King Wealth Management

King Wealth Management Group as of Dec. 31, 2024

Portfolio Holdings for King Wealth Management Group

King Wealth Management Group holds 154 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ivv Core S&p500 Etf (IVV) 13.5 $93M 157k 588.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.0 $61M 120k 511.23
Microsoft Corporation (MSFT) 6.9 $47M 113k 421.49
Apple (AAPL) 5.0 $34M 137k 250.42
Spdr S&p 500 Etf Spy Tr Unit (SPY) 4.5 $31M 53k 586.07
NVIDIA Corporation (NVDA) 4.3 $29M 219k 134.29
Ishares Tr Ijh Core S&p Mcp Etf (IJH) 3.5 $24M 381k 62.31
Visa Com Cl A (V) 3.5 $24M 75k 316.04
Ishares Tr Ijr Core S&p Scp Etf (IJR) 3.1 $22M 187k 115.22
Eli Lilly & Co. (LLY) 2.9 $20M 26k 772.01
JPMorgan Chase & Co. (JPM) 2.8 $19M 80k 239.71
UnitedHealth (UNH) 2.2 $15M 30k 505.86
Meta Platforms Cl A (META) 1.9 $13M 22k 585.50
Ishares Tr Itot Core S&p Ttl Stk (ITOT) 1.8 $13M 98k 128.62
Alphabet Cap Stk Cl A (GOOGL) 1.8 $12M 65k 189.30
Amazon (AMZN) 1.7 $12M 55k 219.38
Costco Wholesale Corporation (COST) 1.7 $12M 13k 916.26
Wal-Mart Stores (WMT) 1.7 $12M 127k 90.35
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.6 $11M 58k 184.87
Parker-Hannifin Corporation (PH) 1.3 $8.9M 14k 635.98
Mastercard Incorporated Cl A (MA) 1.3 $8.9M 17k 526.54
Lockheed Martin Corporation (LMT) 1.3 $8.7M 18k 485.93
McDonald's Corporation (MCD) 1.2 $8.4M 29k 289.88
Spdr Dow Jones Indl Av Spy Ut Ser 1 (DIA) 1.0 $7.1M 17k 425.52
Home Depot (HD) 0.8 $5.7M 15k 389.02
Ishares Tr Iefa Core Msci Eafe (IEFA) 0.8 $5.7M 81k 70.28
Select Sector Spdr Tr Xle Energy (XLE) 0.8 $5.7M 66k 85.66
Vanguard Index Fds Voe Mcap Vl Idxvip (VOE) 0.8 $5.4M 33k 161.77
Vanguard Index Fds Vo Mid Cap Etf (VO) 0.7 $5.0M 19k 264.11
Pepsi (PEP) 0.7 $4.6M 30k 152.07
Ishares Tr Ijj S&p Mc 400vl Etf (IJJ) 0.7 $4.6M 37k 124.96
Trane Technologies SHS (TT) 0.6 $4.3M 12k 369.34
Crowdstrike Hldgs Cl A (CRWD) 0.5 $3.5M 10k 342.17
Vanguard Index Fds Vtv Value Etf (VTV) 0.5 $3.4M 20k 169.28
Procter & Gamble Company (PG) 0.5 $3.4M 21k 167.63
Cigna Corp (CI) 0.5 $3.4M 12k 276.15
Oracle Corporation (ORCL) 0.5 $3.4M 20k 166.63
Exxon Mobil Corporation (XOM) 0.5 $3.3M 31k 107.58
Ishares Inc Iemg Etf (IEMG) 0.5 $3.3M 63k 52.22
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.5 $3.2M 15k 220.41
Blackstone Group Inc Com Cl A (BX) 0.5 $3.2M 18k 172.44
Palantir Technologies Cl A (PLTR) 0.3 $2.3M 31k 75.63
Johnson & Johnson (JNJ) 0.3 $2.2M 16k 144.62
Chevron Corporation (CVX) 0.3 $2.0M 14k 144.84
Ishares Tr Lqd Iboxx Inv Cp Etf (LQD) 0.3 $1.9M 18k 106.84
Ishares Tr Shy 1 3 Yr Treas Bd (SHY) 0.2 $1.7M 21k 81.98
Ishares Tr Ijs Sp Smcp600vl Etf (IJS) 0.2 $1.7M 15k 108.58
Zimmer Holdings (ZBH) 0.2 $1.6M 15k 105.64
