King Wealth Management Group

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), King Wealth Management Group reported 160 stock positions worth $795.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.2% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.1%) and Microsoft (MSFT, 7.3%). Compared with Q2 2025, it opened 7 new positions, sold out of 4, added to 48 and reduced 61. The biggest buy was Blackstone Secured Lending F (BXSL, shares +1222%) and the biggest sale Eli Lilly (LLY, shares −17%).

Most Recent 13F
Q2 2026
Location
SARATOGA SPRINGS, NY
CIK
0001568235
Portfolio Value
$795.9M (Q3 2025)
SEC Filing
0001568235-25-000013 ↗ filed Nov 7, 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 Q2 2025 Q3 2025: $795.9M $795.9M Q3 2025 Q4 2025: $829.7M Q4 2025 Q1 2026: $799.7M Q1 2026 Q2 2026: $914.3M Q2 2026

Holdings 160 stocks · $795.9M
IVV iShares Core S&P 500 ETF 14.18% 168,574 $112.8M Add +3.1%
QQQ Invesco QQQ Trust Series 1 9.10% 120,667 $72.4M Add +0.8%
MSFT Microsoft Corp. 7.25% 111,467 $57.7M Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 6.10% 72,891 $48.6M Reduce -0.5%
NVDA Nvidia Corp. 5.09% 217,075 $40.5M Add +0.7%
AAPL Apple Inc. 4.28% 133,893 $34.1M Reduce -0.0%
IJH iShares Core S&P Midcap ETF 3.25% 396,162 $25.9M Add +2.7%
JPM JPMorgan Chase & Co. 3.17% 79,881 $25.2M Reduce -0.1%
V Visa Inc. Class A 3.16% 73,649 $25.1M Reduce -0.9%
IJR iShares Core S&P Small-Cap E 2.95% 197,507 $23.5M Add +4.3%
GOOGL Alphabet Inc. Class A 2.22% 72,567 $17.6M Add +3.2%
AMZN Amazon.com Inc. 2.02% 73,137 $16.1M Add +20.9%
WMT Walmart Inc. 1.71% 132,109 $13.6M Add +1.4%
ITOT iShares Core S&P Total U.S. 1.70% 93,075 $13.6M Reduce -2.6%
CRWD CrowdStrike Holdings Inc. Class A 1.70% 27,601 $13.5M Add +2.9%
COST Costco Wholesale Corp. 1.52% 13,093 $12.1M Add +1.6%
FTEC Fidelity MSCI Info Tech Indx 1.51% 53,935 $12.0M Reduce -3.0%
PH Parker Hannifin Corp. 1.45% 15,269 $11.6M Add +3.1%
LLY Eli Lilly & Co. 1.31% 13,691 $10.4M Reduce -17.2%
ORCL Oracle Corp. 1.28% 36,144 $10.2M Add +8.1%
MA Mastercard Inc. Class A 1.22% 17,082 $9.7M Add +0.1%
LMT Lockheed Martin Corp. 1.07% 17,130 $8.6M Reduce -1.3%
MCD McDonald's Corp. 1.01% 26,573 $8.1M Reduce -4.3%
PLTR Palantir Technologies Inc. Class A 0.98% 42,931 $7.8M Add +6.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.94% 16,147 $7.5M Reduce -1.7%
IEFA iShares Core MSCI Eafe ETF 0.89% 81,179 $7.1M Add +0.8%
META Meta Platforms Inc. Class A 0.84% 22,753 $6.7M Add +2.8%
XLE SS Energy Select Sector 0.77% 68,357 $6.1M Reduce -0.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.75% 31,836 $5.9M Add +7.7%
TT Trane Technologies PLC 0.74% 14,023 $5.9M Add +5.8%
BXSL Blackstone Secured Lending F 0.74% 224,799 $5.9M Add +1222.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.70% 31,730 $5.5M Reduce -1.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.68% 18,504 $5.4M Reduce -2.3%
HD Home Depot Inc. 0.66% 12,881 $5.2M Reduce -4.3%
IJJ iShares S&P Mid-Cap 400 Valu 0.56% 34,598 $4.5M Reduce -2.6%
