King Wealth Management Group
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), King Wealth Management Group reported 144 stock positions worth $599.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.6% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.4%) and Microsoft (MSFT, 6.1%). Compared with Q1 2024, it opened 2 new positions, sold out of 5, added to 44 and reduced 58. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale McDonald's (MCD, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0001568235
- Portfolio Value
- $599.8M (Q2 2024)
- SEC Filing
- 0001568235-24-000010 ↗ filed Aug 8, 2024
Holdings Value
Holdings 144 stocks · $599.8M
| IVV iShares Core S&P 500 ETF | 13.58% | 148,842 | $81.5M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 9.42% | 117,907 | $56.5M | Add +0.5% |
| MSFT Microsoft Corp. | 6.05% | 81,206 | $36.3M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.82% | 53,168 | $28.9M | Reduce -0.4% |
| AAPL Apple Inc. | 4.40% | 125,240 | $26.4M | Add +0.8% |
| NVDA Nvidia Corp. | 4.27% | 207,444 | $25.6M | Add +1.0% |
| LLY Eli Lilly & Co. | 3.84% | 25,423 | $23.0M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 3.51% | 359,793 | $21.1M | Reduce -0.2% |
| V Visa Inc. Class A | 3.03% | 69,218 | $18.2M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 2.96% | 166,382 | $17.7M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 2.65% | 78,584 | $15.9M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 2.48% | 29,228 | $14.9M | Reduce -3.4% |
| ITOT iShares Core S&P Total U.S. | 1.98% | 99,885 | $11.9M | Reduce -2.4% |
| MCD McDonald's Corp. | 1.74% | 41,071 | $10.5M | Reduce -14.4% |
| COST Costco Wholesale Corp. | 1.73% | 12,178 | $10.4M | Reduce -0.5% |
| FTEC Fidelity MSCI Info Tech Indx | 1.72% | 60,052 | $10.3M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 1.70% | 56,123 | $10.2M | Add +4.0% |
| LMT Lockheed Martin Corp. | 1.44% | 18,553 | $8.7M | Reduce -0.1% |
| WMT Walmart Inc. | 1.35% | 119,586 | $8.1M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 1.35% | 41,753 | $8.1M | Add +8.1% |
| MA Mastercard Inc. Class A | 1.26% | 17,128 | $7.6M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 1.24% | 14,691 | $7.4M | Add +81.1% |
| JNJ Johnson & Johnson | 1.17% | 48,183 | $7.0M | Reduce -4.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.12% | 92,370 | $6.7M | Reduce -4.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.10% | 16,870 | $6.6M | Reduce -2.0% |
| XLE SS Energy Select Sector | 0.98% | 64,521 | $5.9M | Reduce -1.9% |
| HD Home Depot Inc. | 0.93% | 16,206 | $5.6M | Reduce -2.6% |
| PEP Pepsico Inc. | 0.89% | 32,216 | $5.3M | Reduce -2.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.87% | 34,667 | $5.2M | Reduce -3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.76% | 18,855 | $4.6M | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.72% | 37,836 | $4.3M | Reduce -2.9% |
| IEMG iShares Core MSCI Emerging | 0.65% | 73,026 | $3.9M | Reduce -4.0% |
| PG The Procter & Gamble Co. | 0.59% | 21,401 | $3.5M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.58% | 30,386 | $3.5M | Add +0.5% |
| CI The Cigna Group | 0.54% | 9,866 | $3.3M | Add +36.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.47% | 7,407 | $2.8M | Add +676.4% |
| ORCL Oracle Corp. | 0.47% | 19,892 | $2.8M | Add +42.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 15,866 | $2.5M | Reduce -0.2% |
