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, AAPL, SPY, and represent 38.89% of King Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: IVV, AAPL, META, TT, PLTR, VTV, V, IJR, QQQ, NVDA.
- Started 15 new stock positions in ZBH, IHF, AWF, VIG, MNMD, PLTR, BRK.B, NVO, VB, BLK. BAC, AVDL, MS, ADBE, IEI.
- Reduced shares in these 10 stocks: TEVA (-$18M), MCD, STVN, AMGN, , ABBV, , IBM, , DOW.
- Sold out of its positions in AROW, BlackRock, DHR, DOW, MCK, MDLZ, PRU, CRM, SNOW, SBUX. WPC, WEN.
- King Wealth Management Group was a net buyer of stock by $15M.
- King Wealth Management Group has $686M in assets under management (AUM), dropping by 6.83%.
- Central Index Key (CIK): 0001568235
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Portfolio Holdings for King Wealth Management Group
King Wealth Management Group holds 154 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Ishares Tr Ivv Core S&p500 Etf (IVV) | 13.5 | $93M | +5% | 157k | 588.68 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.0 | $61M | +2% | 120k | 511.23 |
|
| Microsoft Corporation (MSFT) | 6.9 | $47M | 113k | 421.49 |
|
|
| Apple (AAPL) | 5.0 | $34M | +9% | 137k | 250.42 |
|
| Spdr S&p 500 Etf Spy Tr Unit (SPY) | 4.5 | $31M | 53k | 586.07 |
|
|
| NVIDIA Corporation (NVDA) | 4.3 | $29M | +5% | 219k | 134.29 |
|
| Ishares Tr Ijh Core S&p Mcp Etf (IJH) | 3.5 | $24M | +5% | 381k | 62.31 |
|
| Visa Com Cl A (V) | 3.5 | $24M | +8% | 75k | 316.04 |
|
| Ishares Tr Ijr Core S&p Scp Etf (IJR) | 3.1 | $22M | +8% | 187k | 115.22 |
|
| Eli Lilly & Co. (LLY) | 2.9 | $20M | +2% | 26k | 772.01 |
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $19M | +3% | 80k | 239.71 |
|
| UnitedHealth (UNH) | 2.2 | $15M | +2% | 30k | 505.86 |
|
| Meta Platforms Cl A (META) | 1.9 | $13M | +30% | 22k | 585.50 |
|
| Ishares Tr Itot Core S&p Ttl Stk (ITOT) | 1.8 | $13M | 98k | 128.62 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $12M | +6% | 65k | 189.30 |
|
| Amazon (AMZN) | 1.7 | $12M | +15% | 55k | 219.38 |
|
| Costco Wholesale Corporation (COST) | 1.7 | $12M | +5% | 13k | 916.26 |
|
| Wal-Mart Stores (WMT) | 1.7 | $12M | +5% | 127k | 90.35 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.6 | $11M | 58k | 184.87 |
|
|
| Parker-Hannifin Corporation (PH) | 1.3 | $8.9M | +14% | 14k | 635.98 |
|
| Mastercard Incorporated Cl A (MA) | 1.3 | $8.9M | 17k | 526.54 |
|
|
| Lockheed Martin Corporation (LMT) | 1.3 | $8.7M | 18k | 485.93 |
|
|
| McDonald's Corporation (MCD) | 1.2 | $8.4M | -27% | 29k | 289.88 |
|
| Spdr Dow Jones Indl Av Spy Ut Ser 1 (DIA) | 1.0 | $7.1M | 17k | 425.52 |
|
|
| Home Depot (HD) | 0.8 | $5.7M | 15k | 389.02 |
|
|
| Ishares Tr Iefa Core Msci Eafe (IEFA) | 0.8 | $5.7M | -2% | 81k | 70.28 |
|
| Select Sector Spdr Tr Xle Energy (XLE) | 0.8 | $5.7M | +5% | 66k | 85.66 |
|
| Vanguard Index Fds Voe Mcap Vl Idxvip (VOE) | 0.8 | $5.4M | 33k | 161.77 |
|
|
| Vanguard Index Fds Vo Mid Cap Etf (VO) | 0.7 | $5.0M | +13% | 19k | 264.11 |
|
| Pepsi (PEP) | 0.7 | $4.6M | 30k | 152.07 |
