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, NVDA, and represent 41.72% of King Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: BXSL (+$5.4M), IVV, AMZN, CI, IJR, ORCL, IJH, QQQ, GOOGL, NFLX.
- Started 7 new stock positions in FI, PNC, ZBH, NFLX, DXCM, GD, LFMD.
- Reduced shares in these 10 stocks: LLY, HOLX, TEVA, UNH, , , ELV, FTEC, ITOT, MCD.
- Sold out of its positions in ADBE, STRK, MDLZ, CRM, VTRS.
- King Wealth Management Group was a net buyer of stock by $11M.
- King Wealth Management Group has $796M in assets under management (AUM), dropping by 7.97%.
- Central Index Key (CIK): 0001568235
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Portfolio Holdings for King Wealth Management Group
King Wealth Management Group holds 160 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Ivv Etf (IVV) | 14.2 | $113M | +3% | 169k | 669.30 |
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| Invesco Qqq Tr Etf (QQQ) | 9.1 | $72M | 121k | 600.37 |
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| Microsoft Corporation (MSFT) | 7.3 | $58M | 112k | 517.96 |
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| Spdr S&p 500 Etf Tr Spy Tr Unit (SPY) | 6.1 | $49M | 73k | 666.19 |
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| NVIDIA Corporation (NVDA) | 5.1 | $41M | 217k | 186.58 |
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| Apple (AAPL) | 4.3 | $34M | 134k | 254.63 |
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| Ishares Tr Ijh Etf (IJH) | 3.2 | $26M | +2% | 396k | 65.26 |
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| JPMorgan Chase & Co. (JPM) | 3.2 | $25M | 80k | 315.43 |
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| Visa (V) | 3.2 | $25M | 74k | 341.38 |
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| Ishares Tr Ijr Etf (IJR) | 2.9 | $24M | +4% | 198k | 118.83 |
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| Alphabet Inc Googl Cap Stk Cl A (GOOGL) | 2.2 | $18M | +3% | 73k | 243.10 |
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| Amazon (AMZN) | 2.0 | $16M | +20% | 73k | 219.57 |
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| Wal-Mart Stores (WMT) | 1.7 | $14M | 132k | 103.06 |
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| Ishares Tr Itot Etf (ITOT) | 1.7 | $14M | -2% | 93k | 145.65 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $14M | +2% | 28k | 490.38 |
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| Costco Wholesale Corporation (COST) | 1.5 | $12M | 13k | 925.61 |
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| Fidelity Covington Tr Ftec Etf (FTEC) | 1.5 | $12M | -3% | 54k | 222.17 |
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| Parker-Hannifin Corporation (PH) | 1.5 | $12M | +3% | 15k | 758.14 |
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| Eli Lilly & Co. (LLY) | 1.3 | $10M | -17% | 14k | 762.98 |
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| Oracle Corporation (ORCL) | 1.3 | $10M | +8% | 36k | 281.24 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $9.7M | 17k | 568.84 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $8.6M | 17k | 499.24 |
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| McDonald's Corporation (MCD) | 1.0 | $8.1M | -4% | 27k | 303.88 |
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| Palantir Technologies Cl A (PLTR) | 1.0 | $7.8M | +6% | 43k | 182.41 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $7.5M | 16k | 463.74 |
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| Ishares Tr Iefa Etf (IEFA) | 0.9 | $7.1M | 81k | 87.31 |
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| Meta Platforms Cl A (META) | 0.8 | $6.7M | +2% | 23k | 294.86 |
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| Select Sector Spdr Tr Xle Etf (XLE) | 0.8 | $6.1M | 68k | 89.34 |
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| Vanguard Index Fds Vtv Etf (VTV) | 0.7 | $5.9M | +7% | 32k | 186.49 |
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| Trane Technologies SHS (TT) | 0.7 | $5.9M | +5% | 14k | 421.95 |
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| Blackstone Secd Lending (BXSL) | 0.7 | $5.9M | +1222% | 225k | 26.07 |
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| Vanguard Index Fds Voe Etf (VOE) | 0.7 | $5.5M | 32k | 174.57 |
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| Vanguard Index Fds Vo Etf (VO) | 0.7 | $5.4M | -2% | 19k | 293.72 |
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| Home Depot (HD) | 0.7 | $5.2M | -4% | 13k | 405.17 |
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| Ishares Tr Ijj Etf (IJJ) | 0.6 | $4.5M | -2% | 35k | 129.72 |
