King Wealth Management Group as of June 30, 2025
Portfolio Holdings for King Wealth Management Group
King Wealth Management Group holds 158 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Ivv Etf (IVV) | 13.8 | $102M | 163k | 620.90 | |
| Invesco Qqq Tr Etf (QQQ) | 9.0 | $66M | 120k | 551.64 | |
| Microsoft Corporation (MSFT) | 7.5 | $56M | 112k | 497.41 | |
| Spdr S&p 500 Etf Tr Spy Etf (SPY) | 6.1 | $45M | 73k | 617.85 | |
| NVIDIA Corporation (NVDA) | 4.6 | $34M | 216k | 157.99 | |
| Apple (AAPL) | 3.7 | $28M | 134k | 205.17 | |
| Visa Com Cl A (V) | 3.6 | $26M | 74k | 355.05 | |
| Ishares Tr Ijh Etf (IJH) | 3.2 | $24M | 386k | 62.02 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $23M | 80k | 289.91 | |
| Ishares Tr Ijr Etf (IJR) | 2.8 | $21M | 189k | 109.29 | |
| Meta Platforms Cl A (META) | 2.2 | $16M | 22k | 738.09 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.9 | $14M | 27k | 509.32 | |
| Amazon (AMZN) | 1.8 | $13M | 61k | 219.38 | |
| Ishares Tr Itot Etf (ITOT) | 1.8 | $13M | 96k | 135.04 | |
| Eli Lilly & Co. (LLY) | 1.7 | $13M | 17k | 779.54 | |
| Costco Wholesale Corporation (COST) | 1.7 | $13M | 13k | 989.92 | |
| Wal-Mart Stores (WMT) | 1.7 | $13M | 130k | 97.78 | |
| Alphabet Inc Googl Cap Stk Cl A (GOOGL) | 1.7 | $12M | 70k | 176.23 | |
| Fidelity Covington Trust Ftec Etf (FTEC) | 1.5 | $11M | 56k | 197.22 | |
| Parker-Hannifin Corporation (PH) | 1.4 | $10M | 15k | 698.46 | |
| Mastercard Incorporated Cl A (MA) | 1.3 | $9.6M | 17k | 561.91 | |
| McDonald's Corporation (MCD) | 1.1 | $8.1M | 28k | 292.16 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $8.0M | 17k | 463.12 | |
| Oracle Corporation (ORCL) | 1.0 | $7.3M | 33k | 218.63 | |
| Spdr Dow Jones Indl Dia Etf (DIA) | 1.0 | $7.2M | 16k | 440.68 | |
| Ishares Tr Iefa Etf (IEFA) | 0.9 | $6.7M | 81k | 83.48 | |
| Select Sector Spdr Tr Xle Etf (XLE) | 0.8 | $5.8M | 69k | 84.82 | |
| Trane Technologies SHS (TT) | 0.8 | $5.8M | 13k | 437.39 | |
| Palantir Technologies Cl A (PLTR) | 0.7 | $5.5M | 41k | 136.32 | |
| Vanguard Index Fds Vo Etf (VO) | 0.7 | $5.3M | 19k | 279.82 | |
| Vanguard Index Fds Voe Etf (VOE) | 0.7 | $5.3M | 32k | 164.45 | |
| Vanguard Index Fds Vtv Etf (VTV) | 0.7 | $5.2M | 30k | 176.75 | |
| Home Depot (HD) | 0.7 | $4.9M | 14k | 366.65 | |
| Ishares Tr Ijj Etf (IJJ) | 0.6 | $4.4M | 36k | 123.58 | |
| Ishares Inc Iemg Etf (IEMG) | 0.5 | $3.9M | 65k | 60.04 | |
| Pepsi (PEP) | 0.5 | $3.7M | 28k | 132.03 | |
| Teva Pharmaceutical Inds Ads (TEVA) | 0.5 | $3.4M | 205k | 16.76 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $3.3M | 31k | 107.80 | |