| BX Blackstone Inc. | 0.38% | 18,291 | $2.3M | Reduce -0.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.35% | 14,784 | $2.1M | Reduce -0.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.34% | 19,287 | $2.1M | Reduce -4.4% |
| AMGN Amgen Inc. | 0.34% | 6,556 | $2.0M | Reduce -1.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 21,035 | $1.7M | Reduce -4.0% |
| CVX Chevron Corp. | 0.28% | 10,566 | $1.7M | Add +3.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.26% | 15,798 | $1.5M | Reduce -3.3% |
| ELV Elevance Health Inc. | 0.25% | 2,793 | $1.5M | No change |
| UNP Union Pacific Corp. | 0.25% | 6,640 | $1.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 5,398 | $1.4M | No change |
| STVN Stevanato Group SPA | 0.22% | 72,800 | $1.3M | New |
| ABBV Abbvie Inc. | 0.22% | 7,769 | $1.3M | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.22% | 13,650 | $1.3M | Reduce -7.2% |
| PFF iShares Preferred & Income S | 0.20% | 37,518 | $1.2M | Reduce -7.8% |
| PH Parker Hannifin Corp. | 0.19% | 2,270 | $1.1M | Add +61.9% |
| IVE iShares S&P 500 Value ETF | 0.19% | 6,158 | $1.1M | No change |
| ABT Abbott Laboratories | 0.19% | 10,723 | $1.1M | Add +0.4% |
| FBND Fidelity Total Bond ETF | 0.18% | 24,565 | $1.1M | Reduce -7.1% |
| VZ Verizon Communications Inc. | 0.18% | 26,573 | $1.1M | Reduce -1.9% |
| CAT Caterpillar Inc. | 0.18% | 3,218 | $1.1M | Add +1.0% |
| VRP Invesco Variable Rate Prefer | 0.17% | 42,800 | $1.0M | Reduce -1.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 5,610 | $1.0M | Reduce -1.3% |
| IEF iShares 7-10 Year Treasury B | 0.17% | 10,720 | $1.0M | Reduce -4.4% |
| DKS Dick's Sporting Goods Inc. | 0.17% | 4,647 | $998K | Add +3.4% |
| VOO Vanguard S&P 500 ETF | 0.16% | 1,960 | $980K | No change |
| MRK Merck & Co. Inc. | 0.16% | 7,776 | $963K | Add +4.9% |
| DG Dollar General Corp. | 0.15% | 6,988 | $924K | Reduce -0.5% |
| BLK BlackRock Finance Inc. | 0.15% | 1,155 | $909K | Reduce -0.7% |
| GIS General Mills Inc. | 0.14% | 13,634 | $862K | No change |
| WM Waste Management Inc. | 0.13% | 3,559 | $759K | Add +0.8% |
| CRM Salesforce Inc. | 0.12% | 2,802 | $720K | Add +318.2% |
| ETN Eaton Corp. PLC | 0.12% | 2,288 | $717K | No change |
| HON Honeywell International Inc. | 0.11% | 3,186 | $680K | No change |
| IWF iShares Russell 1000 Growth | 0.11% | 1,808 | $659K | No change |
| KO The Coca-Cola Co. | 0.11% | 10,321 | $657K | Add +0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 1,718 | $643K | No change |
| UTHR United Therapeutics Corp. | 0.11% | 2,000 | $637K | Reduce -60.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 3,646 | $631K | Reduce -9.1% |
| DRI Darden Restaurants Inc. | 0.10% | 4,140 | $626K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 3,459 | $601K | Add +1.8% |
| HOLX Hologic Inc. | 0.10% | 8,000 | $594K | Add +166.7% |
| T AT&T Inc. | 0.10% | 30,213 | $577K | Reduce -1.6% |
| EPD Enterprise Products Partners | 0.09% | 19,526 | $566K | No change |
| BND Vanguard Total Bond Market | 0.09% | 7,675 | $553K | Reduce -3.5% |
| INGR Ingredion Inc. | 0.09% | 4,625 | $530K | No change |
| VXF Vanguard Extended Market ETF | 0.09% | 3,120 | $527K | No change |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.08% | 7,000 | $508K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 4,540 | $500K | No change |
