King Wealth Management Group
Top Portfolio Positions
115 positions ·
$539,759,473 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
120,210 | $69,382,807 | 12.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
81,213 | $52,816,062 | 9.79% | |
| MSFT |
Microsoft Corp
Technology
|
115,377 | $42,709,104 | 7.91% | |
| AAPL |
Apple Inc.
Technology
|
148,829 | $37,771,311 | 7.00% | |
| NVDA |
Nvidia Corp
Technology
|
216,333 | $37,728,475 | 6.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
80,885 | $23,793,131 | 4.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
78,871 | $22,680,144 | 4.20% | |
| V |
Visa Inc.
Financial Services
|
72,654 | $21,958,944 | 4.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
85,443 | $17,795,213 | 3.30% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
136,044 | $16,907,548 | 3.13% |
Portfolio Trend
Holdings in TRST
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,290 | 7,590 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $313,488 | 7,585 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $275,154 | 7,580 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $253,156 | 7,575 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $230,703 | 7,569 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $252,356 | 7,576 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $250,339 | 7,570 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $218,795 | 7,605 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $213,959 | 7,598 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $235,762 | 7,593 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $288,864 | 10,585 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $302,665 | 10,579 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $337,733 | 10,574 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $397,326 | 10,570 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $331,952 | 10,565 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $325,701 | 10,561 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $351,487 | 10,552 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $338,626 | 10,592 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $375,017 | 10,908 | Shares | Sole | 2021-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||