King Wealth Management Group
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), King Wealth Management Group reported 157 stock positions worth $659.7 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, 8.5%) and Microsoft (MSFT, 6.5%). Compared with Q4 2024, it opened 10 new positions, sold out of 7, added to 66 and reduced 57. The biggest buy was Oracle (ORCL, shares +72%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0001568235
- Portfolio Value
- $659.7M (Q1 2025)
- SEC Filing
- 0001568235-25-000006 ↗ filed May 8, 2025
Holdings Value
Holdings 157 stocks · $659.7M
| IVV iShares Core S&P 500 ETF | 13.55% | 159,117 | $89.4M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 8.49% | 119,453 | $56.0M | Reduce -0.6% |
| MSFT Microsoft Corp. | 6.46% | 113,606 | $42.6M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.70% | 55,460 | $31.0M | Add +4.7% |
| AAPL Apple Inc. | 4.54% | 134,945 | $30.0M | Reduce -1.2% |
| V Visa Inc. Class A | 3.95% | 74,314 | $26.0M | Reduce -0.8% |
| NVDA Nvidia Corp. | 3.52% | 214,153 | $23.2M | Reduce -2.0% |
| IJH iShares Core S&P Midcap ETF | 3.41% | 385,488 | $22.5M | Add +1.1% |
| LLY Eli Lilly & Co. | 3.18% | 25,368 | $21.0M | Reduce -2.9% |
| IJR iShares Core S&P Small-Cap E | 3.00% | 189,130 | $19.8M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 2.98% | 80,037 | $19.6M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 2.39% | 30,048 | $15.7M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.89% | 21,603 | $12.5M | Reduce -2.6% |
| COST Costco Wholesale Corp. | 1.84% | 12,859 | $12.2M | Add +1.0% |
| ITOT iShares Core S&P Total U.S. | 1.79% | 96,590 | $11.8M | Reduce -1.2% |
| WMT Walmart Inc. | 1.73% | 129,635 | $11.4M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 1.64% | 69,781 | $10.8M | Add +7.4% |
| AMZN Amazon.com Inc. | 1.63% | 56,631 | $10.8M | Add +3.6% |
| MA Mastercard Inc. Class A | 1.40% | 16,814 | $9.2M | Reduce -0.3% |
| MCD McDonald's Corp. | 1.38% | 29,193 | $9.1M | Add +0.2% |
| FTEC Fidelity MSCI Info Tech Indx | 1.38% | 56,286 | $9.1M | Reduce -2.3% |
| PH Parker Hannifin Corp. | 1.34% | 14,510 | $8.8M | Add +3.5% |
| LMT Lockheed Martin Corp. | 1.19% | 17,533 | $7.8M | Reduce -1.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.05% | 16,566 | $7.0M | Reduce -1.0% |
| XLE SS Energy Select Sector | 0.97% | 68,347 | $6.4M | Add +3.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.91% | 78,916 | $6.0M | Reduce -2.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.80% | 32,921 | $5.3M | Reduce -1.4% |
| HD Home Depot Inc. | 0.78% | 14,056 | $5.2M | Reduce -4.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.74% | 18,977 | $4.9M | No change |
| ORCL Oracle Corp. | 0.73% | 34,634 | $4.8M | Add +71.5% |
| PEP Pepsico Inc. | 0.67% | 29,298 | $4.4M | Reduce -2.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.66% | 36,179 | $4.3M | Reduce -0.9% |
| TT Trane Technologies PLC | 0.65% | 12,647 | $4.3M | Add +8.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.56% | 10,569 | $3.7M | Add +4.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.56% | 21,204 | $3.7M | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.55% | 30,488 | $3.6M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 0.54% | 20,787 | $3.5M | Add +1.4% |
| IEMG iShares Core MSCI Emerging | 0.51% | 62,487 | $3.4M | Reduce -1.3% |
