King Wealth Management Group as of Sept. 30, 2025
Portfolio Holdings for King Wealth Management Group
King Wealth Management Group holds 160 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Ivv Etf (IVV) | 14.2 | $113M | 169k | 669.30 | |
| Invesco Qqq Tr Etf (QQQ) | 9.1 | $72M | 121k | 600.37 | |
| Microsoft Corporation (MSFT) | 7.3 | $58M | 112k | 517.96 | |
| Spdr S&p 500 Etf Tr Spy Tr Unit (SPY) | 6.1 | $49M | 73k | 666.19 | |
| NVIDIA Corporation (NVDA) | 5.1 | $41M | 217k | 186.58 | |
| Apple (AAPL) | 4.3 | $34M | 134k | 254.63 | |
| Ishares Tr Ijh Etf (IJH) | 3.2 | $26M | 396k | 65.26 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $25M | 80k | 315.43 | |
| Visa (V) | 3.2 | $25M | 74k | 341.38 | |
| Ishares Tr Ijr Etf (IJR) | 2.9 | $24M | 198k | 118.83 | |
| Alphabet Inc Googl Cap Stk Cl A (GOOGL) | 2.2 | $18M | 73k | 243.10 | |
| Amazon (AMZN) | 2.0 | $16M | 73k | 219.57 | |
| Wal-Mart Stores (WMT) | 1.7 | $14M | 132k | 103.06 | |
| Ishares Tr Itot Etf (ITOT) | 1.7 | $14M | 93k | 145.65 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $14M | 28k | 490.38 | |
| Costco Wholesale Corporation (COST) | 1.5 | $12M | 13k | 925.61 | |
| Fidelity Covington Tr Ftec Etf (FTEC) | 1.5 | $12M | 54k | 222.17 | |
| Parker-Hannifin Corporation (PH) | 1.5 | $12M | 15k | 758.14 | |
| Eli Lilly & Co. (LLY) | 1.3 | $10M | 14k | 762.98 | |
| Oracle Corporation (ORCL) | 1.3 | $10M | 36k | 281.24 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $9.7M | 17k | 568.84 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $8.6M | 17k | 499.24 | |
| McDonald's Corporation (MCD) | 1.0 | $8.1M | 27k | 303.88 | |
| Palantir Technologies Cl A (PLTR) | 1.0 | $7.8M | 43k | 182.41 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $7.5M | 16k | 463.74 | |
| Ishares Tr Iefa Etf (IEFA) | 0.9 | $7.1M | 81k | 87.31 | |
| Meta Platforms Cl A (META) | 0.8 | $6.7M | 23k | 294.86 | |
| Select Sector Spdr Tr Xle Etf (XLE) | 0.8 | $6.1M | 68k | 89.34 | |
| Vanguard Index Fds Vtv Etf (VTV) | 0.7 | $5.9M | 32k | 186.49 | |
| Trane Technologies SHS (TT) | 0.7 | $5.9M | 14k | 421.95 | |
| Blackstone Secd Lending (BXSL) | 0.7 | $5.9M | 225k | 26.07 | |
| Vanguard Index Fds Voe Etf (VOE) | 0.7 | $5.5M | 32k | 174.57 | |
| Vanguard Index Fds Vo Etf (VO) | 0.7 | $5.4M | 19k | 293.72 | |
| Home Depot (HD) | 0.7 | $5.2M | 13k | 405.17 | |
| Ishares Tr Ijj Etf (IJJ) | 0.6 | $4.5M | 35k | 129.72 | |
| Ishares Inc Iemg Etf (IEMG) | 0.5 | $4.3M | 65k | 65.92 | |
| Pepsi (PEP) | 0.5 | $3.8M | 27k | 140.45 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $3.4M | 31k | 112.74 | |
