King Wealth Management Group
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), King Wealth Management Group reported 151 stock positions worth $641.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.9%) and Microsoft (MSFT, 7.4%). Compared with Q2 2024, it opened 13 new positions, sold out of 6, added to 36 and reduced 77. The biggest buy was Microsoft (MSFT, shares +36%) and the biggest sale Johnson & Johnson (JNJ, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0001568235
- Portfolio Value
- $641.7M (Q3 2024)
- SEC Filing
- 0001568235-24-000012 ↗ filed Nov 6, 2024
Holdings Value
Holdings 151 stocks · $641.7M
| IVV iShares Core S&P 500 ETF | 13.39% | 149,005 | $85.9M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 8.88% | 116,811 | $57.0M | Reduce -0.9% |
| MSFT Microsoft Corp. | 7.41% | 110,501 | $47.5M | Add +36.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.69% | 52,502 | $30.1M | Reduce -1.3% |
| AAPL Apple Inc. | 4.52% | 124,360 | $29.0M | Reduce -0.7% |
| NVDA Nvidia Corp. | 3.90% | 206,196 | $25.0M | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 3.53% | 363,038 | $22.6M | Add +0.9% |
| LLY Eli Lilly & Co. | 3.52% | 25,480 | $22.6M | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 3.13% | 171,835 | $20.1M | Add +3.3% |
| V Visa Inc. Class A | 2.94% | 68,702 | $18.9M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 2.67% | 29,282 | $17.1M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 2.55% | 77,474 | $16.3M | Reduce -1.4% |
| ITOT iShares Core S&P Total U.S. | 1.92% | 97,902 | $12.3M | Reduce -2.0% |
| MCD McDonald's Corp. | 1.90% | 39,947 | $12.2M | Reduce -2.7% |
| COST Costco Wholesale Corp. | 1.66% | 12,018 | $10.7M | Reduce -1.3% |
| LMT Lockheed Martin Corp. | 1.62% | 17,790 | $10.4M | Reduce -4.1% |
| FTEC Fidelity MSCI Info Tech Indx | 1.57% | 57,858 | $10.1M | Reduce -3.6% |
| GOOGL Alphabet Inc. Class A | 1.57% | 60,789 | $10.1M | Add +8.3% |
| META Meta Platforms Inc. Class A | 1.52% | 16,984 | $9.7M | Add +15.6% |
| WMT Walmart Inc. | 1.52% | 120,390 | $9.7M | Add +0.7% |
| AMZN Amazon.com Inc. | 1.38% | 47,466 | $8.8M | Add +13.7% |
| MA Mastercard Inc. Class A | 1.27% | 16,552 | $8.2M | Reduce -3.4% |
| PH Parker Hannifin Corp. | 1.21% | 12,245 | $7.7M | Add +439.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.09% | 16,591 | $7.0M | Reduce -1.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.01% | 83,236 | $6.5M | Reduce -9.9% |
| HD Home Depot Inc. | 0.92% | 14,614 | $5.9M | Reduce -9.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.86% | 32,871 | $5.5M | Reduce -5.2% |
| XLE SS Energy Select Sector | 0.85% | 62,425 | $5.5M | Reduce -3.3% |
| PEP Pepsico Inc. | 0.80% | 30,089 | $5.1M | Reduce -6.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.69% | 35,962 | $4.4M | Reduce -5.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.69% | 16,709 | $4.4M | Reduce -11.4% |
| IEMG iShares Core MSCI Emerging | 0.59% | 65,750 | $3.8M | Reduce -10.0% |
| ORCL Oracle Corp. | 0.57% | 21,609 | $3.7M | Add +8.6% |
| PG The Procter & Gamble Co. | 0.55% | 20,530 | $3.6M | Reduce -4.1% |
| XOM Exxon Mobil Corp. | 0.55% | 30,321 | $3.6M | Reduce -0.2% |
| CI The Cigna Group | 0.44% | 8,201 | $2.8M | Reduce -16.9% |
| BX Blackstone Inc. | 0.44% | 18,294 | $2.8M | Add +0.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 9,403 | $2.6M | Add +26.9% |