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| Ishares Inc Iemg Etf (IEMG) | 0.5 | $4.3M | 65k | 65.92 |
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| Pepsi (PEP) | 0.5 | $3.8M | -4% | 27k | 140.45 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.4M | 31k | 112.74 |
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| Teva Pharmaceutical Inds Ads (TEVA) | 0.4 | $3.2M | -21% | 160k | 20.20 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $3.1M | 18k | 170.84 |
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| Procter & Gamble Company (PG) | 0.4 | $3.0M | -2% | 20k | 153.67 |
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| Chevron Corporation (CVX) | 0.4 | $2.8M | +13% | 18k | 155.31 |
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| Cigna Corp (CI) | 0.4 | $2.8M | +70% | 9.7k | 288.28 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.7M | 15k | 185.44 |
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| Ishares Tr Lqs Etf (LQD) | 0.2 | $1.7M | -2% | 16k | 111.44 |
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| Caterpillar (CAT) | 0.2 | $1.7M | 3.5k | 477.05 |
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| Ishares Tr Ijs Etf (IJS) | 0.2 | $1.6M | 15k | 110.58 |
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| Vanguard Index Fds Voo Etf (VOO) | 0.2 | $1.6M | 2.6k | 612.47 |
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| Ishares Tr Shy Etf (SHY) | 0.2 | $1.5M | 19k | 82.98 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.5M | 6.4k | 236.39 |
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| Abbott Laboratories (ABT) | 0.2 | $1.5M | 11k | 133.93 |
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| Vanguard Index Fds Vti Etf (VTI) | 0.2 | $1.4M | -11% | 4.3k | 328.10 |
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| Vanguard Index Fds Vb Etf (VB) | 0.2 | $1.4M | 5.4k | 254.23 |
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| Ishares Tr Ive Etf (IVE) | 0.2 | $1.4M | 6.6k | 206.56 |
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| Blackrock (BLK) | 0.2 | $1.3M | 1.1k | 1165.36 |
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| Ishares Tr Agg Etf (AGG) | 0.2 | $1.2M | -2% | 12k | 100.24 |
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| Vanguard Index Fds Vbr Etf (VBR) | 0.1 | $1.1M | 5.3k | 208.74 |
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| Ishares Tr Pff Etf (PFF) | 0.1 | $1.1M | -4% | 34k | 31.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.1M | 4.4k | 243.56 |
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| Taiwan Semiconductor Mfg Ads (TSM) | 0.1 | $1.1M | 3.8k | 279.20 |
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| Verizon Communications (VZ) | 0.1 | $1.0M | 23k | 43.96 |
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| Ishares Tr Ief Etf (IEF) | 0.1 | $992k | 10k | 96.42 |
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| Ge Aerospace Com New (GE) | 0.1 | $988k | +10% | 3.3k | 300.76 |
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| Invesco Exch Traded Fd Tr Ii Vrp Etf (VRP) | 0.1 | $980k | 40k | 24.70 |
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| Fidelity Merrimack Str Tr Fbnd Etf (FBND) | 0.1 | $967k | -4% | 21k | 46.24 |
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| Dick's Sporting Goods (DKS) | 0.1 | $932k | 4.2k | 222.28 |
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| Broadcom (AVGO) | 0.1 | $916k | 2.8k | 330.09 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $914k | 4.5k | 203.11 |
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| Tesla Motors (TSLA) | 0.1 | $912k | 2.1k | 444.66 |
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| Ishares Tr Iwf Etf (IWF) | 0.1 | $900k | 1.9k | 468.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $879k | 1.7k | 502.57 |
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| Goldman Sachs (GS) | 0.1 | $865k | 1.1k | 796.50 |
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| Vanguard Index Fds Vug Etf (VUG) | 0.1 | $849k | 1.8k | 479.66 |
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| Ge Vernova (GEV) | 0.1 | $840k | +27% | 1.4k | 614.93 |
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| Apollo Global Mgmt (APO) | 0.1 | $813k | 6.1k | 133.28 |
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| Hologic (HOLX) | 0.1 | $810k | -62% | 12k | 67.50 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $792k | 4.7k | 167.44 |
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| Waste Management (WM) | 0.1 | $787k | 3.6k | 220.70 |
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| BP Adr (BP) | 0.1 | $751k | 22k | 34.46 |
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| Eaton Corp SHS (ETN) | 0.1 | $743k | 2.0k | 374.31 |