| Teva Pharmaceutical Inds Ads (TEVA) | 0.4 | $3.2M | 160k | 20.20 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $3.1M | 18k | 170.84 | |
| Procter & Gamble Company (PG) | 0.4 | $3.0M | 20k | 153.67 | |
| Chevron Corporation (CVX) | 0.4 | $2.8M | 18k | 155.31 | |
| Cigna Corp (CI) | 0.4 | $2.8M | 9.7k | 288.28 | |
| Johnson & Johnson (JNJ) | 0.3 | $2.7M | 15k | 185.44 | |
| Ishares Tr Lqs Etf (LQD) | 0.2 | $1.7M | 16k | 111.44 | |
| Caterpillar (CAT) | 0.2 | $1.7M | 3.5k | 477.05 | |
| Ishares Tr Ijs Etf (IJS) | 0.2 | $1.6M | 15k | 110.58 | |
| Vanguard Index Fds Voo Etf (VOO) | 0.2 | $1.6M | 2.6k | 612.47 | |
| Ishares Tr Shy Etf (SHY) | 0.2 | $1.5M | 19k | 82.98 | |
| Union Pacific Corporation (UNP) | 0.2 | $1.5M | 6.4k | 236.39 | |
| Abbott Laboratories (ABT) | 0.2 | $1.5M | 11k | 133.93 | |
| Vanguard Index Fds Vti Etf (VTI) | 0.2 | $1.4M | 4.3k | 328.10 | |
| Vanguard Index Fds Vb Etf (VB) | 0.2 | $1.4M | 5.4k | 254.23 | |
| Ishares Tr Ive Etf (IVE) | 0.2 | $1.4M | 6.6k | 206.56 | |
| Blackrock (BLK) | 0.2 | $1.3M | 1.1k | 1165.36 | |
| Ishares Tr Agg Etf (AGG) | 0.2 | $1.2M | 12k | 100.24 | |
| Vanguard Index Fds Vbr Etf (VBR) | 0.1 | $1.1M | 5.3k | 208.74 | |
| Ishares Tr Pff Etf (PFF) | 0.1 | $1.1M | 34k | 31.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.1M | 4.4k | 243.56 | |
| Taiwan Semiconductor Mfg Ads (TSM) | 0.1 | $1.1M | 3.8k | 279.20 | |
| Verizon Communications (VZ) | 0.1 | $1.0M | 23k | 43.96 | |
| Ishares Tr Ief Etf (IEF) | 0.1 | $992k | 10k | 96.42 | |
| Ge Aerospace Com New (GE) | 0.1 | $988k | 3.3k | 300.76 | |
| Invesco Exch Traded Fd Tr Ii Vrp Etf (VRP) | 0.1 | $980k | 40k | 24.70 | |
| Fidelity Merrimack Str Tr Fbnd Etf (FBND) | 0.1 | $967k | 21k | 46.24 | |
| Dick's Sporting Goods (DKS) | 0.1 | $932k | 4.2k | 222.28 | |
| Broadcom (AVGO) | 0.1 | $916k | 2.8k | 330.09 | |
| Tenet Healthcare Corp Com New (THC) | 0.1 | $914k | 4.5k | 203.11 | |
| Tesla Motors (TSLA) | 0.1 | $912k | 2.1k | 444.66 | |
| Ishares Tr Iwf Etf (IWF) | 0.1 | $900k | 1.9k | 468.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $879k | 1.7k | 502.57 | |
| Goldman Sachs (GS) | 0.1 | $865k | 1.1k | 796.50 | |
| Vanguard Index Fds Vug Etf (VUG) | 0.1 | $849k | 1.8k | 479.66 | |
| Ge Vernova (GEV) | 0.1 | $840k | 1.4k | 614.93 | |
| Apollo Global Mgmt (APO) | 0.1 | $813k | 6.1k | 133.28 | |
| Hologic (HOLX) | 0.1 | $810k | 12k | 67.50 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $792k | 4.7k | 167.44 | |
