King Wealth Management
Latest statistics and disclosures from King Wealth Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QQQ, MSFT, SPY, IJH, and represent 37.51% of King Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$18M), WMT, IVV, UNH, AAPL, SNY, META, GOOGL, XOM, PH.
- Started 12 new stock positions in KEY, BXSL, GLD, XLK, FMDE, HRTX, PRU, DHR, ALDX, CRM. CRWD, SNY.
- Reduced shares in these 10 stocks: NVDA, HUM, MSTR, IEFA, NVO, JNJ, IEMG, CI, GH, BABA.
- Sold out of its positions in BABA, GH, HUM, MSTR.
- King Wealth Management Group was a net buyer of stock by $24M.
- King Wealth Management Group has $570M in assets under management (AUM), dropping by 10.22%.
- Central Index Key (CIK): 0001568235
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King Wealth Management Group holds 147 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Ishares Tr Ivv Etf (IVV) | 13.7 | $78M | +2% | 148k | 525.73 |
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Invesco Qqq Tr Etf (QQQ) | 9.1 | $52M | 117k | 444.01 |
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Microsoft Corporation (MSFT) | 6.0 | $34M | 81k | 420.72 |
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Spdr S&p 500 Etf Tr Spy Etf (SPY) | 4.9 | $28M | 53k | 523.08 |
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Ishares Tr Ijh Etf (IJH) | 3.8 | $22M | +413% | 361k | 60.74 |
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Apple (AAPL) | 3.7 | $21M | +4% | 124k | 171.48 |
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Eli Lilly & Co. (LLY) | 3.5 | $20M | 26k | 777.94 |
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Visa (V) | 3.4 | $19M | 69k | 279.08 |
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NVIDIA Corporation (NVDA) | 3.3 | $19M | -20% | 21k | 903.56 |
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Ishares Tr Ijr Etf (IJR) | 3.2 | $19M | +2% | 167k | 110.52 |
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JPMorgan Chase & Co. (JPM) | 2.8 | $16M | 78k | 200.30 |
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UnitedHealth (UNH) | 2.6 | $15M | +9% | 30k | 494.71 |
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McDonald's Corporation (MCD) | 2.4 | $14M | 48k | 281.96 |
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Ishares Tr Itot Etf (ITOT) | 2.1 | $12M | 102k | 115.30 |
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Fidelity Covington Tr Ftec Etf (FTEC) | 1.7 | $9.5M | 61k | 155.84 |
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Costco Wholesale Corporation (COST) | 1.6 | $9.0M | 12k | 732.58 |
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Lockheed Martin Corporation (LMT) | 1.5 | $8.4M | 19k | 454.91 |
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MasterCard Incorporated (MA) | 1.5 | $8.3M | 17k | 481.56 |
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Alphabet Inc Googl Cap Cl A (GOOGL) | 1.4 | $8.1M | +8% | 54k | 150.93 |
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Johnson & Johnson (JNJ) | 1.4 | $7.9M | -3% | 50k | 158.19 |
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Wal-Mart Stores (WMT) | 1.3 | $7.2M | +205% | 120k | 60.17 |
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Ishares Tr Iefa Etf (IEFA) | 1.3 | $7.2M | -8% | 97k | 74.22 |
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Amazon (AMZN) | 1.2 | $7.0M | +7% | 39k | 180.37 |
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Spdr Dow Jones Indl Dia Etf (DIA) | 1.2 | $6.8M | 17k | 397.76 |
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Home Depot (HD) | 1.1 | $6.4M | +5% | 17k | 383.61 |
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Select Sector Spdr Xle Etf (XLE) | 1.1 | $6.2M | +2% | 66k | 94.41 |
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Pepsi (PEP) | 1.0 | $5.8M | 33k | 175.01 |
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Vanguard Index Voe Etf (VOE) | 1.0 | $5.6M | 36k | 155.91 |
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Vanguard Mid Cap Vo Etf (VO) | 0.8 | $4.7M | 19k | 249.85 |
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Ishares Tr Mc Ijj Etf (IJJ) | 0.8 | $4.6M | 39k | 118.28 |
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Meta Platforms Cl A (META) | 0.7 | $3.9M | +27% | 8.1k | 485.64 |
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Ishares Inc Iemg Etf (IEMG) | 0.7 | $3.9M | -6% | 76k | 51.60 |
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Procter & Gamble Company (PG) | 0.6 | $3.5M | -4% | 22k | 162.25 |
