The Analysis of King Wealth Management Group's Holdings
Currently, King Wealth Management Group holds 165 types of securities in its portfolio with a total value $829.7K. In the most recent quarter, they have increased their positions in AAPL (+14.3K shares, valued at $3.9K), NFLX (+37.5K shares, valued at $3.5K), XLE (+64.2K shares, valued at $2.9K); decreased their positions in LLY (-6.2K shares, valued at $6.6K), BXSL (-76.7K shares, valued at $2.0K), TEVA (-25.0K shares, valued at $780.1851851851852); initiated new positions in GLDM (+6.3K shares, valued at $538), PPA (+3.2K shares, valued at $499), AEP (+3.4K shares, valued at $391). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR IVV170.8K shares1.35%2025-12-312026-02-09
MSFT MICROSOFT CORP112.9K shares1.30%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR SPY74.0K shares1.53%2025-12-312026-02-09 AAPL APPLE INC148.2K shares10.72%2025-12-312026-02-09 NVDA NVIDIA CORPORATION215.7K shares-0.65%2025-12-312026-02-09 IJH ISHARES TR IJH400.5K shares1.10%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.80.4K shares0.65%2025-12-312026-02-09 V VISA INC72.7K shares-1.28%2025-12-312026-02-09 ALPHABET INC ALPHABET INC78.3K shares7.94%2025-12-312026-02-09 IJR ISHARES TR IJR200.7K shares1.63%2025-12-312026-02-09 AMZN AMAZON COM INC76.3K shares4.28%2025-12-312026-02-09 META META PLATFORMS INC23.2K shares2.00%2025-12-312026-02-09 WMT WALMART INC136.1K shares2.99%2025-12-312026-02-09 ITOT ISHARES TR ITOT91.9K shares-1.23%2025-12-312026-02-09 PH PARKER-HANNIFIN CORP15.5K shares1.74%2025-12-312026-02-09 CRWD CROWDSTRIKE HLDGS INC27.6K shares-0.09%2025-12-312026-02-09 FTEC FIDELITY COVINGTON TR FTEC53.6K shares-0.53%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW13.3K shares1.64%2025-12-312026-02-09 MA MASTERCARD INCORPORATED16.7K shares-2.09%2025-12-312026-02-09 LMT LOCKHEED MARTIN CORP16.7K shares-2.32%2025-12-312026-02-09 LLY ELI LILLY & CO7.5K shares-45.15%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC44.4K shares3.41%2025-12-312026-02-09 MCD MCDONALDS CORP25.4K shares-4.50%2025-12-312026-02-09 DIA SPDR DOW JONES INDL AV DIA16.1K shares-0.42%2025-12-312026-02-09 IEFA ISHARES TR IEFA82.6K shares1.78%2025-12-312026-02-09 VTV VANGUARD INDEX FDS VTV38.7K shares21.46%2025-12-312026-02-09 ORCL ORACLE CORP34.8K shares-3.71%2025-12-312026-02-09 XLE SELECT SECTOR SPDR TR XLE132.6K shares93.97%2025-12-312026-02-09 TT TRANE TECHNOLOGIES PLC14.6K shares4.43%2025-12-312026-02-09 VOE VANGUARD INDEX FDS VOE30.4K shares-4.23%2025-12-312026-02-09 VO VANGUARD INDEX FDS VO17.9K shares-3.01%2025-12-312026-02-09 IEMG ISHARES INC IEMG66.6K shares1.89%2025-12-312026-02-09 IJJ ISHARES TR IJJ33.8K shares-2.21%2025-12-312026-02-09 TEVA TEVA PHARMACEUTICAL INDS LTD135.0K shares-15.63%2025-12-312026-02-09 HD HOME DEPOT INC11.8K shares-8.35%2025-12-312026-02-09 BXSL BLACKSTONE SECD LENDING FD148.1K shares-34.13%2025-12-312026-02-09 XOM EXXON MOBIL CORP31.5K shares3.37%2025-12-312026-02-09 PEP PEPSICO INC25.7K shares-4.75%2025-12-312026-02-09 NFLX NETFLIX INC37.9K shares8778.69%2025-12-312026-02-09 CVX CHEVRON CORP NEW20.7K shares12.92%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON15.1K shares3.44%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO19.5K shares-1.51%2025-12-312026-02-09 CAT CATERPILLAR INC3.5K shares-0.89%2025-12-312026-02-09 LQD ISHARES TR LQD14.9K shares-4.09%2025-12-312026-02-09 IJS ISHARES TR IJS13.9K shares-4.61%2025-12-312026-02-09 SHY ISHARES TR SHY18.3K shares-1.70%2025-12-312026-02-09 UNP UNION PAC CORP6.5K shares0.23%2025-12-312026-02-09 VTI VANGUARD INDEX FDS VTI4.3K shares-0.05%2025-12-312026-02-09 ABT ABBOTT LABS11.6K shares6.04%2025-12-312026-02-09 IVE ISHARES TR IVE6.5K shares0.00%2025-12-312026-02-09 VB VANGUARD INDEX FDS VB5.4K shares0.00%2025-12-312026-02-09 ALPHABET INC ALPHABET INC4.0K shares-9.49%2025-12-312026-02-09 GEV GE VERNOVA INC1.8K shares34.70%2025-12-312026-02-09 AGG ISHARES TR AGG12.0K