King Wealth Management Group

13F filer, CIK 1568235, SARATOGA SPRINGS, NY

King Wealth Management Group reported $641,693,000 across 151 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-06. Its ten largest share positions make up 55.92% of the portfolio.

Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001568235-24-000012

Period: 2024-09-30
Reported value: $642M
Holdings: 151
Top 10 weight: 55.92%
New: 13
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
MSFTadded	+29,295	$12.6M
PHadded	+9,975	$6.3M
TTnew	+4,834	$1.88M
TEVAnew	+98,102	$1.77M
METAadded	+2,293	$1.31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
JNJreduced	-32,939	-$5.34M
NVOexited	-14,784	-$2.11M
VTVreduced	-9,128	-$1.59M
DGexited	-6,988	-$924K
IEFAreduced	-9,134	-$713K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001568235-24-000012, largest first. % of portfolio is the value over $641,693,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	149,005	$85.9M	13.39%	+163	Timeline
QQQINVESCO QQQ TR	116,811	$57M	8.88%	-1,096	Timeline
MSFTMICROSOFT CORP	110,501	$47.5M	7.41%	+29,295	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	52,502	$30.1M	4.69%	-666	Timeline
AAPLAPPLE INC	124,360	$29M	4.52%	-880	Timeline
NVDANVIDIA CORPORATION	206,196	$25M	3.9%	-1,248	Timeline
IJHISHARES TR	363,038	$22.6M	3.53%	+3,245	Timeline
LLYELI LILLY & CO	25,480	$22.6M	3.52%	+57	Timeline
IJRISHARES TR	171,835	$20.1M	3.13%	+5,453	Timeline
VVISA INC	68,702	$18.9M	2.94%	-516	Timeline
UNHUNITEDHEALTH GROUP INC	29,282	$17.1M	2.67%	+54	Timeline
JPMJPMORGAN CHASE & CO	77,474	$16.3M	2.55%	-1,110	Timeline
ITOTISHARES TR	97,902	$12.3M	1.92%	-1,983	Timeline
MCDMCDONALDS CORP	39,947	$12.2M	1.9%	-1,124	Timeline
COSTCOSTCO WHOLESALE CORPORATION	12,018	$10.7M	1.66%	-160	Timeline
LMTLOCKHEED MARTIN CORP	17,790	$10.4M	1.62%	-763	Timeline
FTECFIDELITY COVINGTON TRUST	57,858	$10.1M	1.57%	-2,194	Timeline
GOOGLALPHABET INC	60,789	$10.1M	1.57%	+4,666	Timeline
METAMETA PLATFORMS INC	16,984	$9.72M	1.52%	+2,293	Timeline
WMTWALMART INC	120,390	$9.72M	1.52%	+804	Timeline
AMZNAMAZON COM INC	47,466	$8.84M	1.38%	+5,713	Timeline
MAMASTERCARD INCORPORATED	16,552	$8.17M	1.27%	-576	Timeline
PHPARKER-HANNIFIN CORP	12,245	$7.74M	1.21%	+9,975	Timeline
DIASTATE STR SPDR DOW JONES IND	16,591	$7.02M	1.09%	-279	Timeline
IEFAISHARES TR	83,236	$6.5M	1.01%	-9,134	Timeline
HDHOME DEPOT INC	14,614	$5.92M	0.92%	-1,592	Timeline
VOEVANGUARD INDEX FDS	32,871	$5.51M	0.86%	-1,796	Timeline
XLESELECT SECTOR SPDR TR	62,425	$5.48M	0.85%	-2,096	Timeline
PEPPEPSICO INC	30,089	$5.12M	0.8%	-2,127	Timeline
IJJISHARES TR	35,962	$4.45M	0.69%	-1,874	Timeline
VOVANGUARD INDEX FDS	16,709	$4.41M	0.69%	-2,146	Timeline
IEMGISHARES INC	65,750	$3.77M	0.59%	-7,276	Timeline
ORCLORACLE CORP	21,609	$3.68M	0.57%	+1,717	Timeline
PGPROCTER & GAMBLE CO	20,530	$3.56M	0.55%	-871	Timeline
XOMEXXON MOBIL CORP	30,321	$3.55M	0.55%	-65	Timeline
CITHE CIGNA GROUP	8,201	$2.84M	0.44%	-1,665	Timeline
BXBLACKSTONE INC	18,294	$2.8M	0.44%	+3	Timeline
CRWDCROWDSTRIKE HLDGS INC	9,403	$2.64M	0.41%	+1,996	Timeline
JNJJOHNSON & JOHNSON	15,244	$2.47M	0.39%	-32,939	Timeline
