King Wealth Management Group
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), King Wealth Management Group reported 154 stock positions worth $685.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.5% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.0%) and Microsoft (MSFT, 6.9%). Compared with Q3 2024, it opened 14 new positions, sold out of 11, added to 79 and reduced 35. The biggest buy was Visa Class A (V, shares +9%) and the biggest sale McDonald's (MCD, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0001568235
- Portfolio Value
- $685.5M (Q4 2024)
- SEC Filing
- 0001568235-25-000004 ↗ filed Feb 10, 2025
Holdings Value
Holdings 154 stocks · $685.5M
| IVV iShares Core S&P 500 ETF | 13.50% | 157,155 | $92.5M | Add +5.5% |
| QQQ Invesco QQQ Trust Series 1 | 8.96% | 120,118 | $61.4M | Add +2.8% |
| MSFT Microsoft Corp. | 6.91% | 112,464 | $47.4M | Add +1.8% |
| AAPL Apple Inc. | 4.99% | 136,570 | $34.2M | Add +9.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.53% | 52,985 | $31.1M | Add +0.9% |
| NVDA Nvidia Corp. | 4.28% | 218,543 | $29.3M | Add +6.0% |
| IJH iShares Core S&P Midcap ETF | 3.47% | 381,267 | $23.8M | Add +5.0% |
| V Visa Inc. Class A | 3.45% | 74,874 | $23.7M | Add +9.0% |
| IJR iShares Core S&P Small-Cap E | 3.14% | 186,968 | $21.5M | Add +8.8% |
| LLY Eli Lilly & Co. | 2.94% | 26,120 | $20.2M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 2.80% | 80,202 | $19.2M | Add +3.5% |
| UNH Unitedhealth Group Inc. | 2.22% | 30,097 | $15.2M | Add +2.8% |
| META Meta Platforms Inc. Class A | 1.90% | 22,188 | $13.0M | Add +30.6% |
| ITOT iShares Core S&P Total U.S. | 1.83% | 97,739 | $12.6M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.79% | 64,976 | $12.3M | Add +6.9% |
| AMZN Amazon.com Inc. | 1.75% | 54,663 | $12.0M | Add +15.2% |
| COST Costco Wholesale Corp. | 1.70% | 12,730 | $11.7M | Add +5.9% |
| WMT Walmart Inc. | 1.67% | 127,071 | $11.5M | Add +5.5% |
| FTEC Fidelity MSCI Info Tech Indx | 1.55% | 57,580 | $10.6M | Reduce -0.5% |
| PH Parker Hannifin Corp. | 1.30% | 14,024 | $8.9M | Add +14.5% |
| MA Mastercard Inc. Class A | 1.30% | 16,861 | $8.9M | Add +1.9% |
| LMT Lockheed Martin Corp. | 1.27% | 17,877 | $8.7M | Add +0.5% |
| MCD McDonald's Corp. | 1.23% | 29,140 | $8.4M | Reduce -27.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.04% | 16,735 | $7.1M | Add +0.9% |
| HD Home Depot Inc. | 0.84% | 14,755 | $5.7M | Add +1.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.83% | 81,229 | $5.7M | Reduce -2.4% |
| XLE SS Energy Select Sector | 0.83% | 66,119 | $5.7M | Add +5.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.79% | 33,387 | $5.4M | Add +1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.73% | 18,977 | $5.0M | Add +13.6% |
| PEP Pepsico Inc. | 0.67% | 30,111 | $4.6M | Add +0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.67% | 36,493 | $4.6M | Add +1.5% |
| TT Trane Technologies PLC | 0.63% | 11,637 | $4.3M | Add +140.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.51% | 10,144 | $3.5M | Add +7.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.50% | 20,333 | $3.4M | Add +201.8% |
| PG The Procter & Gamble Co. | 0.50% | 20,504 | $3.4M | Reduce -0.1% |
| CI The Cigna Group | 0.49% | 12,276 | $3.4M | Add +49.7% |
| ORCL Oracle Corp. | 0.49% | 20,195 | $3.4M | Reduce -6.5% |
