Graney & King, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Graney & King, LLC reported 346 stock positions worth $134.3 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 14.3% of the portfolio, followed by GLDM SA S&P 500 PR in ETF-US (GPIX, 12.8%) and SS SPDR P S&P 500 Value ETF (SPYV, 12.2%). Compared with Q4 2024, it opened 31 new positions, sold out of 8, added to 98 and reduced 33. The biggest buy was GLDM SA S&P 500 PR in ETF-US (GPIX, shares +40%) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LATHAM, NY
- CIK
- 0002051568
- Portfolio Value
- $134.3M (Q1 2025)
- SEC Filing
- 0002051568-25-000005 ↗ filed May 14, 2025
Holdings Value
Holdings 346 stocks · $134.3M
| SPYG SS SPDR P S&P 500 Growth ETF | 14.27% | 238,491 | $19.2M | Reduce -3.4% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 12.83% | 369,795 | $17.2M | Add +40.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 12.20% | 320,909 | $16.4M | Reduce -8.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 8.26% | 141,499 | $11.1M | Add +4.2% |
| VLU SS SPDR S&P 1500 Value Tilt | 4.11% | 30,001 | $5.5M | Add +3.1% |
| SLYG SS SPDR S&P 600 SC GR ETF | 3.30% | 53,348 | $4.4M | Add +5.1% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 3.15% | 68,889 | $4.2M | Add +8.0% |
| SPLB SS SPDR P Long Term C ETF | 2.67% | 158,774 | $3.6M | Add +16.9% |
| QQQM Invesco Nasdaq 100 ETF | 2.63% | 18,326 | $3.5M | Add +6.8% |
| JHMM John Hancock Multi Fact Mid | 2.57% | 60,305 | $3.5M | Add +7.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 2.38% | 24,827 | $3.2M | Add +257.4% |
| ANGL Vaneck Fallen Angel High YLD | 2.37% | 110,290 | $3.2M | Add +6.3% |
| VXUS Vanguard Total Intl Stock | 1.62% | 35,137 | $2.2M | Reduce -1.4% |
| FBND Fidelity Total Bond ETF | 1.59% | 46,767 | $2.1M | Add +12.7% |
| AAPL Apple Inc. | 1.44% | 8,704 | $1.9M | Add +1.4% |
| SCHD Schwab US DVD Equity ETF | 1.36% | 65,466 | $1.8M | Reduce -2.8% |
| BIV Vanguard Intermediate-Term B | 1.18% | 20,648 | $1.6M | Add +5.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.99% | 7,679 | $1.3M | Reduce -31.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.86% | 3,132 | $1.2M | Reduce -11.1% |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.79% | 23,849 | $1.1M | Add +5.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 3,567 | $980K | Add +40.6% |
| IUSG iShares Core S&P U.S. Growth | 0.66% | 6,985 | $888K | Add +0.0% |
| MSFT Microsoft Corp. | 0.64% | 2,297 | $862K | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.64% | 1,535 | $858K | Reduce -14.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.56% | 10,995 | $757K | No change |
| GE General Electric filed as GE AEROSPACE | 0.56% | 3,744 | $749K | Reduce -3.1% |
| VOO Vanguard S&P 500 ETF | 0.55% | 1,430 | $735K | Reduce -19.1% |
| META Meta Platforms Inc. Class A | 0.52% | 1,211 | $698K | Add +0.9% |
| NOBL Proshares S&P 500 Dividend A | 0.50% | 6,557 | $670K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.49% | 2,941 | $652K | Reduce -11.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.49% | 2,111 | $652K | Reduce -29.9% |
| OMFS Invesco RSL 2000 DYN Mltfctr | 0.43% | 15,084 | $573K | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 1,069 | $569K | Add +54.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.42% | 2,175 | $563K | Reduce -8.6% |
| NVDA Nvidia Corp. | 0.37% | 4,545 | $493K | Add +4.9% |
| OMFL Invesco Russell 1000 DYN M/F | 0.33% | 8,204 | $437K | Reduce -0.1% |