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| Coca-Cola Company (KO) | 0.1 | $691k | 10k | 66.37 |
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| Enterprise Products Partners (EPD) | 0.1 | $683k | -2% | 22k | 31.26 |
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| TJX Companies (TJX) | 0.1 | $660k | 4.6k | 144.48 |
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| Merck & Co (MRK) | 0.1 | $652k | 7.8k | 83.87 |
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| Honeywell International (HON) | 0.1 | $645k | 3.1k | 210.65 |
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| United Parcel Service CL B (UPS) | 0.1 | $638k | 7.6k | 83.60 |
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| Abbvie (ABBV) | 0.1 | $634k | 2.7k | 231.39 |
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| Palo Alto Networks (PANW) | 0.1 | $634k | +181% | 3.1k | 203.47 |
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| General Mills (GIS) | 0.1 | $632k | 13k | 50.42 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $629k | 1.5k | 419.33 |
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| Vanguard Index Fds Vxf Etf (VXF) | 0.1 | $619k | 3.0k | 209.33 |
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| Casey's General Stores (CASY) | 0.1 | $594k | 1.1k | 565.71 |
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| Ingredion Incorporated (INGR) | 0.1 | $565k | 4.6k | 122.16 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $536k | 4.0k | 134.00 |
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| Spdr Gold Tr Etf (GLD) | 0.1 | $534k | +4% | 1.5k | 355.29 |
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| Ishares Tr Oef Etf (OEF) | 0.1 | $531k | 1.6k | 332.71 |
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| International Business Machines (IBM) | 0.1 | $530k | 1.9k | 282.22 |
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| Darden Restaurants (DRI) | 0.1 | $526k | 2.8k | 190.24 |
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| Energy Transfer LP (ET) | 0.1 | $516k | -2% | 30k | 17.15 |
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| American States Water Company (AWR) | 0.1 | $513k | 7.0k | 73.29 |
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| Netflix (NFLX) | 0.1 | $512k | NEW | 427.00 | 1199.06 |
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| Advanced Micro Devices (AMD) | 0.1 | $488k | 3.0k | 161.75 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $466k | 3.8k | 123.74 |
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| M&T Bank Corporation (MTB) | 0.1 | $457k | 2.3k | 197.49 |
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| Ishares Tr Ibb Etf (IBB) | 0.1 | $450k | 3.1k | 144.42 |
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| Zimmer Holdings (ZBH) | 0.1 | $437k | NEW | 4.4k | 98.56 |
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| Ishares Tr Iwr Etf (IWR) | 0.1 | $436k | 4.5k | 96.46 |
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| UnitedHealth (UNH) | 0.1 | $436k | -66% | 1.3k | 345.21 |
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| Valero Energy Corporation (VLO) | 0.1 | $433k | 2.5k | 170.34 |
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| Qualcomm (QCOM) | 0.1 | $433k | +2% | 2.6k | 166.28 |
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| Vanguard Bd Index Fds Bnd Etf (BND) | 0.1 | $429k | -6% | 5.8k | 74.34 |
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| Novartis Adr (NVS) | 0.1 | $418k | 3.3k | 128.30 |
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| Altria (MO) | 0.1 | $411k | -3% | 6.2k | 66.02 |
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| Protagonist Therapeutics (PTGX) | 0.1 | $399k | 6.0k | 66.50 |
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| Spdr Series Trust Sdy Etf (SDY) | 0.0 | $397k | 2.8k | 139.99 |
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| Select Sector Spdr Tr Xlk Etf (XLK) | 0.0 | $368k | 1.3k | 281.56 |
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| Southern Company (SO) | 0.0 | $359k | 3.8k | 94.90 |
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| Amgen (AMGN) | 0.0 | $355k | 1.3k | 282.19 |
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| Nextera Energy (NEE) | 0.0 | $354k | 4.7k | 75.40 |
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| Anthem (ELV) | 0.0 | $353k | -51% | 1.1k | 322.96 |
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| Cisco Systems (CSCO) | 0.0 | $349k | 5.1k | 68.40 |
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| Ishares Tr Tip Etf (TIP) | 0.0 | $344k | -3% | 3.1k | 111.18 |