| Waste Management (WM) | 0.1 | $787k | 3.6k | 220.70 | |
| BP Adr (BP) | 0.1 | $751k | 22k | 34.46 | |
| Eaton Corp SHS (ETN) | 0.1 | $743k | 2.0k | 374.31 | |
| Coca-Cola Company (KO) | 0.1 | $691k | 10k | 66.37 | |
| Enterprise Products Partners (EPD) | 0.1 | $683k | 22k | 31.26 | |
| TJX Companies (TJX) | 0.1 | $660k | 4.6k | 144.48 | |
| Merck & Co (MRK) | 0.1 | $652k | 7.8k | 83.87 | |
| Honeywell International (HON) | 0.1 | $645k | 3.1k | 210.65 | |
| United Parcel Service CL B (UPS) | 0.1 | $638k | 7.6k | 83.60 | |
| Abbvie (ABBV) | 0.1 | $634k | 2.7k | 231.39 | |
| Palo Alto Networks (PANW) | 0.1 | $634k | 3.1k | 203.47 | |
| General Mills (GIS) | 0.1 | $632k | 13k | 50.42 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $629k | 1.5k | 419.33 | |
| Vanguard Index Fds Vxf Etf (VXF) | 0.1 | $619k | 3.0k | 209.33 | |
| Casey's General Stores (CASY) | 0.1 | $594k | 1.1k | 565.71 | |
| Ingredion Incorporated (INGR) | 0.1 | $565k | 4.6k | 122.16 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $536k | 4.0k | 134.00 | |
| Spdr Gold Tr Etf (GLD) | 0.1 | $534k | 1.5k | 355.29 | |
| Ishares Tr Oef Etf (OEF) | 0.1 | $531k | 1.6k | 332.71 | |
| International Business Machines (IBM) | 0.1 | $530k | 1.9k | 282.22 | |
| Darden Restaurants (DRI) | 0.1 | $526k | 2.8k | 190.24 | |
| Energy Transfer LP (ET) | 0.1 | $516k | 30k | 17.15 | |
| American States Water Company (AWR) | 0.1 | $513k | 7.0k | 73.29 | |
| Netflix (NFLX) | 0.1 | $512k | 427.00 | 1199.06 | |
| Advanced Micro Devices (AMD) | 0.1 | $488k | 3.0k | 161.75 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $466k | 3.8k | 123.74 | |
| M&T Bank Corporation (MTB) | 0.1 | $457k | 2.3k | 197.49 | |
| Ishares Tr Ibb Etf (IBB) | 0.1 | $450k | 3.1k | 144.42 | |
| Zimmer Holdings (ZBH) | 0.1 | $437k | 4.4k | 98.56 | |
| Ishares Tr Iwr Etf (IWR) | 0.1 | $436k | 4.5k | 96.46 | |
| UnitedHealth (UNH) | 0.1 | $436k | 1.3k | 345.21 | |
| Valero Energy Corporation (VLO) | 0.1 | $433k | 2.5k | 170.34 | |
| Qualcomm (QCOM) | 0.1 | $433k | 2.6k | 166.28 | |
| Vanguard Bd Index Fds Bnd Etf (BND) | 0.1 | $429k | 5.8k | 74.34 | |
| Novartis Adr (NVS) | 0.1 | $418k | 3.3k | 128.30 | |
| Altria (MO) | 0.1 | $411k | 6.2k | 66.02 | |
| Protagonist Therapeutics (PTGX) | 0.1 | $399k | 6.0k | 66.50 | |
| Spdr Series Trust Sdy Etf (SDY) | 0.0 | $397k | 2.8k | 139.99 | |
| Select Sector Spdr Tr Xlk Etf (XLK) | 0.0 | $368k | 1.3k | 281.56 | |
| Southern Company (SO) | 0.0 | $359k | 3.8k | 94.90 | |
| Amgen (AMGN) | 0.0 | $355k | 1.3k | 282.19 | |
| Nextera Energy (NEE) | 0.0 | $354k | 4.7k | 75.40 | |
