King Wealth Management Group

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), King Wealth Management Group reported 165 stock positions worth $829.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 8.9%) and Microsoft (MSFT, 6.6%). Compared with Q3 2025, it opened 14 new positions, sold out of 9, added to 53 and reduced 70. The biggest buy was Meta Platforms Class A (META, shares +2%) and the biggest sale Oracle (ORCL, shares −4%).

Most Recent 13F
Q2 2026
Location
SARATOGA SPRINGS, NY
CIK
0001568235
Portfolio Value
$829.7M (Q4 2025)
SEC Filing
0001568235-26-000003 ↗ filed Feb 9, 2026

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 Q3 2025 Q4 2025: $829.7M $829.7M Q4 2025 Q1 2026: $799.7M Q1 2026 Q2 2026: $914.3M Q2 2026

Holdings 165 stocks · $829.7M
IVV iShares Core S&P 500 ETF 14.10% 170,844 $117.0M Add +1.4%
QQQ Invesco QQQ Trust Series 1 8.91% 120,279 $73.9M Reduce -0.3%
MSFT Microsoft Corp. 6.58% 112,912 $54.6M Add +1.3%
SPY SS SPDR S&P 500 ETF Trust-US 6.08% 74,004 $50.5M Add +1.5%
AAPL Apple Inc. 4.86% 148,243 $40.3M Add +10.7%
NVDA Nvidia Corp. 4.85% 215,661 $40.2M Reduce -0.7%
IJH iShares Core S&P Midcap ETF 3.19% 400,512 $26.4M Add +1.1%
JPM JPMorgan Chase & Co. 3.12% 80,399 $25.9M Add +0.7%
V Visa Inc. Class A 3.07% 72,706 $25.5M Reduce -1.3%
GOOGL Alphabet Inc. Class A 2.96% 78,330 $24.5M Add +7.9%
IJR iShares Core S&P Small-Cap E 2.91% 200,726 $24.1M Add +1.6%
AMZN Amazon.com Inc. 2.12% 76,269 $17.6M Add +4.3%
META Meta Platforms Inc. Class A 1.85% 23,207 $15.3M Add +2.0%
WMT Walmart Inc. 1.83% 136,064 $15.2M Add +3.0%
ITOT iShares Core S&P Total U.S. 1.65% 91,926 $13.7M Reduce -1.2%
PH Parker Hannifin Corp. 1.65% 15,535 $13.7M Add +1.7%
CRWD CrowdStrike Holdings Inc. Class A 1.56% 27,575 $12.9M Reduce -0.1%
FTEC Fidelity MSCI Info Tech Indx 1.45% 53,650 $12.1M Reduce -0.5%
COST Costco Wholesale Corp. 1.38% 13,308 $11.5M Add +1.6%
MA Mastercard Inc. Class A 1.15% 16,725 $9.5M Reduce -2.1%
LMT Lockheed Martin Corp. 0.98% 16,732 $8.1M Reduce -2.3%
LLY Eli Lilly & Co. 0.97% 7,509 $8.1M Reduce -45.1%
PLTR Palantir Technologies Inc. Class A 0.95% 44,393 $7.9M Add +3.4%
MCD McDonald's Corp. 0.93% 25,376 $7.8M Reduce -4.5%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.93% 16,079 $7.7M Reduce -0.4%
IEFA iShares Core MSCI Eafe ETF 0.89% 82,621 $7.4M Add +1.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.89% 38,669 $7.4M Add +21.5%
ORCL Oracle Corp. 0.80% 34,803 $6.6M Reduce -3.7%
XLE SS Energy Select Sector 0.71% 132,590 $5.9M Reduce -3.0%
TT Trane Technologies PLC 0.69% 14,644 $5.7M Add +4.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.65% 30,389 $5.4M Reduce -4.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.63% 17,947 $5.2M Reduce -3.0%
CI The Cigna Group 0.56% 16,967 $4.7M Add +75.1%
IEMG iShares Core MSCI Emerging 0.54% 66,638 $4.5M Add +1.9%
IJJ iShares S&P Mid-Cap 400 Valu 0.54% 33,834 $4.5M Reduce -2.2%
TEVA Teva Pharmaceutical-SP ADR 0.51% 135,000 $4.2M Reduce -15.6%
HD Home Depot Inc. 0.49% 11,806 $4.1M Reduce -8.3%
