King Wealth Management

Latest statistics and disclosures from King Wealth's latest quarterly 13F-HR filing:

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Positions held by King Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for King Wealth

King Wealth holds 171 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ivv Core S&p500 Etf (IVV) 10.4 $53M +7% 117k 453.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.0 $51M 141k 362.54
Microsoft Corporation (MSFT) 5.1 $26M 85k 308.31
Spdr S&p 500 Etf Tr Spy Tr Unit (SPY) 4.6 $23M 52k 451.64
Apple (AAPL) 4.2 $22M 124k 174.61
Ishares Tr Ijh Core S&p Mcp Etf (IJH) 4.1 $21M +2% 78k 268.34
NVIDIA Corporation (NVDA) 3.5 $18M 66k 272.87
Ishares Tr Ijr Core S&p Scp Etf (IJR) 3.3 $17M +8% 158k 107.88
Visa Com Cl A (V) 3.1 $16M 71k 221.77
Fidelity Covington Trust Msci Info Tech I (FTEC) 2.9 $15M -10% 118k 123.08
UnitedHealth (UNH) 2.8 $14M 28k 509.97
McDonald's Corporation (MCD) 2.3 $12M 47k 247.27
JPMorgan Chase & Co. (JPM) 2.0 $10M 75k 136.32
Ishares Tr Ibb Nasdaq Biotech (IBB) 2.0 $10M 78k 130.30