LQDISHARES TR	17,708	$2M	0.31%	-1,579	Timeline
AMGNAMGEN INC	6,059	$1.95M	0.3%	-497	Timeline
STVNSTEVANATO GROUP S P A	94,800	$1.9M	0.3%	+22,000	Timeline
TTTRANE TECHNOLOGIES PLC	4,834	$1.88M	0.29%	new	Timeline
TEVATEVA PHARMACEUTICAL INDS LTD	98,102	$1.77M	0.28%	new	Timeline
SHYISHARES TR	20,548	$1.71M	0.27%	-487	Timeline
IJSISHARES TR	15,415	$1.66M	0.26%	-383	Timeline
CVXCHEVRON CORPORATION	11,080	$1.63M	0.25%	+514	Timeline
UNPUNION PAC CORP	6,447	$1.59M	0.25%	-193	Timeline
ABBVABBVIE INC	7,618	$1.5M	0.23%	-151	Timeline
ELVELEVANCE HEALTH INC FORMERLY	2,793	$1.45M	0.23%	0	Timeline
VTIVANGUARD INDEX FDS	5,021	$1.42M	0.22%	-377	Timeline
AGGISHARES TR	12,963	$1.31M	0.2%	-687	Timeline
CATCATERPILLAR INC	3,232	$1.26M	0.2%	+14	Timeline
ABTABBOTT LABORATORIES	10,769	$1.23M	0.19%	+46	Timeline
PFFISHARES TR	35,878	$1.19M	0.19%	-1,640	Timeline
VTVVANGUARD INDEX FDS	6,738	$1.18M	0.18%	-9,128	Timeline
VZVERIZON COMMUNICATIONS INC	25,172	$1.13M	0.18%	-1,401	Timeline
FBNDFIDELITY MERRIMACK STR TR	23,690	$1.11M	0.17%	-875	Timeline
BLACKROCK INCBLACKROCK INC	1,142	$1.08M	0.17%	-13
VOOVANGUARD INDEX FDS	2,035	$1.07M	0.17%	+75	Timeline
VBRVANGUARD INDEX FDS	5,211	$1.05M	0.16%	-399	Timeline
VRPINVESCO EXCH TRADED FD TR II	42,353	$1.04M	0.16%	-447	Timeline
IEFISHARES TR	10,211	$1M	0.16%	-509	Timeline
IVEISHARES TR	4,900	$966K	0.15%	-1,258	Timeline
DKSDICKS SPORTING GOODS INC	4,481	$935K	0.15%	-166	Timeline
GISGENERAL MILLS INC	12,534	$926K	0.14%	-1,100	Timeline
MRKMERCK & CO INC	8,110	$921K	0.14%	+334	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,567	$789K	0.12%	-79	Timeline
WMWASTE MGMT INC DEL	3,560	$739K	0.12%	+1	Timeline
KOCOCA COLA CO	10,135	$728K	0.11%	-186	Timeline
ETNEATON CORP PLC	2,163	$717K	0.11%	-125	Timeline
IWFISHARES TR	1,808	$679K	0.11%	0	Timeline
BPBP PLC	21,600	$678K	0.11%	new	Timeline
VUGVANGUARD INDEX FDS	1,718	$660K	0.1%	0	Timeline
HONHONEYWELL INTL INC	3,186	$659K	0.1%	0	Timeline
HOLXHOLOGIC INC	8,000	$652K	0.1%	0	Timeline
INGRINGREDION INC	4,625	$636K	0.1%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	3,560	$618K	0.1%	+101	Timeline
AWRAMER STATES WTR CO	7,000	$583K	0.09%	0	Timeline
VXFVANGUARD INDEX FDS	3,126	$569K	0.09%	+6	Timeline
EPDENTERPRISE PRODS PARTNERS L	19,526	$568K	0.09%	0	Timeline
GEGE AEROSPACE	2,999	$565K	0.09%	-3	Timeline
BNDVANGUARD BD INDEX FDS	7,256	$545K	0.08%	-419	Timeline
UTHRUNITED THERAPEUTICS CORP DEL	1,500	$538K	0.08%	-500	Timeline
TSLATESLA INC	2,053	$537K	0.08%	0	Timeline
RTXRTX CORPORATION	4,425	$536K	0.08%	-223	Timeline
TJXTJX COS INC NEW	4,541	$534K	0.08%	+1	Timeline
GSGOLDMAN SACHS GROUP INC	1,067	$528K	0.08%	0	Timeline
JDJD.COM INC	13,203	$528K	0.08%	new	Timeline
ETENERGY TRANSFER L P	30,227	$485K	0.08%	+14	Timeline
AMDADVANCED MICRO DEVICES INC	2,880	$473K	0.07%	-65	Timeline
DRIDARDEN RESTAURANTS INC	2,765	$454K	0.07%	-1,375	Timeline
AVGOBROADCOM INC	2,604	$449K	0.07%	+2,354	Timeline
IBBISHARES TR	3,051	$444K	0.07%	-53	Timeline
DISDISNEY WALT CO	4,555	$438K	0.07%	+1,400	Timeline
MTBM & T BK CORP	2,461	$438K	0.07%	0	Timeline
SDYSPDR SERIES TRUST	2,997	$426K	0.07%	+251	Timeline
OEFISHARES TR	1,484	$411K	0.06%	0	Timeline