Union Pacific Corporation (UNP) 0.2 $1.5M 6.4k 228.01
Vanguard Index Fds Vti Total Stk Mkt (VTI) 0.2 $1.5M 5.0k 289.78
Ishares Tr Agg Core Us Aggbd Et (AGG) 0.2 $1.3M 13k 96.90
Vanguard Index Fds Vb Small Cp Etf (VB) 0.2 $1.3M 5.4k 240.24
Ishares Tr Ive S&p 500 Val Etf (IVE) 0.2 $1.3M 6.6k 190.84
Abbott Laboratories (ABT) 0.2 $1.2M 11k 113.13
Caterpillar (CAT) 0.2 $1.2M 3.3k 362.87
Blackrock (BLK) 0.2 $1.2M 1.1k 1024.37
Anthem (ELV) 0.2 $1.1M 3.0k 369.04
Ishares Tr Pff Pfd And Incm Sec (PFF) 0.2 $1.1M 35k 31.45
Vanguard Index Fds Voo S&p 500 Etf Shs (VOO) 0.2 $1.1M 2.1k 538.99
Vanguard Index Fds Vbr Sm Cp Val Etf (VBR) 0.2 $1.1M 5.6k 198.24
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $1.1M 24k 44.88
Hologic (HOLX) 0.2 $1.1M 15k 72.07
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.2 $1.0M 43k 24.20
Dick's Sporting Goods (DKS) 0.1 $1.0M 4.4k 228.84
Ishares Tr Ief 7-10 Yr Trsy Bd (IEF) 0.1 $985k 11k 92.48
Ishares Tr Ihf Us Hlthcr Pr Etf (IHF) 0.1 $960k 20k 48.00
Verizon Communications (VZ) 0.1 $921k 23k 39.98
Merck & Co (MRK) 0.1 $815k 8.2k 99.44
General Mills (GIS) 0.1 $799k 13k 63.75
Stevanato Group S P A Ord Shs (STVN) 0.1 $763k 35k 21.80
Vanguard Index Fds Vug Growth Etf (VUG) 0.1 $742k 1.8k 410.17
Ishares Tr Iwf Rus 1000 Grw Etf (IWF) 0.1 $726k 1.8k 401.55
Waste Management (WM) 0.1 $719k 3.6k 201.91
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $708k 3.6k 197.38
Honeywell International (HON) 0.1 $684k 3.0k 225.82
Eaton Corp SHS (ETN) 0.1 $672k 2.0k 331.85
Tesla Motors (TSLA) 0.1 $651k 1.6k 404.10
BP Sponsored Adr (BP) 0.1 $638k 22k 29.54
Ingredion Incorporated (INGR) 0.1 $636k 4.6k 137.51
Coca-Cola Company (KO) 0.1 $632k 10k 62.27
Enterprise Products Partners (EPD) 0.1 $618k 20k 31.36
Goldman Sachs (GS) 0.1 $611k 1.1k 572.63
Broadcom (AVGO) 0.1 $604k 2.6k 231.68
Vanguard Index Fds Vxf Extend Mkt Etf (VXF) 0.1 $596k 3.1k 189.93
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $592k 30k 19.58
TJX Companies (TJX) 0.1 $552k 4.6k 120.87
American States Water Company (AWR) 0.1 $544k 7.0k 77.71
United Therapeutics Corporation (UTHR) 0.1 $529k 1.5k 352.67
Raytheon Technologies Corp (RTX) 0.1 $523k 4.5k 115.63
Ge Aerospace Com New (GE) 0.1 $520k 3.1k 166.67
Darden Restaurants (DRI) 0.1 $516k 2.8k 186.62
International Business Machines (IBM) 0.1 $509k 2.3k 219.97
Vanguard Bd Index Fds Bnd Total Bnd Mrkt (BND) 0.1 $501k 7.0k 71.89
Alphabet Cap Stk Cl C (GOOG) 0.1 $490k 2.6k 190.59
Abbvie (ABBV) 0.1 $479k 2.7k 177.87
Walt Disney Company (DIS) 0.1 $447k 4.0k 111.33
Ishares Tr Oef S&p 100 Etf (OEF) 0.1 $436k 1.5k 288.55
M&T Bank Corporation (MTB) 0.1 $435k 2.3k 187.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $421k 929.00 453.18
Casey's General Stores (CASY) 0.1 $416k 1.1k 396.19