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Ishares Tr Itot Core S&p Ttl Stk (ITOT) 1.9 $9.8M +2% 97k 100.94
Johnson & Johnson (JNJ) 1.9 $9.7M -2% 55k 177.23
Ishares Tr Iefa Core Msci Eafe (IEFA) 1.7 $8.5M +132% 123k 69.51
Lockheed Martin Corporation (LMT) 1.5 $7.9M +3% 18k 441.38
Alphabet Inc Googl Cap Stk Cl A (GOOGL) 1.4 $7.1M +143% 2.6k 2781.54
Mastercard Incorporated Cl A (MA) 1.3 $6.4M 18k 357.41
Spdr Dow Jones Indl Average Dia Ut Ser 1 (DIA) 1.2 $6.4M 18k 346.84
Costco Wholesale Corporation (COST) 1.2 $6.2M +3% 11k 575.83
Amazon (AMZN) 1.2 $6.2M -64% 1.9k 3260.89
Wal-Mart Stores (WMT) 1.1 $5.8M 39k 148.91
Dick's Sporting Goods (DKS) 1.1 $5.6M +6% 56k 100.01
Ishares Inc Iemg Core Msci Emkt (IEMG) 1.0 $5.1M +2% 91k 55.55
Ishares Tr Ijj S&p Mc 400vl Etf (IJJ) 0.9 $4.6M +5% 42k 109.64
Home Depot (HD) 0.8 $4.3M +6% 14k 299.35
Procter & Gamble Company (PG) 0.8 $3.9M +5% 26k 152.79
salesforce (CRM) 0.7 $3.6M -8% 17k 212.33
Pepsi (PEP) 0.7 $3.4M 20k 167.38
Ishares Tr Lqd Iboxx Inv Cp Etf (LQD) 0.6 $3.3M 27k 120.92
Ishares Tr Shy 1 3 Yr Treas Bd (SHY) 0.6 $2.9M 35k 83.34
Facebook Cl A (META) 0.5 $2.6M +34% 12k 222.34
Blackstone Group Inc Com Cl A (BX) 0.5 $2.4M 19k 126.96
Ares Coml Real Estate (ACRE) 0.4 $2.3M +31% 146k 15.52
Ishares Tr Agg Core Us Aggbd Et (AGG) 0.4 $2.1M +2% 20k 107.08
Eli Lilly & Co. (LLY) 0.4 $2.0M -41% 7.1k 286.41
NuVasive (NUVA) 0.4 $2.0M +34% 35k 56.71
Fidelity Covington Trust Total Bd Etf (FBND) 0.4 $1.9M +5% 39k 49.76
Union Pacific Corporation (UNP) 0.4 $1.8M 6.6k 273.19
Verizon Communications (VZ) 0.3 $1.7M 34k 50.94
Dollar General (DG) 0.3 $1.7M 7.7k 222.57
Amgen (AMGN) 0.3 $1.7M 7.1k 241.85
United Therapeutics Corporation (UTHR) 0.3 $1.7M +26% 9.5k 179.37
Ishares Tr Ijs Sp Smcp600vl Etf (IJS) 0.3 $1.7M +12% 17k 102.39
Ishares Tr Pff Pfd And Incm Sec (PFF) 0.3 $1.6M +16% 43k 36.43
Broadcom (AVGO) 0.3 $1.6M 2.5k 629.54
Atlassian Corp Cl A (TEAM) 0.3 $1.6M -3% 5.3k 293.76
Target Corporation (TGT) 0.3 $1.5M -54% 7.2k 212.21
Nevro (NVRO) 0.3 $1.5M NEW 21k 72.33
Ishares Tr Ief Barclays 7 10 Yr (IEF) 0.3 $1.5M +3% 14k 107.50
Walt Disney Company (DIS) 0.3 $1.3M -3% 9.4k 137.16
Vanguard Index Fds Vti Total Stk Mkt (VTI) 0.2 $1.3M 5.6k 227.70
Cigna Corp (CI) 0.2 $1.2M 5.2k 239.57
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $1.2M +2% 50k 24.43
Abbott Laboratories (ABT) 0.2 $1.2M -2% 9.9k 118.31
Theravance Biopharma (TBPH) 0.2 $1.2M +838% 122k 9.56
Pimco Etf Tr Mint Enhan Shrt Ma Ac (MINT) 0.2 $1000k 10k 100.15
Vanguard Bd Index Fds Bnd Total Bnd Mrkt (BND) 0.2 $984k 12k 79.53
Exxon Mobil Corporation (XOM) 0.2 $957k +2% 12k 82.63
Anthem (ANTM) 0.2 $954k 1.9k 490.99
Wendy's/arby's Group (WEN) 0.2 $947k 43k 21.97
Ishares Tr Fxi China Lg-cap Etf (FXI) 0.2 $929k -4% 29k 31.96
