King Wealth Management

King Wealth as of June 30, 2019

Portfolio Holdings for King Wealth

King Wealth holds 136 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 9.2 $31M 104k 294.75
Spdr S&p 500 Etf (SPY) 8.7 $29M 99k 293.00
SPDR S&P MidCap 400 ETF (MDY) 6.4 $22M 61k 354.60
iShares S&P SmallCap 600 Index (IJR) 6.0 $20M 257k 78.28
Invesco Qqq Trust Series 1 (QQQ) 5.4 $18M 96k 186.73
Visa (V) 5.1 $17M 98k 173.55
Microsoft Corporation (MSFT) 3.4 $11M 85k 133.96
Amazon (AMZN) 2.9 $9.6M 5.1k 1893.85
McDonald's Corporation (MCD) 2.8 $9.5M 46k 207.67
iShares S&P MidCap 400 Index (IJH) 2.8 $9.4M 48k 194.26
iShares S&P MidCap 400 Value Index (IJJ) 2.7 $9.0M 56k 159.47
Fidelity msci info tech i (FTEC) 2.7 $9.0M 144k 62.28
JPMorgan Chase & Co. (JPM) 2.1 $7.0M 63k 111.79
Boeing Company (BA) 2.0 $6.7M 18k 364.03
UnitedHealth (UNH) 2.0 $6.6M 27k 244.01
Lockheed Martin Corporation (LMT) 1.9 $6.3M 17k 363.50
Apple (AAPL) 1.9 $6.3M 32k 197.91
salesforce (CRM) 1.8 $6.0M 40k 151.73
iShares S&P MidCap 400 Growth (IJK) 1.7 $5.8M 26k 226.30
SPDR Dow Jones Industrial Average ETF (DIA) 1.6 $5.3M 20k 265.83
iShares S&P 1500 Index Fund (ITOT) 1.4 $4.8M 73k 66.62
MasterCard Incorporated (MA) 1.4 $4.7M 18k 264.55
Ishares Inc core msci emkt (IEMG) 1.1 $3.6M 70k 51.44
iShares IBoxx $ Invest Grade Corp Bd (LQD) 1.0 $3.2M 26k 124.38
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.9 $3.0M 35k 84.80
Pepsi (PEP) 0.9 $2.9M 22k 131.14
Chevron Corporation (CVX) 0.8 $2.6M 21k 124.47
Consolidated Edison (ED) 0.7 $2.3M 27k 87.70
Exxon Mobil Corporation (XOM) 0.7 $2.3M 30k 76.63
Verizon Communications (VZ) 0.7 $2.2M 38k 57.14
Gilead Sciences (GILD) 0.6 $2.0M 30k 67.56
Johnson & Johnson (JNJ) 0.5 $1.8M 13k 139.29
iShares Lehman Aggregate Bond (AGG) 0.5 $1.7M 15k 111.33
Raytheon Company 0.5 $1.5M 8.6k 173.96
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.4 $1.5M 24k 61.41
Procter & Gamble Company (PG) 0.4 $1.3M 12k 109.64
Invesco Variable Rate Preferred Etf etf (VRP) 0.4 $1.3M 54k 24.92
Vanguard Total Stock Market ETF (VTI) 0.4 $1.3M 8.7k 150.06
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.4 $1.3M 13k 101.74
Wendy's/arby's Group (WEN) 0.4 $1.3M 66k 19.58
Alphabet Inc Class C cs (GOOG) 0.4 $1.2M 1.1k 1080.42
At&t (T) 0.4 $1.2M 36k 33.51
Merck & Co (MRK) 0.4 $1.2M 15k 83.84
Marathon Petroleum Corp (MPC) 0.3 $1.2M 21k 55.90
Union Pacific Corporation (UNP) 0.3 $1.1M 6.7k 169.13
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.3 $1.1M 10k 110.04
Vanguard Total Bond Market ETF (BND) 0.3 $1.1M 14k 83.07
Vanguard Mid-Cap Value ETF (VOE) 0.3 $1.1M 9.5k 111.43
Paypal Holdings (PYPL) 0.3 $1.0M 9.0k 114.43
Netflix (NFLX) 0.3 $966k 2.6k 367.16
Alphabet Inc Class A cs (GOOGL) 0.3 $921k 851.00 1082.26
Abbott Laboratories (ABT) 0.3 $867k 10k 84.13
Blackstone 0.2 $782k 18k 44.39
iShares NASDAQ Biotechnology Index (IBB) 0.2 $695k 6.4k 109.14
iShares Barclays TIPS Bond Fund (TIP) 0.2 $688k 6.0k 115.61
iShares S&P US Pref Stock Idx Fnd (PFF) 0.2 $711k 19k 36.81
Alibaba Group Holding (BABA) 0.2 $696k 4.1k 169.34
General Mills (GIS) 0.2 $659k 13k 52.58
Fidelity Bond Etf (FBND) 0.2 $654k 13k 51.07
Pfizer (PFE) 0.2 $619k 14k 43.30
AstraZeneca (AZN) 0.2 $636k 15k 41.30
Dollar General (DG) 0.2 $643k 4.8k 135.20
Caterpillar (CAT) 0.2 $561k 4.1k 136.30
Honeywell International (HON) 0.2 $564k 3.2k 174.72
Altria (MO) 0.2 $544k 12k 47.39