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| Corning Incorporated (GLW) | 0.0 | $342k | 4.2k | 81.92 |
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| At&t (T) | 0.0 | $336k | 12k | 28.25 |
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| Bristol Myers Squibb (BMY) | 0.0 | $330k | 7.3k | 45.11 |
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| Ishares Tr Iwd Etf (IWD) | 0.0 | $328k | -6% | 1.6k | 203.85 |
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| Walt Disney Company (DIS) | 0.0 | $326k | -28% | 2.8k | 114.63 |
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| Morgan Stanley Com New (MS) | 0.0 | $316k | 2.0k | 158.79 |
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| Avadel Pharmaceuticals Com Shs (AVDL) | 0.0 | $305k | -42% | 20k | 15.25 |
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| Boeing Company (BA) | 0.0 | $289k | 1.3k | 215.99 |
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| Spdr Index Shs Fds Spdw Etf (SPDW) | 0.0 | $285k | 6.7k | 42.81 |
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| Pfizer (PFE) | 0.0 | $280k | -2% | 11k | 25.45 |
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| Trustco Bk Corp N Y Com New (TRST) | 0.0 | $275k | 7.6k | 36.28 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $275k | 2.3k | 121.52 |
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| American Express Company (AXP) | 0.0 | $269k | 811.00 | 331.69 |
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| Dex (DXCM) | 0.0 | $269k | NEW | 4.0k | 67.25 |
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| Ishares Tr Tlt Etf (TLT) | 0.0 | $268k | 3.0k | 89.51 |
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| ConocoPhillips (COP) | 0.0 | $268k | 2.8k | 94.43 |
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| Fiserv (FI) | 0.0 | $261k | NEW | 2.0k | 128.95 |
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| Ishares Tr Iwb Etf (IWB) | 0.0 | $256k | -4% | 701.00 | 365.19 |
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| Fidelity Covington Trust Felc Etf (FELC) | 0.0 | $254k | 6.8k | 37.34 |
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| Vanguard Specialized Vig Etf (VIG) | 0.0 | $252k | 1.2k | 215.75 |
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| Ishares Tr Iei Etf (IEI) | 0.0 | $252k | -3% | 2.1k | 119.66 |
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| Key (KEY) | 0.0 | $249k | +29% | 13k | 18.67 |
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| Spdr Series Trust Jnk Etf (JNK) | 0.0 | $245k | 2.5k | 97.96 |
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| Lazard Ltd Shs -a - (LAZ) | 0.0 | $238k | 4.5k | 52.89 |
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| Wp Carey (WPC) | 0.0 | $236k | 3.5k | 67.53 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $235k | 21k | 11.19 |
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| Gilead Sciences (GILD) | 0.0 | $234k | 2.1k | 110.80 |
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| Bank of America Corporation (BAC) | 0.0 | $231k | 4.5k | 51.67 |
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| Telus Ord (TU) | 0.0 | $231k | 15k | 15.75 |
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| General Dynamics Corporation (GD) | 0.0 | $215k | NEW | 629.00 | 341.81 |
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| Strategy Cl A New (MSTR) | 0.0 | $211k | 654.00 | 322.63 |
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| Paychex (PAYX) | 0.0 | $207k | -2% | 1.6k | 126.68 |
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| PNC Financial Services (PNC) | 0.0 | $200k | NEW | 996.00 | 200.80 |
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| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $182k | 12k | 15.02 |
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| Mind Medicine Mindmed Com New (MNMD) | 0.0 | $118k | 10k | 11.80 |
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| Lifemd (LFMD) | 0.0 | $68k | NEW | 10k | 6.80 |
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| Aldeyra Therapeutics (ALDX) | 0.0 | $58k | -8% | 11k | 5.23 |
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| Heron Therapeutics (HRTX) | 0.0 | $38k | +3% | 30k | 1.28 |
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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 2025 Q3 filed Nov. 7, 2025
- King Wealth Management Group 2025 Q2 filed Aug. 8, 2025
- King Wealth Management Group 2025 Q1 filed May 8, 2025
- King Wealth Management Group 2024 Q4 filed Feb. 10, 2025
- King Wealth Management Group 2024 Q3 filed Nov. 6, 2024
- King Wealth Management Group 2024 Q2 filed Aug. 8, 2024
- 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