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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $570.2M Q1 2024 Q2 2024: $599.8M Q2 2024 Q3 2024: $641.7M Q3 2024 Q4 2024: $685.5M $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 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
BMY Bristol-Myers Squibb Co. 0.06% 7,294 $413K Add +2.6%
IBB iShares Biotechnology ETF 0.06% 3,050 $403K Reduce -0.0%
IWR iShares Russell Mid-Cap ETF 0.06% 4,520 $400K No change
SDY SS SPDR S&P Dividend ETF 0.06% 2,997 $396K No change
DUK Duke Energy Corp. 0.06% 3,520 $379K No change
AVDL Avadel Pharmaceuticals Ltd. 0.05% 35,000 $368K New
AMD Advanced Micro Devices 0.05% 3,040 $367K Add +5.6%
TIP iShares Tips Bond ETF 0.05% 3,340 $356K Reduce -1.8%
JD Jd.com Inc.-ADR 0.05% 10,203 $354K Reduce -22.7%
GLD SPDR Gold Shares 0.05% 1,437 $348K Add +39.2%
PFE Pfizer Inc. 0.05% 12,937 $343K Reduce -8.6%
MO Altria Group Inc. 0.05% 6,424 $336K Add +0.3%
NVS Novartis AG-Sponsored ADR 0.05% 3,450 $336K No change
NEE Nextera Energy Inc. 0.05% 4,624 $331K Add +1.2%
QCOM Qualcomm Inc. 0.05% 2,146 $330K Add +11.0%
XLK SS Technology Select Sector 0.05% 1,407 $327K Add +0.1%
VLO Valero Energy Corp. 0.05% 2,542 $312K No change
AMGN Amgen Inc. 0.05% 1,188 $310K Reduce -80.4%
SO The Southern Co. 0.04% 3,637 $299K Add +1.5%
GEV GE Vernova Inc. 0.04% 901 $296K Reduce -0.1%
IWD iShares Russell 1000 Value E 0.04% 1,543 $286K No change
JNK SS SPDR BB High Yield Bond 0.04% 2,997 $286K Reduce -4.1%
ADBE Adobe Inc. 0.04% 619 $275K New
TLT iShares 20+ Year Treasury BD 0.04% 3,138 $274K Add +3.4%
ABNB Airbnb Inc. Class A 0.04% 2,000 $263K No change
UPS United Parcel Service Class B 0.04% 2,066 $261K No change
IWB iShares Russell 1000 ETF 0.04% 789 $254K Reduce -48.9%
T AT&T Inc. 0.04% 11,078 $252K Reduce -36.0%
TRST Trustco Bank Corp. NY 0.04% 7,576 $252K Add +0.1%
AME Ametek Inc. 0.04% 1,365 $246K No change
FISV Fiserv Inc. 0.04% 1,185 $243K Add +2.7%
BA The Boeing Co. 0.04% 1,367 $242K No change
CSCO Cisco Systems Inc. 0.04% 4,087 $242K Add +1.8%
AXP American Express Co. 0.03% 792 $235K Reduce -0.6%
IEI iShares 3-7 Year Treasury Bo 0.03% 2,036 $235K New
LAZ Lazard Inc. 0.03% 4,500 $232K No change
PTGX Protagonist Therapeutics Inc. 0.03% 6,000 $232K No change
GBAB Guggenheim Taxable Municipal 0.03% 15,119 $230K Add +0.0%
VIG Vanguard Dividend Apprec ETF 0.03% 1,168 $229K New
BXSL Blackstone Secured Lending F 0.03% 7,000 $226K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.03% 14,935 $224K Add +5.6%
PAYX Paychex Inc. 0.03% 1,594 $224K No change
COP Conocophillips 0.03% 2,250 $223K Add +7.3%
FELC Fidelity Enh LRG Cap Cor ETF 0.03% 6,757 $223K Add +0.2%
MS Morgan Stanley 0.03% 1,771 $223K New
WDFC WD-40 Co. 0.03% 860 $209K Reduce -12.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 4,706 $207K New
NVO Novo-Nordisk A/S-Spons ADR 0.03% 2,379 $205K New
TU Telus Corp. 0.03% 14,670 $199K No change
KEY Keycorp 0.03% 10,261 $176K Add +0.1%
XAWFX Alliancebernstein GL Hi Inc. 0.02% 15,000 $161K New
MIND MEDICINE MINDMED INC 0.01% 10,000 $70K New
ALDX Aldeyra Therapeutics Inc. 0.01% 13,500 $67K Reduce -1.5%
HRTX Heron Therapeutics Inc. 0.01% 26,799 $41K Add +15.0%

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

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