BXSL Blackstone Secured Lending F 0.47% 148,078 $3.9M Reduce -34.1%
XOM Exxon Mobil Corp. 0.46% 31,522 $3.8M Add +3.4%
PEP Pepsico Inc. 0.45% 25,737 $3.7M Reduce -4.8%
NFLX Netflix Inc. 0.43% 37,912 $3.6M Add +787.9%
CVX Chevron Corp. 0.38% 20,685 $3.2M Add +12.9%
JNJ Johnson & Johnson 0.38% 15,100 $3.1M Add +3.4%
BX Blackstone Inc. 0.34% 18,319 $2.8M Add +0.0%
PG The Procter & Gamble Co. 0.34% 19,503 $2.8M Reduce -1.5%
CAT Caterpillar Inc. 0.24% 3,455 $2.0M Reduce -0.9%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.20% 14,906 $1.6M Reduce -4.1%
VOO Vanguard S&P 500 ETF 0.20% 2,598 $1.6M Reduce -0.6%
IJS iShares S&P Small-Cap 600 Va 0.19% 13,880 $1.6M Reduce -4.6%
SHY iShares 1-3 Year Treasury Bo 0.18% 18,338 $1.5M Reduce -1.7%
UNP Union Pacific Corp. 0.18% 6,462 $1.5M Add +0.2%
VTI VG Morningstar TS MKT ETF-US 0.17% 4,329 $1.5M Reduce -0.1%
ABT Abbott Laboratories 0.17% 11,552 $1.4M Add +6.0%
IVE iShares S&P 500 Value ETF 0.17% 6,550 $1.4M No change
VB Vanguard Most SM-Cap ETF-Usd 0.17% 5,381 $1.4M No change
GOOG Alphabet Inc. Class C 0.15% 3,969 $1.2M Reduce -9.5%
BLK BlackRock Inc. 0.15% 1,149 $1.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.15% 2,396 $1.2M Add +37.0%
GEV GE Vernova Inc. 0.14% 1,840 $1.2M Add +34.7%
AGG iShares Core U.S. Aggregate 0.14% 12,046 $1.2M Reduce -1.4%
TSM Taiwan Semiconductor-SP ADR 0.14% 3,911 $1.2M Add +2.4%
GLD SPDR Gold Shares 0.14% 2,896 $1.1M Add +92.7%
GE General Electric filed as GE AEROSPACE 0.13% 3,603 $1.1M Add +9.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.13% 5,149 $1.1M Reduce -2.2%
PFF iShares Preferred & Income S 0.12% 32,760 $1.0M Reduce -4.4%
IEF iShares 7-10 Year Treasury B 0.12% 10,160 $977K Reduce -1.2%
TSLA Tesla Inc. 0.12% 2,159 $971K Add +5.3%
EPD Enterprise Products Partners 0.12% 29,824 $956K Add +36.5%
FBND Fidelity Total Bond ETF 0.11% 20,529 $945K Reduce -1.8%
GS Goldman Sachs Group Inc. 0.11% 1,067 $938K Reduce -1.8%
AVGO Broadcom Inc. 0.11% 2,703 $936K Reduce -2.6%
IWF iShares Russell 1000 Growth 0.11% 1,922 $910K No change
VZ Verizon Communications Inc. 0.11% 22,030 $897K Reduce -5.0%
THC Tenet Healthcare Corp. 0.11% 4,500 $894K No change
APO Apollo Global Management Inc. 0.11% 6,100 $883K No change
VRP Invesco Variable Rate Prefer 0.11% 35,978 $875K Reduce -9.3%
RTX RTX Corp. 0.10% 4,720 $866K Reduce -0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 1,761 $859K Reduce -0.5%
MRK Merck & Co. Inc. 0.10% 7,895 $831K Add +1.6%
DKS Dick's Sporting Goods Inc. 0.10% 4,194 $830K Add +0.0%
WM Waste Management Inc. 0.10% 3,593 $789K Add +0.8%
UPS United Parcel Service Class B 0.09% 7,632 $757K No change
BP BP PLC-Spons ADR 0.09% 21,600 $750K Reduce -0.9%
UTHR United Therapeutics Corp. 0.09% 1,500 $731K No change
KO The Coca-Cola Co. 0.09% 10,175 $711K Reduce -2.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 4,548 $699K Reduce -0.4%
LRCX Lam Research Corp. 0.08% 4,000 $685K No change
AMD Advanced Micro Devices 0.08% 3,053 $654K Add +1.2%
ETN Eaton Corp. PLC 0.08% 2,015 $642K Add +1.5%
QCOM Qualcomm Inc. 0.08% 3,664 $627K Add +40.7%