| XOM Exxon Mobil Corp. | 0.49% | 31,130 | $3.3M | Add +2.7% |
| IEMG iShares Core MSCI Emerging | 0.48% | 63,285 | $3.3M | Reduce -3.8% |
| TEVA Teva Pharmaceutical-SP ADR | 0.47% | 14,500 | $3.2M | Reduce -85.2% |
| BX Blackstone Inc. | 0.46% | 18,296 | $3.2M | Add +0.0% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 30,703 | $2.3M | New |
| JNJ Johnson & Johnson | 0.33% | 15,558 | $2.3M | Add +2.1% |
| CVX Chevron Corp. | 0.29% | 13,574 | $2.0M | Add +22.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.27% | 17,624 | $1.9M | Reduce -0.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.24% | 20,455 | $1.7M | Reduce -0.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.24% | 15,380 | $1.7M | Reduce -0.2% |
| ZBH Zimmer Biomet Holdings Inc. | 0.24% | 15,411 | $1.6M | New |
| UNP Union Pacific Corp. | 0.21% | 6,447 | $1.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 5,021 | $1.5M | No change |
| AGG iShares Core U.S. Aggregate | 0.19% | 13,447 | $1.3M | Add +3.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 5,403 | $1.3M | New |
| IVE iShares S&P 500 Value ETF | 0.18% | 6,550 | $1.3M | Add +33.7% |
| ABT Abbott Laboratories | 0.18% | 10,775 | $1.2M | Add +0.1% |
| CAT Caterpillar Inc. | 0.18% | 3,318 | $1.2M | Add +2.7% |
| BLK BlackRock Inc. | 0.17% | 1,149 | $1.2M | Add +0.6% |
| ELV Elevance Health Inc. | 0.16% | 3,043 | $1.1M | Add +8.9% |
| PFF iShares Preferred & Income S | 0.16% | 35,389 | $1.1M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.16% | 2,052 | $1.1M | Add +0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 5,579 | $1.1M | Add +7.1% |
| FBND Fidelity Total Bond ETF | 0.16% | 23,930 | $1.1M | Add +1.0% |
| HOLX Hologic Inc. | 0.16% | 14,750 | $1.1M | Add +84.4% |
| VRP Invesco Variable Rate Prefer | 0.15% | 42,724 | $1.0M | Add +0.9% |
| DKS Dick's Sporting Goods Inc. | 0.15% | 4,418 | $1.0M | Reduce -1.4% |
| IEF iShares 7-10 Year Treasury B | 0.14% | 10,651 | $985K | Add +4.3% |
| IHF iShares U.S. Healthcare Prov | 0.14% | 20,000 | $960K | New |
| VZ Verizon Communications Inc. | 0.13% | 23,038 | $921K | Reduce -8.5% |
| MRK Merck & Co. Inc. | 0.12% | 8,196 | $815K | Add +1.1% |
| GIS General Mills Inc. | 0.12% | 12,534 | $799K | No change |
| STVN Stevanato Group SPA | 0.11% | 35,000 | $763K | Reduce -63.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 1,809 | $742K | Add +5.3% |
| IWF iShares Russell 1000 Growth | 0.11% | 1,808 | $726K | No change |
| WM Waste Management Inc. | 0.10% | 3,561 | $719K | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 3,587 | $708K | Add +0.8% |
| HON Honeywell International Inc. | 0.10% | 3,029 | $684K | Reduce -4.9% |
| ETN Eaton Corp. PLC | 0.10% | 2,025 | $672K | Reduce -6.4% |
| TSLA Tesla Inc. | 0.10% | 1,611 | $651K | Reduce -21.5% |
| BP BP PLC-Spons ADR | 0.09% | 21,600 | $638K | No change |
| INGR Ingredion Inc. | 0.09% | 4,625 | $636K | No change |
| KO The Coca-Cola Co. | 0.09% | 10,150 | $632K | Add +0.1% |
| EPD Enterprise Products Partners | 0.09% | 19,705 | $618K | Add +0.9% |
| GS Goldman Sachs Group Inc. | 0.09% | 1,067 | $611K | No change |
| AVGO Broadcom Inc. | 0.09% | 2,607 | $604K | Add +0.1% |
| VXF Vanguard Extended Market ETF | 0.09% | 3,138 | $596K | Add +0.4% |
| ET Energy Transfer LP | 0.09% | 30,239 | $592K | Add +0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 4,567 | $552K | Add +0.6% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.08% | 7,000 | $544K | No change |