BlackRock (BLK) 0.2 $881k 1.2k 764.09
Tesla Motors (TSLA) 0.2 $873k 810.00 1077.78
Nxp Semiconductors N V (NXPI) 0.2 $871k +26% 4.7k 185.04
General Mills (GIS) 0.2 $849k 13k 67.74
Pfizer (PFE) 0.2 $814k 16k 51.75
Lyft Cl A Com (LYFT) 0.2 $812k +108% 21k 38.41
Lam Research Corporation (LRCX) 0.2 $806k 1.5k 537.33
At&t (T) 0.2 $790k 33k 23.63
Ishares Tr Tips Bd Etf (TIP) 0.2 $765k 6.1k 124.51
Astrazeneca Sponsored Adr (AZN) 0.1 $756k 11k 66.32
Caterpillar (CAT) 0.1 $729k 3.3k 222.80
Ishares Tr Ive S&p 500 Val Etf (IVE) 0.1 $689k 4.4k 155.78
Coca-Cola Company (KO) 0.1 $684k 11k 62.01
Honeywell International (HON) 0.1 $623k 3.2k 194.51
Darden Restaurants (DRI) 0.1 $623k -3% 4.7k 132.89
American States Water Company (AWR) 0.1 $623k 7.0k 89.00
Spdr Ser Tr Jnk Bloomberg Brclys (JNK) 0.1 $621k 6.1k 102.48
United Parcel Service CL B (UPS) 0.1 $613k -10% 2.9k 214.49
Genmab A/s Sponsored Ads (GMAB) 0.1 $611k 17k 36.16
Merck & Co (MRK) 0.1 $603k 7.3k 82.06
Waste Management (WM) 0.1 $575k 3.6k 158.45
Kla Corp Com New (KLAC) 0.1 $549k 1.5k 366.00
Vanguard Index Fds Vug Growth Etf (VUG) 0.1 $525k 1.8k 287.83
Protagonist Therapeutics (PTGX) 0.1 $521k 22k 23.68
Ishares Tr Tlt 20 Yr Tr Bd Etf (TLT) 0.1 $517k 3.9k 132.06
Ishares Tr Iwf Rus 1000 Grw Etf (IWF) 0.1 $502k 1.8k 277.65
Adobe Systems Incorporated (ADBE) 0.1 $476k 1.0k 455.50
Vanguard Index Fds Vxf Extend Mkt Etf (VXF) 0.1 $475k 2.9k 165.74
Establishment Labs Holdings Ord (ESTA) 0.1 $472k 7.0k 67.43
Microstrategy Cl A New (MSTR) 0.1 $465k +35% 957.00 485.89
Bristol Myers Squibb (BMY) 0.1 $465k 6.4k 73.10
Legend Biotech Corp Sponsored Ads (LEGN) 0.1 $436k NEW 12k 36.33
Williams-Sonoma (WSM) 0.1 $435k -40% 3.0k 145.00
Humana (HUM) 0.1 $435k 1.0k 435.00
Qorvo (QRVO) 0.1 $434k -22% 3.5k 124.00
Applied Materials (AMAT) 0.1 $431k -60% 3.3k 131.93
Hdfc Bank Sponsored Ads (HDB) 0.1 $429k 7.0k 61.29
Duke Energy Corp Com New (DUK) 0.1 $415k 3.7k 111.56
M&T Bank Corporation (MTB) 0.1 $410k -2% 2.4k 169.35
International Business Machines (IBM) 0.1 $407k +3% 3.1k 130.03
Ingredion Incorporated (INGR) 0.1 $403k 4.6k 87.14
Abbvie (ABBV) 0.1 $400k -49% 2.5k 162.07
Goldman Sachs (GS) 0.1 $396k 1.2k 330.00
Algonquin Power & Utilities equs (AQN) 0.1 $388k 25k 15.52
Nextera Energy (NEE) 0.1 $387k 4.6k 84.72
Arrow Financial Corporation (AROW) 0.1 $383k 12k 32.38
Telus Ord (TU) 0.1 $380k 15k 26.17
Altria (MO) 0.1 $374k 7.2k 52.29
Raytheon Technologies Corp (RTX) 0.1 $374k 3.8k 99.10
Galapagos Nv Spon Adr (GLPG) 0.1 $372k 6.0k 62.00
Boeing Company (BA) 0.1 $364k 1.9k 191.68
Oracle Corporation (ORCL) 0.1 $358k 4.3k 82.83
Encompass Health Corp (EHC) 0.1 $356k 5.0k 71.20
Ford Motor Company (F) 0.1 $355k -32% 21k 16.90
First Horizon National Corporation (FHN) 0.1 $352k NEW 15k 23.47
Spdr Ser Tr Sdy S&p Divid Etf (SDY) 0.1 $348k 2.7k 127.94