American States Water Company (AWR) 0.2 $527k 7.0k 75.29
M&T Bank Corporation (MTB) 0.1 $507k 3.0k 170.02
iShares MSCI Hong Kong Index Fund (EWH) 0.1 $501k 19k 25.89
Allergan 0.1 $496k 3.0k 167.34
Coca-Cola Company (KO) 0.1 $456k 9.0k 50.86
Bristol Myers Squibb (BMY) 0.1 $483k 11k 45.33
International Business Machines (IBM) 0.1 $471k 3.4k 137.80
Loews Corporation (L) 0.1 $419k 7.7k 54.64
Wal-Mart Stores (WMT) 0.1 $447k 4.0k 110.45
Morgan Stanley (MS) 0.1 $443k 10k 43.85
Royal Dutch Shell 0.1 $419k 6.4k 65.07
Alexion Pharmaceuticals 0.1 $426k 3.3k 131.08
SPDR S&P China (GXC) 0.1 $421k 4.4k 95.68
Waste Management (WM) 0.1 $392k 3.4k 115.57
Walt Disney Company (DIS) 0.1 $414k 3.0k 139.49
United Parcel Service (UPS) 0.1 $407k 3.9k 103.38
Arrow Financial Corporation (AROW) 0.1 $391k 11k 34.69
Ingredion Incorporated (INGR) 0.1 $390k 4.7k 82.54
Facebook Inc cl a (META) 0.1 $397k 2.1k 193.00
Theravance Biopharma (TBPH) 0.1 $400k 25k 16.33
Cisco Systems (CSCO) 0.1 $363k 6.6k 54.69
Unitil Corporation (UTL) 0.1 $375k 6.3k 59.97
iShares Russell 1000 Growth Index (IWF) 0.1 $384k 2.4k 157.38
SPDR S&P Dividend (SDY) 0.1 $384k 3.8k 100.97
Vanguard Extended Market ETF (VXF) 0.1 $334k 2.8k 118.69
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.1 $335k 21k 15.64
Neuberger Berman NY Int Mun Common 0.1 $337k 28k 12.26
Tg Therapeutics (TGTX) 0.1 $336k 39k 8.66
Anthem (ELV) 0.1 $318k 1.1k 281.91
Comcast Corporation (CMCSA) 0.1 $291k 6.9k 42.27
Costco Wholesale Corporation (COST) 0.1 $285k 1.1k 264.62
Eli Lilly & Co. (LLY) 0.1 $294k 2.7k 110.94
Intel Corporation (INTC) 0.1 $315k 6.6k 47.84
United Technologies Corporation 0.1 $317k 2.4k 130.02
iShares Russell 1000 Value Index (IWD) 0.1 $294k 2.3k 127.16
Oracle Corporation (ORCL) 0.1 $308k 5.4k 57.05
Key (KEY) 0.1 $285k 16k 17.75
MGE Energy (MGEE) 0.1 $307k 4.2k 73.10
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.1 $314k 2.4k 132.71
Vanguard Growth ETF (VUG) 0.1 $316k 1.9k 163.56
Algonquin Power & Utilities equs (AQN) 0.1 $303k 25k 12.12
iShares FTSE/Xinhua China 25 Index (FXI) 0.1 $271k 6.3k 42.71
Paychex (PAYX) 0.1 $279k 3.4k 82.23
International Flavors & Fragrances (IFF) 0.1 $263k 1.8k 144.90
Humana (HUM) 0.1 $265k 1.0k 265.00
Suncor Energy (SU) 0.1 $261k 8.4k 31.21
Vanguard Mid-Cap ETF (VO) 0.1 $257k 1.5k 167.21
Telus Ord (TU) 0.1 $284k 7.7k 36.91
Guggenheim Bld Amr Bds Mng D (GBAB) 0.1 $282k 12k 24.01
Eaton (ETN) 0.1 $279k 3.4k 83.18
Ishares Tr core strm usbd (ISTB) 0.1 $264k 5.2k 50.37
Nextera Energy (NEE) 0.1 $234k 1.1k 204.90
Sanofi-Aventis SA (SNY) 0.1 $229k 5.3k 43.21
TJX Companies (TJX) 0.1 $244k 4.6k 52.89
PPL Corporation (PPL) 0.1 $237k 7.7k 30.98
Vanguard Emerging Markets ETF (VWO) 0.1 $219k 5.2k 42.35
Duke Energy (DUK) 0.1 $221k 2.5k 88.33
Alps Etf sectr div dogs (SDOG) 0.1 $247k 5.7k 43.46
Vanguard S&p 500 Etf idx (VOO) 0.1 $230k 853.00 269.64
Home Depot (HD) 0.1 $202k 969.00 208.46
General Electric Company 0.1 $217k 21k 10.55
Diageo (DEO) 0.1 $215k 1.2k 172.28
iShares S&P 100 Index (OEF) 0.1 $207k 1.6k 129.46
Protagonist Therapeutics (PTGX) 0.1 $206k 17k 12.12
Cigna Corp (CI) 0.1 $215k 1.4k 157.62
Horizon Therapeutics 0.1 $217k 9.0k 24.11
Huntington Bancshares Incorporated (HBAN) 0.1 $173k 13k 13.79
TrustCo Bank Corp NY 0.1 $172k 22k 7.94
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.1 $182k 14k 13.06
Foamix Pharmaceuticals 0.0 $48k 20k 2.40
Conformis 0.0 $44k 10k 4.40