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Exxon Mobil Corporation (XOM) | 0.6 | $3.5M | +21% | 30k | 116.25 |
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Cigna Corp (CI) | 0.5 | $2.6M | -8% | 7.2k | 363.22 |
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Vanguard Index Fds Vtv Etf (VTV) | 0.5 | $2.6M | 16k | 162.86 |
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Blackstone Group Inc Com Cl A (BX) | 0.4 | $2.4M | 18k | 131.39 |
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Ishares Tr Lqd Etf (LQD) | 0.4 | $2.2M | -5% | 20k | 108.90 |
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Novo-nordisk A S Adr (NVO) | 0.3 | $1.9M | -19% | 15k | 128.37 |
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Amgen (AMGN) | 0.3 | $1.9M | -4% | 6.7k | 284.35 |
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Ishares Tr Shy Etf (SHY) | 0.3 | $1.8M | -4% | 22k | 81.78 |
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Oracle Corporation (ORCL) | 0.3 | $1.8M | +7% | 14k | 125.59 |
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Ishares Tr Ijs Etf (IJS) | 0.3 | $1.7M | 16k | 102.74 |
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Union Pacific Corporation (UNP) | 0.3 | $1.6M | 6.6k | 245.93 |
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Chevron Corporation (CVX) | 0.3 | $1.6M | +5% | 10k | 157.78 |
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Anthem (ELV) | 0.3 | $1.4M | 2.8k | 518.44 |
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Ishares Tr Agg Etf (AGG) | 0.3 | $1.4M | -2% | 15k | 97.95 |
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Vanguard Index Fds Vti Etf (VTI) | 0.2 | $1.4M | 5.4k | 259.91 |
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Abbvie (ABBV) | 0.2 | $1.4M | 7.7k | 182.07 |
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Ishares Tr Pff Etf (PFF) | 0.2 | $1.3M | 41k | 32.23 |
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Abbott Laboratories (ABT) | 0.2 | $1.2M | 11k | 113.62 |
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Fidelity Merrimack Fbnd Etf (FBND) | 0.2 | $1.2M | -5% | 26k | 45.31 |
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Caterpillar (CAT) | 0.2 | $1.2M | 3.2k | 366.49 |
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Ishares Tr Ive Etf (IVE) | 0.2 | $1.1M | +3% | 6.2k | 186.75 |
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United Therapeutics Corporation (UTHR) | 0.2 | $1.1M | 5.0k | 229.80 |
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Verizon Communications (VZ) | 0.2 | $1.1M | +2% | 27k | 41.95 |
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Dollar General (DG) | 0.2 | $1.1M | 7.0k | 156.06 |
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Vanguard Index Fds Vbr Etf (VBR) | 0.2 | $1.1M | +8% | 5.7k | 191.80 |
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Ishares Tr Ief Etf (IEF) | 0.2 | $1.1M | -7% | 11k | 94.69 |
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Invesco Exch Traded Vrp Etf (VRP) | 0.2 | $1.0M | 44k | 23.77 |
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Dick's Sporting Goods (DKS) | 0.2 | $1.0M | 4.5k | 224.97 |
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Merck & Co (MRK) | 0.2 | $978k | 7.4k | 131.91 |
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BlackRock (BLK) | 0.2 | $970k | +2% | 1.2k | 834.05 |
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General Mills (GIS) | 0.2 | $954k | 14k | 69.97 |
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Vanguard Index Voo Etf (VOO) | 0.2 | $942k | 2.0k | 480.61 |
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Sanofi Adr (SNY) | 0.2 | $899k | NEW | 19k | 48.59 |
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Parker-Hannifin Corporation (PH) | 0.1 | $779k | +195% | 1.4k | 555.63 |
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International Business Machines (IBM) | 0.1 | $766k | 4.0k | 190.93 |
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Waste Management (WM) | 0.1 | $753k | -2% | 3.5k | 213.19 |
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Eaton Corp SHS (ETN) | 0.1 | $715k | 2.3k | 312.50 |
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Darden Restaurants (DRI) | 0.1 | $692k | 4.1k | 167.15 |
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Honeywell International (HON) | 0.1 | $654k | 3.2k | 205.27 |
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Coca-Cola Company (KO) | 0.1 | $631k | 10k | 61.15 |
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Ishares Tr Iwf Etf (IWF) | 0.1 | $609k | 1.8k | 336.84 |