| TEVA Teva Pharmaceutical-SP ADR | 0.41% | 175,000 | $2.7M | Add +1106.9% |
| BX Blackstone Inc. | 0.39% | 18,340 | $2.6M | Add +0.2% |
| JNJ Johnson & Johnson | 0.39% | 15,452 | $2.6M | Reduce -0.7% |
| CVX Chevron Corp. | 0.38% | 15,055 | $2.5M | Add +10.9% |
| CI The Cigna Group | 0.36% | 7,257 | $2.4M | Reduce -40.9% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 27,182 | $2.3M | Reduce -11.5% |
| HOLX Hologic Inc. | 0.30% | 31,850 | $2.0M | Add +115.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.28% | 16,780 | $1.8M | Reduce -4.8% |
| ELV Elevance Health Inc. | 0.25% | 3,760 | $1.6M | Add +23.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.25% | 19,679 | $1.6M | Reduce -3.8% |
| UNP Union Pacific Corp. | 0.23% | 6,447 | $1.5M | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.22% | 15,137 | $1.5M | Reduce -1.6% |
| ABT Abbott Laboratories | 0.22% | 10,993 | $1.5M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 4,975 | $1.4M | Reduce -0.9% |
| AGG iShares Core U.S. Aggregate | 0.19% | 12,845 | $1.3M | Reduce -4.5% |
| IVE iShares S&P 500 Value ETF | 0.19% | 6,550 | $1.2M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 5,403 | $1.2M | No change |
| CAT Caterpillar Inc. | 0.17% | 3,475 | $1.1M | Add +4.7% |
| BLK BlackRock Inc. | 0.16% | 1,149 | $1.1M | No change |
| VZ Verizon Communications Inc. | 0.16% | 23,687 | $1.1M | Add +2.8% |
| PFF iShares Preferred & Income S | 0.16% | 34,353 | $1.1M | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 0.16% | 2,054 | $1.1M | Add +0.1% |
| VRP Invesco Variable Rate Prefer | 0.16% | 42,532 | $1.0M | Reduce -0.5% |
| FBND Fidelity Total Bond ETF | 0.15% | 22,373 | $1.0M | Reduce -6.5% |
| IEF iShares 7-10 Year Treasury B | 0.15% | 10,549 | $1.0M | Reduce -1.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 5,398 | $1.0M | Reduce -3.2% |
| DKS Dick's Sporting Goods Inc. | 0.13% | 4,408 | $888K | Reduce -0.2% |
| UPS United Parcel Service Class B | 0.13% | 7,746 | $852K | Add +274.9% |
| WM Waste Management Inc. | 0.13% | 3,563 | $825K | Add +0.1% |
| GIS General Mills Inc. | 0.11% | 12,534 | $749K | No change |
| KO The Coca-Cola Co. | 0.11% | 10,396 | $745K | Add +2.4% |
| EPD Enterprise Products Partners | 0.11% | 21,733 | $742K | Add +10.3% |
| MRK Merck & Co. Inc. | 0.11% | 8,239 | $740K | Add +0.5% |
| THC Tenet Healthcare Corp. | 0.11% | 5,500 | $740K | New |
| BP BP PLC-Spons ADR | 0.11% | 21,792 | $736K | Add +0.9% |
| ZBH Zimmer Biomet Holdings Inc. | 0.11% | 6,412 | $726K | Reduce -58.4% |
| IWF iShares Russell 1000 Growth | 0.11% | 1,922 | $694K | Add +6.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 1,975 | $666K | Add +9.2% |
| HON Honeywell International Inc. | 0.10% | 3,062 | $648K | Add +1.1% |
| INGR Ingredion Inc. | 0.09% | 4,625 | $625K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 3,714 | $617K | Add +3.5% |
| RTX RTX Corp. | 0.09% | 4,653 | $616K | Add +2.9% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 2,979 | $596K | Reduce -4.5% |
| GS Goldman Sachs Group Inc. | 0.09% | 1,086 | $593K | Add +1.8% |
| GOOG Alphabet Inc. Class C | 0.09% | 3,699 | $578K | Add +43.9% |
| ADBE Adobe Inc. | 0.09% | 1,504 | $577K | Add +143.0% |
| DRI Darden Restaurants Inc. | 0.09% | 2,765 | $574K | No change |
| ABBV Abbvie Inc. | 0.09% | 2,723 | $571K | Add +1.1% |