| V Visa Inc. Class A | 0.32% | 1,243 | $436K | Add +3.6% |
| AMZN Amazon.com Inc. | 0.32% | 2,258 | $430K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.32% | 10,479 | $427K | Add +0.0% |
| JSMD Janus Small Mid Cap GR Alp | 0.29% | 5,655 | $396K | Reduce -1.0% |
| ED Consolidated Edison Inc. | 0.28% | 3,360 | $372K | No change |
| CEF Sprott Physical Gold and Sil | 0.26% | 12,073 | $343K | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.25% | 1,951 | $332K | Add +1.5% |
| T AT&T Inc. | 0.23% | 11,145 | $315K | Add +1.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.22% | 1,161 | $292K | No change |
| XOM Exxon Mobil Corp. | 0.21% | 2,418 | $288K | Add +0.4% |
| JNJ Johnson & Johnson | 0.21% | 1,671 | $277K | Add +0.1% |
| ABBV Abbvie Inc. | 0.20% | 1,306 | $274K | Reduce -12.5% |
| NYF iShares New York Muni Bond E | 0.19% | 4,800 | $253K | Add +0.1% |
| IAU iShares Gold Trust | 0.18% | 4,015 | $237K | No change |
| IVV iShares Core S&P 500 ETF | 0.17% | 406 | $228K | Add +143.1% |
| NGG National Grid PLC-SP ADR | 0.17% | 3,399 | $223K | No change |
| GEV GE Vernova Inc. | 0.16% | 705 | $215K | Reduce -4.1% |
| JPM JPMorgan Chase & Co. | 0.15% | 832 | $204K | Add +7.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 1,077 | $201K | Add +0.2% |
| BA The Boeing Co. | 0.15% | 1,144 | $195K | No change |
| FTLS First Trust Long/Short Eqty | 0.14% | 2,955 | $189K | Add +0.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.13% | 5,647 | $170K | Add +0.3% |
| IEF iShares 7-10 Year Treasury B | 0.12% | 1,751 | $167K | Add +0.6% |
| PEP Pepsico Inc. | 0.12% | 1,090 | $163K | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 328 | $154K | Add +47.8% |
| COST Costco Wholesale Corp. | 0.11% | 162 | $153K | Add +8.7% |
| INDA iShares MSCI India ETF | 0.11% | 2,882 | $148K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.11% | 1,502 | $147K | Add +0.1% |
| EQWL Invesco S&P 100 Equal Weight | 0.11% | 1,404 | $145K | Add +0.2% |
| VTWG Vanguard Russell 2000 Growth | 0.11% | 776 | $145K | Reduce -12.9% |
| GOOG Alphabet Inc. Class C | 0.10% | 872 | $136K | Add +0.1% |
| YUM Yum! Brands Inc. | 0.10% | 861 | $136K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 1,992 | $131K | Add +0.1% |
| TRST Trustco Bank Corp. NY | 0.10% | 4,293 | $131K | Add +0.8% |
| LLY Eli Lilly & Co. | 0.10% | 158 | $131K | Add +9.0% |
| LHX L3HARRIS Technologies Inc. | 0.10% | 620 | $130K | Add +0.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.10% | 2,360 | $129K | Add +136.0% |
| KVUE Kenvue Inc. | 0.10% | 5,346 | $128K | Add +0.3% |
| WMT Walmart Inc. | 0.09% | 1,408 | $124K | Add +6.8% |
| SYK Stryker Corp. | 0.09% | 324 | $121K | No change |
| VDC Vanguard Consumer Staple ETF | 0.08% | 521 | $114K | Add +0.6% |
| NFLX Netflix Inc. | 0.08% | 120 | $112K | No change |
| CAT Caterpillar Inc. | 0.08% | 310 | $102K | Add +0.7% |
| VNQ Vanguard Real Estate ETF | 0.08% | 1,127 | $102K | Reduce -6.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.08% | 2,778 | $101K | No change |
| INTC Intel Corp. | 0.07% | 4,377 | $99K | Add +1.8% |
| ROBT First Trust Nasdaq Artificia | 0.07% | 2,318 | $94K | No change |
| TGT Target Corp. | 0.07% | 852 | $89K | Add +0.2% |
| GSK GSK PLC-Spon ADR | 0.07% | 2,270 | $88K | Add +0.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.06% | 1,703 | $87K | Reduce -31.3% |
| VCIT Vanguard Int-Term Corporate | 0.06% | 1,043 | $85K | Reduce -84.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.06% | 865 | $81K | No change |
