King Wealth Management Group

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), King Wealth Management Group reported 157 stock positions worth $736.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.8% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.0%) and Microsoft (MSFT, 7.5%). Compared with Q1 2025, it opened 7 new positions, sold out of 7, added to 57 and reduced 49. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +32%) and the biggest sale Unitedhealth (UNH, shares −88%).

Most Recent 13F
Q2 2026
Location
SARATOGA SPRINGS, NY
CIK
0001568235
Portfolio Value
$736.9M (Q2 2025)
SEC Filing
0001568235-25-000011 ↗ filed Aug 8, 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 Q4 2024 Q1 2025: $659.7M Q1 2025 Q2 2025: $736.9M $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 157 stocks · $736.9M
IVV iShares Core S&P 500 ETF 13.77% 163,446 $101.5M Add +2.7%
QQQ Invesco QQQ Trust Series 1 8.96% 119,740 $66.1M Add +0.2%
MSFT Microsoft Corp. 7.53% 111,539 $55.5M Reduce -1.8%
SPY SS SPDR S&P 500 ETF Trust-US 6.15% 73,288 $45.3M Add +32.1%
NVDA Nvidia Corp. 4.62% 215,471 $34.0M Add +0.6%
AAPL Apple Inc. 3.73% 133,940 $27.5M Reduce -0.7%
V Visa Inc. Class A 3.58% 74,303 $26.4M Reduce -0.0%
IJH iShares Core S&P Midcap ETF 3.25% 385,633 $23.9M Add +0.0%
JPM JPMorgan Chase & Co. 3.14% 79,918 $23.2M Reduce -0.1%
IJR iShares Core S&P Small-Cap E 2.81% 189,442 $20.7M Add +0.2%
META Meta Platforms Inc. Class A 2.22% 22,126 $16.3M Add +2.4%
CRWD CrowdStrike Holdings Inc. Class A 1.85% 26,830 $13.7M Add +153.9%
AMZN Amazon.com Inc. 1.80% 60,520 $13.3M Add +6.9%
ITOT iShares Core S&P Total U.S. 1.75% 95,611 $12.9M Reduce -1.0%
LLY Eli Lilly & Co. 1.75% 16,538 $12.9M Reduce -34.8%
COST Costco Wholesale Corp. 1.73% 12,892 $12.8M Add +0.3%
WMT Walmart Inc. 1.73% 130,338 $12.7M Add +0.5%
GOOGL Alphabet Inc. Class A 1.68% 70,294 $12.4M Add +0.7%
FTEC Fidelity MSCI Info Tech Indx 1.49% 55,609 $11.0M Reduce -1.2%
PH Parker Hannifin Corp. 1.40% 14,804 $10.3M Add +2.0%
MA Mastercard Inc. Class A 1.30% 17,058 $9.6M Add +1.4%
MCD McDonald's Corp. 1.10% 27,755 $8.1M Reduce -4.9%
LMT Lockheed Martin Corp. 1.09% 17,352 $8.0M Reduce -1.0%
ORCL Oracle Corp. 0.99% 33,444 $7.3M Reduce -3.4%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.98% 16,427 $7.2M Reduce -0.8%
IEFA iShares Core MSCI Eafe ETF 0.91% 80,513 $6.7M Add +2.0%
XLE SS Energy Select Sector 0.79% 68,879 $5.8M Add +0.8%
TT Trane Technologies PLC 0.79% 13,249 $5.8M Add +4.8%
PLTR Palantir Technologies Inc. Class A 0.75% 40,456 $5.5M Add +48.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.72% 18,948 $5.3M Reduce -0.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.72% 32,223 $5.3M Reduce -2.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.71% 29,567 $5.2M Add +39.4%
HD Home Depot Inc. 0.67% 13,465 $4.9M Reduce -4.2%
IJJ iShares S&P Mid-Cap 400 Valu 0.60% 35,507 $4.4M Reduce -1.9%
IEMG iShares Core MSCI Emerging 0.53% 64,644 $3.9M Add +3.5%
PEP Pepsico Inc. 0.51% 28,288 $3.7M Reduce -3.5%
TEVA Teva Pharmaceutical-SP ADR 0.47% 205,000 $3.4M Add +17.1%
XOM Exxon Mobil Corp. 0.45% 30,492 $3.3M Add +0.0%
PG The Procter & Gamble Co. 0.44% 20,305 $3.2M Reduce -2.3%
BX Blackstone Inc. 0.37% 18,312 $2.7M Reduce -0.1%
CVX Chevron Corp. 0.32% 16,208 $2.3M Add +7.7%
JNJ Johnson & Johnson 0.31% 14,728 $2.3M Reduce -4.7%