|
|
| Ishares Tr Ijj S&p Mc 400vl Etf (IJJ) | 0.7 | $4.6M | 37k | 124.96 |
|
|
| Trane Technologies SHS (TT) | 0.6 | $4.3M | +140% | 12k | 369.34 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $3.5M | +7% | 10k | 342.17 |
|
| Vanguard Index Fds Vtv Value Etf (VTV) | 0.5 | $3.4M | +201% | 20k | 169.28 |
|
| Procter & Gamble Company (PG) | 0.5 | $3.4M | 21k | 167.63 |
|
|
| Cigna Corp (CI) | 0.5 | $3.4M | +49% | 12k | 276.15 |
|
| Oracle Corporation (ORCL) | 0.5 | $3.4M | -6% | 20k | 166.63 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $3.3M | +2% | 31k | 107.58 |
|
| Ishares Inc Iemg Etf (IEMG) | 0.5 | $3.3M | -3% | 63k | 52.22 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.5 | $3.2M | -85% | 15k | 220.41 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $3.2M | 18k | 172.44 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $2.3M | NEW | 31k | 75.63 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.2M | +2% | 16k | 144.62 |
|
| Chevron Corporation (CVX) | 0.3 | $2.0M | +22% | 14k | 144.84 |
|
| Ishares Tr Lqd Iboxx Inv Cp Etf (LQD) | 0.3 | $1.9M | 18k | 106.84 |
|
|
| Ishares Tr Shy 1 3 Yr Treas Bd (SHY) | 0.2 | $1.7M | 21k | 81.98 |
|
|
| Ishares Tr Ijs Sp Smcp600vl Etf (IJS) | 0.2 | $1.7M | 15k | 108.58 |
|
|
| Zimmer Holdings (ZBH) | 0.2 | $1.6M | NEW | 15k | 105.64 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.5M | 6.4k | 228.01 |
|
|
| Vanguard Index Fds Vti Total Stk Mkt (VTI) | 0.2 | $1.5M | 5.0k | 289.78 |
|
|
| Ishares Tr Agg Core Us Aggbd Et (AGG) | 0.2 | $1.3M | +3% | 13k | 96.90 |
|
| Vanguard Index Fds Vb Small Cp Etf (VB) | 0.2 | $1.3M | NEW | 5.4k | 240.24 |
|
| Ishares Tr Ive S&p 500 Val Etf (IVE) | 0.2 | $1.3M | +33% | 6.6k | 190.84 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.2M | 11k | 113.13 |
|
|
| Caterpillar (CAT) | 0.2 | $1.2M | +2% | 3.3k | 362.87 |
|
| Blackrock (BLK) | 0.2 | $1.2M | NEW | 1.1k | 1024.37 |
|
| Anthem (ELV) | 0.2 | $1.1M | +8% | 3.0k | 369.04 |
|
| Ishares Tr Pff Pfd And Incm Sec (PFF) | 0.2 | $1.1M | 35k | 31.45 |
|
|
| Vanguard Index Fds Voo S&p 500 Etf Shs (VOO) | 0.2 | $1.1M | 2.1k | 538.99 |
|
|
| Vanguard Index Fds Vbr Sm Cp Val Etf (VBR) | 0.2 | $1.1M | +7% | 5.6k | 198.24 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $1.1M | 24k | 44.88 |
|
|
| Hologic (HOLX) | 0.2 | $1.1M | +84% | 15k | 72.07 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.2 | $1.0M | 43k | 24.20 |
|
|
| Dick's Sporting Goods (DKS) | 0.1 | $1.0M | 4.4k | 228.84 |
|
|
| Ishares Tr Ief 7-10 Yr Trsy Bd (IEF) | 0.1 | $985k | +4% | 11k | 92.48 |
|
| Ishares Tr Ihf Us Hlthcr Pr Etf (IHF) | 0.1 | $960k | NEW | 20k | 48.00 |
|
| Verizon Communications (VZ) | 0.1 | $921k | -8% | 23k | 39.98 |
|
| Merck & Co (MRK) | 0.1 | $815k | 8.2k | 99.44 |
|
|
| General Mills (GIS) | 0.1 | $799k | 13k | 63.75 |
|
|
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $763k | -63% | 35k | 21.80 |
|
| Vanguard Index Fds Vug Growth Etf (VUG) | 0.1 | $742k | +5% | 1.8k | 410.17 |
|