IEMG iShares Core MSCI Emerging 0.54% 65,402 $4.3M Add +1.2%
PEP Pepsico Inc. 0.48% 27,020 $3.8M Reduce -4.5%
XOM Exxon Mobil Corp. 0.43% 30,495 $3.4M Add +0.0%
TEVA Teva Pharmaceutical-SP ADR 0.41% 160,000 $3.2M Reduce -21.9%
BX Blackstone Inc. 0.39% 18,315 $3.1M Add +0.0%
PG The Procter & Gamble Co. 0.38% 19,802 $3.0M Reduce -2.5%
CVX Chevron Corp. 0.36% 18,318 $2.8M Add +13.0%
CI The Cigna Group 0.35% 9,692 $2.8M Add +70.3%
JNJ Johnson & Johnson 0.34% 14,598 $2.7M Reduce -0.9%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.22% 15,542 $1.7M Reduce -2.2%
CAT Caterpillar Inc. 0.21% 3,486 $1.7M Add +0.3%
IJS iShares S&P Small-Cap 600 Va 0.20% 14,551 $1.6M Reduce -1.4%
VOO Vanguard S&P 500 ETF 0.20% 2,614 $1.6M Reduce -0.1%
SHY iShares 1-3 Year Treasury Bo 0.19% 18,655 $1.5M Reduce -1.7%
UNP Union Pacific Corp. 0.19% 6,447 $1.5M No change
ABT Abbott Laboratories 0.18% 10,894 $1.5M Reduce -0.9%
VTI VG Morningstar TS MKT ETF-US 0.18% 4,331 $1.4M Reduce -11.7%
VB Vanguard Most SM-Cap ETF-Usd 0.17% 5,381 $1.4M No change
IVE iShares S&P 500 Value ETF 0.17% 6,550 $1.4M No change
BLK BlackRock Inc. 0.17% 1,149 $1.3M No change
AGG iShares Core U.S. Aggregate 0.15% 12,211 $1.2M Reduce -2.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.14% 5,265 $1.1M Reduce -0.2%
PFF iShares Preferred & Income S 0.14% 34,256 $1.1M Reduce -4.9%
GOOG Alphabet Inc. Class C 0.13% 4,385 $1.1M Add +1.6%
TSM Taiwan Semiconductor-SP ADR 0.13% 3,818 $1.1M Add +0.3%
VZ Verizon Communications Inc. 0.13% 23,180 $1.0M Reduce -1.7%
IEF iShares 7-10 Year Treasury B 0.12% 10,288 $992K Reduce -1.6%
GE General Electric filed as GE AEROSPACE 0.12% 3,285 $988K Add +10.2%
VRP Invesco Variable Rate Prefer 0.12% 39,684 $980K Reduce -0.4%
FBND Fidelity Total Bond ETF 0.12% 20,913 $967K Reduce -4.3%
DKS Dick's Sporting Goods Inc. 0.12% 4,193 $932K Reduce -0.3%
AVGO Broadcom Inc. 0.12% 2,775 $916K Reduce -1.7%
THC Tenet Healthcare Corp. 0.11% 4,500 $914K No change
TSLA Tesla Inc. 0.11% 2,051 $912K No change
IWF iShares Russell 1000 Growth 0.11% 1,922 $900K No change
BRK.B Berkshire Hathaway Inc. Class B 0.11% 1,749 $879K Add +0.6%
GS Goldman Sachs Group Inc. 0.11% 1,086 $865K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.11% 1,770 $849K Reduce -0.6%
GEV GE Vernova Inc. 0.11% 1,366 $840K Add +27.3%
APO Apollo Global Management Inc. 0.10% 6,100 $813K No change
HOLX Hologic Inc. 0.10% 12,000 $810K Reduce -62.3%
RTX RTX Corp. 0.10% 4,730 $792K Add +1.6%
WM Waste Management Inc. 0.10% 3,566 $787K Add +0.1%
BP BP PLC-Spons ADR 0.09% 21,792 $751K No change
ETN Eaton Corp. PLC 0.09% 1,985 $743K Reduce -2.0%
KO The Coca-Cola Co. 0.09% 10,412 $691K Add +0.1%
EPD Enterprise Products Partners 0.09% 21,852 $683K Reduce -2.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 4,568 $660K No change
MRK Merck & Co. Inc. 0.08% 7,774 $652K No change
HON Honeywell International Inc. 0.08% 3,062 $645K No change
UPS United Parcel Service Class B 0.08% 7,632 $638K Reduce -1.5%
ABBV Abbvie Inc. 0.08% 2,740 $634K Add +0.1%
PANW Palo Alto Networks Inc. 0.08% 3,116 $634K Add +181.7%