| Anthem (ELV) | 0.0 | $353k | 1.1k | 322.96 | |
| Cisco Systems (CSCO) | 0.0 | $349k | 5.1k | 68.40 | |
| Ishares Tr Tip Etf (TIP) | 0.0 | $344k | 3.1k | 111.18 | |
| Corning Incorporated (GLW) | 0.0 | $342k | 4.2k | 81.92 | |
| At&t (T) | 0.0 | $336k | 12k | 28.25 | |
| Bristol Myers Squibb (BMY) | 0.0 | $330k | 7.3k | 45.11 | |
| Ishares Tr Iwd Etf (IWD) | 0.0 | $328k | 1.6k | 203.85 | |
| Walt Disney Company (DIS) | 0.0 | $326k | 2.8k | 114.63 | |
| Morgan Stanley Com New (MS) | 0.0 | $316k | 2.0k | 158.79 | |
| Avadel Pharmaceuticals Com Shs (AVDL) | 0.0 | $305k | 20k | 15.25 | |
| Boeing Company (BA) | 0.0 | $289k | 1.3k | 215.99 | |
| Spdr Index Shs Fds Spdw Etf (SPDW) | 0.0 | $285k | 6.7k | 42.81 | |
| Pfizer (PFE) | 0.0 | $280k | 11k | 25.45 | |
| Trustco Bk Corp N Y Com New (TRST) | 0.0 | $275k | 7.6k | 36.28 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $275k | 2.3k | 121.52 | |
| American Express Company (AXP) | 0.0 | $269k | 811.00 | 331.69 | |
| Dex (DXCM) | 0.0 | $269k | 4.0k | 67.25 | |
| Ishares Tr Tlt Etf (TLT) | 0.0 | $268k | 3.0k | 89.51 | |
| ConocoPhillips (COP) | 0.0 | $268k | 2.8k | 94.43 | |
| Fiserv (FI) | 0.0 | $261k | 2.0k | 128.95 | |
| Ishares Tr Iwb Etf (IWB) | 0.0 | $256k | 701.00 | 365.19 | |
| Fidelity Covington Trust Felc Etf (FELC) | 0.0 | $254k | 6.8k | 37.34 | |
| Vanguard Specialized Vig Etf (VIG) | 0.0 | $252k | 1.2k | 215.75 | |
| Ishares Tr Iei Etf (IEI) | 0.0 | $252k | 2.1k | 119.66 | |
| Key (KEY) | 0.0 | $249k | 13k | 18.67 | |
| Spdr Series Trust Jnk Etf (JNK) | 0.0 | $245k | 2.5k | 97.96 | |
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $238k | 4.5k | 52.89 | |
| Wp Carey (WPC) | 0.0 | $236k | 3.5k | 67.53 | |
| AllianceBernstein Global Hgh Incm (AWF) | 0.0 | $235k | 21k | 11.19 | |
| Gilead Sciences (GILD) | 0.0 | $234k | 2.1k | 110.80 | |
| Bank of America Corporation (BAC) | 0.0 | $231k | 4.5k | 51.67 | |
| Telus Ord (TU) | 0.0 | $231k | 15k | 15.75 | |
| General Dynamics Corporation (GD) | 0.0 | $215k | 629.00 | 341.81 | |
| Strategy Cl A New (MSTR) | 0.0 | $211k | 654.00 | 322.63 | |
| Paychex (PAYX) | 0.0 | $207k | 1.6k | 126.68 | |
| PNC Financial Services (PNC) | 0.0 | $200k | 996.00 | 200.80 | |
| Eaton Vance Tax-Managed Buy-Write Income (ETB) | 0.0 | $182k | 12k | 15.02 | |
| Mind Medicine Mindmed Com New (MNMD) | 0.0 | $118k | 10k | 11.80 | |
| Lifemd (LFMD) | 0.0 | $68k | 10k | 6.80 | |
| Aldeyra Therapeutics (ALDX) | 0.0 | $58k | 11k | 5.23 | |
| Heron Therapeutics (HRTX) | 0.0 | $38k | 30k | 1.28 |