| JNJ Johnson & Johnson | 0.39% | 15,244 | $2.5M | Reduce -68.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.31% | 17,708 | $2.0M | Reduce -8.2% |
| AMGN Amgen Inc. | 0.30% | 6,059 | $2.0M | Reduce -7.6% |
| STVN Stevanato Group SPA | 0.30% | 94,800 | $1.9M | Add +30.2% |
| TT Trane Technologies PLC | 0.29% | 4,834 | $1.9M | New |
| TEVA Teva Pharmaceutical-SP ADR | 0.28% | 98,102 | $1.8M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.27% | 20,548 | $1.7M | Reduce -2.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.26% | 15,415 | $1.7M | Reduce -2.4% |
| CVX Chevron Corp. | 0.25% | 11,080 | $1.6M | Add +4.9% |
| UNP Union Pacific Corp. | 0.25% | 6,447 | $1.6M | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.23% | 7,618 | $1.5M | Reduce -1.9% |
| ELV Elevance Health Inc. | 0.23% | 2,793 | $1.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 5,021 | $1.4M | Reduce -7.0% |
| AGG iShares Core U.S. Aggregate | 0.20% | 12,963 | $1.3M | Reduce -5.0% |
| CAT Caterpillar Inc. | 0.20% | 3,232 | $1.3M | Add +0.4% |
| ABT Abbott Laboratories | 0.19% | 10,769 | $1.2M | Add +0.4% |
| PFF iShares Preferred & Income S | 0.19% | 35,878 | $1.2M | Reduce -4.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 6,738 | $1.2M | Reduce -57.5% |
| VZ Verizon Communications Inc. | 0.18% | 25,172 | $1.1M | Reduce -5.3% |
| FBND Fidelity Total Bond ETF | 0.17% | 23,690 | $1.1M | Reduce -3.6% |
| BLK BlackRock Finance Inc. | 0.17% | 1,142 | $1.1M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.17% | 2,035 | $1.1M | Add +3.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 5,211 | $1.0M | Reduce -7.1% |
| VRP Invesco Variable Rate Prefer | 0.16% | 42,353 | $1.0M | Reduce -1.0% |
| IEF iShares 7-10 Year Treasury B | 0.16% | 10,211 | $1.0M | Reduce -4.8% |
| IVE iShares S&P 500 Value ETF | 0.15% | 4,900 | $966K | Reduce -20.4% |
| DKS Dick's Sporting Goods Inc. | 0.15% | 4,481 | $935K | Reduce -3.6% |
| GIS General Mills Inc. | 0.14% | 12,534 | $926K | Reduce -8.1% |
| MRK Merck & Co. Inc. | 0.14% | 8,110 | $921K | Add +4.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 3,567 | $789K | Reduce -2.2% |
| WM Waste Management Inc. | 0.12% | 3,560 | $739K | Add +0.0% |
| KO The Coca-Cola Co. | 0.11% | 10,135 | $728K | Reduce -1.8% |
| ETN Eaton Corp. PLC | 0.11% | 2,163 | $717K | Reduce -5.5% |
| IWF iShares Russell 1000 Growth | 0.11% | 1,808 | $679K | No change |
| BP BP PLC-Spons ADR | 0.11% | 21,600 | $678K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 1,718 | $660K | No change |
| HON Honeywell International Inc. | 0.10% | 3,186 | $659K | No change |
| HOLX Hologic Inc. | 0.10% | 8,000 | $652K | No change |
| INGR Ingredion Inc. | 0.10% | 4,625 | $636K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 3,560 | $618K | Add +2.9% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.09% | 7,000 | $583K | No change |
| VXF Vanguard Extended Market ETF | 0.09% | 3,126 | $569K | Add +0.2% |
| EPD Enterprise Products Partners | 0.09% | 19,526 | $568K | No change |
| GE General Electric filed as GE AEROSPACE | 0.09% | 2,999 | $565K | Reduce -0.1% |
| BND Vanguard Total Bond Market | 0.08% | 7,256 | $545K | Reduce -5.5% |
| UTHR United Therapeutics Corp. | 0.08% | 1,500 | $538K | Reduce -25.0% |
| TSLA Tesla Inc. | 0.08% | 2,053 | $537K | No change |
| RTX RTX Corp. | 0.08% | 4,425 | $536K | Reduce -4.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 4,541 | $534K | Add +0.0% |