HOLX Hologic Inc. 0.28% 31,850 $2.1M No change
CI The Cigna Group 0.26% 5,692 $1.9M Reduce -21.6%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.24% 15,885 $1.7M Reduce -5.3%
SHY iShares 1-3 Year Treasury Bo 0.21% 18,981 $1.6M Reduce -3.5%
ABT Abbott Laboratories 0.20% 10,999 $1.5M Add +0.1%
VTI VG Morningstar TS MKT ETF-US 0.20% 4,906 $1.5M Reduce -1.4%
VOO Vanguard S&P 500 ETF 0.20% 2,618 $1.5M Add +27.5%
UNP Union Pacific Corp. 0.20% 6,447 $1.5M No change
IJS iShares S&P Small-Cap 600 Va 0.20% 14,754 $1.5M Reduce -2.5%
CAT Caterpillar Inc. 0.18% 3,477 $1.4M Add +0.1%
IVE iShares S&P 500 Value ETF 0.17% 6,550 $1.3M No change
VB Vanguard Most SM-Cap ETF-Usd 0.17% 5,381 $1.3M Reduce -0.4%
AGG iShares Core U.S. Aggregate 0.17% 12,463 $1.2M Reduce -3.0%
BLK BlackRock Inc. 0.16% 1,149 $1.2M No change
UNH Unitedhealth Group Inc. 0.16% 3,741 $1.2M Reduce -87.5%
PFF iShares Preferred & Income S 0.15% 36,029 $1.1M Add +4.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.14% 5,274 $1.0M Reduce -2.3%
VZ Verizon Communications Inc. 0.14% 23,587 $1.0M Reduce -0.4%
IEF iShares 7-10 Year Treasury B 0.14% 10,453 $1.0M Reduce -0.9%
FBND Fidelity Total Bond ETF 0.14% 21,857 $1.0M Reduce -2.3%
VRP Invesco Variable Rate Prefer 0.13% 39,833 $974K Reduce -6.3%
ELV Elevance Health Inc. 0.12% 2,269 $883K Reduce -39.6%
APO Apollo Global Management Inc. 0.12% 6,100 $865K New
TSM Taiwan Semiconductor-SP ADR 0.12% 3,806 $862K Add +2.5%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 1,739 $845K Add +86.0%
DKS Dick's Sporting Goods Inc. 0.11% 4,205 $832K Reduce -4.6%
IWF iShares Russell 1000 Growth 0.11% 1,922 $816K No change
WM Waste Management Inc. 0.11% 3,564 $816K Add +0.0%
THC Tenet Healthcare Corp. 0.11% 4,500 $792K Reduce -18.2%
UPS United Parcel Service Class B 0.11% 7,746 $782K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.11% 1,780 $780K Reduce -9.9%
AVGO Broadcom Inc. 0.11% 2,824 $778K Add +2.4%
GS Goldman Sachs Group Inc. 0.10% 1,086 $769K No change
GE General Electric filed as GE AEROSPACE 0.10% 2,980 $767K Add +0.0%
GOOG Alphabet Inc. Class C 0.10% 4,315 $765K Add +16.6%
KO The Coca-Cola Co. 0.10% 10,404 $736K Add +0.1%
ETN Eaton Corp. PLC 0.10% 2,025 $723K No change
HON Honeywell International Inc. 0.10% 3,062 $713K No change
EPD Enterprise Products Partners 0.09% 22,329 $692K Add +2.7%
RTX RTX Corp. 0.09% 4,653 $679K No change
CRM Salesforce Inc. 0.09% 2,455 $669K Add +71.8%
BP BP PLC-Spons ADR 0.09% 21,792 $652K No change
TSLA Tesla Inc. 0.09% 2,051 $652K Add +146.2%
GIS General Mills Inc. 0.09% 12,534 $649K No change
INGR Ingredion Inc. 0.09% 4,625 $627K No change
MRK Merck & Co. Inc. 0.08% 7,774 $615K Reduce -5.6%
DRI Darden Restaurants Inc. 0.08% 2,765 $603K No change
VXF Vanguard Extended Market ETF 0.08% 2,952 $569K Add +0.2%
GEV GE Vernova Inc. 0.08% 1,073 $568K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 4,568 $564K No change
ET Energy Transfer LP 0.08% 30,767 $558K Add +1.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,878 $554K No change
AWR American States Water Co. filed as AMER STATES WTR CO 0.07% 7,000 $537K No change
CASY Casey's General Stores Inc. 0.07% 1,050 $536K No change
BXSL Blackstone Secured Lending F 0.07% 17,000 $523K Add +142.9%
ABBV Abbvie Inc. 0.07% 2,737 $508K Add +0.5%
ADBE Adobe Inc. 0.07% 1,314 $508K Reduce -12.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 3,984 $494K Add +1.7%