| Ishares Tr Iwf Rus 1000 Grw Etf (IWF) | 0.1 | $726k | 1.8k | 401.55 |
|
|
| Waste Management (WM) | 0.1 | $719k | 3.6k | 201.91 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $708k | 3.6k | 197.38 |
|
|
| Honeywell International (HON) | 0.1 | $684k | -4% | 3.0k | 225.82 |
|
| Eaton Corp SHS (ETN) | 0.1 | $672k | -6% | 2.0k | 331.85 |
|
| Tesla Motors (TSLA) | 0.1 | $651k | -21% | 1.6k | 404.10 |
|
| BP Sponsored Adr (BP) | 0.1 | $638k | 22k | 29.54 |
|
|
| Ingredion Incorporated (INGR) | 0.1 | $636k | 4.6k | 137.51 |
|
|
| Coca-Cola Company (KO) | 0.1 | $632k | 10k | 62.27 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $618k | 20k | 31.36 |
|
|
| Goldman Sachs (GS) | 0.1 | $611k | 1.1k | 572.63 |
|
|
| Broadcom (AVGO) | 0.1 | $604k | 2.6k | 231.68 |
|
|
| Vanguard Index Fds Vxf Extend Mkt Etf (VXF) | 0.1 | $596k | 3.1k | 189.93 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $592k | 30k | 19.58 |
|
|
| TJX Companies (TJX) | 0.1 | $552k | 4.6k | 120.87 |
|
|
| American States Water Company (AWR) | 0.1 | $544k | 7.0k | 77.71 |
|
|
| United Therapeutics Corporation (UTHR) | 0.1 | $529k | 1.5k | 352.67 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $523k | +2% | 4.5k | 115.63 |
|
| Ge Aerospace Com New (GE) | 0.1 | $520k | +4% | 3.1k | 166.67 |
|
| Darden Restaurants (DRI) | 0.1 | $516k | 2.8k | 186.62 |
|
|
| International Business Machines (IBM) | 0.1 | $509k | -35% | 2.3k | 219.97 |
|
| Vanguard Bd Index Fds Bnd Total Bnd Mrkt (BND) | 0.1 | $501k | -3% | 7.0k | 71.89 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $490k | +6% | 2.6k | 190.59 |
|
| Abbvie (ABBV) | 0.1 | $479k | -64% | 2.7k | 177.87 |
|
| Walt Disney Company (DIS) | 0.1 | $447k | -11% | 4.0k | 111.33 |
|
| Ishares Tr Oef S&p 100 Etf (OEF) | 0.1 | $436k | 1.5k | 288.55 |
|
|
| M&T Bank Corporation (MTB) | 0.1 | $435k | -5% | 2.3k | 187.99 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $421k | NEW | 929.00 | 453.18 |
|
| Casey's General Stores (CASY) | 0.1 | $416k | 1.1k | 396.19 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $413k | +2% | 7.3k | 56.62 |
|
| Ishares Tr Ibb Ishares Biotech (IBB) | 0.1 | $403k | 3.1k | 132.13 |
|
|
| Ishares Tr Iwr Rus Mid Cap Etf (IWR) | 0.1 | $400k | 4.5k | 88.50 |
|
|
| Spdr Ser Tr Sdy S&p Divid Etf (SDY) | 0.1 | $396k | 3.0k | 132.13 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $379k | 3.5k | 107.67 |
|
|
| Avadel Pharmaceuticals Com Shs (AVDL) | 0.1 | $368k | NEW | 35k | 10.51 |
|
| Advanced Micro Devices (AMD) | 0.1 | $367k | +5% | 3.0k | 120.72 |
|
| Ishares Tr Tips Tips Bd Etf (TIP) | 0.1 | $356k | 3.3k | 106.59 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.1 | $354k | -22% | 10k | 34.70 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $348k | +39% | 1.4k | 242.17 |
|
| Pfizer (PFE) | 0.1 | $343k | -8% | 13k | 26.51 |
|
| Altria (MO) | 0.0 | $336k | 6.4k | 52.30 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $336k | 3.5k | 97.39 |
|
|
| Nextera Energy (NEE) | 0.0 | $331k | 4.6k | 71.58 |
|
|