Bristol Myers Squibb (BMY) 0.1 $413k 7.3k 56.62
Ishares Tr Ibb Ishares Biotech (IBB) 0.1 $403k 3.1k 132.13
Ishares Tr Iwr Rus Mid Cap Etf (IWR) 0.1 $400k 4.5k 88.50
Spdr Ser Tr Sdy S&p Divid Etf (SDY) 0.1 $396k 3.0k 132.13
Duke Energy Corp Com New (DUK) 0.1 $379k 3.5k 107.67
Avadel Pharmaceuticals Com Shs (AVDL) 0.1 $368k 35k 10.51
Advanced Micro Devices (AMD) 0.1 $367k 3.0k 120.72
Ishares Tr Tips Tips Bd Etf (TIP) 0.1 $356k 3.3k 106.59
Jd.com Spon Ads Cl A (JD) 0.1 $354k 10k 34.70
Spdr Gold Tr Gold Shs (GLD) 0.1 $348k 1.4k 242.17
Pfizer (PFE) 0.1 $343k 13k 26.51
Altria (MO) 0.0 $336k 6.4k 52.30
Novartis Sponsored Adr (NVS) 0.0 $336k 3.5k 97.39
Nextera Energy (NEE) 0.0 $331k 4.6k 71.58
Qualcomm (QCOM) 0.0 $330k 2.1k 153.77
Select Sector Spdr Tr Xlk Technology (XLK) 0.0 $327k 1.4k 232.41
Valero Energy Corporation (VLO) 0.0 $312k 2.5k 122.74
Amgen (AMGN) 0.0 $310k 1.2k 260.94
Southern Company (SO) 0.0 $299k 3.6k 82.21
Ge Vernova (GEV) 0.0 $296k 901.00 328.52
Spdr Ser Tr Jnk Bloomberg High Y (JNK) 0.0 $286k 3.0k 95.43
Ishares Tr Iwd Rus 1000 Val Etf (IWD) 0.0 $286k 1.5k 185.35
Adobe Systems Incorporated (ADBE) 0.0 $275k 619.00 444.26
Ishares Tr Tlt 20 Yr Tr Bd Etf (TLT) 0.0 $274k 3.1k 87.32
Airbnb Com Cl A (ABNB) 0.0 $263k 2.0k 131.50
United Parcel Service CL B (UPS) 0.0 $261k 2.1k 126.33
Ishares Tr Iwb Rus 1000 Etf (IWB) 0.0 $254k 789.00 321.93
At&t (T) 0.0 $252k 11k 22.75
Trustco Bk Corp N Y Com New (TRST) 0.0 $252k 7.6k 33.26
Ametek (AME) 0.0 $246k 1.4k 180.22
Fiserv (FI) 0.0 $243k 1.2k 205.06
Boeing Company (BA) 0.0 $242k 1.4k 177.03
Cisco Systems (CSCO) 0.0 $242k 4.1k 59.21
American Express Company (AXP) 0.0 $235k 792.00 296.72
Ishares Tr Iei 3 7 Yr Treas Bd (IEI) 0.0 $235k 2.0k 115.42
Protagonist Therapeutics (PTGX) 0.0 $232k 6.0k 38.67
Lazard Ltd Shs -a - (LAZ) 0.0 $232k 4.5k 51.56
Guggenheim Bld Amr Bds Mng D (GBAB) 0.0 $230k 15k 15.21
Vanguard Specialized Funds Vig Div App Etf (VIG) 0.0 $229k 1.2k 196.06
Blackstone Secd Lending Common Stock (BXSL) 0.0 $226k 7.0k 32.29
Paychex (PAYX) 0.0 $224k 1.6k 140.53
Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.0 $224k 15k 15.00
Morgan Stanley Com New (MS) 0.0 $223k 1.8k 125.92
ConocoPhillips (COP) 0.0 $223k 2.3k 99.11
Fidelity Covington Trust Felc Enhanced Large (FELC) 0.0 $223k 6.8k 33.00
WD-40 Company (WDFC) 0.0 $209k 860.00 243.02
Bank of America Corporation (BAC) 0.0 $207k 4.7k 43.99
Novo-nordisk A S Adr (NVO) 0.0 $205k 2.4k 86.17
Telus Ord (TU) 0.0 $199k 15k 13.57
Key (KEY) 0.0 $176k 10k 17.15
AllianceBernstein Global Hgh Incm (AWF) 0.0 $161k 15k 10.73
Mind Medicine Mindmed Com New (MNMD) 0.0 $70k 10k 7.00
Aldeyra Therapeutics (ALDX) 0.0 $67k 14k 4.96
Heron Therapeutics (HRTX) 0.0 $41k 27k 1.53