King Wealth Management

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

Companies in the King Wealth portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 9.15 103858 +5% 294.75
SPDR S&P; 500 ETF (SPY) 8.71 99395 293.00
SPDR S&P; MidCap 400 ETF (MDY) 6.41 60500 354.60
iShares S&P; SmallCap 600 Index (IJR) 6.01 256816 +3% 78.28
Invesco Qqq Trust Series 1 5.36 95944 186.73
Visa (V) 5.09 98003 173.55
Microsoft Corporation (MSFT) 3.39 84749 +3% 133.96
Amazon (AMZN) 2.86 5059 1893.85
McDonald's Corporation (MCD) 2.84 45775 +4% 207.67
iShares S&P; MidCap 400 Index (IJH) 2.80 48261 +11% 194.26
iShares S&P; MidCap 400 Value Index (IJJ) 2.69 56324 159.47
Fidelity msci info tech i 2.69 144314 +12% 62.28
JPMorgan Chase & Co. (JPM) 2.10 62749 111.79
Boeing Company (BA) 1.99 18320 -8% 364.03
UnitedHealth (UNH) 1.98 27179 +19% 244.01
Lockheed Martin Corporation (LMT) 1.89 17392 363.50
Apple (AAPL) 1.89 32014 197.91
salesforce (CRM) 1.80 39617 +11% 151.73
iShares S&P; MidCap 400 Growth (IJK) 1.73 25559 226.30
SPDR Dow Jones Industrial Average ETF (DIA) 1.59 20047 265.83
iShares S&P; 1500 Index Fund (ISI) 1.44 72514 +3% 66.62
MasterCard Incorporated (MA) 1.40 17762 +10% 264.55
Ishares Inc core msci emkt 1.08 69989 +26% 51.44
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.96 25929 +3% 124.38
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.88 34860 +4% 84.80
Pepsi (PEP) 0.86 21962 131.14
Chevron Corporation (CVX) 0.78 20912 +2% 124.47
Consolidated Edison (ED) 0.69 26454 87.70
Exxon Mobil Corporation (XOM) 0.68 29728 76.63
Verizon Communications (VZ) 0.65 38100 57.14
Gilead Sciences (GILD) 0.60 29546 -9% 67.56
Johnson & Johnson (JNJ) 0.53 12650 139.29
iShares Lehman Aggregate Bond (AGG) 0.50 15144 +3% 111.33
Raytheon Company (RTN) 0.45 8640 173.96
Ishares Core Msci Eafe Etf core msci eafe 0.44 24230 61.41
Procter & Gamble Company (PG) 0.40 12213 +14% 109.64
Invesco Variable Rate Preferred Etf etf 0.40 54019 -3% 24.92
Vanguard Total Stock Market ETF (VTI) 0.39 8743 150.06
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.38 12552 -6% 101.74
Wendy's/arby's Group 0.38 65625 19.58
Alphabet Inc Class C cs 0.37 1144 -71% 1080.42
AT&T; (T) 0.36 35895 +2% 33.51
Merck & Co (MRK) 0.36 14480 +2% 83.84
Marathon Petroleum Corp 0.35 20877 +87% 55.90
Union Pacific Corporation (UNP) 0.34 6711 169.13
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.34 10433 +17% 110.04
Vanguard Total Bond Market ETF (BND) 0.34 13831 -5% 83.07
Vanguard Mid-Cap Value ETF (VOE) 0.32 9504 111.43
Paypal Holdings 0.31 9045 +14% 114.43
Netflix (NFLX) 0.29 2631 +6% 367.16
Alphabet Inc Class A cs 0.28 851 -47% 1082.26
Abbott Laboratories (ABT) 0.26 10305 +7% 84.13
Blackstone (BX) 0.23 17615 44.39
iShares NASDAQ Biotechnology Index (IBB) 0.21 6368 -8% 109.14
iShares Barclays TIPS Bond Fund (TIP) 0.21 5951 115.61
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.21 19315 +25% 36.81
Alibaba Group Holding Ltd Spon 0.21 4110 NEW 169.34
General Mills (GIS) 0.20 12534 52.58
Fidelity Bond Etf 0.20 12807 +173% 51.07
Pfizer (PFE) 0.19 14296 43.30
AstraZeneca (AZN) 0.19 15400 -24% 41.30
Dollar General (DG) 0.19 4756 135.20
Caterpillar (CAT) 0.17 4116 136.30
Honeywell International (HON) 0.17 3228 174.72
Altria (MO) 0.16 11480 47.39
American States Water Company (AWR) 0.16 7000 75.29