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Vanguard Index Fds Vug Etf (VUG) | 0.1 | $591k | 1.7k | 344.00 |
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Vanguard Bd Index Bnd Etf (BND) | 0.1 | $578k | -2% | 8.0k | 72.69 |
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Enterprise Products Partners (EPD) | 0.1 | $570k | 20k | 29.19 |
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Vanguard Index Vxf Etf (VXF) | 0.1 | $547k | 3.1k | 175.32 |
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At&t (T) | 0.1 | $541k | +4% | 31k | 17.61 |
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Ingredion Incorporated (INGR) | 0.1 | $540k | 4.6k | 116.76 |
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Advanced Micro Devices (AMD) | 0.1 | $517k | +5% | 2.9k | 180.45 |
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American States Water Company (AWR) | 0.1 | $506k | 7.0k | 72.29 |
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Raytheon Technologies Corp (RTX) | 0.1 | $491k | 5.0k | 97.52 |
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Energy Transfer LP (ET) | 0.1 | $475k | 30k | 15.73 |
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General Electric (GE) | 0.1 | $464k | -11% | 2.6k | 175.43 |
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Taiwan Semiconductor Ads (TSM) | 0.1 | $462k | 3.4k | 135.96 |
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TJX Companies (TJX) | 0.1 | $460k | 4.5k | 101.32 |
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Pfizer (PFE) | 0.1 | $458k | 17k | 27.76 |
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Goldman Sachs (GS) | 0.1 | $446k | -3% | 1.1k | 417.99 |
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Ishares Tr Ibb Etf (IBB) | 0.1 | $440k | 3.2k | 137.11 |
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Valero Energy Corporation (VLO) | 0.1 | $434k | 2.5k | 170.73 |
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Ishares Tr Tip Etf (TIP) | 0.1 | $406k | -9% | 3.8k | 107.55 |
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Walt Disney Company (DIS) | 0.1 | $386k | +6% | 3.2k | 122.35 |
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Ishares Tr Iwr Etf (IWR) | 0.1 | $380k | +56% | 4.5k | 84.07 |
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Bristol Myers Squibb (BMY) | 0.1 | $374k | +4% | 6.9k | 54.25 |
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Alphabet Inc Goog Cap Cl C (GOOG) | 0.1 | $371k | +5% | 2.4k | 152.05 |
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Tesla Motors (TSLA) | 0.1 | $367k | 2.1k | 175.77 |
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Ishares Tr Oef Etf (OEF) | 0.1 | $367k | 1.5k | 247.30 |
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Spdr Ser Tr Sdy Etf (SDY) | 0.1 | $360k | -10% | 2.7k | 131.10 |
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M&T Bank Corporation (MTB) | 0.1 | $358k | 2.5k | 145.47 |
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Spdr Ser Tr Jnk Etf (JNK) | 0.1 | $352k | +12% | 3.7k | 95.21 |
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United Parcel Service (UPS) | 0.1 | $349k | -25% | 2.3k | 148.57 |
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Duke Energy (DUK) | 0.1 | $349k | 3.6k | 96.81 |
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Protagonist Therapeutics (PTGX) | 0.1 | $347k | 12k | 28.92 |
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Broadcom (AVGO) | 0.1 | $336k | -3% | 254.00 | 1322.83 |
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Novartis Adr (NVS) | 0.1 | $334k | 3.5k | 96.81 |
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Casey's General Stores (CASY) | 0.1 | $334k | 1.1k | 318.10 |
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Snowflake Cl A (SNOW) | 0.1 | $330k | +2% | 2.0k | 161.69 |
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Ishares Tr Tlt Etf (TLT) | 0.1 | $322k | -3% | 3.4k | 94.57 |
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Altria (MO) | 0.1 | $321k | +12% | 7.4k | 43.56 |
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Bank of America Corporation (BAC) | 0.1 | $312k | -20% | 8.2k | 37.93 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $306k | NEW | 954.00 | 320.75 |
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Boeing Company (BA) | 0.1 | $304k | -15% | 1.6k | 193.14 |
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Qualcomm (QCOM) | 0.1 | $297k | 1.8k | 169.04 |
