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