King Wealth Management Group
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), King Wealth Management Group reported 147 stock positions worth $570.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.7% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.1%) and Microsoft (MSFT, 6.0%). Compared with Q4 2023, it opened 12 new positions, sold out of 4, added to 52 and reduced 50. The biggest buy was Eli Lilly (LLY, shares +1%) and the biggest sale Johnson & Johnson (JNJ, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0001568235
- Portfolio Value
- $570.2M (Q1 2024)
- SEC Filing
- 0001568235-24-000006 ↗ filed May 9, 2024
Holdings Value
Holdings 147 stocks · $570.2M
| IVV iShares Core S&P 500 ETF | 13.65% | 148,057 | $77.8M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 9.14% | 117,354 | $52.1M | Add +1.0% |
| MSFT Microsoft Corp. | 5.98% | 81,106 | $34.1M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.90% | 53,376 | $27.9M | Reduce -0.5% |
| IJH iShares Core S&P Midcap ETF | 3.84% | 360,538 | $21.9M | Add +2.6% |
| AAPL Apple Inc. | 3.74% | 124,243 | $21.3M | Add +4.9% |
| LLY Eli Lilly & Co. | 3.49% | 25,601 | $19.9M | Add +1.0% |
| V Visa Inc. Class A | 3.39% | 69,191 | $19.3M | Add +0.3% |
| NVDA Nvidia Corp. | 3.25% | 20,530 | $18.6M | Reduce -20.9% |
| IJR iShares Core S&P Small-Cap E | 3.24% | 167,071 | $18.5M | Add +2.3% |
| JPM JPMorgan Chase & Co. | 2.76% | 78,441 | $15.7M | Add +1.4% |
| UNH Unitedhealth Group Inc. | 2.63% | 30,268 | $15.0M | Add +9.3% |
| MCD McDonald's Corp. | 2.37% | 47,986 | $13.5M | Add +1.0% |
| ITOT iShares Core S&P Total U.S. | 2.07% | 102,315 | $11.8M | Reduce -0.9% |
| FTEC Fidelity MSCI Info Tech Indx | 1.66% | 60,678 | $9.5M | Reduce -1.9% |
| COST Costco Wholesale Corp. | 1.57% | 12,243 | $9.0M | Add +1.4% |
| LMT Lockheed Martin Corp. | 1.48% | 18,562 | $8.4M | Reduce -1.9% |
| MA Mastercard Inc. Class A | 1.46% | 17,300 | $8.3M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 1.43% | 53,958 | $8.1M | Add +8.4% |
| JNJ Johnson & Johnson | 1.39% | 50,224 | $7.9M | Reduce -3.9% |
| WMT Walmart Inc. | 1.26% | 119,856 | $7.2M | Add +1.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.26% | 96,454 | $7.2M | Reduce -8.0% |
| AMZN Amazon.com Inc. | 1.22% | 38,637 | $7.0M | Add +7.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.20% | 17,214 | $6.8M | Reduce -1.2% |
| HD Home Depot Inc. | 1.12% | 16,642 | $6.4M | Add +5.3% |
| XLE SS Energy Select Sector | 1.09% | 65,785 | $6.2M | Add +2.0% |
| PEP Pepsico Inc. | 1.01% | 33,043 | $5.8M | Reduce -1.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.98% | 35,860 | $5.6M | Reduce -1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.83% | 18,855 | $4.7M | Add +0.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.81% | 38,951 | $4.6M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.69% | 8,111 | $3.9M | Add +27.4% |
| IEMG iShares Core MSCI Emerging | 0.69% | 76,106 | $3.9M | Reduce -6.5% |
| PG The Procter & Gamble Co. | 0.62% | 21,744 | $3.5M | Reduce -4.8% |
| XOM Exxon Mobil Corp. | 0.62% | 30,244 | $3.5M | Add +21.0% |
| CI The Cigna Group | 0.46% | 7,216 | $2.6M | Reduce -8.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.45% | 15,891 | $2.6M | Add +1.9% |
| BX Blackstone Inc. | 0.42% | 18,388 | $2.4M | Add +0.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.39% | 20,184 | $2.2M | Reduce -5.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.33% | 14,871 | $1.9M | Reduce -19.8% |
| AMGN Amgen Inc. | 0.33% | 6,682 | $1.9M | Reduce -4.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.31% | 21,900 | $1.8M | Reduce -4.4% |