| ET Energy Transfer LP | 0.08% | 30,213 | $490K | Add +0.0% |
| GS Goldman Sachs Group Inc. | 0.08% | 1,067 | $483K | No change |
| AMD Advanced Micro Devices | 0.08% | 2,945 | $478K | Add +2.8% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 3,002 | $477K | Add +13.5% |
| RTX RTX Corp. | 0.08% | 4,648 | $467K | Reduce -7.7% |
| GOOG Alphabet Inc. Class C | 0.07% | 2,440 | $448K | No change |
| IBB iShares Biotechnology ETF | 0.07% | 3,104 | $426K | Reduce -3.3% |
| PFE Pfizer Inc. | 0.07% | 15,194 | $425K | Reduce -7.9% |
| PTGX Protagonist Therapeutics Inc. | 0.07% | 12,000 | $416K | No change |
| TSLA Tesla Inc. | 0.07% | 2,053 | $406K | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.07% | 250 | $402K | Reduce -1.6% |
| CASY Casey's General Stores Inc. | 0.07% | 1,050 | $401K | No change |
| VLO Valero Energy Corp. | 0.07% | 2,542 | $398K | No change |
| TIP iShares Tips Bond ETF | 0.07% | 3,676 | $393K | Reduce -2.6% |
Portfolio Sells Q1 2024 → Q2 2024
| MCD McDonald's Corp. | Reduce -14.4% | 1.74% | −0.63 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.2% | 3.51% | −0.33 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.4% | 2.96% | −0.28 |
| JNJ Johnson & Johnson | Reduce -4.1% | 1.17% | −0.22 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 1.26% | −0.20 |
| HD Home Depot Inc. | Reduce -2.6% | 0.93% | −0.19 |
| SNY Sanofi-ADR | Sold out | 0.00% | −0.16 |
| UNH Unitedhealth Group Inc. | Reduce -3.4% | 2.48% | −0.14 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.2% | 1.12% | −0.14 |
| PEP Pepsico Inc. | Reduce -2.5% | 0.89% | −0.13 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.3% | 0.87% | −0.11 |
| XLE SS Energy Select Sector | Reduce -1.9% | 0.98% | −0.11 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -2.0% | 1.10% | −0.10 |
| UTHR United Therapeutics Corp. | Reduce -60.0% | 0.11% | −0.10 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.9% | 0.72% | −0.09 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.4% | 1.98% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.4% | 4.82% | −0.07 |
| BX Blackstone Inc. | Reduce -0.5% | 0.38% | −0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -4.4% | 0.34% | −0.04 |
| DG Dollar General Corp. | Reduce -0.5% | 0.15% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -3.3% | 0.26% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -4.0% | 0.65% | −0.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -0.1% | 1.44% | −0.04 |
| FMDE Fidelity Enhanced Mid Cap Co. | Sold out | 0.00% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -7.8% | 0.20% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -7.2% | 0.22% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.59% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 0.42% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -9.1% | 0.11% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -4.0% | 0.29% | −0.03 |
| FBND Fidelity Total Bond ETF | Reduce -7.1% | 0.18% | −0.03 |
| NVRO Nevro LLC | Sold out | 0.00% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.3% | 0.17% | −0.02 |
| BAC Bank of America Corp. | Reduce -36.5% | 0.03% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -4.4% | 0.17% | −0.02 |
| BLK BlackRock Finance Inc. | Reduce -0.7% | 0.15% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.9% | 0.18% | −0.02 |
| JNK SS SPDR BB High Yield Bond | Reduce -14.4% | 0.05% | −0.01 |
