King Wealth Management

King Wealth Management Group as of June 30, 2017

Portfolio Holdings for King Wealth Management Group

King Wealth Management Group holds 128 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 9.9 $25M 103k 241.81
SPDR S&P MidCap 400 ETF (MDY) 8.3 $21M 66k 317.62
iShares S&P SmallCap 600 Index (IJR) 6.2 $16M 222k 70.11
PowerShares QQQ Trust, Series 1 5.9 $15M 108k 137.59
iShares S&P 500 Index (IVV) 5.0 $13M 52k 243.41
Visa (V) 4.1 $10M 110k 93.79
iShares S&P MidCap 400 Value Index (IJJ) 3.2 $8.2M 55k 148.55
Exxon Mobil Corporation (XOM) 2.8 $7.0M 87k 80.73
McDonald's Corporation (MCD) 2.5 $6.4M 42k 153.17
Facebook Inc cl a (META) 2.5 $6.2M 41k 150.99
Altria (MO) 2.4 $6.1M 82k 74.47
JPMorgan Chase & Co. (JPM) 2.0 $5.1M 56k 91.40
Pepsi (PEP) 2.0 $5.1M 44k 115.49
iShares S&P MidCap 400 Growth (IJK) 1.9 $4.7M 24k 196.60
Lockheed Martin Corporation (LMT) 1.8 $4.6M 16k 277.59
At&t (T) 1.8 $4.4M 118k 37.73
iShares S&P MidCap 400 Index (IJH) 1.6 $4.0M 23k 173.96
SPDR Dow Jones Industrial Average ETF (DIA) 1.5 $3.8M 18k 213.20
Abbvie (ABBV) 1.4 $3.4M 47k 72.51
Powershares Etf Tr Ii var rate pfd por 1.4 $3.4M 130k 26.16
Alphabet Inc Class C cs (GOOG) 1.3 $3.3M 3.7k 908.77
iShares S&P 1500 Index Fund (ITOT) 1.1 $2.9M 52k 55.41
Fidelity msci info tech i (FTEC) 1.1 $2.9M 68k 42.73
SPDR KBW Regional Banking (KRE) 1.1 $2.8M 50k 54.96
Ishares Inc core msci emkt (IEMG) 1.0 $2.4M 49k 50.05
UnitedHealth (UNH) 0.9 $2.3M 12k 185.46
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.9 $2.3M 19k 120.51
Microsoft Corporation (MSFT) 0.8 $2.1M 30k 68.91
Johnson & Johnson (JNJ) 0.7 $1.8M 13k 132.33
General Mills (GIS) 0.7 $1.8M 32k 55.41
Consolidated Edison (ED) 0.7 $1.7M 21k 80.83
Amazon (AMZN) 0.7 $1.7M 1.7k 968.00
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.7 $1.6M 19k 84.49
Chevron Corporation (CVX) 0.6 $1.6M 15k 104.30
Alphabet Inc Class A cs (GOOGL) 0.6 $1.5M 1.7k 929.17
Raytheon Company 0.6 $1.5M 9.3k 161.42
Vanguard Total Bond Market ETF (BND) 0.6 $1.5M 18k 81.84
Apple (AAPL) 0.6 $1.5M 10k 144.02
Verizon Communications (VZ) 0.6 $1.4M 32k 44.67
General Electric Company 0.6 $1.4M 52k 27.02
iShares iBoxx $ High Yid Corp Bond (HYG) 0.5 $1.3M 15k 88.40
Wendy's/arby's Group (WEN) 0.5 $1.3M 82k 15.51
iShares Lehman Aggregate Bond (AGG) 0.5 $1.2M 11k 109.46
Philip Morris International (PM) 0.5 $1.2M 9.8k 117.47
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.5 $1.2M 19k 60.89
Procter & Gamble Company (PG) 0.4 $1.1M 12k 87.11
Vanguard Mid-Cap Value ETF (VOE) 0.4 $1.1M 10k 102.87
Buckeye Partners 0.4 $1.0M 16k 63.91
Allergan 0.3 $875k 3.6k 243.19
SPDR Barclays Capital High Yield B 0.3 $853k 23k 37.18
Goldman Sachs (GS) 0.3 $801k 3.6k 222.01
Vanguard Total Stock Market ETF (VTI) 0.3 $794k 6.4k 124.47
iShares NASDAQ Biotechnology Index (IBB) 0.3 $771k 2.5k 310.01
iShares Barclays TIPS Bond Fund (TIP) 0.3 $789k 7.0k 113.48
iShares MSCI Mexico Inv. Mt. Idx. (EWW) 0.3 $758k 14k 53.95
Union Pacific Corporation (UNP) 0.3 $719k 6.6k 108.84
Applied Optoelectronics (AAOI) 0.3 $711k 12k 61.83
Intel Corporation (INTC) 0.3 $678k 20k 33.74
Blackstone 0.3 $649k 20k 33.33
Morgan Stanley (MS) 0.2 $625k 14k 44.55
M&T Bank Corporation (MTB) 0.2 $578k 3.6k 161.90