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Select Sector Spdr Tr Xlk Etf (XLK) | 0.1 | $293k | NEW | 1.4k | 208.39 |
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Nextera Energy (NEE) | 0.1 | $292k | -2% | 4.6k | 63.92 |
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Arrow Financial Corporation (AROW) | 0.0 | $276k | -3% | 11k | 25.29 |
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Ishares Tr Iwd Etf (IWD) | 0.0 | $276k | -5% | 1.5k | 178.87 |
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Dow (DOW) | 0.0 | $274k | 4.7k | 57.93 |
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ConocoPhillips (COP) | 0.0 | $273k | 2.1k | 127.21 |
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Southern Company (SO) | 0.0 | $266k | 3.7k | 71.72 |
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Cisco Systems (CSCO) | 0.0 | $263k | -6% | 5.3k | 49.83 |
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Ishares Tr Iwb Etf (IWB) | 0.0 | $257k | -10% | 892.00 | 288.12 |
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WD-40 Company (WDFC) | 0.0 | $254k | -9% | 1.0k | 253.49 |
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Fidelity Covington Tr Felc Etf (FELC) | 0.0 | $254k | 8.6k | 29.46 |
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Ametek (AME) | 0.0 | $250k | 1.4k | 183.15 |
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Guggenheim Bld Amr Bds Mng D (GBAB) | 0.0 | $245k | 15k | 16.28 |
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Telus Ord (TU) | 0.0 | $235k | 15k | 16.02 |
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Hologic (HOLX) | 0.0 | $234k | 3.0k | 78.00 |
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Wendy's/arby's Group (WEN) | 0.0 | $229k | -7% | 12k | 18.87 |
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Blackstone Secd Lending (BXSL) | 0.0 | $218k | NEW | 7.0k | 31.14 |
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Spdr Gold Tr Gld Etf (GLD) | 0.0 | $215k | NEW | 1.0k | 205.54 |
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Trustco Bk Corp N Y (TRST) | 0.0 | $214k | 7.6k | 28.17 |
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Danaher Corporation (DHR) | 0.0 | $208k | NEW | 834.00 | 249.40 |
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Paychex (PAYX) | 0.0 | $208k | 1.7k | 122.93 |
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Mondelez Int (MDLZ) | 0.0 | $204k | 2.9k | 70.03 |
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Fidelity Covington Tr Fmde Etf (FMDE) | 0.0 | $204k | NEW | 6.7k | 30.47 |
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Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $203k | 15k | 13.67 |
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Prudential Financial (PRU) | 0.0 | $202k | NEW | 1.7k | 117.51 |
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salesforce (CRM) | 0.0 | $202k | NEW | 670.00 | 301.49 |
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Key (KEY) | 0.0 | $161k | NEW | 10k | 15.76 |
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Nevro (NVRO) | 0.0 | $147k | 10k | 14.41 |
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Ford Motor Company (F) | 0.0 | $139k | 11k | 13.30 |
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Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.0 | $46k | 10k | 4.60 |
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Aldeyra Therapeutics (ALDX) | 0.0 | $33k | NEW | 10k | 3.30 |
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Dakota Gold Corp (DC) | 0.0 | $31k | 13k | 2.38 |
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Heron Therapeutics (HRTX) | 0.0 | $28k | NEW | 10k | 2.77 |
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Past Filings by King Wealth Management Group
SEC 13F filings are viewable for King Wealth Management Group going back to 2012
- King Wealth Management Group 2024 Q1 filed May 9, 2024
- King Wealth Management Group 2023 Q4 filed Feb. 8, 2024
- King Wealth 2023 Q3 filed Nov. 9, 2023
- King Wealth 2023 Q2 filed Aug. 10, 2023
- King Wealth 2023 Q1 filed May 10, 2023
- King Wealth 2022 Q4 filed Feb. 9, 2023
- King Wealth 2022 Q3 filed Nov. 10, 2022
- King Wealth 2022 Q2 filed Aug. 11, 2022
- King Wealth 2022 Q1 filed May 12, 2022
- King Wealth 2021 Q4 filed Feb. 11, 2022
- King Wealth 2021 Q3 filed Nov. 12, 2021
- King Wealth 2021 Q2 filed Aug. 12, 2021
- King Wealth 2021 Q1 filed May 14, 2021
- King Wealth 2020 Q4 filed Feb. 12, 2021
- King Wealth 2020 Q3 filed Nov. 12, 2020
- King Wealth 2020 Q2 filed Aug. 13, 2020