VXF Vanguard Extended Market ETF 0.07% 2,964 $620K Add +0.2%
ABBV Abbvie Inc. 0.07% 2,669 $610K Reduce -2.6%
HON Honeywell International Inc. 0.07% 3,058 $597K Reduce -0.1%
GIS General Mills Inc. 0.07% 12,534 $582K No change
CASY Casey's General Stores Inc. 0.07% 1,050 $580K No change
PANW Palo Alto Networks Inc. 0.07% 3,126 $576K Add +0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,870 $554K Reduce -0.4%
OEF iShares S&P 100 ETF 0.07% 1,596 $547K No change
GLDM SPDR Gold Minishares Trust 0.06% 6,301 $538K New
IBB iShares Biotechnology ETF 0.06% 3,101 $523K Reduce -0.5%
INGR Ingredion Inc. 0.06% 4,625 $510K No change
DRI Darden Restaurants Inc. 0.06% 2,765 $509K No change
AWR American States Water Co. filed as AMER STATES WTR CO 0.06% 7,000 $507K No change
PPA Invesco Aerospace & Defense 0.06% 3,189 $499K New
ET Energy Transfer LP 0.06% 30,083 $496K No change
PFE Pfizer Inc. 0.06% 19,577 $487K Add +78.0%
FISV Fiserv Inc. 0.06% 7,232 $486K Add +257.3%
MTB M & T Bank Corp. filed as M & T BK CORP 0.06% 2,299 $463K Reduce -0.7%
NVS Novartis AG-Sponsored ADR 0.05% 3,200 $441K Reduce -1.8%
IWR iShares Russell Mid-Cap ETF 0.05% 4,520 $435K No change
BMY Bristol-Myers Squibb Co. 0.05% 7,823 $422K Add +6.9%
BND Vanguard Total Bond Market 0.05% 5,671 $420K Reduce -1.7%
VLO Valero Energy Corp. 0.05% 2,542 $414K No change
DUK Duke Energy Corp. 0.05% 3,512 $412K Reduce -6.7%
UNH Unitedhealth Group Inc. 0.05% 1,213 $400K Reduce -4.0%
SDY SS SPDR S&P Dividend ETF 0.05% 2,836 $395K No change
AMGN Amgen Inc. 0.05% 1,197 $392K Reduce -4.8%
AEP American Electric Power 0.05% 3,391 $391K New
ELV Elevance Health Inc. 0.05% 1,087 $381K Reduce -0.6%
CEG Constellation Energy 0.05% 1,068 $377K New
GLW Corning Inc. 0.05% 4,295 $376K Add +2.9%
XLK SS Technology Select Sector 0.05% 2,614 $376K No change
CSCO Cisco Systems Inc. 0.04% 4,800 $370K Reduce -5.9%
NEE Nextera Energy Inc. 0.04% 4,568 $367K Reduce -2.7%
MO Altria Group Inc. 0.04% 6,240 $360K Add +0.2%
PTGX Protagonist Therapeutics Inc. 0.04% 4,000 $349K Reduce -33.3%
MS Morgan Stanley 0.04% 1,871 $332K Reduce -6.0%
IWD iShares Russell 1000 Value E 0.04% 1,548 $326K Reduce -3.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 2,830 $322K Reduce -0.5%
SO The Southern Co. 0.04% 3,643 $318K Reduce -3.7%
TRST Trustco Bank Corp. NY 0.04% 7,585 $314K Add +0.1%
AXP American Express Co. 0.04% 808 $299K Reduce -0.4%
KEY Keycorp 0.04% 14,341 $296K Add +7.5%
TIP iShares Tips Bond ETF 0.04% 2,668 $293K Reduce -13.8%
BA The Boeing Co. 0.04% 1,338 $291K No change
ASML ASML Holding NV-NY Reg SHS 0.03% 263 $281K New
ABNB Airbnb Inc. Class A 0.03% 2,000 $271K Reduce -11.6%
MU Micron Technology Inc. 0.03% 948 $270K New
T AT&T Inc. 0.03% 10,837 $269K Reduce -8.9%
COP Conocophillips 0.03% 2,848 $267K Add +0.3%
FELC Fidelity Enh LRG Cap Cor ETF 0.03% 6,815 $260K Add +0.2%
VIG Vanguard Dividend Apprec ETF 0.03% 1,168 $257K No change
IWB iShares Russell 1000 ETF 0.03% 686 $256K Reduce -2.1%
PWR Quanta Services Inc. 0.03% 596 $252K New
IEI iShares 3-7 Year Treasury Bo 0.03% 2,040 $243K Reduce -3.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 4,283 $236K Reduce -4.2%