OEF iShares S&P 100 ETF 0.07% 1,611 $490K No change
BND Vanguard Total Bond Market 0.06% 6,143 $452K Reduce -4.5%
MTB M & T Bank Corp. filed as M & T BK CORP 0.06% 2,314 $449K No change
DUK Duke Energy Corp. 0.06% 3,774 $445K No change
GLD SPDR Gold Shares 0.06% 1,438 $438K No change
UTHR United Therapeutics Corp. 0.06% 1,500 $431K No change
AMD Advanced Micro Devices 0.06% 3,017 $428K Add +2.1%
IWR iShares Russell Mid-Cap ETF 0.06% 4,520 $416K No change
QCOM Qualcomm Inc. 0.06% 2,548 $406K Add +8.6%
IBB iShares Biotechnology ETF 0.05% 3,115 $394K Add +2.5%
NVS Novartis AG-Sponsored ADR 0.05% 3,258 $394K Reduce -3.0%
LRCX Lam Research Corp. 0.05% 4,000 $389K New
SDY SS SPDR S&P Dividend ETF 0.05% 2,847 $386K No change
MO Altria Group Inc. 0.05% 6,458 $379K Add +0.3%
CSCO Cisco Systems Inc. 0.05% 5,101 $354K Reduce -3.5%
TIP iShares Tips Bond ETF 0.05% 3,217 $354K Reduce -1.6%
AMGN Amgen Inc. 0.05% 1,255 $351K Add +0.1%
T AT&T Inc. 0.05% 12,080 $350K No change
SO The Southern Co. 0.05% 3,783 $347K No change
VLO Valero Energy Corp. 0.05% 2,542 $342K No change
BMY Bristol-Myers Squibb Co. 0.05% 7,256 $336K Add +0.8%
IWD iShares Russell 1000 Value E 0.05% 1,720 $334K No change
PTGX Protagonist Therapeutics Inc. 0.05% 6,000 $332K No change
XLK SS Technology Select Sector 0.04% 1,307 $331K Reduce -7.1%
NEE Nextera Energy Inc. 0.04% 4,695 $326K No change
AVDL Avadel Pharmaceuticals Ltd. 0.04% 35,000 $310K No change
ABNB Airbnb Inc. Class A 0.04% 2,263 $299K No change
BA The Boeing Co. 0.04% 1,347 $282K No change
MS Morgan Stanley 0.04% 1,990 $280K No change
PFE Pfizer Inc. 0.04% 11,305 $274K Reduce -5.7%
SPDW Ste STR SPDR PT DW Eu ETF 0.04% 6,657 $270K Reduce -1.1%
TLT iShares 20+ Year Treasury BD 0.04% 2,996 $264K Reduce -1.6%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.04% 654 $264K Reduce -8.3%
IEI iShares 3-7 Year Treasury Bo 0.04% 2,182 $260K Add +5.0%
AXP American Express Co. 0.04% 811 $259K Add +0.1%
TRST Trustco Bank Corp. NY 0.03% 7,575 $253K Add +0.1%
COP Conocophillips 0.03% 2,787 $250K Add +27.4%
IWB iShares Russell 1000 ETF 0.03% 731 $248K No change
PAYX Paychex Inc. 0.03% 1,669 $243K No change
JNK SS SPDR BB High Yield Bond 0.03% 2,501 $243K Reduce -5.6%
VIG Vanguard Dividend Apprec ETF 0.03% 1,168 $239K No change
TU Telus Corp. 0.03% 14,670 $236K No change
FELC Fidelity Enh LRG Cap Cor ETF 0.03% 6,789 $234K Add +0.2%
GILD Gilead Sciences Inc. 0.03% 2,111 $234K Add +0.1%
XAWFX Alliancebernstein GL Hi Inc. 0.03% 21,000 $232K Add +10.5%
PANW Palo Alto Networks Inc. 0.03% 1,106 $226K New
GLW Corning Inc. 0.03% 4,175 $220K New
WPC WP Carey Inc. 0.03% 3,495 $218K No change
LAZ Lazard Inc. 0.03% 4,500 $216K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 4,471 $212K New
MDLZ Mondelez International Inc. Class A 0.03% 3,127 $211K No change
KEY Keycorp 0.02% 10,293 $179K Add +0.2%
ETB Eaton Vance T/M Buy-WRT Inc. 0.02% 12,292 $177K Reduce -8.7%
VTRS Viatris Inc. 0.02% 12,946 $116K No change
MIND MEDICINE MINDMED INC 0.01% 10,000 $65K No change
HRTX Heron Therapeutics Inc. 0.01% 28,799 $60K Add +7.5%
ALDX Aldeyra Therapeutics Inc. 0.01% 12,100 $46K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $261K (not counted above)
SecurityClassShares / PrincipalValueChange
STRATEGY INC (MSTR 8 PERP) SERIES A PERP PF 2,160$261KNew

Total filed on the 13F, all lines: $737.1M.

Portfolio Sells Q1 2025 → Q2 2025
UNH Unitedhealth Group Inc. Reduce -87.5% 0.16% −2.23
LLY Eli Lilly & Co. Reduce -34.8% 1.75% −1.43
AAPL Apple Inc. Reduce -0.7% 3.73% −0.81
V Visa Inc. Class A Reduce -0.0% 3.58% −0.37
MCD McDonald's Corp. Reduce -4.9% 1.10% −0.28
PEP Pepsico Inc. Reduce -3.5% 0.51% −0.16
ELV Elevance Health Inc. Reduce -39.6% 0.12% −0.13
HD Home Depot Inc. Reduce -4.2% 0.67% −0.11
ZBH Zimmer Biomet Holdings Inc. Sold out 0.00% −0.11
CI The Cigna Group Reduce -21.6% 0.26% −0.11
PG The Procter & Gamble Co. Reduce -2.3% 0.44% −0.10
LMT Lockheed Martin Corp. Reduce -1.0% 1.09% −0.10
JNJ Johnson & Johnson Reduce -4.7% 0.31% −0.08
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -2.1% 0.72% −0.08
DIA SS SPDR Dow Jones Indus Avg Reduce -0.8% 0.98% −0.07
JD Jd.com Inc.-ADR Sold out 0.00% −0.06
IJJ iShares S&P Mid-Cap 400 Valu Reduce -1.9% 0.60% −0.06
HCA HCA Healthcare Inc. Sold out 0.00% −0.05
ACN Accenture PLC Class A Sold out 0.00% −0.05
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -5.3% 0.24% −0.04
FISV Fiserv Inc. Sold out 0.00% −0.04
GBAB Guggenheim Taxable Municipal Sold out 0.00% −0.04
ITOT iShares Core S&P Total U.S. Reduce -1.0% 1.75% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -3.5% 0.21% −0.03
WDFC WD-40 Co. Sold out 0.00% −0.03
MRK Merck & Co. Inc. Reduce -5.6% 0.08% −0.03
AGG iShares Core U.S. Aggregate Reduce -3.0% 0.17% −0.02
IJS iShares S&P Small-Cap 600 Va Reduce -2.5% 0.20% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.1% 0.72% −0.02
VZ Verizon Communications Inc. Reduce -0.4% 0.14% −0.02
VRP Invesco Variable Rate Prefer Reduce -6.3% 0.13% −0.02
DKS Dick's Sporting Goods Inc. Reduce -4.6% 0.11% −0.02
FBND Fidelity Total Bond ETF Reduce -2.3% 0.14% −0.02
ADBE Adobe Inc. Reduce -12.6% 0.07% −0.02
BX Blackstone Inc. Reduce -0.1% 0.37% −0.02
IEF iShares 7-10 Year Treasury B Reduce -0.9% 0.14% −0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -2.3% 0.14% −0.01
BND Vanguard Total Bond Market Reduce -4.5% 0.06% −0.01
PFE Pfizer Inc. Reduce -5.7% 0.04% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.4% 0.17% −0.01
TIP iShares Tips Bond ETF Reduce -1.6% 0.05% −0.01
TLT iShares 20+ Year Treasury BD Reduce -1.6% 0.04% −0.01
JNK SS SPDR BB High Yield Bond Reduce -5.6% 0.03% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.4% 0.20% −0.00
THC Tenet Healthcare Corp. Reduce -18.2% 0.11% −0.00
ETB Eaton Vance T/M Buy-WRT Inc. Reduce -8.7% 0.02% −0.00
NVS Novartis AG-Sponsored ADR Reduce -3.0% 0.05% −0.00
CSCO Cisco Systems Inc. Reduce -3.5% 0.05% −0.00
SPDW Ste STR SPDR PT DW Eu ETF Reduce -1.1% 0.04% −0.00
XLK SS Technology Select Sector Reduce -7.1% 0.04% +0.00