| UTHR United Therapeutics Corp. | 0.08% | 1,500 | $529K | No change |
| RTX RTX Corp. | 0.08% | 4,523 | $523K | Add +2.2% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 3,120 | $520K | Add +4.0% |
| DRI Darden Restaurants Inc. | 0.08% | 2,765 | $516K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 2,314 | $509K | Reduce -35.1% |
| BND Vanguard Total Bond Market | 0.07% | 6,969 | $501K | Reduce -4.0% |
| GOOG Alphabet Inc. Class C | 0.07% | 2,571 | $490K | Add +6.2% |
| ABBV Abbvie Inc. | 0.07% | 2,693 | $479K | Reduce -64.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 4,015 | $447K | Reduce -11.9% |
| OEF iShares S&P 100 ETF | 0.06% | 1,511 | $436K | Add +1.8% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 2,314 | $435K | Reduce -6.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 929 | $421K | New |
| CASY Casey's General Stores Inc. | 0.06% | 1,050 | $416K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| MCD McDonald's Corp. | Reduce -27.1% | 1.23% | −0.66 |
| AMGN Amgen Inc. | Reduce -80.4% | 0.05% | −0.26 |
| STVN Stevanato Group SPA | Reduce -63.1% | 0.11% | −0.18 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.4% | 0.83% | −0.18 |
| ABBV Abbvie Inc. | Reduce -64.7% | 0.07% | −0.16 |
| IEMG iShares Core MSCI Emerging | Reduce -3.8% | 0.48% | −0.11 |
| ORCL Oracle Corp. | Reduce -6.5% | 0.49% | −0.08 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.2% | 1.83% | −0.08 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.50% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -35.1% | 0.07% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -8.5% | 0.13% | −0.04 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.04 |
| DOW Dow Inc. | Sold out | 0.00% | −0.04 |
| AROW Arrow Financial Corp. | Sold out | 0.00% | −0.04 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.04 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.5% | 0.27% | −0.04 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.04 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.03 |
| WPC WP Carey Inc. | Sold out | 0.00% | −0.03 |
| WEN The Wendy's Co. | Sold out | 0.00% | −0.03 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.03 |
| JD Jd.com Inc.-ADR | Reduce -22.7% | 0.05% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -1.4% | 0.16% | −0.02 |
| T AT&T Inc. | Reduce -36.0% | 0.04% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.5% | 0.24% | −0.02 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -0.5% | 1.55% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.2% | 0.24% | −0.02 |
| PFE Pfizer Inc. | Reduce -8.6% | 0.05% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -6.4% | 0.10% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -4.0% | 0.07% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -0.0% | 0.06% | −0.01 |
| WDFC WD-40 Co. | Reduce -12.0% | 0.03% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -48.9% | 0.04% | −0.01 |
| TIP iShares Tips Bond ETF | Reduce -1.8% | 0.05% | −0.01 |
| JNK SS SPDR BB High Yield Bond | Reduce -4.1% | 0.04% | −0.01 |
| MTB M & T Bank Corp. | Reduce -6.0% | 0.06% | −0.00 |
| DIS The Walt Disney Co. | Reduce -11.9% | 0.07% | −0.00 |
| HON Honeywell International Inc. | Reduce -4.9% | 0.10% | −0.00 |