| GS Goldman Sachs Group Inc. | 0.08% | 1,067 | $528K | No change |
| JD Jd.com Inc.-ADR | 0.08% | 13,203 | $528K | New |
| ET Energy Transfer LP | 0.08% | 30,227 | $485K | Add +0.1% |
| AMD Advanced Micro Devices | 0.07% | 2,880 | $473K | Reduce -2.2% |
| DRI Darden Restaurants Inc. | 0.07% | 2,765 | $454K | Reduce -33.2% |
| AVGO Broadcom Inc. | 0.07% | 2,604 | $449K | Add +4.2% |
| IBB iShares Biotechnology ETF | 0.07% | 3,051 | $444K | Reduce -1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 4,555 | $438K | Add +44.4% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.07% | 2,461 | $438K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 2,997 | $426K | Add +9.1% |
| OEF iShares S&P 100 ETF | 0.06% | 1,484 | $411K | No change |
| PFE Pfizer Inc. | 0.06% | 14,153 | $410K | Reduce -6.8% |
| DUK Duke Energy Corp. | 0.06% | 3,520 | $406K | Add +0.9% |
Portfolio Sells Q2 2024 → Q3 2024
| JNJ Johnson & Johnson | Reduce -68.4% | 0.39% | −0.79 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 8.88% | −0.53 |
| NVDA Nvidia Corp. | Reduce -0.6% | 3.90% | −0.37 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.35 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -57.5% | 0.18% | −0.24 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.15 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -3.6% | 1.57% | −0.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 4.69% | −0.13 |
| XLE SS Energy Select Sector | Reduce -3.3% | 0.85% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -9.9% | 1.01% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 2.55% | −0.10 |
| CI The Cigna Group | Reduce -16.9% | 0.44% | −0.10 |
| PEP Pepsico Inc. | Reduce -6.6% | 0.80% | −0.09 |
| V Visa Inc. Class A | Reduce -0.8% | 2.94% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -11.4% | 0.69% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 1.66% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -10.0% | 0.59% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.0% | 1.92% | −0.06 |
| CRM Salesforce Inc. | Reduce -49.2% | 0.06% | −0.06 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.05 |
| AMGN Amgen Inc. | Reduce -7.6% | 0.30% | −0.04 |
| T AT&T Inc. | Reduce -42.7% | 0.06% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -20.4% | 0.15% | −0.04 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -4.1% | 0.55% | −0.03 |
| DRI Darden Restaurants Inc. | Reduce -33.2% | 0.07% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -8.2% | 0.31% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.55% | −0.03 |
| PTGX Protagonist Therapeutics Inc. | Reduce -50.0% | 0.04% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -5.0% | 0.69% | −0.02 |
| UTHR United Therapeutics Corp. | Reduce -25.0% | 0.08% | −0.02 |
| F Ford Motor Co. | Sold out | 0.00% | −0.02 |
| DKS Dick's Sporting Goods Inc. | Reduce -3.6% | 0.15% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.3% | 0.27% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.0% | 0.22% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -5.0% | 0.20% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 0.06% | −0.01 |
| FBND Fidelity Total Bond ETF | Reduce -3.6% | 0.17% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -4.4% | 0.19% | −0.01 |