GIS General Mills Inc. 0.08% 12,534 $632K No change
UTHR United Therapeutics Corp. 0.08% 1,500 $629K No change
VXF Vanguard Extended Market ETF 0.08% 2,957 $619K Add +0.2%
CASY Casey's General Stores Inc. 0.07% 1,050 $594K No change
INGR Ingredion Inc. 0.07% 4,625 $565K No change
LRCX Lam Research Corp. 0.07% 4,000 $536K No change
GLD SPDR Gold Shares 0.07% 1,503 $534K Add +4.5%
OEF iShares S&P 100 ETF 0.07% 1,596 $531K Reduce -0.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,878 $530K No change
DRI Darden Restaurants Inc. 0.07% 2,765 $526K No change
ET Energy Transfer LP 0.06% 30,083 $516K Reduce -2.2%
AWR American States Water Co. filed as AMER STATES WTR CO 0.06% 7,000 $513K No change
NFLX Netflix Inc. 0.06% 427 $512K New
AMD Advanced Micro Devices 0.06% 3,017 $488K No change
DUK Duke Energy Corp. 0.06% 3,766 $466K Reduce -0.2%
MTB M & T Bank Corp. filed as M & T BK CORP 0.06% 2,314 $457K No change
IBB iShares Biotechnology ETF 0.06% 3,116 $450K Add +0.0%
ZBH Zimmer Biomet Holdings Inc. 0.05% 4,434 $437K New
IWR iShares Russell Mid-Cap ETF 0.05% 4,520 $436K No change
UNH Unitedhealth Group Inc. 0.05% 1,263 $436K Reduce -66.2%
QCOM Qualcomm Inc. 0.05% 2,604 $433K Add +2.2%
VLO Valero Energy Corp. 0.05% 2,542 $433K No change
BND Vanguard Total Bond Market 0.05% 5,771 $429K Reduce -6.1%
NVS Novartis AG-Sponsored ADR 0.05% 3,258 $418K No change
MO Altria Group Inc. 0.05% 6,225 $411K Reduce -3.6%
PTGX Protagonist Therapeutics Inc. 0.05% 6,000 $399K No change
SDY SS SPDR S&P Dividend ETF 0.05% 2,836 $397K Reduce -0.4%
XLK SS Technology Select Sector 0.05% 1,307 $368K No change
SO The Southern Co. 0.05% 3,783 $359K No change
AMGN Amgen Inc. 0.04% 1,258 $355K Add +0.2%
NEE Nextera Energy Inc. 0.04% 4,695 $354K No change
ELV Elevance Health Inc. 0.04% 1,093 $353K Reduce -51.8%
CSCO Cisco Systems Inc. 0.04% 5,102 $349K Add +0.0%
TIP iShares Tips Bond ETF 0.04% 3,094 $344K Reduce -3.8%
GLW Corning Inc. 0.04% 4,175 $342K No change
T AT&T Inc. 0.04% 11,894 $336K Reduce -1.5%
BMY Bristol-Myers Squibb Co. 0.04% 7,316 $330K Add +0.8%
IWD iShares Russell 1000 Value E 0.04% 1,609 $328K Reduce -6.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 2,844 $326K Reduce -28.6%
MS Morgan Stanley 0.04% 1,990 $316K No change
AVDL Avadel Pharmaceuticals Ltd. 0.04% 20,000 $305K Reduce -42.9%
BA The Boeing Co. 0.04% 1,338 $289K Reduce -0.7%
SPDW Ste STR SPDR PT DW Eu ETF 0.04% 6,657 $285K No change
PFE Pfizer Inc. 0.04% 11,001 $280K Reduce -2.7%
ABNB Airbnb Inc. Class A 0.03% 2,263 $275K No change
TRST Trustco Bank Corp. NY 0.03% 7,580 $275K Add +0.1%
AXP American Express Co. 0.03% 811 $269K No change
DXCM Dexcom Inc. 0.03% 4,000 $269K New
COP Conocophillips 0.03% 2,838 $268K Add +1.8%
TLT iShares 20+ Year Treasury BD 0.03% 2,994 $268K Reduce -0.1%
FISV Fiserv Inc. 0.03% 2,024 $261K New
IWB iShares Russell 1000 ETF 0.03% 701 $256K Reduce -4.1%
FELC Fidelity Enh LRG Cap Cor ETF 0.03% 6,802 $254K Add +0.2%
IEI iShares 3-7 Year Treasury Bo 0.03% 2,106 $252K Reduce -3.5%
VIG Vanguard Dividend Apprec ETF 0.03% 1,168 $252K No change
KEY Keycorp 0.03% 13,338 $249K Add +29.6%
JNK SS SPDR BB High Yield Bond 0.03% 2,501 $245K No change
LAZ Lazard Inc. 0.03% 4,500 $238K No change
WPC WP Carey Inc. 0.03% 3,495 $236K No change
XAWFX Alliancebernstein GL Hi Inc. 0.03% 21,000 $235K No change
GILD Gilead Sciences Inc. 0.03% 2,112 $234K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 4,471 $231K No change
TU Telus Corp. 0.03% 14,670 $231K No change
GD General Dynamics Corp. 0.03% 629 $215K New
MSTR Strategy Inc. 0.03% 654 $211K No change
PAYX Paychex Inc. 0.03% 1,634 $207K Reduce -2.1%
PNC PNC Financial Services Group 0.03% 996 $200K New
ETB Eaton Vance T/M Buy-WRT Inc. 0.02% 12,120 $182K Reduce -1.4%
MIND MEDICINE MINDMED INC 0.01% 10,000 $118K No change
LFMD Lifemd Inc. 0.01% 10,000 $68K New
ALDX Aldeyra Therapeutics Inc. 0.01% 11,100 $58K Reduce -8.3%
HRTX Heron Therapeutics Inc. 0.00% 29,799 $38K Add +3.5%

Portfolio Sells Q2 2025 → Q3 2025
LLY Eli Lilly & Co. Reduce -17.2% 1.31% −0.44
V Visa Inc. Class A Reduce -0.9% 3.16% −0.42
MSFT Microsoft Corp. Reduce -0.1% 7.25% −0.28
HOLX Hologic Inc. Reduce -62.3% 0.10% −0.18
UNH Unitedhealth Group Inc. Reduce -66.2% 0.05% −0.10
CRM Salesforce Inc. Sold out 0.00% −0.09
MCD McDonald's Corp. Reduce -4.3% 1.01% −0.09
ELV Elevance Health Inc. Reduce -51.8% 0.04% −0.08
ADBE Adobe Inc. Sold out 0.00% −0.07
TEVA Teva Pharmaceutical-SP ADR Reduce -21.9% 0.41% −0.06
PG The Procter & Gamble Co. Reduce -2.5% 0.38% −0.06
ITOT iShares Core S&P Total U.S. Reduce -2.6% 1.70% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 6.10% −0.04
DIA SS SPDR Dow Jones Indus Avg Reduce -1.7% 0.94% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -2.3% 0.68% −0.04
IJJ iShares S&P Mid-Cap 400 Valu Reduce -2.6% 0.56% −0.03
PEP Pepsico Inc. Reduce -4.5% 0.48% −0.03
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.03
DIS The Walt Disney Co. Reduce -28.6% 0.04% −0.03
UPS United Parcel Service Class B Reduce -1.5% 0.08% −0.03
XLE SS Energy Select Sector Reduce -0.8% 0.77% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -11.7% 0.18% −0.02
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -1.5% 0.70% −0.02
ABT Abbott Laboratories Reduce -0.9% 0.18% −0.02
SHY iShares 1-3 Year Treasury Bo Reduce -1.7% 0.19% −0.02
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -2.2% 0.22% −0.02
LMT Lockheed Martin Corp. Reduce -1.3% 1.07% −0.02
VTRS Viatris Inc. Sold out 0.00% −0.02
FBND Fidelity Total Bond ETF Reduce -4.3% 0.12% −0.01
HD Home Depot Inc. Reduce -4.3% 0.66% −0.01
AGG iShares Core U.S. Aggregate Reduce -2.0% 0.15% −0.01
PFF iShares Preferred & Income S Reduce -4.9% 0.14% −0.01
IEF iShares 7-10 Year Treasury B Reduce -1.6% 0.12% −0.01
ET Energy Transfer LP Reduce -2.2% 0.06% −0.01
VZ Verizon Communications Inc. Reduce -1.7% 0.13% −0.01
VRP Invesco Variable Rate Prefer Reduce -0.4% 0.12% −0.01
EPD Enterprise Products Partners Reduce -2.1% 0.09% −0.01
BND Vanguard Total Bond Market Reduce -6.1% 0.05% −0.01
PAYX Paychex Inc. Reduce -2.1% 0.03% −0.01
