King Wealth Management
Latest statistics and disclosures from King Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QQQ, MSFT, SPY, AAPL, and represent 34.35% of King Wealth's stock portfolio.
- Added to shares of these 10 stocks: IEFA, GOOGL, IVV, NVRO, IJR, TBPH, META, ACRE, IJH, NUVA.
- Started 13 new stock positions in FHN, PARA, SNY, PRU, TrustCo Bank Corp NY, NVRO, NXRT, UTL, LEGN, CVX. SPDN, VLO, ZYNE.
- Reduced shares in these 10 stocks: AMZN (-$11M), TGT, FTEC, LLY, QQQ, JD, BSX, PYPL, AMAT, Arena Pharmaceuticals.
- Sold out of its positions in UHAL, AME, Arena Pharmaceuticals, BMRN, BSX, CME, EQIX, HALO, JD, PPL. QCOM, TXN, TMO, TRST, VMW.
- King Wealth was a net buyer of stock by $1.3M.
- King Wealth has $509M in assets under management (AUM), dropping by -5.52%.
- Central Index Key (CIK): 0001568235
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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
- 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
- King Wealth 2020 Q4 filed Feb. 12, 2021
- King Wealth 2020 Q3 filed Nov. 12, 2020
- King Wealth 2020 Q2 filed Aug. 13, 2020
- King Wealth 2020 Q1 filed May 13, 2020
- King Wealth 2019 Q4 filed Feb. 13, 2020
- King Wealth 2019 Q3 filed Nov. 13, 2019
- King Wealth 2019 Q2 filed Aug. 13, 2019
- King Wealth 2019 Q1 filed May 13, 2019
- King Wealth 2018 Q4 filed Feb. 14, 2019
- King Wealth 2018 Q3 filed Nov. 13, 2018
- King Wealth 2018 Q2 filed Aug. 14, 2018