PFEPFIZER INC	14,153	$410K	0.06%	-1,041	Timeline
DUKDUKE ENERGY CORP NEW	3,520	$406K	0.06%	+31	Timeline
GOOGALPHABET INC	2,421	$405K	0.06%	-19	Timeline
IWRISHARES TR	4,520	$398K	0.06%	0	Timeline
NVSNOVARTIS AG	3,450	$397K	0.06%	-100	Timeline
CASYCASEYS GEN STORES INC	1,050	$394K	0.06%	0	Timeline
CRMSALESFORCE INC	1,423	$389K	0.06%	-1,379	Timeline
NEENEXTERA ENERGY INC	4,568	$386K	0.06%	0	Timeline
TAT&T INC	17,300	$381K	0.06%	-12,913	Timeline
TIPISHARES TR	3,401	$376K	0.06%	-275	Timeline
BMYBRISTOL-MYERS SQUIBB CO	7,112	$368K	0.06%	-94	Timeline
VLOVALERO ENERGY CORP	2,542	$343K	0.05%	0	Timeline
QCOMQUALCOMM INC	1,933	$329K	0.05%	+162	Timeline
MOALTRIA GROUP INC	6,406	$327K	0.05%	-982	Timeline
SOSOUTHERN CO	3,583	$323K	0.05%	-126	Timeline
JNKSPDR SERIES TRUST	3,124	$305K	0.05%	-42	Timeline
TLTISHARES TR	3,036	$298K	0.05%	-161	Timeline
IWBISHARES TR	1,543	$293K	0.05%	+651	Timeline
IWDISHARES TR	1,543	$293K	0.05%	0	Timeline
UPSUNITED PARCEL SVCS INC	2,066	$282K	0.04%	-92	Timeline
PTGXPROTAGONIST THERAPEUTICS INC	6,000	$270K	0.04%	-6,000	Timeline
GBABGUGGENHEIM TAXABLE MUNICP BO	15,115	$266K	0.04%	+8	Timeline
MCKMCKESSON CORP	534	$264K	0.04%	new	Timeline
DOWDOW HLDGS INC	4,730	$258K	0.04%	0	Timeline
AROWARROW FINL CORP	8,957	$257K	0.04%	-706	Timeline
ABNBAIRBNB INC	2,000	$253K	0.04%	new	Timeline
WDFCWD 40 CO	977	$252K	0.04%	0	Timeline
GLDSPDR GOLD TR	1,032	$251K	0.04%	0	Timeline
TRSTTRUSTCO BK CORP N Y	7,570	$250K	0.04%	-35	Timeline
TUTELUS CORPORATION	14,670	$246K	0.04%	0	Timeline
SNOWSNOWFLAKE INC	2,115	$243K	0.04%	+25	Timeline
AMEAMETEK INC	1,365	$234K	0.04%	0	Timeline
SBUXSTARBUCKS CORP	2,376	$232K	0.04%	new	Timeline
MDLZMONDELEZ INTL INC	3,138	$231K	0.04%	0	Timeline
GEVGE VERNOVA INC	902	$230K	0.04%	new	Timeline
LAZLAZARD INC	4,500	$227K	0.04%	new	Timeline
COPCONOCOPHILLIPS	2,096	$221K	0.03%	-50	Timeline
DHRDANAHER CORP DEL	785	$218K	0.03%	new	Timeline
WPCWP CAREY INC	3,495	$218K	0.03%	new	Timeline
XLKSELECT SECTOR SPDR TR	1,406	$217K	0.03%	0	Timeline
AXPAMERICAN EXPRESS CO	797	$216K	0.03%	new	Timeline
FELCFIDELITY COVINGTON TRUST	6,742	$216K	0.03%	-1,901	Timeline
CSCOCISCO SYS INC	4,015	$214K	0.03%	-414	Timeline
PAYXPAYCHEX INC	1,594	$214K	0.03%	-98	Timeline
BABOEING CO	1,367	$208K	0.03%	-80	Timeline
WENWENDYS CO	11,873	$208K	0.03%	-264	Timeline
FISVFISERV INC	1,154	$207K	0.03%	new	Timeline
BXSLBLACKSTONE SECD LENDING FD	7,000	$205K	0.03%	0	Timeline
ETBEATON VANCE TAX MNGED BUY WR	14,143	$204K	0.03%	-739	Timeline
PRUPRUDENTIAL FINL INC	1,654	$200K	0.03%	-73	Timeline
KEYKEYCORP	10,247	$172K	0.03%	+15	Timeline
ALDXALDEYRA THERAPEUTICS INC	13,700	$74K	0.01%	+2,700	Timeline
HRTXHERON THERAPEUTICS INC	23,299	$46K	0.01%	+8,000	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
NVONOVO-NORDISK A S	14,784	$2.11M	shares
DGDOLLAR GEN CORP	6,988	$924K	shares
GDGENERAL DYNAMICS CORP	959	$278K	shares
BACBANK OF AMER CORP	5,226	$208K	shares
FFORD MTR CO	10,476	$131K	shares
DCDAKOTA GOLD CORP	13,000	$33K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001568235-24-000012	base		2024-11-06	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC