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, AAPL, and represent 37.76% of King Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: TEVA, ORCL, SPY, IVV, HOLX, GOOGL, THC, UPS, MSFT, CRM.
- Started 10 new stock positions in CRM, SPDW, MSTR, HCA, THC, WPC, VTRS, MDLZ, GILD, ACN.
- Reduced shares in these 10 stocks: CI, ZBH, IHF, STVN, LLY, NVDA, AAPL, META, QQQ, PLTR.
- Sold out of its positions in ALDX, AME, BAC, IHF, LAZ, NVO, STVN.
- King Wealth Management Group was a net buyer of stock by $6.7M.
- King Wealth Management Group has $660M in assets under management (AUM), dropping by -3.77%.
- Central Index Key (CIK): 0001568235
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Portfolio Holdings for King Wealth Management Group
King Wealth Management Group holds 157 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Ivv Etf (IVV) | 13.6 | $89M | 159k | 561.90 |
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| Invesco Qqq Tr Etf (QQQ) | 8.5 | $56M | 120k | 468.92 |
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| Microsoft Corporation (MSFT) | 6.5 | $43M | 114k | 375.39 |
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| Spdr S&p 500 Etf Tr Spy Etf (SPY) | 4.7 | $31M | +4% | 56k | 559.39 |
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| Apple (AAPL) | 4.5 | $30M | 135k | 222.13 |
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| Visa Com Cl A (V) | 3.9 | $26M | 74k | 350.46 |
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| NVIDIA Corporation (NVDA) | 3.5 | $23M | -2% | 214k | 108.38 |
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| Ishares Tr Ijh Etf (IJH) | 3.4 | $23M | 386k | 58.35 |
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| Eli Lilly & Co. (LLY) | 3.2 | $21M | -2% | 25k | 825.92 |
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| Ishares Tr Ijr Etf (IJR) | 3.0 | $20M | 189k | 104.57 |
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| JPMorgan Chase & Co. (JPM) | 3.0 | $20M | 80k | 245.30 |
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| UnitedHealth (UNH) | 2.4 | $16M | 30k | 523.73 |
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| Meta Platforms Cl A (META) | 1.9 | $13M | -2% | 22k | 576.36 |
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| Costco Wholesale Corporation (COST) | 1.8 | $12M | 13k | 945.80 |
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| Ishares Tr Itot Etf (ITOT) | 1.8 | $12M | 97k | 122.01 |
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| Wal-Mart Stores (WMT) | 1.7 | $11M | +2% | 130k | 87.79 |
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| Alphabet Inc Googl Cap Stk Cl A (GOOGL) | 1.6 | $11M | +7% | 70k | 154.64 |
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| Amazon (AMZN) | 1.6 | $11M | +3% | 57k | 190.27 |
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| Mastercard Incorporated Cl A (MA) | 1.4 | $9.2M | 17k | 548.11 |
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| McDonald's Corporation (MCD) | 1.4 | $9.1M | 29k | 312.37 |
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| Fidelity Covington Trust Ftec Etf (FTEC) | 1.4 | $9.1M | -2% | 56k | 161.27 |
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| Parker-Hannifin Corporation (PH) | 1.3 | $8.8M | +3% | 15k | 607.86 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $7.8M | 18k | 446.70 |
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| Spdr Dow Jones Indl Average Etf (DIA) | 1.1 | $7.0M | 17k | 419.90 |
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| Select Sector Spdr Tr Xle Etf (XLE) | 1.0 | $6.4M | +3% | 68k | 93.45 |
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| Ishares Tr Iefa Etf (IEFA) | 0.9 | $6.0M | -2% | 79k | 75.65 |
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| Vanguard Index Fds Voe Etf (VOE) | 0.8 | $5.3M | 33k | 160.54 |
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| Home Depot (HD) | 0.8 | $5.2M | -4% | 14k | 366.46 |
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| Vanguard Index Fds Vo Etf (VO) | 0.7 | $4.9M | 19k | 258.63 |
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| Oracle Corporation (ORCL) | 0.7 | $4.8M | +71% | 35k | 139.80 |
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| Pepsi (PEP) | 0.7 | $4.4M | -2% | 29k | 149.94 |
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| Ishares Tr Ijj Etf (IJJ) | 0.7 | $4.3M | 36k | 119.74 |
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| Trane Technologies SHS (TT) | 0.6 | $4.3M | +8% | 13k | 336.92 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $3.7M | +4% | 11k | 352.54 |
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| Vanguard Index Fds Vtv Etf (VTV) | 0.6 | $3.7M | +4% | 21k | 172.75 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $3.6M | -2% | 31k | 118.93 |
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| Procter & Gamble Company (PG) | 0.5 | $3.5M | 21k | 170.44 |
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| Ishares Inc Iemg Etf (IEMG) | 0.5 | $3.4M | 63k | 53.96 |
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| Teva Pharmaceutical Inds Ads (TEVA) | 0.4 | $2.7M | +1106% | 175k | 15.37 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $2.6M | 18k | 139.80 |
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| Johnson & Johnson (JNJ) | 0.4 | $2.6M | 16k | 165.87 |
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| Chevron Corporation (CVX) | 0.4 | $2.5M | +10% | 15k | 167.32 |
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| Cigna Corp (CI) | 0.4 | $2.4M | -40% | 7.3k | 329.06 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $2.3M | -11% | 27k | 84.39 |
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| Hologic (HOLX) | 0.3 | $2.0M | +115% | 32k | 61.76 |
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| Ishares Tr Lqd Etf (LQD) | 0.3 | $1.8M | -4% | 17k | 108.70 |
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| Anthem (ELV) | 0.2 | $1.6M | +23% | 3.8k | 434.84 |
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| Ishares Tr Shy Etf (SHY) | 0.2 | $1.6M | -3% | 20k | 82.73 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.5M | 6.4k | 236.23 |
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| Ishares Tr Ijs Etf (IJS) | 0.2 | $1.5M | 15k | 97.51 |
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| Abbott Laboratories (ABT) | 0.2 | $1.5M | +2% | 11k | 132.63 |
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| Vanguard Index Fds Vti Etf (VTI) | 0.2 | $1.4M | 5.0k | 274.77 |
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| Ishares Tr Agg Etf (AGG) | 0.2 | $1.3M | -4% | 13k | 98.95 |
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| Ishares Tr Ive Etf (IVE) | 0.2 | $1.2M | 6.6k | 190.53 |
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| Vanguard Index Fds Vb Etf (VB) | 0.2 | $1.2M | 5.4k | 221.73 |
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| Caterpillar (CAT) | 0.2 | $1.1M | +4% | 3.5k | 329.78 |
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| Blackrock (BLK) | 0.2 | $1.1M | 1.1k | 946.04 |
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| Verizon Communications (VZ) | 0.2 | $1.1M | +2% | 24k | 45.34 |
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| Ishares Tr Pff Etf (PFF) | 0.2 | $1.1M | -2% | 34k | 30.74 |
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| Vanguard Index Fds Voo Etf (VOO) | 0.2 | $1.1M | 2.1k | 514.12 |
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| Invesco Exch Traded Fd Tr Ii Vrp Etf (VRP) | 0.2 | $1.0M | 43k | 24.24 |
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| Fidelity Merrimack Str Fbnd Etf (FBND) | 0.2 | $1.0M | -6% | 22k | 45.64 |
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| Ishares Tr Ief Etf (IEF) | 0.2 | $1.0M | 11k | 95.36 |
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| Vanguard Index Fds Vbr Etf (VBR) | 0.2 | $1.0M | -3% | 5.4k | 186.37 |
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| Dick's Sporting Goods (DKS) | 0.1 | $888k | 4.4k | 201.45 |
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| United Parcel Service CL B (UPS) | 0.1 | $852k | +274% | 7.7k | 109.99 |
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| Waste Management (WM) | 0.1 | $825k | 3.6k | 231.55 |
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| General Mills (GIS) | 0.1 | $749k | 13k | 59.76 |
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| Coca-Cola Company (KO) | 0.1 | $745k | +2% | 10k | 71.66 |
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| Enterprise Products Partners (EPD) | 0.1 | $742k | +10% | 22k | 34.14 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $740k | NEW | 5.5k | 134.55 |
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| Merck & Co (MRK) | 0.1 | $740k | 8.2k | 89.82 |
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| BP Adr (BP) | 0.1 | $736k | 22k | 33.77 |
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| Zimmer Holdings (ZBH) | 0.1 | $726k | -58% | 6.4k | 113.23 |
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| Ishares Tr Iwf Etf (IWF) | 0.1 | $694k | +6% | 1.9k | 361.08 |
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| Vanguard Index Fds Vug Etf (VUG) | 0.1 | $666k | +9% | 2.0k | 337.22 |
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| Honeywell International (HON) | 0.1 | $648k | 3.1k | 211.63 |
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| Ingredion Incorporated (INGR) | 0.1 | $625k | 4.6k | 135.14 |
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| Taiwan Semiconductor Mfg Ads (TSM) | 0.1 | $617k | +3% | 3.7k | 166.13 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $616k | +2% | 4.7k | 132.39 |
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| Ge Aerospace Com New (GE) | 0.1 | $596k | -4% | 3.0k | 200.07 |
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| Goldman Sachs (GS) | 0.1 | $593k | 1.1k | 546.04 |
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| Alphabet Inc Goog Cap Stk Cl C (GOOG) | 0.1 | $578k | +43% | 3.7k | 156.26 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $577k | +142% | 1.5k | 383.64 |
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| Darden Restaurants (DRI) | 0.1 | $574k | 2.8k | 207.59 |
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| Abbvie (ABBV) | 0.1 | $571k | 2.7k | 209.70 |
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| Energy Transfer Com Lp (ET) | 0.1 | $564k | 30k | 18.58 |
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| TJX Companies (TJX) | 0.1 | $556k | 4.6k | 121.72 |
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| American States Water Company (AWR) | 0.1 | $551k | 7.0k | 78.71 |
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| Eaton Corp SHS (ETN) | 0.1 | $550k | 2.0k | 271.60 |
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| Vanguard Index Fds Vxf Etf (VXF) | 0.1 | $507k | -6% | 2.9k | 172.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $498k | 935.00 | 532.62 |
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| Vanguard Bd Index Fds Bnd Etf (BND) | 0.1 | $472k | -7% | 6.4k | 73.39 |
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| International Business Machines (IBM) | 0.1 | $467k | -18% | 1.9k | 248.67 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $462k | 1.5k | 308.00 |
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| Broadcom (AVGO) | 0.1 | $462k | +5% | 2.8k | 167.57 |
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| Duke Energy (DUK) | 0.1 | $460k | +7% | 3.8k | 121.89 |
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| Casey's General Stores (CASY) | 0.1 | $456k | 1.1k | 434.29 |
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| Bristol Myers Squibb (BMY) | 0.1 | $439k | 7.2k | 60.98 |
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| Ishares Tr Oef Etf (OEF) | 0.1 | $436k | +6% | 1.6k | 270.64 |
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| Jd.com Ads (JD) | 0.1 | $420k | 10k | 41.16 |
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| Spdr Gold Tr Etf (GLD) | 0.1 | $414k | 1.4k | 287.90 |
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| M&T Bank Corporation (MTB) | 0.1 | $414k | 2.3k | 178.91 |
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| Amgen (AMGN) | 0.1 | $391k | +5% | 1.3k | 311.80 |
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| Ishares Tr Ibb Etf (IBB) | 0.1 | $389k | 3.0k | 127.96 |
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| Walt Disney Company (DIS) | 0.1 | $387k | -2% | 3.9k | 98.75 |
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| Altria (MO) | 0.1 | $387k | 6.4k | 60.07 |
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| Spdr Ser Tr Sdy Etf (SDY) | 0.1 | $386k | -5% | 2.8k | 135.58 |
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| Ishares Tr Iwr Etf (IWR) | 0.1 | $385k | 4.5k | 85.18 |
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| salesforce (CRM) | 0.1 | $383k | NEW | 1.4k | 268.02 |
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| Novartis Adr (NVS) | 0.1 | $374k | -2% | 3.4k | 111.38 |
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| Ishares Tr Tip Etf (TIP) | 0.1 | $363k | -2% | 3.3k | 111.08 |
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| Qualcomm (QCOM) | 0.1 | $360k | +9% | 2.3k | 153.39 |
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| Southern Company (SO) | 0.1 | $348k | +4% | 3.8k | 91.99 |
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| Hca Holdings (HCA) | 0.1 | $346k | NEW | 1.0k | 346.00 |
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| At&t (T) | 0.1 | $342k | +9% | 12k | 28.31 |
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| Valero Energy Corporation (VLO) | 0.1 | $336k | 2.5k | 132.18 |
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| Nextera Energy (NEE) | 0.1 | $333k | 4.7k | 70.93 |