| BA The Boeing Co. | Reduce -5.5% | 0.03% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -4.8% | 0.16% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -5.2% | 0.86% | −0.01 |
| FELC Fidelity Enh LRG Cap Cor ETF | Reduce -22.0% | 0.03% | −0.01 |
| VRP Invesco Variable Rate Prefer | Reduce -1.0% | 0.16% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -5.5% | 0.11% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.1% | 0.16% | −0.01 |
| HD Home Depot Inc. | Reduce -9.8% | 0.92% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -5.5% | 0.08% | −0.01 |
| PFE Pfizer Inc. | Reduce -6.8% | 0.06% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -7.5% | 0.06% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Add +36.1% | 7.41% | +1.36 |
| PH Parker Hannifin Corp. | Add +439.4% | 1.21% | +1.01 |
| TT Trane Technologies PLC | New | 0.29% | +0.29 |
| META Meta Platforms Inc. Class A | Add +15.6% | 1.52% | +0.28 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.28% | +0.28 |
| UNH Unitedhealth Group Inc. | Add +0.2% | 2.67% | +0.19 |
| IJR iShares Core S&P Small-Cap E | Add +3.3% | 3.13% | +0.17 |
| WMT Walmart Inc. | Add +0.7% | 1.52% | +0.17 |
| BP BP PLC-Spons ADR | New | 0.11% | +0.11 |
| ORCL Oracle Corp. | Add +8.6% | 0.57% | +0.11 |
| JD Jd.com Inc.-ADR | New | 0.08% | +0.08 |
| STVN Stevanato Group SPA | Add +30.2% | 0.30% | +0.07 |
| BX Blackstone Inc. | Add +0.0% | 0.44% | +0.06 |
| MCK McKesson Corp. | New | 0.04% | +0.04 |
| ABNB Airbnb Inc. Class A | New | 0.04% | +0.04 |
| SBUX Starbucks Corp. | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | New | 0.04% | +0.04 |
| LAZ Lazard Inc. | New | 0.04% | +0.04 |
| DHR Danaher Corp. | New | 0.03% | +0.03 |
| WPC WP Carey Inc. | New | 0.03% | +0.03 |
| AXP American Express Co. | New | 0.03% | +0.03 |
| AMZN Amazon.com Inc. | Add +13.7% | 1.38% | +0.03 |
| FISV Fiserv Inc. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +0.4% | 0.20% | +0.02 |
| DIS The Walt Disney Co. | Add +44.4% | 0.07% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +0.9% | 3.53% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +9.1% | 0.07% | +0.01 |
| ABT Abbott Laboratories | Add +0.4% | 0.19% | +0.01 |
| ALDX Aldeyra Therapeutics Inc. | Add +24.6% | 0.01% | +0.01 |
| DUK Duke Energy Corp. | Add +0.9% | 0.06% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +3.8% | 0.17% | +0.00 |
| AVGO Broadcom Inc. | Add +4.2% | 0.07% | +0.00 |
| KEY Keycorp | Add +0.1% | 0.03% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +73.0% | 0.05% | +0.00 |
| GBAB Guggenheim Taxable Municipal | Add +0.1% | 0.04% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 0.09% | +0.00 |
| TJX TJX Companies Inc. | Add +0.0% | 0.08% | −0.00 |
| HRTX Heron Therapeutics Inc. | Add +52.3% | 0.01% | −0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.9% | 0.10% | −0.00 |
| ET Energy Transfer LP | Add +0.1% | 0.08% | −0.01 |
| QCOM Qualcomm Inc. | Add +9.2% | 0.05% | −0.01 |
| SNOW Snowflake Inc. | Add +1.2% | 0.04% | −0.01 |
| WM Waste Management Inc. | Add +0.0% | 0.12% | −0.01 |
| MRK Merck & Co. Inc. | Add +4.3% | 0.14% | −0.02 |
| CVX Chevron Corp. | Add +4.9% | 0.25% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +26.9% | 0.41% | −0.06 |
| GOOGL Alphabet Inc. Class A | Add +8.3% | 1.57% | −0.13 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 13.39% | −0.19 |
| LLY Eli Lilly & Co. | Add +0.2% | 3.52% | −0.32 |
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 |