| Procter & Gamble Company (PG) | 0.4 | $3.2M | 20k | 159.32 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $2.7M | 18k | 149.57 | |
| Chevron Corporation (CVX) | 0.3 | $2.3M | 16k | 143.20 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.2M | 15k | 152.77 | |
| Hologic (HOLX) | 0.3 | $2.1M | 32k | 65.15 | |
| Cigna Corp (CI) | 0.3 | $1.9M | 5.7k | 330.64 | |
| Ishares Tr Lqd Etf (LQD) | 0.2 | $1.7M | 16k | 109.60 | |
| Ishares Tr Shy Etf (SHY) | 0.2 | $1.6M | 19k | 82.87 | |
| Abbott Laboratories (ABT) | 0.2 | $1.5M | 11k | 136.01 | |
| Vanguard Index Fds Vti Etf (VTI) | 0.2 | $1.5M | 4.9k | 303.91 | |
| Vanguard Index Fds Voo Etf (VOO) | 0.2 | $1.5M | 2.6k | 567.99 | |
| Union Pacific Corporation (UNP) | 0.2 | $1.5M | 6.4k | 230.03 | |
| Ishares Tr Ijs Etf (IJS) | 0.2 | $1.5M | 15k | 99.50 | |
| Caterpillar (CAT) | 0.2 | $1.3M | 3.5k | 388.27 | |
| Ishares Tr Ive Etf (IVE) | 0.2 | $1.3M | 6.6k | 195.42 | |
| Vanguard Index Fds Vb Etf (VB) | 0.2 | $1.3M | 5.4k | 236.94 | |
| Ishares Tr Agg Etf (AGG) | 0.2 | $1.2M | 13k | 99.17 | |
| Blackrock (BLK) | 0.2 | $1.2M | 1.1k | 1048.74 | |
| UnitedHealth (UNH) | 0.2 | $1.2M | 3.7k | 311.95 | |
| Ishares Tr Pff Etf (PFF) | 0.1 | $1.1M | 36k | 30.67 | |
| Vanguard Index Fds Vbr Etf (VBR) | 0.1 | $1.0M | 5.3k | 194.92 | |
| Verizon Communications (VZ) | 0.1 | $1.0M | 24k | 43.29 | |
| Ishares Tr Ief Etf (IEF) | 0.1 | $1.0M | 11k | 95.76 | |
| Fidelity Merrimack Str Fbnd Etf (FBND) | 0.1 | $1000k | 22k | 45.75 | |
| Invesco Exch Traded Fd Tr Vrp Etf (VRP) | 0.1 | $974k | 40k | 24.45 | |
| Anthem (ELV) | 0.1 | $883k | 2.3k | 389.16 | |
| Apollo Global Mgmt (APO) | 0.1 | $865k | 6.1k | 141.80 | |
| Taiwan Semiconductor Mfg Ads (TSM) | 0.1 | $862k | 3.8k | 226.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $845k | 1.7k | 485.91 | |
| Dick's Sporting Goods (DKS) | 0.1 | $832k | 4.2k | 197.86 | |
| Ishares Tr Iwf Etf (IWF) | 0.1 | $816k | 1.9k | 424.56 | |
| Waste Management (WM) | 0.1 | $816k | 3.6k | 228.96 | |
| Tenet Healthcare Corp Com New (THC) | 0.1 | $792k | 4.5k | 176.00 | |
| United Parcel Service CL B (UPS) | 0.1 | $782k | 7.7k | 100.96 | |
| Vanguard Index Fds Vug Etf (VUG) | 0.1 | $780k | 1.8k | 438.20 | |
| Broadcom (AVGO) | 0.1 | $778k | 2.8k | 275.50 | |
| Goldman Sachs (GS) | 0.1 | $769k | 1.1k | 708.10 | |
| Ge Aerospace Com New (GE) | 0.1 | $767k | 3.0k | 257.38 | |
| Alphabet Inc Goog Cap Stk Cl C (GOOG) | 0.1 | $765k | 4.3k | 177.29 | |