| ET Energy Transfer LP | 0.09% | 30,352 | $564K | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 4,568 | $556K | Add +0.0% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.08% | 7,000 | $551K | No change |
| ETN Eaton Corp. PLC | 0.08% | 2,025 | $550K | No change |
| VXF Vanguard Extended Market ETF | 0.08% | 2,946 | $507K | Reduce -6.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 935 | $498K | Add +0.7% |
| BND Vanguard Total Bond Market | 0.07% | 6,431 | $472K | Reduce -7.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,878 | $467K | Reduce -18.8% |
| AVGO Broadcom Inc. | 0.07% | 2,757 | $462K | Add +5.8% |
| UTHR United Therapeutics Corp. | 0.07% | 1,500 | $462K | No change |
| DUK Duke Energy Corp. | 0.07% | 3,774 | $460K | Add +7.2% |
| CASY Casey's General Stores Inc. | 0.07% | 1,050 | $456K | No change |
| BMY Bristol-Myers Squibb Co. | 0.07% | 7,199 | $439K | Reduce -1.3% |
| OEF iShares S&P 100 ETF | 0.07% | 1,611 | $436K | Add +6.6% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -2.0% | 3.52% | −0.76 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 8.49% | −0.47 |
| AAPL Apple Inc. | Reduce -1.2% | 4.54% | −0.45 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -2.3% | 1.38% | −0.18 |
| IHF iShares U.S. Healthcare Prov | Sold out | 0.00% | −0.14 |
| CI The Cigna Group | Reduce -40.9% | 0.36% | −0.13 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -58.4% | 0.11% | −0.13 |
| STVN Stevanato Group SPA | Sold out | 0.00% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -1.9% | 1.19% | −0.08 |
| TSLA Tesla Inc. | Reduce -48.3% | 0.03% | −0.06 |
| HD Home Depot Inc. | Reduce -4.7% | 0.78% | −0.06 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.2% | 1.79% | −0.05 |
| AME Ametek Inc. | Sold out | 0.00% | −0.04 |
| LAZ Lazard Inc. | Sold out | 0.00% | −0.03 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.6% | 0.22% | −0.02 |
| DKS Dick's Sporting Goods Inc. | Reduce -0.2% | 0.13% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -6.1% | 0.08% | −0.01 |
| ALDX Aldeyra Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.2% | 0.15% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.9% | 0.66% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -2.6% | 1.89% | −0.01 |
| AMD Advanced Micro Devices | Reduce -2.8% | 0.05% | −0.01 |
| DIS The Walt Disney Co. | Reduce -2.4% | 0.06% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.9% | 0.21% | −0.01 |
| ETB Eaton Vance T/M Buy-WRT Inc. | Reduce -9.9% | 0.03% | −0.00 |
| PFE Pfizer Inc. | Reduce -7.3% | 0.05% | −0.00 |
| IBM Intl Business Machines Corp. | Reduce -18.8% | 0.07% | −0.00 |
| JNK SS SPDR BB High Yield Bond | Reduce -11.6% | 0.04% | −0.00 |
| IWB iShares Russell 1000 ETF | Reduce -7.3% | 0.03% | −0.00 |
| PFF iShares Preferred & Income S | Reduce -2.9% | 0.16% | −0.00 |
| PEP Pepsico Inc. | Reduce -2.7% | 0.67% | −0.00 |
| FBND Fidelity Total Bond ETF | Reduce -6.5% | 0.15% | −0.00 |
| TRST Trustco Bank Corp. NY | Reduce -0.1% | 0.04% | −0.00 |
| BND Vanguard Total Bond Market | Reduce -7.7% | 0.07% | −0.00 |
| BA The Boeing Co. | Reduce -1.5% | 0.03% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -0.3% | 0.06% | +0.00 |
| WDFC WD-40 Co. | Reduce -3.4% | 0.03% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -5.0% | 0.06% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -4.8% | 0.28% | +0.00 |
| TLT iShares 20+ Year Treasury BD | Reduce -2.9% | 0.04% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -3.8% | 0.25% | +0.00 |