| ALDX Aldeyra Therapeutics Inc. | Reduce -1.5% | 0.01% | −0.00 |
| AXP American Express Co. | Reduce -0.6% | 0.03% | +0.00 |
| DKS Dick's Sporting Goods Inc. | Reduce -1.4% | 0.15% | +0.00 |
| GEV GE Vernova Inc. | Reduce -0.1% | 0.04% | +0.01 |
| TSLA Tesla Inc. | Reduce -21.5% | 0.10% | +0.01 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -85.2% | 0.47% | +0.19 |
Portfolio Buys Q3 2024 → Q4 2024
| V Visa Inc. Class A | Add +9.0% | 3.45% | +0.51 |
| AAPL Apple Inc. | Add +9.8% | 4.99% | +0.47 |
| META Meta Platforms Inc. Class A | Add +30.6% | 1.90% | +0.38 |
| NVDA Nvidia Corp. | Add +6.0% | 4.28% | +0.38 |
| AMZN Amazon.com Inc. | Add +15.2% | 1.75% | +0.37 |
| PLTR Palantir Technologies Inc. Class A | New | 0.34% | +0.34 |
| TT Trane Technologies PLC | Add +140.7% | 0.63% | +0.33 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +201.8% | 0.50% | +0.32 |
| JPM JPMorgan Chase & Co. | Add +3.5% | 2.80% | +0.26 |
| ZBH Zimmer Biomet Holdings Inc. | New | 0.24% | +0.24 |
| GOOGL Alphabet Inc. Class A | Add +6.9% | 1.79% | +0.22 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.19% | +0.19 |
| WMT Walmart Inc. | Add +5.5% | 1.67% | +0.16 |
| IHF iShares U.S. Healthcare Prov | New | 0.14% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +5.5% | 13.50% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +7.9% | 0.51% | +0.10 |
| PH Parker Hannifin Corp. | Add +14.5% | 1.30% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.8% | 8.96% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.06% | +0.06 |
| AVDL Avadel Pharmaceuticals Ltd. | New | 0.05% | +0.05 |
| HOLX Hologic Inc. | Add +84.4% | 0.16% | +0.05 |
| CI The Cigna Group | Add +49.7% | 0.49% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.6% | 0.73% | +0.04 |
| COST Costco Wholesale Corp. | Add +5.9% | 1.70% | +0.04 |
| ADBE Adobe Inc. | New | 0.04% | +0.04 |
| IEI iShares 3-7 Year Treasury Bo | New | 0.03% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | New | 0.03% | +0.03 |
| CVX Chevron Corp. | Add +22.5% | 0.29% | +0.03 |
| MS Morgan Stanley | New | 0.03% | +0.03 |
| IVE iShares S&P 500 Value ETF | Add +33.7% | 0.18% | +0.03 |
| BAC Bank of America Corp. | New | 0.03% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.03% | +0.03 |
| BX Blackstone Inc. | Add +0.0% | 0.46% | +0.02 |
| XAWFX Alliancebernstein GL Hi Inc. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.9% | 1.30% | +0.02 |
| AVGO Broadcom Inc. | Add +0.1% | 0.09% | +0.02 |
| XLK SS Technology Select Sector | Add +0.1% | 0.05% | +0.01 |
| GLD SPDR Gold Shares | Add +39.2% | 0.05% | +0.01 |
| ET Energy Transfer LP | Add +0.0% | 0.09% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +8.8% | 3.14% | +0.01 |
| MIND MEDICINE MINDMED INC | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +6.2% | 0.07% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.8% | 0.10% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.3% | 0.11% | +0.01 |
| FISV Fiserv Inc. | Add +2.7% | 0.04% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Add +2.6% | 0.06% | +0.00 |
| BLK BlackRock Inc. | Add +0.6% | 0.17% | +0.00 |
| CSCO Cisco Systems Inc. | Add +1.8% | 0.04% | +0.00 |
| EPD Enterprise Products Partners | Add +0.9% | 0.09% | +0.00 |
| ETB Eaton Vance T/M Buy-WRT Inc. | Add +5.6% | 0.03% | +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 |