King Wealth Management Group

Name: King Wealth Management Group 13F holdings, Q1 2025
Creator: King Wealth Management Group
Published: 2025-05-08

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
JD Jd.com Inc.-ADR	0.06%	10,203	$420K	No change
MTB M & T Bank Corp. filed as M & T BK CORP	0.06%	2,314	$414K	No change
GLD SPDR Gold Shares	0.06%	1,438	$414K	Add +0.1%
AMGN Amgen Inc.	0.06%	1,254	$391K	Add +5.6%
IBB iShares Biotechnology ETF	0.06%	3,040	$389K	Reduce -0.3%
MO Altria Group Inc.	0.06%	6,442	$387K	Add +0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.06%	3,919	$387K	Reduce -2.4%
SDY SS SPDR S&P Dividend ETF	0.06%	2,847	$386K	Reduce -5.0%
IWR iShares Russell Mid-Cap ETF	0.06%	4,520	$385K	No change
CRM Salesforce Inc.	0.06%	1,429	$383K	New
NVS Novartis AG-Sponsored ADR	0.06%	3,358	$374K	Reduce -2.7%
TIP iShares Tips Bond ETF	0.06%	3,268	$363K	Reduce -2.2%
QCOM Qualcomm Inc.	0.05%	2,347	$360K	Add +9.4%
SO The Southern Co.	0.05%	3,783	$348K	Add +4.0%
HCA HCA Healthcare Inc.	0.05%	1,000	$346K	New
T AT&T Inc.	0.05%	12,080	$342K	Add +9.0%
VLO Valero Energy Corp.	0.05%	2,542	$336K	No change
NEE Nextera Energy Inc.	0.05%	4,695	$333K	Add +1.5%
GEV GE Vernova Inc.	0.05%	1,073	$328K	Add +19.1%
CSCO Cisco Systems Inc.	0.05%	5,289	$326K	Add +29.4%
IWD iShares Russell 1000 Value E	0.05%	1,720	$324K	Add +11.5%
ACN Accenture PLC Class A	0.05%	1,032	$322K	New
AMD Advanced Micro Devices	0.05%	2,955	$304K	Reduce -2.8%
PFE Pfizer Inc.	0.05%	11,992	$304K	Reduce -7.3%
XLK SS Technology Select Sector	0.04%	1,407	$291K	No change
PTGX Protagonist Therapeutics Inc.	0.04%	6,000	$290K	No change
TLT iShares 20+ Year Treasury BD	0.04%	3,046	$277K	Reduce -2.9%
AVDL Avadel Pharmaceuticals Ltd.	0.04%	35,000	$274K	No change
ABNB Airbnb Inc. Class A	0.04%	2,263	$270K	Add +13.2%
PAYX Paychex Inc.	0.04%	1,669	$257K	Add +4.7%
FISV Fiserv Inc.	0.04%	1,154	$255K	Reduce -2.6%
JNK SS SPDR BB High Yield Bond	0.04%	2,649	$252K	Reduce -11.6%
IEI iShares 3-7 Year Treasury Bo	0.04%	2,079	$246K	Add +2.1%
SPDW Ste STR SPDR PT DW Eu ETF	0.04%	6,732	$245K	New
GILD Gilead Sciences Inc.	0.04%	2,110	$236K	New
GBAB Guggenheim Taxable Municipal	0.04%	15,201	$236K	Add +0.5%
MS Morgan Stanley	0.04%	1,990	$232K	Add +12.4%
TRST Trustco Bank Corp. NY	0.04%	7,569	$231K	Reduce -0.1%
BA The Boeing Co.	0.03%	1,347	$230K	Reduce -1.5%
COP Conocophillips	0.03%	2,187	$230K	Reduce -2.8%
BXSL Blackstone Secured Lending F	0.03%	7,000	$227K	No change
VIG Vanguard Dividend Apprec ETF	0.03%	1,168	$227K	No change
IWB iShares Russell 1000 ETF	0.03%	731	$224K	Reduce -7.3%
WPC WP Carey Inc.	0.03%	3,495	$221K	New
AXP American Express Co.	0.03%	810	$218K	Add +2.3%
TSLA Tesla Inc.	0.03%	833	$216K	Reduce -48.3%
MDLZ Mondelez International Inc. Class A	0.03%	3,127	$212K	New
FELC Fidelity Enh LRG Cap Cor ETF	0.03%	6,774	$211K	Add +0.3%
TU Telus Corp.	0.03%	14,670	$210K	No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.03%	713	$206K	New
XAWFX Alliancebernstein GL Hi Inc.	0.03%	19,000	$204K	Add +26.7%
WDFC WD-40 Co.	0.03%	831	$203K	Reduce -3.4%
ETB Eaton Vance T/M Buy-WRT Inc.	0.03%	13,463	$184K	Reduce -9.9%
KEY Keycorp	0.02%	10,277	$164K	Add +0.2%
VTRS Viatris Inc.	0.02%	12,946	$113K	New
HRTX Heron Therapeutics Inc.	0.01%	26,799	$59K	No change
MIND MEDICINE MINDMED INC	0.01%	10,000	$59K	No change

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