| ORCL Oracle Corp. | 0.31% | 13,974 | $1.8M | Add +7.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.29% | 16,332 | $1.7M | Reduce -1.6% |
| UNP Union Pacific Corp. | 0.29% | 6,640 | $1.6M | Add +0.2% |
| CVX Chevron Corp. | 0.28% | 10,204 | $1.6M | Add +5.2% |
| ELV Elevance Health Inc. | 0.25% | 2,793 | $1.4M | No change |
| AGG iShares Core U.S. Aggregate | 0.25% | 14,702 | $1.4M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 5,398 | $1.4M | No change |
| ABBV Abbvie Inc. | 0.25% | 7,684 | $1.4M | Reduce -0.2% |
| PFF iShares Preferred & Income S | 0.23% | 40,704 | $1.3M | Reduce -1.8% |
| ABT Abbott Laboratories | 0.21% | 10,676 | $1.2M | Add +0.6% |
| FBND Fidelity Total Bond ETF | 0.21% | 26,438 | $1.2M | Reduce -5.4% |
| CAT Caterpillar Inc. | 0.20% | 3,187 | $1.2M | Add +1.5% |
| IVE iShares S&P 500 Value ETF | 0.20% | 6,158 | $1.1M | Add +3.1% |
| UTHR United Therapeutics Corp. | 0.20% | 5,000 | $1.1M | No change |
| VZ Verizon Communications Inc. | 0.20% | 27,083 | $1.1M | Add +2.4% |
| DG Dollar General Corp. | 0.19% | 7,023 | $1.1M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 5,683 | $1.1M | Add +8.1% |
| IEF iShares 7-10 Year Treasury B | 0.19% | 11,216 | $1.1M | Reduce -7.8% |
| VRP Invesco Variable Rate Prefer | 0.18% | 43,499 | $1.0M | Reduce -0.3% |
| DKS Dick's Sporting Goods Inc. | 0.18% | 4,494 | $1.0M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.17% | 7,414 | $978K | Add +0.0% |
| BLK BlackRock Finance Inc. | 0.17% | 1,163 | $970K | Add +2.4% |
| GIS General Mills Inc. | 0.17% | 13,634 | $954K | No change |
| VOO Vanguard S&P 500 ETF | 0.17% | 1,960 | $942K | No change |
| SNY Sanofi-ADR | 0.16% | 18,500 | $899K | New |
| PH Parker Hannifin Corp. | 0.14% | 1,402 | $779K | Add +195.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 4,012 | $766K | No change |
| WM Waste Management Inc. | 0.13% | 3,532 | $753K | Reduce -2.2% |
| ETN Eaton Corp. PLC | 0.13% | 2,288 | $715K | No change |
| DRI Darden Restaurants Inc. | 0.12% | 4,140 | $692K | No change |
| HON Honeywell International Inc. | 0.11% | 3,186 | $654K | No change |
| KO The Coca-Cola Co. | 0.11% | 10,319 | $631K | No change |
| IWF iShares Russell 1000 Growth | 0.11% | 1,808 | $609K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 1,718 | $591K | No change |
| BND Vanguard Total Bond Market | 0.10% | 7,952 | $578K | Reduce -2.9% |
| EPD Enterprise Products Partners | 0.10% | 19,526 | $570K | No change |
| VXF Vanguard Extended Market ETF | 0.10% | 3,120 | $547K | Add +0.2% |
| T AT&T Inc. | 0.09% | 30,718 | $541K | Add +4.3% |
| INGR Ingredion Inc. | 0.09% | 4,625 | $540K | No change |
| AMD Advanced Micro Devices | 0.09% | 2,865 | $517K | Add +5.3% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.09% | 7,000 | $506K | No change |
| RTX RTX Corp. | 0.09% | 5,035 | $491K | Reduce -1.3% |
| ET Energy Transfer LP | 0.08% | 30,200 | $475K | Add +0.1% |
| GE General Electric | 0.08% | 2,645 | $464K | Reduce -11.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 3,398 | $462K | Add +0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 4,540 | $460K | Add +0.6% |
| PFE Pfizer Inc. | 0.08% | 16,496 | $458K | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 0.08% | 1,067 | $446K | Reduce -3.0% |
| IBB iShares Biotechnology ETF | 0.08% | 3,209 | $440K | Reduce -0.5% |
| VLO Valero Energy Corp. | 0.08% | 2,542 | $434K | No change |
| TIP iShares Tips Bond ETF | 0.07% | 3,775 | $406K | Reduce -9.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 3,155 | $386K | Add +6.6% |
