.7 $1.3M 12k 112.17
SPDR Barclays Capital High Yield B 0.7 $1.3M 34k 38.61
Johnson & Johnson (JNJ) 0.7 $1.3M 12k 104.58
Energy Transfer Partners 0.7 $1.3M 20k 64.96
Vanguard Total Bond Market ETF (BND) 0.7 $1.2M 15k 82.36
Wendy's/arby's Group (WEN) 0.6 $1.1M 125k 9.03
SPDR Gold Trust (GLD) 0.6 $1.1M 9.4k 113.62
Genworth Financial (GNW) 0.6 $1.0M 123k 8.50
iShares Barclays TIPS Bond Fund (TIP) 0.5 $933k 8.3k 111.99
Google Inc Class C 0.5 $917k 1.7k 526.41
Philip Morris International (PM) 0.5 $895k 11k 81.44
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.5 $899k 11k 84.49
Procter & Gamble Company (PG) 0.5 $881k 9.7k 91.02
Vanguard Total Stock Market ETF (VTI) 0.5 $864k 8.2k 105.96
Apple (AAPL) 0.5 $846k 7.7k 110.34
Vanguard Mid-Cap Value ETF (VOE) 0.5 $843k 9.4k 89.40
HCP 0.4 $698k 16k 44.00
Bristol Myers Squibb (BMY) 0.3 $655k 11k 58.97
United Parcel Service (UPS) 0.3 $583k 5.2k 111.26
Morgan Stanley (MS) 0.3 $573k 15k 38.78
Microsoft Corporation (MSFT) 0.3 $542k 12k 46.44
Loews Corporation (L) 0.3 $526k 13k 42.02
First Niagara Financial 0.3 $509k 60k 8.43
JPMorgan Chase & Co. (JPM) 0.3 $481k 7.7k 62.55
GlaxoSmithKline 0.3 $498k 12k 42.77
iShares MSCI EAFE Index Fund (EFA) 0.3 $491k 8.1k 60.82
Hudson City Ban 0.2 $461k 46k 10.12
Google 0.2 $471k 888.00 530.41
Duke Energy (DUK) 0.2 $476k 5.7k 83.63
Vanguard Mid-Cap ETF (VO) 0.2 $449k 3.6k 123.59
National Grid 0.2 $413k 5.7k 72.33
iShares MSCI Hong Kong Index Fund (EWH) 0.2 $418k 20k 20.54
Coca-Cola Company (KO) 0.2 $400k 9.5k 42.24
Pfizer (PFE) 0.2 $395k 13k 31.16
Dominion Resources (D) 0.2 $399k 5.2k 76.86
iShares iBoxx $ High Yid Corp Bond (HYG) 0.2 $394k 4.4k 89.50
Ingredion Incorporated (INGR) 0.2 $401k 4.7k 84.87
Caterpillar (CAT) 0.2 $380k 4.2k 91.46
Merck & Co (MRK) 0.2 $374k 6.6k 56.82
Neuberger Berman NY Int Mun Common 0.2 $367k 27k 13.73
BP (BP) 0.2 $352k 9.2k 38.11
SPDR S&P China (GXC) 0.2 $350k 4.4k 79.55
E.I. du Pont de Nemours & Company 0.2 $344k 4.7k 73.91
Dow Chemical Company 0.2 $313k 6.9k 45.66
SPDR S&P Dividend (SDY) 0.2 $329k 4.2k 78.84
MasterCard Incorporated (MA) 0.2 $309k 3.6k 86.19
Intel Corporation (INTC) 0.2 $301k 8.3k 36.19
ConocoPhillips (COP) 0.2 $295k 4.3k 69.01
United Technologies Corporation 0.2 $293k 2.6k 114.90
American Electric Power Company (AEP) 0.2 $300k 4.9k 60.74
PowerShares Preferred Portfolio 0.2 $304k 21k 14.69
Facebook Inc cl a (META) 0.2 $295k 3.8k 78.12
Cst Brands 0.2 $307k 7.0k 43.61
Comcast Corporation (CMCSA) 0.1 $287k 4.9k 58.04
CIGNA Corporation 0.1 $279k 2.7k 102.84
Qiagen 0.1 $291k 12k 23.45
TrustCo Bank Corp NY 0.1 $289k 40k 7.25
SPDR Barclays Capital Convertible SecETF (CWB) 0.1 $285k 6.1k 46.88
Telus Ord (TU) 0.1 $284k 7.9k 36.09
Guggenheim Bld Amr Bds Mng D (GBAB) 0.1 $275k 12k 22.17
Southern Company (SO) 0.1 $272k 5.5k 49.16
PPL Corporation (PPL) 0.1 $260k 7.1k 36.38
American States Water Company (AWR) 0.1 $264k 7.0k 37.71
China Yuchai Intl (CYD) 0.1 $269k 14k 19.01
Diageo (DEO) 0.1 $247k 2.2k 113.82
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.1 $251k 20k 12.90
iShares FTSE/Xinhua China 25 Index (FXI) 0.1 $220k 5.3k 41.71
iShares MSCI Emerging Markets Indx (EEM) 0.1 $224k 5.7k 39.35
Paychex (PAYX) 0.1 $226k 4.9k 46.25
Unilever 0.1 $233k 5.9k 39.19
Lazard Ltd-cl A shs a 0.1 $225k 4.5k 50.00
Unitil Corporation (UTL) 0.1 $219k 6.0k 36.68
Celgene Corporation 0.1 $235k 2.1k 111.90
Global Partners (GLP) 0.1 $219k 6.6k 33.06
Enterprise Products Partners (EPD) 0.1 $213k 5.9k 36.04
Plains All American Pipeline (PAA) 0.1 $206k 4.0k 51.44
Alerian Mlp Etf 0.1 $207k 12k 17.54
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $202k 13k 15.90