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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $570.2M Q1 2024 Q2 2024: $599.8M $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 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%
OEF iShares S&P 100 ETF 0.07% 1,484 $392K No change
NVS Novartis AG-Sponsored ADR 0.06% 3,550 $378K Add +2.9%
MTB M & T Bank Corp. filed as M & T BK CORP 0.06% 2,461 $372K No change
IWR iShares Russell Mid-Cap ETF 0.06% 4,520 $366K No change
QCOM Qualcomm Inc. 0.06% 1,771 $353K Add +0.8%
DUK Duke Energy Corp. 0.06% 3,489 $350K Reduce -3.2%
SDY SS SPDR S&P Dividend ETF 0.06% 2,746 $349K No change
MO Altria Group Inc. 0.06% 7,388 $337K Add +0.3%
NEE Nextera Energy Inc. 0.05% 4,568 $323K No change
XLK SS Technology Select Sector 0.05% 1,406 $318K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 3,155 $313K No change
BMY Bristol-Myers Squibb Co. 0.05% 7,206 $299K Add +4.5%
JNK SS SPDR BB High Yield Bond 0.05% 3,166 $298K Reduce -14.4%
UPS United Parcel Service Class B 0.05% 2,158 $295K Reduce -8.1%
TLT iShares 20+ Year Treasury BD 0.05% 3,197 $293K Reduce -6.1%
SO The Southern Co. 0.05% 3,709 $288K No change
SNOW Snowflake Inc. 0.05% 2,090 $282K Add +2.4%
GD General Dynamics Corp. 0.05% 959 $278K New
IWD iShares Russell 1000 Value E 0.04% 1,543 $269K No change
IWB iShares Russell 1000 ETF 0.04% 892 $265K No change
FELC Fidelity Enh LRG Cap Cor ETF 0.04% 8,643 $264K Add +0.2%
BA The Boeing Co. 0.04% 1,447 $263K Reduce -8.1%
AROW Arrow Financial Corp. 0.04% 9,663 $252K Reduce -11.4%
DOW Dow Inc. 0.04% 4,730 $251K No change
COP Conocophillips 0.04% 2,146 $245K No change
GBAB Guggenheim Taxable Municipal 0.04% 15,107 $240K Add +0.4%
AME Ametek Inc. 0.04% 1,365 $228K No change
GLD SPDR Gold Shares 0.04% 1,032 $222K Reduce -1.3%
TU Telus Corp. 0.04% 14,670 $222K No change
TRST Trustco Bank Corp. NY 0.04% 7,605 $219K Add +0.1%
WDFC WD-40 Co. 0.04% 977 $215K Reduce -2.5%
BXSL Blackstone Secured Lending F 0.04% 7,000 $214K No change
CSCO Cisco Systems Inc. 0.04% 4,429 $210K Reduce -16.1%
ETB Eaton Vance T/M Buy-WRT Inc. 0.04% 14,882 $210K Add +0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 5,226 $208K Reduce -36.5%
WEN The Wendy's Co. 0.03% 12,137 $206K No change
MDLZ Mondelez International Inc. Class A 0.03% 3,138 $205K Add +7.7%
PRU Prudential Financial Inc. 0.03% 1,727 $202K Add +0.5%
PAYX Paychex Inc. 0.03% 1,692 $201K No change
KEY Keycorp 0.02% 10,232 $145K Add +0.2%
F Ford Motor Co. filed as FORD MTR CO DEL 0.02% 10,476 $131K Add +0.2%
HRTX Heron Therapeutics Inc. 0.01% 15,299 $54K Add +51.5%
ALDX Aldeyra Therapeutics Inc. 0.01% 11,000 $36K Add +10.0%
DC Dakota Gold Corp. 0.01% 13,000 $33K No change

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

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