T AT&T Inc. Reduce -1.5% 0.04% −0.01
TIP iShares Tips Bond ETF Reduce -3.8% 0.04% −0.00
ETN Eaton Corp. PLC Reduce -2.0% 0.09% −0.00
IWD iShares Russell 1000 Value E Reduce -6.5% 0.04% −0.00
AVDL Avadel Pharmaceuticals Ltd. Reduce -42.9% 0.04% −0.00
IEI iShares 3-7 Year Treasury Bo Reduce -3.5% 0.03% −0.00
SDY SS SPDR S&P Dividend ETF Reduce -0.4% 0.05% −0.00
TLT iShares 20+ Year Treasury BD Reduce -0.1% 0.03% −0.00
BA The Boeing Co. Reduce -0.7% 0.04% −0.00
PFE Pfizer Inc. Reduce -2.7% 0.04% −0.00
DUK Duke Energy Corp. Reduce -0.2% 0.06% −0.00

Portfolio Buys Q2 2025 → Q3 2025
BXSL Blackstone Secured Lending F Add +1222.3% 0.74% +0.67
GOOGL Alphabet Inc. Class A Add +3.2% 2.22% +0.54
NVDA Nvidia Corp. Add +0.7% 5.09% +0.47
IVV iShares Core S&P 500 ETF Add +3.1% 14.18% +0.40
ORCL Oracle Corp. Add +8.1% 1.28% +0.28
PLTR Palantir Technologies Inc. Class A Add +6.1% 0.98% +0.24
AMZN Amazon.com Inc. Add +20.9% 2.02% +0.22
IJR iShares Core S&P Small-Cap E Add +4.3% 2.95% +0.14
QQQ Invesco QQQ Trust Series 1 Add +0.8% 9.10% +0.14
CI The Cigna Group Add +70.3% 0.35% +0.10
NFLX Netflix Inc. New 0.06% +0.06
ZBH Zimmer Biomet Holdings Inc. New 0.05% +0.05
PH Parker Hannifin Corp. Add +3.1% 1.45% +0.05
PANW Palo Alto Networks Inc. Add +181.7% 0.08% +0.05
CVX Chevron Corp. Add +13.0% 0.36% +0.04
VTV Vanguard Mrngstr Val ETF-Aui Add +7.7% 0.75% +0.04
DXCM Dexcom Inc. New 0.03% +0.03
FISV Fiserv Inc. New 0.03% +0.03
GOOG Alphabet Inc. Class C Add +1.6% 0.13% +0.03
GEV GE Vernova Inc. Add +27.3% 0.11% +0.03
GD General Dynamics Corp. New 0.03% +0.03
CAT Caterpillar Inc. Add +0.3% 0.21% +0.03
PNC PNC Financial Services Group New 0.03% +0.03
BX Blackstone Inc. Add +0.0% 0.39% +0.02
GE General Electric Add +10.2% 0.12% +0.02
TSM Taiwan Semiconductor-SP ADR Add +0.3% 0.13% +0.02
IEMG iShares Core MSCI Emerging Add +1.2% 0.54% +0.01
ABBV Abbvie Inc. Add +0.1% 0.08% +0.01
LFMD Lifemd Inc. New 0.01% +0.01
GLD SPDR Gold Shares Add +4.5% 0.07% +0.01
RTX RTX Corp. Add +1.6% 0.10% +0.01
KEY Keycorp Add +29.6% 0.03% +0.01
IBB iShares Biotechnology ETF Add +0.0% 0.06% +0.00
IJH iShares Core S&P Midcap ETF Add +2.7% 3.25% +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
TRST Trustco Bank Corp. NY Add +0.1% 0.03% +0.00
COP Conocophillips Add +1.8% 0.03% −0.00
QCOM Qualcomm Inc. Add +2.2% 0.05% −0.00
GILD Gilead Sciences Inc. Add +0.1% 0.03% −0.00
AMGN Amgen Inc. Add +0.2% 0.04% −0.00
HRTX Heron Therapeutics Inc. Add +3.5% 0.00% −0.00
BMY Bristol-Myers Squibb Co. Add +0.8% 0.04% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +0.6% 0.11% −0.00
CSCO Cisco Systems Inc. Add +0.0% 0.04% −0.00
WM Waste Management Inc. Add +0.1% 0.10% −0.01
KO The Coca-Cola Co. Add +0.1% 0.09% −0.01
XOM Exxon Mobil Corp. Add +0.0% 0.43% −0.01
WMT Walmart Inc. Add +1.4% 1.71% −0.02
IEFA iShares Core MSCI Eafe ETF Add +0.8% 0.89% −0.02

Notes & Other Activity Q2 2025 → Q3 2025
STRATEGY INC (MSTR 8 PERP) SERIES A PERP PF Sold out 2,160 $261Kbefore exit

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