WPC WP Carey Inc. 0.03% 3,495 $225K No change
XAWFX Alliancebernstein GL Hi Inc. 0.03% 21,000 $224K No change
ETHA iShares Ethereum Trust ETF 0.03% 10,000 $224K New
LAZ Lazard Inc. 0.03% 4,500 $219K No change
SAP Sap SE-Sponsored ADR 0.03% 886 $215K New
JNK SS SPDR BB High Yield Bond 0.03% 2,199 $214K Reduce -12.1%
GD General Dynamics Corp. 0.03% 631 $212K Add +0.3%
AMAT Applied Materials Inc. 0.03% 810 $208K New
GILD Gilead Sciences Inc. 0.02% 1,684 $207K Reduce -20.3%
ACN Accenture PLC Class A 0.02% 765 $205K New
VMI Valmont Industries 0.02% 500 $201K New
TU Telus Corp. 0.02% 14,670 $193K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.02% 12,148 $185K Add +0.2%
MIND MEDICINE MINDMED INC 0.02% 10,000 $134K No change
IHS Ihs Holding Ltd. 0.01% 14,710 $110K New
GSOL Grayscale Solana Staking ETF 0.01% 10,000 $91K New
ALDX Aldeyra Therapeutics Inc. 0.01% 10,800 $56K Reduce -2.7%
HRTX Heron Therapeutics Inc. 0.00% 30,799 $40K Add +3.4%
LFMD Lifemd Inc. 0.00% 10,000 $34K No change

Portfolio Sells Q3 2025 → Q4 2025
ORCL Oracle Corp. Reduce -3.7% 0.80% −0.48
LLY Eli Lilly & Co. Reduce -45.1% 0.97% −0.34
BXSL Blackstone Secured Lending F Reduce -34.1% 0.47% −0.27
NVDA Nvidia Corp. Reduce -0.7% 4.85% −0.24
QQQ Invesco QQQ Trust Series 1 Reduce -0.3% 8.91% −0.20
HD Home Depot Inc. Reduce -8.3% 0.49% −0.17
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.1% 1.56% −0.14
HOLX Hologic Inc. Sold out 0.00% −0.10
LMT Lockheed Martin Corp. Reduce -2.3% 0.98% −0.10
V Visa Inc. Class A Reduce -1.3% 3.07% −0.09
MCD McDonald's Corp. Reduce -4.5% 0.93% −0.08
MA Mastercard Inc. Class A Reduce -2.1% 1.15% −0.07
ITOT iShares Core S&P Total U.S. Reduce -1.2% 1.65% −0.06
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -3.0% 0.63% −0.06
ZBH Zimmer Biomet Holdings Inc. Sold out 0.00% −0.05
FTEC Fidelity MSCI Info Tech Indx Reduce -0.5% 1.45% −0.05
XLE SS Energy Select Sector Reduce -3.0% 0.71% −0.05
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -4.2% 0.65% −0.05
PG The Procter & Gamble Co. Reduce -1.5% 0.34% −0.05
AVDL Avadel Pharmaceuticals Ltd. Sold out 0.00% −0.04
SPDW Ste STR SPDR PT DW Eu ETF Sold out 0.00% −0.04
DXCM Dexcom Inc. Sold out 0.00% −0.03
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.03
PEP Pepsico Inc. Reduce -4.8% 0.45% −0.03
IJJ iShares S&P Mid-Cap 400 Valu Reduce -2.2% 0.54% −0.03
MSTR Strategy Inc. Sold out 0.00% −0.03
PAYX Paychex Inc. Sold out 0.00% −0.03
PNC PNC Financial Services Group Sold out 0.00% −0.03
VZ Verizon Communications Inc. Reduce -5.0% 0.11% −0.02
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -4.1% 0.20% −0.02
VRP Invesco Variable Rate Prefer Reduce -9.3% 0.11% −0.02
PFF iShares Preferred & Income S Reduce -4.4% 0.12% −0.01
IJS iShares S&P Small-Cap 600 Va Reduce -4.6% 0.19% −0.01
SHY iShares 1-3 Year Treasury Bo Reduce -1.7% 0.18% −0.01
T AT&T Inc. Reduce -8.9% 0.03% −0.01
DIA SS SPDR Dow Jones Indus Avg Reduce -0.4% 0.93% −0.01
HON Honeywell International Inc. Reduce -0.1% 0.07% −0.01