Portfolio Buys Q1 2025 → Q2 2025
SPY SS SPDR S&P 500 ETF Trust-US Add +32.1% 6.15% +1.44
CRWD CrowdStrike Holdings Inc. Class A Add +153.9% 1.85% +1.29
NVDA Nvidia Corp. Add +0.6% 4.62% +1.10
QQQ Invesco QQQ Trust Series 1 Add +0.2% 8.96% +0.47
PLTR Palantir Technologies Inc. Class A Add +48.8% 0.75% +0.40
META Meta Platforms Inc. Class A Add +2.4% 2.22% +0.33
IVV iShares Core S&P 500 ETF Add +2.7% 13.77% +0.22
AMZN Amazon.com Inc. Add +6.9% 1.80% +0.17
VTV Vanguard Mrngstr Val ETF-Aui Add +39.4% 0.71% +0.15
TT Trane Technologies PLC Add +4.8% 0.79% +0.14
APO Apollo Global Management Inc. New 0.12% +0.12
PH Parker Hannifin Corp. Add +2.0% 1.40% +0.07
TEVA Teva Pharmaceutical-SP ADR Add +17.1% 0.47% +0.06
TSLA Tesla Inc. Add +146.2% 0.09% +0.06
LRCX Lam Research Corp. New 0.05% +0.05
GOOGL Alphabet Inc. Class A Add +0.7% 1.68% +0.05
VOO Vanguard S&P 500 ETF Add +27.5% 0.20% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +86.0% 0.11% +0.04
BXSL Blackstone Secured Lending F Add +142.9% 0.07% +0.04
AVGO Broadcom Inc. Add +2.4% 0.11% +0.04
CRM Salesforce Inc. Add +71.8% 0.09% +0.03
PANW Palo Alto Networks Inc. New 0.03% +0.03
GLW Corning Inc. New 0.03% +0.03
LAZ Lazard Inc. New 0.03% +0.03
BAC Bank of America Corp. New 0.03% +0.03
TSM Taiwan Semiconductor-SP ADR Add +2.5% 0.12% +0.02
GOOG Alphabet Inc. Class C Add +16.6% 0.10% +0.02
IEMG iShares Core MSCI Emerging Add +3.5% 0.53% +0.02
GE General Electric Add +0.0% 0.10% +0.01
AMD Advanced Micro Devices Add +2.1% 0.06% +0.01
CAT Caterpillar Inc. Add +0.1% 0.18% +0.01
DIS The Walt Disney Co. Add +1.7% 0.07% +0.01
IEFA iShares Core MSCI Eafe ETF Add +2.0% 0.91% +0.01
ALDX Aldeyra Therapeutics Inc. New 0.01% +0.01
WMT Walmart Inc. Add +0.5% 1.73% +0.00
AXP American Express Co. Add +0.1% 0.04% +0.00
XAWFX Alliancebernstein GL Hi Inc. Add +10.5% 0.03% +0.00
QCOM Qualcomm Inc. Add +8.6% 0.06% +0.00
VXF Vanguard Extended Market ETF Add +0.2% 0.08% +0.00
FELC Fidelity Enh LRG Cap Cor ETF Add +0.2% 0.03% −0.00
KEY Keycorp Add +0.2% 0.02% −0.00
TRST Trustco Bank Corp. NY Add +0.1% 0.03% −0.00
HRTX Heron Therapeutics Inc. Add +7.5% 0.01% −0.00
COP Conocophillips Add +27.4% 0.03% −0.00
IEI iShares 3-7 Year Treasury Bo Add +5.0% 0.04% −0.00
GILD Gilead Sciences Inc. Add +0.1% 0.03% −0.00
IBB iShares Biotechnology ETF Add +2.5% 0.05% −0.01
MO Altria Group Inc. Add +0.3% 0.05% −0.01
ET Energy Transfer LP Add +1.4% 0.08% −0.01
PFF iShares Preferred & Income S Add +4.9% 0.15% −0.01

Notes & Other Activity Q1 2025 → Q2 2025
STRATEGY INC (MSTR 8 PERP) SERIES A PERP PF New 2,160 $261K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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