| IVW iShares S&P 500 Growth ETF | 0.06% | 844 | $78K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.06% | 7,646 | $77K | Add +0.3% |
| LNT Alliant Energy Corp. | 0.06% | 1,183 | $76K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.06% | 1,524 | $76K | No change |
| GEHC GE Healthcare Technology | 0.06% | 926 | $75K | Reduce -4.1% |
| SCHW Schwab (charles) Corp. | 0.05% | 928 | $73K | No change |
| XLK SS Technology Select Sector | 0.05% | 349 | $72K | Add +0.3% |
| MAR Marriott International Class A | 0.05% | 295 | $70K | No change |
| AXP American Express Co. | 0.05% | 259 | $70K | No change |
| AEP American Electric Power | 0.05% | 634 | $69K | No change |
| CVX Chevron Corp. | 0.05% | 410 | $69K | Add +0.2% |
| TSLA Tesla Inc. | 0.05% | 245 | $63K | Add +18.4% |
Portfolio Sells Q4 2024 → Q1 2025
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.4% | 14.27% | −2.13 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -8.5% | 12.20% | −1.35 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -31.6% | 0.99% | −0.45 |
| VCIT Vanguard Int-Term Corporate | Reduce -84.8% | 0.06% | −0.35 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -11.1% | 0.86% | −0.23 |
| VOO Vanguard S&P 500 ETF | Reduce -19.1% | 0.55% | −0.17 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -29.9% | 0.49% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.3% | 0.64% | −0.15 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -11.2% | 0.49% | −0.12 |
| VTWO Vanguard Russell 2000 ETF | Reduce -69.2% | 0.03% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -8.6% | 0.42% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Sold out | 0.00% | −0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -31.3% | 0.06% | −0.04 |
| VTWG Vanguard Russell 2000 Growth | Reduce -12.9% | 0.11% | −0.03 |
| JSMD Janus Small Mid Cap GR Alp | Reduce -1.0% | 0.29% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -89.1% | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -33.9% | 0.05% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.8% | 1.36% | −0.03 |
| GEV GE Vernova Inc. | Reduce -4.1% | 0.16% | −0.02 |
| IYT iShares US Transportation Et | Sold out | 0.00% | −0.02 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.02 |
| ARKK ARK Innovation ETF | Reduce -19.9% | 0.03% | −0.02 |
| VTHR Vanguard Russell 3000 | Reduce -32.9% | 0.02% | −0.01 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -0.1% | 0.33% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -70.2% | 0.00% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.12% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -6.5% | 0.08% | −0.01 |
| HOG Harley-Davidson Inc. | Reduce -11.0% | 0.01% | −0.00 |
| MTTR Matterport Inc. | Sold out | 0.00% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -6.0% | 0.04% | −0.00 |
| MFC Manulife Financial Corp. | Reduce -6.2% | 0.04% | −0.00 |
| FM iShares Frontier and Select | Sold out | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -4.1% | 0.06% | −0.00 |
| JXN Jackson Financial Inc. Class A | Sold out | 0.00% | −0.00 |
| WAB Wabtec Corp. | Reduce -6.0% | 0.01% | −0.00 |
| ALTM Arcadium Lithium PLC | Sold out | 0.00% | −0.00 |
| AVNW Aviat Networks Inc. | Sold out | 0.00% | −0.00 |
| ABBV Abbvie Inc. | Reduce -12.5% | 0.20% | +0.00 |
| CEF Sprott Physical Gold and Sil | Reduce -1.6% | 0.26% | +0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -1.4% | 1.62% | +0.04 |