DUK Duke Energy Corp. Reduce -6.7% 0.05% −0.01
AGG iShares Core U.S. Aggregate Reduce -1.4% 0.14% −0.01
PTGX Protagonist Therapeutics Inc. Reduce -33.3% 0.04% −0.01
TIP iShares Tips Bond ETF Reduce -13.8% 0.04% −0.01
FBND Fidelity Total Bond ETF Reduce -1.8% 0.11% −0.01
IEF iShares 7-10 Year Treasury B Reduce -1.2% 0.12% −0.01
SO The Southern Co. Reduce -3.7% 0.04% −0.01
UNH Unitedhealth Group Inc. Reduce -4.0% 0.05% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -2.2% 0.13% −0.01
ABBV Abbvie Inc. Reduce -2.6% 0.07% −0.01
JNK SS SPDR BB High Yield Bond Reduce -12.1% 0.03% −0.01
VOO Vanguard S&P 500 ETF Reduce -0.6% 0.20% −0.00
GILD Gilead Sciences Inc. Reduce -20.3% 0.02% −0.00

Portfolio Buys Q3 2025 → Q4 2025
META Meta Platforms Inc. Class A Add +2.0% 1.85% +1.00
GOOGL Alphabet Inc. Class A Add +7.9% 2.96% +0.74
AAPL Apple Inc. Add +10.7% 4.86% +0.57
NFLX Netflix Inc. Add +787.9% 0.43% +0.36
CI The Cigna Group Add +75.1% 0.56% +0.21
PH Parker Hannifin Corp. Add +1.7% 1.65% +0.19
VTV Vanguard Mrngstr Val ETF-Aui Add +21.5% 0.89% +0.14
WMT Walmart Inc. Add +3.0% 1.83% +0.12
AMZN Amazon.com Inc. Add +4.3% 2.12% +0.10
GLD SPDR Gold Shares Add +92.7% 0.14% +0.07
GLDM SPDR Gold Minishares Trust New 0.06% +0.06
PPA Invesco Aerospace & Defense New 0.06% +0.06
AEP American Electric Power New 0.05% +0.05
CEG Constellation Energy New 0.05% +0.05
GEV GE Vernova Inc. Add +34.7% 0.14% +0.04
JNJ Johnson & Johnson Add +3.4% 0.38% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +37.0% 0.15% +0.03
ASML ASML Holding NV-NY Reg SHS New 0.03% +0.03
MU Micron Technology Inc. New 0.03% +0.03
PWR Quanta Services Inc. New 0.03% +0.03
EPD Enterprise Products Partners Add +36.5% 0.12% +0.03
ETHA iShares Ethereum Trust ETF New 0.03% +0.03
SAP Sap SE-Sponsored ADR New 0.03% +0.03
FISV Fiserv Inc. Add +257.3% 0.06% +0.03
XOM Exxon Mobil Corp. Add +3.4% 0.46% +0.03
AMAT Applied Materials Inc. New 0.03% +0.03
ACN Accenture PLC Class A New 0.02% +0.02
VMI Valmont Industries New 0.02% +0.02
PFE Pfizer Inc. Add +78.0% 0.06% +0.02
CVX Chevron Corp. Add +12.9% 0.38% +0.02
QCOM Qualcomm Inc. Add +40.7% 0.08% +0.02
MRK Merck & Co. Inc. Add +1.6% 0.10% +0.02
AMD Advanced Micro Devices Add +1.2% 0.08% +0.02
IHS Ihs Holding Ltd. New 0.01% +0.01
GSOL Grayscale Solana Staking ETF New 0.01% +0.01
GE General Electric Add +9.7% 0.13% +0.01
BMY Bristol-Myers Squibb Co. Add +6.9% 0.05% +0.01
TSM Taiwan Semiconductor-SP ADR Add +2.4% 0.14% +0.01
KEY Keycorp Add +7.5% 0.04% +0.00
TRST Trustco Bank Corp. NY Add +0.1% 0.04% +0.00
TSLA Tesla Inc. Add +5.3% 0.12% +0.00
GLW Corning Inc. Add +2.9% 0.05% +0.00
IEFA iShares Core MSCI Eafe ETF Add +1.8% 0.89% +0.00
HRTX Heron Therapeutics Inc. Add +3.4% 0.00% 0.00
ETB Eaton Vance T/M Buy-WRT Inc. Add +0.2% 0.02% −0.00
FELC Fidelity Enh LRG Cap Cor ETF Add +0.2% 0.03% −0.00
COP Conocophillips Add +0.3% 0.03% −0.00
GD General Dynamics Corp. Add +0.3% 0.03% −0.00
IEMG iShares Core MSCI Emerging Add +1.9% 0.54% −0.00
VXF Vanguard Extended Market ETF Add +0.2% 0.07% −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