| COP Conocophillips | Reduce -2.8% | 0.03% | +0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -4.5% | 0.19% | +0.00 |
| TIP iShares Tips Bond ETF | Reduce -2.2% | 0.06% | +0.00 |
| FISV Fiserv Inc. | Reduce -2.6% | 0.04% | +0.00 |
| VRP Invesco Variable Rate Prefer | Reduce -0.5% | 0.16% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.3% | 0.07% | +0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.7% | 0.06% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| ORCL Oracle Corp. | Add +71.5% | 0.73% | +0.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.7% | 4.70% | +0.17 |
| MCD McDonald's Corp. | Add +0.2% | 1.38% | +0.15 |
| HOLX Hologic Inc. | Add +115.9% | 0.30% | +0.14 |
| COST Costco Wholesale Corp. | Add +1.0% | 1.84% | +0.14 |
| XLE SS Energy Select Sector | Add +3.4% | 0.97% | +0.14 |
| THC Tenet Healthcare Corp. | New | 0.11% | +0.11 |
| CVX Chevron Corp. | Add +10.9% | 0.38% | +0.10 |
| UPS United Parcel Service Class B | Add +274.9% | 0.13% | +0.09 |
| ELV Elevance Health Inc. | Add +23.6% | 0.25% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.2% | 0.56% | +0.06 |
| CRM Salesforce Inc. | New | 0.06% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +1.3% | 13.55% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.3% | 0.56% | +0.05 |
| HCA HCA Healthcare Inc. | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +2.0% | 1.73% | +0.05 |
| ACN Accenture PLC Class A | New | 0.05% | +0.05 |
| ADBE Adobe Inc. | Add +143.0% | 0.09% | +0.05 |
| ABT Abbott Laboratories | Add +2.0% | 0.22% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.04% | +0.04 |
| PH Parker Hannifin Corp. | Add +3.5% | 1.34% | +0.04 |
| GILD Gilead Sciences Inc. | New | 0.04% | +0.04 |
| PG The Procter & Gamble Co. | Add +1.4% | 0.54% | +0.04 |
| WPC WP Carey Inc. | New | 0.03% | +0.03 |
| MDLZ Mondelez International Inc. Class A | New | 0.03% | +0.03 |
| MSTR Strategy Inc. | New | 0.03% | +0.03 |
| VZ Verizon Communications Inc. | Add +2.8% | 0.16% | +0.03 |
| EPD Enterprise Products Partners | Add +10.3% | 0.11% | +0.02 |
| KO The Coca-Cola Co. | Add +2.4% | 0.11% | +0.02 |
| WM Waste Management Inc. | Add +0.1% | 0.13% | +0.02 |
| TT Trane Technologies PLC | Add +8.7% | 0.65% | +0.02 |
| BP BP PLC-Spons ADR | Add +0.9% | 0.11% | +0.02 |
| RTX RTX Corp. | Add +2.9% | 0.09% | +0.02 |
| VTRS Viatris Inc. | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +1.1% | 0.09% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +43.9% | 0.09% | +0.02 |
| T AT&T Inc. | Add +9.0% | 0.05% | +0.02 |
| DUK Duke Energy Corp. | Add +7.2% | 0.07% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 0.08% | +0.01 |
| CSCO Cisco Systems Inc. | Add +29.4% | 0.05% | +0.01 |
| AMGN Amgen Inc. | Add +5.6% | 0.06% | +0.01 |
| GLD SPDR Gold Shares | Add +0.1% | 0.06% | +0.01 |
| MO Altria Group Inc. | Add +0.3% | 0.06% | +0.01 |
| SO The Southern Co. | Add +4.0% | 0.05% | +0.01 |
| XAWFX Alliancebernstein GL Hi Inc. | Add +26.7% | 0.03% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +11.5% | 0.05% | +0.01 |
| GEV GE Vernova Inc. | Add +19.1% | 0.05% | +0.01 |
| QCOM Qualcomm Inc. | Add +9.4% | 0.05% | +0.01 |
| PAYX Paychex Inc. | Add +4.7% | 0.04% | +0.01 |
| TJX TJX Companies Inc. | Add +0.0% | 0.08% | +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 |