| UPS United Parcel Service Class B | Reduce -8.1% | 0.05% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -16.1% | 0.04% | −0.01 |
| VRP Invesco Variable Rate Prefer | Reduce -1.6% | 0.17% | −0.01 |
| BA The Boeing Co. | Reduce -8.1% | 0.04% | −0.01 |
| PFE Pfizer Inc. | Reduce -7.9% | 0.07% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -3.5% | 0.09% | −0.01 |
| WDFC WD-40 Co. | Reduce -2.5% | 0.04% | −0.01 |
| RTX RTX Corp. | Reduce -7.7% | 0.08% | −0.01 |
| SKE Skeena Resources Ltd. | Sold out | 0.00% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Reduce -6.1% | 0.05% | −0.01 |
| AROW Arrow Financial Corp. | Reduce -11.4% | 0.04% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +1.0% | 4.27% | +1.02 |
| AAPL Apple Inc. | Add +0.8% | 4.40% | +0.66 |
| META Meta Platforms Inc. Class A | Add +81.1% | 1.24% | +0.54 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +676.4% | 0.47% | +0.42 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.5% | 9.42% | +0.28 |
| GOOGL Alphabet Inc. Class A | Add +4.0% | 1.70% | +0.28 |
| STVN Stevanato Group SPA | New | 0.22% | +0.22 |
| ORCL Oracle Corp. | Add +42.4% | 0.47% | +0.16 |
| AMZN Amazon.com Inc. | Add +8.1% | 1.35% | +0.12 |
| CRM Salesforce Inc. | Add +318.2% | 0.12% | +0.08 |
| CI The Cigna Group | Add +36.7% | 0.54% | +0.08 |
| MSFT Microsoft Corp. | Add +0.1% | 6.05% | +0.07 |
| HOLX Hologic Inc. | Add +166.7% | 0.10% | +0.06 |
| PH Parker Hannifin Corp. | Add +61.9% | 0.19% | +0.05 |
| GD General Dynamics Corp. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.8% | 0.10% | +0.02 |
| QCOM Qualcomm Inc. | Add +0.8% | 0.06% | +0.01 |
| NVS Novartis AG-Sponsored ADR | Add +2.9% | 0.06% | +0.00 |
| HRTX Heron Therapeutics Inc. | Add +51.5% | 0.01% | +0.00 |
| ALDX Aldeyra Therapeutics Inc. | Add +10.0% | 0.01% | +0.00 |
| MO Altria Group Inc. | Add +0.3% | 0.06% | −0.00 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +0.2% | 0.04% | −0.00 |
| ETB Eaton Vance T/M Buy-WRT Inc. | Add +0.2% | 0.04% | −0.00 |
| TRST Trustco Bank Corp. NY | Add +0.1% | 0.04% | −0.00 |
| KO The Coca-Cola Co. | Add +0.0% | 0.11% | −0.00 |
| ET Energy Transfer LP | Add +0.0% | 0.08% | −0.00 |
| MDLZ Mondelez International Inc. Class A | Add +7.7% | 0.03% | −0.00 |
| PRU Prudential Financial Inc. | Add +0.5% | 0.03% | −0.00 |
| GE General Electric | Add +13.5% | 0.08% | −0.00 |
| F Ford Motor Co. | Add +0.2% | 0.02% | −0.00 |
| GBAB Guggenheim Taxable Municipal | Add +0.4% | 0.04% | −0.00 |
| KEY Keycorp | Add +0.2% | 0.02% | −0.00 |
| WM Waste Management Inc. | Add +0.8% | 0.13% | −0.01 |
| CVX Chevron Corp. | Add +3.5% | 0.28% | −0.01 |
| DKS Dick's Sporting Goods Inc. | Add +3.4% | 0.17% | −0.01 |
| SNOW Snowflake Inc. | Add +2.4% | 0.05% | −0.01 |
| AMD Advanced Micro Devices | Add +2.8% | 0.08% | −0.01 |
| MRK Merck & Co. Inc. | Add +4.9% | 0.16% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Add +4.5% | 0.05% | −0.02 |
| ABBV Abbvie Inc. | Add +1.1% | 0.22% | −0.02 |
| CAT Caterpillar Inc. | Add +1.0% | 0.18% | −0.03 |
| ABT Abbott Laboratories | Add +0.4% | 0.19% | −0.03 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.58% | −0.03 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 13.58% | −0.07 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 2.65% | −0.11 |
| V Visa Inc. Class A | Add +0.0% | 3.03% | −0.36 |
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 |