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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $570.2M $570.2M Q1 2024 Q2 2024: $599.8M Q2 2024 Q3 2024: $641.7M Q3 2024 Q4 2024: $685.5M Q4 2024 Q1 2025: $659.7M Q1 2025 Q2 2025: $736.9M Q2 2025 Q3 2025: $795.9M Q3 2025 Q4 2025: $829.7M Q4 2025 Q1 2026: $799.7M Q1 2026 Q2 2026: $914.3M Q2 2026

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
JNK SS SPDR BB High Yield Bond 0.06% 3,697 $352K Add +12.8%
DUK Duke Energy Corp. 0.06% 3,605 $349K Add +0.0%
UPS United Parcel Service Class B 0.06% 2,349 $349K Reduce -25.7%
PTGX Protagonist Therapeutics Inc. 0.06% 12,000 $347K No change
AVGO Broadcom Inc. 0.06% 254 $336K Reduce -3.8%
CASY Casey's General Stores Inc. 0.06% 1,050 $334K No change
NVS Novartis AG-Sponsored ADR 0.06% 3,450 $334K No change
SNOW Snowflake Inc. 0.06% 2,041 $330K Add +2.0%
TLT iShares 20+ Year Treasury BD 0.06% 3,405 $322K Reduce -3.9%
MO Altria Group Inc. 0.06% 7,369 $321K Add +13.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 8,226 $312K Reduce -20.2%
CRWD CrowdStrike Holdings Inc. Class A 0.05% 954 $306K New
BA The Boeing Co. 0.05% 1,574 $304K Reduce -15.5%
QCOM Qualcomm Inc. 0.05% 1,757 $297K Add +1.7%
XLK SS Technology Select Sector 0.05% 1,406 $293K New
NEE Nextera Energy Inc. 0.05% 4,568 $292K Reduce -2.4%
AROW Arrow Financial Corp. 0.05% 10,912 $276K Reduce -3.1%
IWD iShares Russell 1000 Value E 0.05% 1,543 $276K Reduce -5.1%
DOW Dow Inc. 0.05% 4,730 $274K No change
COP Conocophillips 0.05% 2,146 $273K No change
SO The Southern Co. 0.05% 3,709 $266K No change
CSCO Cisco Systems Inc. 0.05% 5,278 $263K Reduce -7.0%
IWB iShares Russell 1000 ETF 0.05% 892 $257K Reduce -10.3%
FELC Fidelity Enh LRG Cap Cor ETF 0.04% 8,623 $254K Add +0.3%
WDFC WD-40 Co. 0.04% 1,002 $254K Reduce -9.8%
AME Ametek Inc. 0.04% 1,365 $250K No change
GBAB Guggenheim Taxable Municipal 0.04% 15,049 $245K Reduce -1.0%
TU Telus Corp. 0.04% 14,670 $235K No change
HOLX Hologic Inc. 0.04% 3,000 $234K No change
WEN The Wendy's Co. 0.04% 12,137 $229K Reduce -7.9%
BXSL Blackstone Secured Lending F 0.04% 7,000 $218K New
GLD SPDR Gold Shares 0.04% 1,046 $215K New
TRST Trustco Bank Corp. NY 0.04% 7,598 $214K Add +0.1%
DHR Danaher Corp. 0.04% 834 $208K New
PAYX Paychex Inc. 0.04% 1,692 $208K No change
FMDE Fidelity Enhanced Mid Cap Co. 0.04% 6,695 $204K New
MDLZ Mondelez International Inc. Class A 0.04% 2,913 $204K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.04% 14,854 $203K Reduce -0.6%
PRU Prudential Financial Inc. 0.04% 1,719 $202K New
CRM Salesforce Inc. 0.04% 670 $202K New
KEY Keycorp 0.03% 10,214 $161K New
NVRO Nevro LLC filed as NEVRO CORP 0.03% 10,200 $147K No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.02% 10,455 $139K Add +0.1%
SKE Skeena Resources Ltd. 0.01% 10,000 $46K No change
ALDX Aldeyra Therapeutics Inc. 0.01% 10,000 $33K New
DC Dakota Gold Corp. 0.01% 13,000 $31K No change
HRTX Heron Therapeutics Inc. 0.00% 10,099 $28K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 176$914.3MIVV, QQQ, SPY, NVDA, MSFT
Q1 2026 158$799.7MIVV, QQQ, SPY, MSFT, AAPL
Q4 2025 165$829.7MIVV, QQQ, MSFT, SPY, AAPL
Q3 2025 160$795.9MIVV, QQQ, MSFT, SPY, NVDA
Q2 2025 157$736.9MIVV, QQQ, MSFT, SPY, NVDA
Q1 2025 157$659.7MIVV, QQQ, MSFT, SPY, AAPL
Q4 2024 154$685.5MIVV, QQQ, MSFT, AAPL, SPY
Q3 2024 151$641.7MIVV, QQQ, MSFT, SPY, AAPL
Q2 2024 144$599.8MIVV, QQQ, MSFT, SPY, AAPL
Q1 2024 147$570.2MIVV, QQQ, MSFT, SPY, IJH