Eaton Corp SHS (ETN) 0.1 $347k 2.3k 151.66
Morgan Stanley Com New (MS) 0.1 $345k +14% 3.9k 87.45
Vanguard Index Fds Voo S&p 500 Etf Shs (VOO) 0.1 $345k 832.00 414.66
Nike CL B (NKE) 0.1 $345k -53% 2.6k 134.71
Advanced Micro Devices (AMD) 0.1 $342k 3.1k 109.27
Novo-nordisk A S Adr (NVO) 0.1 $338k -40% 3.0k 110.93
TrustCo Bank Corp NY 0.1 $337k NEW 11k 31.93
Chevron Corporation (CVX) 0.1 $333k NEW 2.0k 162.68
Ishares Tr Iwd Rus 1000 Val Etf (IWD) 0.1 $331k 2.0k 166.00
Bank of America Corporation (BAC) 0.1 $325k 7.9k 41.24
Paypal Holdings (PYPL) 0.1 $322k -72% 2.8k 115.62
Ishares Tr Oef S&p 100 Etf (OEF) 0.1 $309k 1.5k 208.22
Guggenheim Bld Amr Bds Mng D (GBAB) 0.1 $309k -4% 16k 19.91
Southern Company (SO) 0.1 $305k +31% 4.2k 72.46
Dow (DOW) 0.1 $301k 4.7k 63.64
Zillow Group Cl A (ZG) 0.1 $294k 6.1k 48.20
Neuberger Berman NY Int Mun Common (NBO) 0.1 $293k 25k 11.61
Alphabet Inc Goog Cap Stk Cl C (GOOG) 0.1 $290k +18% 104.00 2788.46
TJX Companies (TJX) 0.1 $280k -2% 4.6k 60.67
Cisco Systems (CSCO) 0.1 $279k +11% 5.0k 55.67
Tg Therapeutics (TGTX) 0.1 $274k 29k 9.51
Ishares Tr Ijk S&p Mc 400gr Etf (IJK) 0.1 $273k 3.5k 77.38
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $272k 16k 16.88
Danaher Corporation (DHR) 0.1 $261k 890.00 293.26
Key (KEY) 0.1 $260k +2% 12k 22.40
Valero Energy Corporation (VLO) 0.1 $258k NEW 2.5k 101.49
Sanofi Sponsored Adr (SNY) 0.1 $257k NEW 5.0k 51.40
Vanguard Index Fds Vtv Value Etf (VTV) 0.0 $253k 1.7k 147.87
Loews Corporation (L) 0.0 $251k -24% 3.9k 64.87
Spdr Ser Tr Cwb BLMBRG BRC CNVRT (CWB) 0.0 $250k 3.3k 76.83
General Electric (GE) 0.0 $250k +18% 2.7k 91.64
WD-40 Company (WDFC) 0.0 $241k 1.3k 183.13
International Flavors & Fragrances (IFF) 0.0 $236k 1.8k 131.11
Paychex (PAYX) 0.0 $234k 1.7k 136.28
Alps Etf Tr Sectr Div Dogs (SDOG) 0.0 $229k 4.2k 55.05
Ishares Tr Iwb Rus 1000 Etf (IWB) 0.0 $229k 915.00 250.27
Spdr Gold Tr Gold Shs (GLD) 0.0 $228k 1.3k 180.52
Intel Corporation (INTC) 0.0 $228k 4.6k 49.67
Ishares Tr Iwr Rus Mid Cap Etf (IWR) 0.0 $225k 2.9k 77.99
Prothena Corp SHS (PRTA) 0.0 $219k 6.0k 36.50
Diageo Spon Adr New (DEO) 0.0 $217k 1.1k 202.99
Unitil Corporation (UTL) 0.0 $209k NEW 4.2k 49.81
Prudential Financial (PRU) 0.0 $208k NEW 1.8k 118.38
Casey's General Stores (CASY) 0.0 $208k 1.1k 198.10
Nexpoint Residential Tr (NXRT) 0.0 $205k NEW 2.3k 90.47
Viacomcbs CL B (PARA) 0.0 $204k NEW 5.4k 37.83
Select Sector Spdr Tr Technology (XLK) 0.0 $203k 1.3k 158.84
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.0 $146k NEW 10k 14.60
Zynerba Pharmaceuticals (ZYNE) 0.0 $33k NEW 16k 2.06
Pavmed (PAVM) 0.0 $24k 18k 1.33
Conformis (CFMS) 0.0 $16k 25k 0.64

Past Filings by King Wealth

SEC 13F filings are viewable for King Wealth going back to 2012

View all past filings