M&T; Bank Corporation (MTB) 0.15 2982 170.02
iShares MSCI Hong Kong Index Fund (EWH) 0.15 19350 25.89
Allergan 0.15 2964 +87% 167.34
Coca-Cola Company (KO) 0.14 8965 50.86
Bristol Myers Squibb (BMY) 0.14 10655 +16% 45.33
International Business Machines (IBM) 0.14 3418 +5% 137.80
Loews Corporation (L) 0.13 7669 54.64
Wal-Mart Stores (WMT) 0.13 4047 +11% 110.45
Morgan Stanley (MS) 0.13 10102 43.85
Royal Dutch Shell (RDS.A) 0.13 6439 NEW 65.07
Alexion Pharmaceuticals (ALXN) 0.13 3250 +58% 131.08
SPDR S&P; China (GXC) 0.13 4400 95.68
Waste Management (WM) 0.12 3392 115.57
Walt Disney Company (DIS) 0.12 2968 +5% 139.49
United Parcel Service (UPS) 0.12 3937 -6% 103.38
Arrow Financial Corporation (AROW) 0.12 11270 -5% 34.69
Ingredion Incorporated 0.12 4725 82.54
Facebook Inc cl a 0.12 2057 193.00
Theravance Biopharma 0.12 24500 +44% 16.33
Cisco Systems (CSCO) 0.11 6637 +37% 54.69
Unitil Corporation (UTL) 0.11 6253 59.97
iShares Russell 1000 Growth Index (IWF) 0.11 2440 -20% 157.38
SPDR S&P; Dividend (SDY) 0.11 3803 100.97
Vanguard Extended Market ETF (VXF) 0.10 2814 118.69
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.10 21423 15.64
Neuberger Berman NY Int Mun Common (NBO) 0.10 27490 -3% 12.26
Tg Therapeutics 0.10 38800 -32% 8.66
Anthem 0.10 1128 +20% 281.91
Comcast Corporation (CMCSA) 0.09 6884 +6% 42.27
Costco Wholesale Corporation (COST) 0.09 1077 264.62
Eli Lilly & Co. (LLY) 0.09 2650 110.94
Intel Corporation (INTC) 0.09 6585 +9% 47.84
United Technologies Corporation (UTX) 0.09 2438 -8% 130.02
iShares Russell 1000 Value Index (IWD) 0.09 2312 127.16
Oracle Corporation (ORCL) 0.09 5399 NEW 57.05
Key (KEY) 0.09 16058 17.75
MGE Energy (MGEE) 0.09 4200 73.10
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.09 2366 132.71
Vanguard Growth ETF (VUG) 0.09 1932 163.56
Algonquin Power & Utilities equs 0.09 25000 12.12
iShares FTSE/Xinhua China 25 Index (FXI) 0.08 6345 -4% 42.71
Paychex (PAYX) 0.08 3393 82.23
International Flavors & Fragrances (IFF) 0.08 1815 144.90
Humana (HUM) 0.08 1000 NEW 265.00
Suncor Energy Inc New 0.08 8363 31.21
Vanguard Mid-Cap ETF (VO) 0.08 1537 167.21
Telus Ord 0.08 7694 36.91
Guggenheim Bld Amr Bds Mng D 0.08 11747 24.01
Eaton 0.08 3354 83.18
Ishares Tr core strm usbd 0.08 5241 +29% 50.37
Nextera Energy Inc C om 0.07 1142 204.90
Sanofi-Aventis SA (SNY) 0.07 5300 -78% 43.21
TJX Companies (TJX) 0.07 4613 52.89
PPL Corporation (PPL) 0.07 7650 30.98
Vanguard Emerging Markets ETF (VWO) 0.07 5171 42.35
Duke Energy 0.07 2502 -4% 88.33
Alps Etf sectr div dogs 0.07 5683 43.46
Vanguard S&p 500 Etf idx fd 0.07 853 -29% 269.64
Home Depot (HD) 0.06 969 NEW 208.46
General Electric Company (GE) 0.06 20578 -4% 10.55
Diageo (DEO) 0.06 1248 172.28
iShares S&P; 100 Index (OEF) 0.06 1599 -5% 129.46
Protagonist Therapeutics Inc Com stock 0.06 17000 -12% 12.12
Cigna Corp New 0.06 1364 -65% 157.62
Horizon Therapeutics Plc 0.06 9000 NEW 24.11
Huntington Bancshares Incorporated (HBAN) 0.05 12549 13.79
TrustCo Bank Corp NY (TRST) 0.05 21675 +17% 7.94
Nuveen Ins Ny Tx Fr Adv Mun 0.05 13934 +5% 13.06
Foamix Pharmaceuticals Ltd shs 0.01 20000 NEW 2.40
Conformis 0.01 10000 -67% 4.40
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Past 13F-HR SEC Filings by King Wealth

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