| Coca-Cola Company (KO) | 0.1 | $736k | 10k | 70.74 | |
| Eaton Corp SHS (ETN) | 0.1 | $723k | 2.0k | 357.04 | |
| Honeywell International (HON) | 0.1 | $713k | 3.1k | 232.85 | |
| Enterprise Products Partners (EPD) | 0.1 | $692k | 22k | 30.99 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $679k | 4.7k | 145.93 | |
| salesforce (CRM) | 0.1 | $669k | 2.5k | 272.51 | |
| Tesla Motors (TSLA) | 0.1 | $652k | 2.1k | 317.89 | |
| BP Adr (BP) | 0.1 | $652k | 22k | 29.92 | |
| General Mills (GIS) | 0.1 | $649k | 13k | 51.78 | |
| Ingredion Incorporated (INGR) | 0.1 | $627k | 4.6k | 135.57 | |
| Merck & Co (MRK) | 0.1 | $615k | 7.8k | 79.11 | |
| Darden Restaurants (DRI) | 0.1 | $603k | 2.8k | 218.08 | |
| Vanguard Index Fds Vxf Etf (VXF) | 0.1 | $569k | 3.0k | 192.75 | |
| Ge Vernova (GEV) | 0.1 | $568k | 1.1k | 529.36 | |
| TJX Companies (TJX) | 0.1 | $564k | 4.6k | 123.47 | |
| Energy Transfer Com Ltd Ptn (ET) | 0.1 | $558k | 31k | 18.14 | |
| International Business Machines (IBM) | 0.1 | $554k | 1.9k | 294.99 | |
| American States Water Company (AWR) | 0.1 | $537k | 7.0k | 76.71 | |
| Casey's General Stores (CASY) | 0.1 | $536k | 1.1k | 510.48 | |
| Blackstone Secd Lending (BXSL) | 0.1 | $523k | 17k | 30.76 | |
| Abbvie (ABBV) | 0.1 | $508k | 2.7k | 185.60 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $508k | 1.3k | 386.61 | |
| Walt Disney Company (DIS) | 0.1 | $494k | 4.0k | 124.00 | |
| Ishares Tr Oef Etf (OEF) | 0.1 | $490k | 1.6k | 304.16 | |
| Vanguard Bd Index Fds Bnd Etf (BND) | 0.1 | $452k | 6.1k | 73.58 | |
| M&T Bank Corporation (MTB) | 0.1 | $449k | 2.3k | 194.04 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $445k | 3.8k | 117.91 | |
| Spdr Gold Tr Etf (GLD) | 0.1 | $438k | 1.4k | 304.59 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $431k | 1.5k | 287.33 | |
| Advanced Micro Devices (AMD) | 0.1 | $428k | 3.0k | 141.86 | |
| Ishares Tr Iwr Etf (IWR) | 0.1 | $416k | 4.5k | 92.04 | |
| Qualcomm (QCOM) | 0.1 | $406k | 2.5k | 159.34 | |
| Ishares Tr Ibb Etf (IBB) | 0.1 | $394k | 3.1k | 126.48 | |
| Novartis Adr (NVS) | 0.1 | $394k | 3.3k | 120.93 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $389k | 4.0k | 97.25 | |
| Spdr Series Trust Sdy Etf (SDY) | 0.1 | $386k | 2.8k | 135.58 | |
| Altria (MO) | 0.1 | $379k | 6.5k | 58.69 | |
| Cisco Systems (CSCO) | 0.0 | $354k | 5.1k | 69.40 | |
| Ishares Tr Tip Etf (TIP) | 0.0 | $354k | 3.2k | 110.04 | |
| Amgen (AMGN) | 0.0 | $351k | 1.3k | 279.68 | |
| At&t (T) | 0.0 | $350k | 12k | 28.97 | |