| IWR iShares Russell Mid-Cap ETF | 0.07% | 4,520 | $380K | Add +56.7% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 6,894 | $374K | Add +4.2% |
| GOOG Alphabet Inc. Class C | 0.07% | 2,440 | $371K | Add +5.9% |
| OEF iShares S&P 100 ETF | 0.06% | 1,484 | $367K | No change |
| TSLA Tesla Inc. | 0.06% | 2,088 | $367K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 2,746 | $360K | Reduce -10.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 2,461 | $358K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| JNJ Johnson & Johnson | Reduce -3.9% | 1.39% | −0.19 |
| LMT Lockheed Martin Corp. | Reduce -1.9% | 1.48% | −0.18 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.0% | 1.26% | −0.17 |
| HUM Humana Inc. | Sold out | 0.00% | −0.16 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.13 |
| IEMG iShares Core MSCI Emerging | Reduce -6.5% | 0.69% | −0.11 |
| PEP Pepsico Inc. | Reduce -1.6% | 1.01% | −0.09 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -5.2% | 0.39% | −0.07 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.2% | 1.20% | −0.07 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -1.9% | 1.66% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.7% | 0.81% | −0.06 |
| AMGN Amgen Inc. | Reduce -4.3% | 0.33% | −0.06 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -4.4% | 0.31% | −0.05 |
| GH Guardant Health Inc. | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Reduce -15.5% | 0.05% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Reduce -7.8% | 0.19% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.04 |
| FBND Fidelity Total Bond ETF | Reduce -5.4% | 0.21% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.6% | 0.29% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -19.8% | 0.33% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -2.0% | 0.25% | −0.04 |
| UPS United Parcel Service Class B | Reduce -25.7% | 0.06% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.0% | 0.98% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.9% | 2.07% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 4.90% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -4.8% | 0.62% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -1.8% | 0.23% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -9.1% | 0.07% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -2.9% | 0.10% | −0.01 |
| VRP Invesco Variable Rate Prefer | Reduce -0.3% | 0.18% | −0.01 |
| AROW Arrow Financial Corp. | Reduce -3.1% | 0.05% | −0.01 |
| PFE Pfizer Inc. | Reduce -1.1% | 0.08% | −0.01 |
| BAC Bank of America Corp. | Reduce -20.2% | 0.05% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Reduce -3.9% | 0.06% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -10.4% | 0.06% | −0.01 |
| WEN The Wendy's Co. | Reduce -7.9% | 0.04% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -7.0% | 0.05% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -0.5% | 0.08% | −0.01 |
| WDFC WD-40 Co. | Reduce -9.8% | 0.04% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -10.3% | 0.05% | −0.01 |
| GBAB Guggenheim Taxable Municipal | Reduce -1.0% | 0.04% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -3.0% | 0.08% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -2.4% | 0.05% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -5.1% | 0.05% | −0.00 |
| ETB Eaton Vance T/M Buy-WRT Inc. | Reduce -0.6% | 0.04% | −0.00 |
| CI The Cigna Group | Reduce -8.8% | 0.46% | +0.00 |
| AVGO Broadcom Inc. | Reduce -3.8% | 0.06% | +0.00 |
| RTX RTX Corp. | Reduce -1.3% | 0.09% | +0.00 |
| WM Waste Management Inc. | Reduce -2.2% | 0.13% | +0.01 |