| GE General Electric | Reduce -3.1% | 0.56% | +0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +40.0% | 12.83% | +2.96 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +257.4% | 2.38% | +1.73 |
| BBIN JPM Betabuilders Intl Eqty | Add +8.0% | 3.15% | +0.40 |
| SPLB SS SPDR P Long Term C ETF | Add +16.9% | 2.67% | +0.39 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +54.9% | 0.42% | +0.19 |
| FBND Fidelity Total Bond ETF | Add +12.7% | 1.59% | +0.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +40.6% | 0.73% | +0.17 |
| ANGL Vaneck Fallen Angel High YLD | Add +6.3% | 2.37% | +0.12 |
| IVV iShares Core S&P 500 ETF | Add +143.1% | 0.17% | +0.10 |
| BIV Vanguard Intermediate-Term B | Add +5.0% | 1.18% | +0.07 |
| VLU SS SPDR S&P 1500 Value Tilt | Add +3.1% | 4.11% | +0.06 |
| T AT&T Inc. | Add +1.8% | 0.23% | +0.05 |
| JHMM John Hancock Multi Fact Mid | Add +7.7% | 2.57% | +0.05 |
| VTES Vanguard SH Term Tax-Ex Bond | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +3.6% | 0.32% | +0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1598.3% | 0.04% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +47.8% | 0.11% | +0.03 |
| JNJ Johnson & Johnson | Add +0.1% | 0.21% | +0.02 |
| FDL First Trust Morn DVD Lead Inc. | New | 0.02% | +0.02 |
| KMI Kinder Morgan Inc. | Add +103.7% | 0.04% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.21% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +77.8% | 0.04% | +0.02 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.02% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +95.1% | 0.03% | +0.01 |
| RTX RTX Corp. | Add +248.0% | 0.02% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +114.3% | 0.02% | +0.01 |
| LLY Eli Lilly & Co. | Add +9.0% | 0.10% | +0.01 |
| FXZ First Trust Materials Alphad | New | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +7.6% | 0.15% | +0.01 |
| COST Costco Wholesale Corp. | Add +8.7% | 0.11% | +0.01 |
| MA Mastercard Inc. Class A | New | 0.01% | +0.01 |
| BIIB Biogen Inc. | New | 0.01% | +0.01 |
| KVUE Kenvue Inc. | Add +0.3% | 0.10% | +0.01 |
| INTC Intel Corp. | Add +1.8% | 0.07% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.01% | +0.01 |
| FV First Trust DW Focus 5 Fund | New | 0.01% | +0.01 |
| GSK GSK PLC-Spon ADR | Add +0.9% | 0.07% | +0.01 |
| PH Parker Hannifin Corp. | New | 0.01% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +22.5% | 0.04% | +0.01 |
| TTD Trade Desk Inc./the Class A | Add +136.0% | 0.10% | +0.01 |
| VZ Verizon Communications Inc. | Add +13.2% | 0.03% | +0.01 |
| CVX Chevron Corp. | Add +0.2% | 0.05% | +0.01 |
| XLE SS Energy Select Sector | New | 0.01% | +0.01 |
| ITOT iShares Core S&P Total U.S. | New | 0.01% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.01% | +0.01 |
| CARR Carrier Global Corp. | New | 0.01% | +0.01 |
| WDFC WD-40 Co. | New | 0.01% | +0.01 |
| MCD McDonald's Corp. | New | 0.00% | +0.00 |
| OTIS Otis Worldwide Corp. | New | 0.00% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +37.2% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 382 | $278.2M | IXUS, SPYG, MGV, GPIX, JHMM |
| Q1 2026 | 370 | $185.5M | MGV, GPIX, FBND, JHMM, BBIN |
| Q4 2025 | 355 | $171.0M | MGV, GPIX, FBND, BBIN, SPYG |
| Q3 2025 | 350 | $144.4M | MGV, GPIX, FBND, SPYG, VLU |
| Q2 2025 | 348 | $149.0M | SPYG, MGV, GPIX, SLYV, VLU |
| Q1 2025 | 346 | $134.3M | SPYG, GPIX, SPYV, SLYV, VLU |
| Q4 2024 | 318 | $132.4M | SPYG, SPYV, GPIX, SLYV, VLU |