| Qualcomm (QCOM) | 0.0 | $330k | +11% | 2.1k | 153.77 |
|
| Select Sector Spdr Tr Xlk Technology (XLK) | 0.0 | $327k | 1.4k | 232.41 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $312k | 2.5k | 122.74 |
|
|
| Amgen (AMGN) | 0.0 | $310k | -80% | 1.2k | 260.94 |
|
| Southern Company (SO) | 0.0 | $299k | 3.6k | 82.21 |
|
|
| Ge Vernova (GEV) | 0.0 | $296k | 901.00 | 328.52 |
|
|
| Spdr Ser Tr Jnk Bloomberg High Y (JNK) | 0.0 | $286k | -4% | 3.0k | 95.43 |
|
| Ishares Tr Iwd Rus 1000 Val Etf (IWD) | 0.0 | $286k | 1.5k | 185.35 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $275k | NEW | 619.00 | 444.26 |
|
| Ishares Tr Tlt 20 Yr Tr Bd Etf (TLT) | 0.0 | $274k | +3% | 3.1k | 87.32 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $263k | 2.0k | 131.50 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $261k | 2.1k | 126.33 |
|
|
| Ishares Tr Iwb Rus 1000 Etf (IWB) | 0.0 | $254k | -48% | 789.00 | 321.93 |
|
| At&t (T) | 0.0 | $252k | -35% | 11k | 22.75 |
|
| Trustco Bk Corp N Y Com New (TRST) | 0.0 | $252k | 7.6k | 33.26 |
|
|
| Ametek (AME) | 0.0 | $246k | 1.4k | 180.22 |
|
|
| Fiserv (FI) | 0.0 | $243k | +2% | 1.2k | 205.06 |
|
| Boeing Company (BA) | 0.0 | $242k | 1.4k | 177.03 |
|
|
| Cisco Systems (CSCO) | 0.0 | $242k | 4.1k | 59.21 |
|
|
| American Express Company (AXP) | 0.0 | $235k | 792.00 | 296.72 |
|
|
| Ishares Tr Iei 3 7 Yr Treas Bd (IEI) | 0.0 | $235k | NEW | 2.0k | 115.42 |
|
| Protagonist Therapeutics (PTGX) | 0.0 | $232k | 6.0k | 38.67 |
|
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $232k | 4.5k | 51.56 |
|
|
| Guggenheim Bld Amr Bds Mng D (GBAB) | 0.0 | $230k | 15k | 15.21 |
|
|
| Vanguard Specialized Funds Vig Div App Etf (VIG) | 0.0 | $229k | NEW | 1.2k | 196.06 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $226k | 7.0k | 32.29 |
|
|
| Paychex (PAYX) | 0.0 | $224k | 1.6k | 140.53 |
|
|
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $224k | +5% | 15k | 15.00 |
|
| Morgan Stanley Com New (MS) | 0.0 | $223k | NEW | 1.8k | 125.92 |
|
| ConocoPhillips (COP) | 0.0 | $223k | +7% | 2.3k | 99.11 |
|
| Fidelity Covington Trust Felc Enhanced Large (FELC) | 0.0 | $223k | 6.8k | 33.00 |
|
|
| WD-40 Company (WDFC) | 0.0 | $209k | -11% | 860.00 | 243.02 |
|
| Bank of America Corporation (BAC) | 0.0 | $207k | NEW | 4.7k | 43.99 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $205k | NEW | 2.4k | 86.17 |
|
| Telus Ord (TU) | 0.0 | $199k | 15k | 13.57 |
|
|
| Key (KEY) | 0.0 | $176k | 10k | 17.15 |
|
|
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $161k | NEW | 15k | 10.73 |
|
| Mind Medicine Mindmed Com New (MNMD) | 0.0 | $70k | NEW | 10k | 7.00 |
|
| Aldeyra Therapeutics (ALDX) | 0.0 | $67k | 14k | 4.96 |
|
|
| Heron Therapeutics (HRTX) | 0.0 | $41k | +15% | 27k | 1.53 |
|
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 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
- King Wealth 2021 Q3 filed Nov. 12, 2021
- King Wealth 2021 Q2 filed Aug. 12, 2021
- King Wealth 2021 Q1 filed May 14, 2021