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