Snap Inc cl a (SNAP) 0.2 $577k 33k 17.77
Ingredion Incorporated (INGR) 0.2 $563k 4.7k 119.15
United Parcel Service (UPS) 0.2 $520k 4.7k 110.64
Loews Corporation (L) 0.2 $497k 11k 46.80
Wells Fargo & Company (WFC) 0.2 $511k 9.2k 55.35
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.2 $502k 4.7k 106.63
CIGNA Corporation 0.2 $485k 2.9k 167.24
GlaxoSmithKline 0.2 $482k 11k 43.10
Neuberger Berman NY Int Mun Common 0.2 $471k 37k 12.76
Caterpillar (CAT) 0.2 $446k 4.1k 107.52
Abbott Laboratories (ABT) 0.2 $455k 9.4k 48.65
Pfizer (PFE) 0.2 $452k 14k 33.60
Dow Chemical Company 0.2 $460k 7.3k 63.06
International Business Machines (IBM) 0.2 $452k 2.9k 153.95
Merck & Co (MRK) 0.2 $452k 7.1k 64.03
iShares MSCI Hong Kong Index Fund (EWH) 0.2 $464k 20k 23.43
Vanguard Mid-Cap ETF (VO) 0.2 $422k 3.0k 142.47
Coca-Cola Company (KO) 0.2 $401k 9.0k 44.80
SPDR S&P China (GXC) 0.2 $393k 4.4k 89.32
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.2 $407k 25k 16.42
Qiagen Nv (QGEN) 0.2 $412k 12k 33.50
Boeing Company (BA) 0.1 $368k 1.9k 197.85
Nike (NKE) 0.1 $386k 6.5k 59.04
United Technologies Corporation 0.1 $375k 3.1k 122.23
MasterCard Incorporated (MA) 0.1 $344k 2.8k 121.55
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.1 $349k 2.8k 124.82
SPDR S&P Dividend (SDY) 0.1 $352k 4.0k 88.91
Comcast Corporation (CMCSA) 0.1 $329k 8.5k 38.88
Bristol Myers Squibb (BMY) 0.1 $334k 6.0k 55.80
American States Water Company (AWR) 0.1 $332k 7.0k 47.43
PowerShares Preferred Portfolio 0.1 $315k 21k 15.12
Honeywell International (HON) 0.1 $307k 2.3k 133.30
Key (KEY) 0.1 $314k 17k 18.74
iShares S&P US Pref Stock Idx Fnd (PFF) 0.1 $313k 8.0k 39.14
Guggenheim Bld Amr Bds Mng D (GBAB) 0.1 $309k 14k 22.77
Walt Disney Company (DIS) 0.1 $287k 2.7k 106.22
MGE Energy (MGEE) 0.1 $270k 4.2k 64.29
Unitil Corporation (UTL) 0.1 $271k 5.6k 48.32
Telus Ord (TU) 0.1 $266k 7.7k 34.57
Waste Management (WM) 0.1 $248k 3.4k 73.29
Cracker Barrel Old Country Store (CBRL) 0.1 $251k 1.5k 167.33
International Flavors & Fragrances (IFF) 0.1 $245k 1.8k 134.99
HCP 0.1 $241k 7.6k 31.91
SPDR Barclays Capital Convertible SecETF (CWB) 0.1 $245k 4.9k 49.52
Fidelity msci energy idx (FENY) 0.1 $250k 14k 17.97
Paypal Holdings (PYPL) 0.1 $244k 4.6k 53.57
iShares FTSE/Xinhua China 25 Index (FXI) 0.1 $232k 5.9k 39.66
Eli Lilly & Co. (LLY) 0.1 $224k 2.7k 82.20
3M Company (MMM) 0.1 $221k 1.1k 208.29
Paychex (PAYX) 0.1 $216k 3.8k 56.95
Amgen (AMGN) 0.1 $234k 1.4k 172.06
American Electric Power Company (AEP) 0.1 $219k 3.2k 69.46
PPL Corporation (PPL) 0.1 $221k 5.7k 38.59
iShares Russell 1000 Growth Index (IWF) 0.1 $222k 1.9k 118.97
Vanguard Emerging Markets ETF (VWO) 0.1 $227k 5.6k 40.77
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.1 $228k 2.2k 101.69
BlackRock New York Insured Municipal 0.1 $232k 17k 13.37
Lazard Ltd-cl A shs a 0.1 $210k 4.5k 46.32
Prudential Financial (PRU) 0.1 $208k 1.9k 108.22
Citigroup (C) 0.1 $202k 3.0k 66.95
Alps Etf sectr div dogs (SDOG) 0.1 $209k 4.9k 42.74
Dentsply Sirona (XRAY) 0.1 $203k 3.1k 64.96
TrustCo Bank Corp NY 0.1 $178k 23k 7.76
Nuveen Real Estate Income Fund (JRS) 0.1 $148k 13k 11.30
Ford Motor Company (F) 0.1 $132k 12k 11.19
AEGEAN MARINE PETROLEUM Networ Com Stk 0.0 $77k 13k 5.83
Frontier Communications 0.0 $50k 44k 1.15