| Southern Company (SO) | 0.0 | $347k | 3.8k | 91.73 | |
| Valero Energy Corporation (VLO) | 0.0 | $342k | 2.5k | 134.54 | |
| Bristol Myers Squibb (BMY) | 0.0 | $336k | 7.3k | 46.31 | |
| Ishares Tr Iwd Etf (IWD) | 0.0 | $334k | 1.7k | 194.19 | |
| Protagonist Therapeutics (PTGX) | 0.0 | $332k | 6.0k | 55.33 | |
| Select Sector Spdr Tr Xlk Etf (XLK) | 0.0 | $331k | 1.3k | 253.25 | |
| Nextera Energy (NEE) | 0.0 | $326k | 4.7k | 69.44 | |
| Avadel Pharmaceuticals Com Shs (AVDL) | 0.0 | $310k | 35k | 8.86 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $299k | 2.3k | 132.13 | |
| Boeing Company (BA) | 0.0 | $282k | 1.3k | 209.35 | |
| Morgan Stanley Com New (MS) | 0.0 | $280k | 2.0k | 140.70 | |
| Pfizer (PFE) | 0.0 | $274k | 11k | 24.24 | |
| Spdr Index Shs Fds Spdw Etf (SPDW) | 0.0 | $270k | 6.7k | 40.56 | |
| Ishares Tr Tlt Etf (TLT) | 0.0 | $264k | 3.0k | 88.12 | |
| Microstrategy Inc Mstr Cl A New (MSTR) | 0.0 | $264k | 654.00 | 403.67 | |
| Microstrategy Inc Strk PFD (STRK) | 0.0 | $261k | 2.2k | 120.83 | |
| Ishares Tr Iei Etf (IEI) | 0.0 | $260k | 2.2k | 119.16 | |
| American Express Company (AXP) | 0.0 | $259k | 811.00 | 319.36 | |
| Trustco Bk Corp N Y Com New (TRST) | 0.0 | $253k | 7.6k | 33.40 | |
| ConocoPhillips (COP) | 0.0 | $250k | 2.8k | 89.70 | |
| Ishares Tr Iwb Etf (IWB) | 0.0 | $248k | 731.00 | 339.26 | |
| Paychex (PAYX) | 0.0 | $243k | 1.7k | 145.60 | |
| Spdr Series Trust Jnk Etf (JNK) | 0.0 | $243k | 2.5k | 97.16 | |
| Vanguard Specialized Vig Etf (VIG) | 0.0 | $239k | 1.2k | 204.62 | |
| Telus Ord (TU) | 0.0 | $236k | 15k | 16.09 | |
| Gilead Sciences (GILD) | 0.0 | $234k | 2.1k | 110.85 | |
| Fidelity Covington Trust Felc Etf (FELC) | 0.0 | $234k | 6.8k | 34.47 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $232k | 21k | 11.05 | |
| Palo Alto Networks (PANW) | 0.0 | $226k | 1.1k | 204.34 | |
| Corning Incorporated (GLW) | 0.0 | $220k | 4.2k | 52.69 | |
| Wp Carey (WPC) | 0.0 | $218k | 3.5k | 62.37 | |
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $216k | 4.5k | 48.00 | |
| Bank of America Corporation (BAC) | 0.0 | $212k | 4.5k | 47.42 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $211k | 3.1k | 67.48 | |
| Key (KEY) | 0.0 | $179k | 10k | 17.39 | |
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $177k | 12k | 14.40 | |
| Viatris (VTRS) | 0.0 | $116k | 13k | 8.96 | |
| Mind Medicine Mindmed Com New (MNMD) | 0.0 | $65k | 10k | 6.50 | |
| Heron Therapeutics (HRTX) | 0.0 | $60k | 29k | 2.08 | |
| Aldeyra Therapeutics (ALDX) | 0.0 | $46k | 12k | 3.80 |