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| Ge Vernova (GEV) | 0.0 | $328k | +19% | 1.1k | 305.69 |
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| Cisco Systems (CSCO) | 0.0 | $326k | +29% | 5.3k | 61.64 |
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| Ishares Tr Iwd Etf (IWD) | 0.0 | $324k | +11% | 1.7k | 188.37 |
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| Accenture Plc Ireland Class A (ACN) | 0.0 | $322k | NEW | 1.0k | 312.02 |
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| Advanced Micro Devices (AMD) | 0.0 | $304k | -2% | 3.0k | 102.88 |
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| Pfizer (PFE) | 0.0 | $304k | -7% | 12k | 25.35 |
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| Select Sector Spdr Tr Xlk Etf (XLK) | 0.0 | $291k | 1.4k | 206.82 |
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| Protagonist Therapeutics (PTGX) | 0.0 | $290k | 6.0k | 48.33 |
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| Ishares Tr Tlt Etf (TLT) | 0.0 | $277k | -2% | 3.0k | 90.94 |
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| Avadel Pharmaceuticals Com Shs (AVDL) | 0.0 | $274k | 35k | 7.83 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $270k | +13% | 2.3k | 119.31 |
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| Paychex (PAYX) | 0.0 | $257k | +4% | 1.7k | 153.98 |
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| Fiserv (FI) | 0.0 | $255k | -2% | 1.2k | 220.97 |
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| Spdr Ser Tr Jnk Etf (JNK) | 0.0 | $252k | -11% | 2.6k | 95.13 |
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| Ishares Tr Iei Etf (IEI) | 0.0 | $246k | +2% | 2.1k | 118.33 |
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| Spdr Index Shs Fds Spdw Etf (SPDW) | 0.0 | $245k | NEW | 6.7k | 36.39 |
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| Guggenheim Bld Amr Bds Mng D (GBAB) | 0.0 | $236k | 15k | 15.53 |
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| Gilead Sciences (GILD) | 0.0 | $236k | NEW | 2.1k | 111.85 |
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| Morgan Stanley Com New (MS) | 0.0 | $232k | +12% | 2.0k | 116.58 |
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| Trustco Bk Corp N Y Com New (TRST) | 0.0 | $231k | 7.6k | 30.52 |
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| ConocoPhillips (COP) | 0.0 | $230k | -2% | 2.2k | 105.17 |
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| Boeing Company (BA) | 0.0 | $230k | 1.3k | 170.75 |
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| Blackstone Secd Lending (BXSL) | 0.0 | $227k | 7.0k | 32.43 |
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| Vanguard Specialized Fd Vig Etf (VIG) | 0.0 | $227k | 1.2k | 194.35 |
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| Ishares Tr Iwb Etf (IWB) | 0.0 | $224k | -7% | 731.00 | 306.43 |
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| Wp Carey (WPC) | 0.0 | $221k | NEW | 3.5k | 63.23 |
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| American Express Company (AXP) | 0.0 | $218k | +2% | 810.00 | 269.14 |
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| Tesla Motors (TSLA) | 0.0 | $216k | -48% | 833.00 | 259.30 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $212k | NEW | 3.1k | 67.80 |
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| Fidelity Covington Tr Felc Etf (FELC) | 0.0 | $211k | 6.8k | 31.15 |
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| Telus Ord (TU) | 0.0 | $210k | 15k | 14.31 |
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| Microstrategy Cl A New (MSTR) | 0.0 | $206k | NEW | 713.00 | 288.92 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $204k | +26% | 19k | 10.74 |
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| WD-40 Company (WDFC) | 0.0 | $203k | -3% | 831.00 | 244.28 |
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| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $184k | -9% | 14k | 13.67 |
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| Key (KEY) | 0.0 | $164k | 10k | 15.96 |
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| Viatris (VTRS) | 0.0 | $113k | NEW | 13k | 8.73 |
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| Heron Therapeutics (HRTX) | 0.0 | $59k | 27k | 2.20 |
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| Mind Medicine Mindmed Com New (MNMD) | 0.0 | $59k | 10k | 5.90 |
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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 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
- King Wealth 2021 Q3 filed Nov. 12, 2021
- King Wealth 2021 Q2 filed Aug. 12, 2021