| GE General Electric | Reduce -11.4% | 0.08% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| LLY Eli Lilly & Co. | Add +1.0% | 3.49% | +0.64 |
| META Meta Platforms Inc. Class A | Add +27.4% | 0.69% | +0.26 |
| IVV iShares Core S&P 500 ETF | Add +2.0% | 13.65% | +0.25 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 2.76% | +0.21 |
| AMZN Amazon.com Inc. | Add +7.6% | 1.22% | +0.17 |
| SNY Sanofi-ADR | New | 0.16% | +0.16 |
| XOM Exxon Mobil Corp. | Add +21.0% | 0.62% | +0.13 |
| MSFT Microsoft Corp. | Add +0.5% | 5.98% | +0.12 |
| PH Parker Hannifin Corp. | Add +195.8% | 0.14% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +8.4% | 1.43% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +2.6% | 3.84% | +0.08 |
| WMT Walmart Inc. | Add +1.8% | 1.26% | +0.07 |
| HD Home Depot Inc. | Add +5.3% | 1.12% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.05% | +0.05 |
| XLK SS Technology Select Sector | New | 0.05% | +0.05 |
| XLE SS Energy Select Sector | Add +2.0% | 1.09% | +0.04 |
| ORCL Oracle Corp. | Add +7.7% | 0.31% | +0.04 |
| BXSL Blackstone Secured Lending F | New | 0.04% | +0.04 |
| GLD SPDR Gold Shares | New | 0.04% | +0.04 |
| DHR Danaher Corp. | New | 0.04% | +0.04 |
| FMDE Fidelity Enhanced Mid Cap Co. | New | 0.04% | +0.04 |
| PRU Prudential Financial Inc. | New | 0.04% | +0.04 |
| CRM Salesforce Inc. | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +1.4% | 1.57% | +0.03 |
| KEY Keycorp | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +1.5% | 0.20% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +56.7% | 0.07% | +0.02 |
| DIS The Walt Disney Co. | Add +6.6% | 0.07% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.0% | 0.17% | +0.02 |
| AMD Advanced Micro Devices | Add +5.3% | 0.09% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.0% | 0.08% | +0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +8.1% | 0.19% | +0.01 |
| DG Dollar General Corp. | Add +0.3% | 0.19% | +0.01 |
| VZ Verizon Communications Inc. | Add +2.4% | 0.20% | +0.01 |
| ALDX Aldeyra Therapeutics Inc. | New | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +13.0% | 0.06% | +0.01 |
| HRTX Heron Therapeutics Inc. | New | 0.00% | +0.00 |
| QCOM Qualcomm Inc. | Add +1.7% | 0.05% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.9% | 0.45% | +0.00 |
| ET Energy Transfer LP | Add +0.1% | 0.08% | +0.00 |
| CVX Chevron Corp. | Add +5.2% | 0.28% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +5.9% | 0.07% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Add +12.8% | 0.06% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +3.1% | 0.20% | +0.00 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +0.3% | 0.04% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +4.2% | 0.07% | +0.00 |
| F Ford Motor Co. | Add +0.1% | 0.02% | −0.00 |
| T AT&T Inc. | Add +4.3% | 0.09% | −0.00 |
| TJX TJX Companies Inc. | Add +0.6% | 0.08% | −0.00 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 0.10% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 176 | $914.3M | IVV, QQQ, SPY, NVDA, MSFT |
| Q1 2026 | 158 | $799.7M | IVV, QQQ, SPY, MSFT, AAPL |
| Q4 2025 | 165 | $829.7M | IVV, QQQ, MSFT, SPY, AAPL |
| Q3 2025 | 160 | $795.9M | IVV, QQQ, MSFT, SPY, NVDA |
| Q2 2025 | 157 | $736.9M | IVV, QQQ, MSFT, SPY, NVDA |
| Q1 2025 | 157 | $659.7M | IVV, QQQ, MSFT, SPY, AAPL |
| Q4 2024 | 154 | $685.5M | IVV, QQQ, MSFT, AAPL, SPY |
| Q3 2024 | 151 | $641.7M | IVV, QQQ, MSFT, SPY, AAPL |
| Q2 2024 | 144 | $599.8M | IVV, QQQ, MSFT, SPY, AAPL |
| Q1 2024 | 147 | $570.2M | IVV, QQQ, MSFT, SPY, IJH |