shares-1.35%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD3.9K shares2.44%2025-12-312026-02-09 GLD SPDR GOLD TR GLD2.9K shares92.68%2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE3.6K shares9.68%2025-12-312026-02-09 VBR VANGUARD INDEX FDS VBR5.1K shares-2.20%2025-12-312026-02-09 PFF ISHARES TR PFF32.8K shares-4.37%2025-12-312026-02-09 IEF ISHARES TR IEFA10.2K shares-1.24%2025-12-312026-02-09 TSLA TESLA INC2.2K shares5.27%2025-12-312026-02-09 EPD ENTERPRISE PRODS PARTNERS L29.8K shares36.48%2025-12-312026-02-09 FBND FIDELITY MERRIMACK STR TR FBND20.5K shares-1.84%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC1.1K shares-1.75%2025-12-312026-02-09 BROADCOM INC BROADCOM INC2.7K shares-2.59%2025-12-312026-02-09 IWF ISHARES TR IWF1.9K shares0.00%2025-12-312026-02-09 VZ VERIZON COMMUNICATIONS INC22.0K shares-4.96%2025-12-312026-02-09 THC TENET HEALTHCARE CORP4.5K shares0.00%2025-12-312026-02-09 VRP INVESCO EXCH TRADED FD TR II36.0K shares-9.34%2025-12-312026-02-09 RTX RTX CORPORATION4.7K shares-0.21%2025-12-312026-02-09 VUG VANGUARD INDEX FDS VUG1.8K shares-0.51%2025-12-312026-02-09 DKS DICKS SPORTING GOODS INC4.2K shares0.02%2025-12-312026-02-09 WM WASTE MGMT INC DEL3.6K shares0.76%2025-12-312026-02-09 UPS UNITED PARCEL SERVICE INC7.6K shares0.00%2025-12-312026-02-09 BP BP PLC21.6K shares-0.88%2025-12-312026-02-09 UTHR UNITED THERAPEUTICS CORP DEL1.5K shares0.00%2025-12-312026-02-09 KO COCA COLA CO10.2K shares-2.28%2025-12-312026-02-09 TJX TJX COS INC NEW4.5K shares-0.44%2025-12-312026-02-09 AMD ADVANCED MICRO DEVICES INC3.1K shares1.19%2025-12-312026-02-09 QCOM QUALCOMM INC3.7K shares40.71%2025-12-312026-02-09 VXF VANGUARD INDEX FDS VXF3.0K shares0.24%2025-12-312026-02-09 ABBV ABBVIE INC2.7K shares-2.59%2025-12-312026-02-09 HON HONEYWELL INTL INC3.1K shares-0.13%2025-12-312026-02-09 GIS GENERAL MLS INC12.5K shares0.00%2025-12-312026-02-09 CASY CASEYS GEN STORES INC1.1K shares0.00%2025-12-312026-02-09 PANW PALO ALTO NETWORKS INC3.1K shares0.32%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS1.9K shares-0.43%2025-12-312026-02-09 OEF ISHARES TR OEF1.6K shares0.00%2025-12-312026-02-09 GLDM WORLD GOLD TR6.3K sharesnew addition2025-12-312026-02-09 IBB ISHARES TR IBB3.1K shares-0.48%2025-12-312026-02-09 INGR INGREDION INC4.6K shares0.00%2025-12-312026-02-09 DRI DARDEN RESTAURANTS INC2.8K shares0.00%2025-12-312026-02-09 AWR AMER STATES WTR CO7.0K shares0.00%2025-12-312026-02-09 PPA INVESCO EXCHANGE TRADED PPA3.2K sharesnew addition2025-12-312026-02-09 ET ENERGY TRANSFER L P30.1K shares0.00%2025-12-312026-02-09 PFE PFIZER INC19.6K shares77.96%2025-12-312026-02-09 FI FISERV INC7.2K shares257.31%2025-12-312026-02-09 MTB M & T BK CORP2.3K shares-0.65%2025-12-312026-02-09 NVS NOVARTIS AG3.2K shares-1.78%2025-12-312026-02-09 IWR ISHARES TR IWR4.5K shares0.00%2025-12-312026-02-09 BMY BRISTOL-MYERS SQUIBB CO7.8K shares6.93%2025-12-312026-02-09 BND VANGUARD BD INDEX FDS BND5.7K shares-1.73%2025-12-312026-02-09 VLO VALERO ENERGY CORP2.5K shares0.00%2025-12-312026-02-09 UNH UNITEDHEALTH GROUP INC1.2K shares-3.96%2025-12-312026-02-09 SDY SPDR SERIES TRUST SDY2.8K shares0.00%2025-12-312026-02-09 AMGN AMGEN INC1.2K shares-4.85%2025-12-312026-02-09 AEP AMERICAN ELEC PWR CO INC3.4K sharesnew addition2025-12-312026-02-09 ELV ELEVANCE HEALTH INC FORMERLY1.1K shares-0.55%2025-12-312026-02-09 CEG CONSTELLATION ENERGY CORP1.1K sharesnew addition2025-12-312026-02-09 XLK SELECT SECTOR SPDR TR XLK2.6K shares100.00%2025-12-312026-02-09 GLW CORNING INC4.3K shares2.87%2025-12-312026-02-09 CSCO CISCO SYS INC4.8K shares-5.92%2025-12-312026-02-09 NEE NEXTERA ENERGY INC4.6K shares-2.71%2025-12-312026-02-09 MO ALTRIA GROUP INC6.2K shares0.24%2025-12-312026-02-09 PTGX PROTAGONIST THERAPEUTICS INC4.0K shares-33.33%2025-12-312026-02-09 MS MORGAN STANLEY1.9K shares-5.98%2025-12-312026-02-09 IWD ISHARES TR IWD1.5K shares-3.79%2025-12-312026-02-09 DIS DISNEY WALT CO2.8K shares-0.49%2025-12-312026-02-09 SO SOUTHERN CO3.6K shares-3.70%2025-12-312026-02-09 TRST TRUSTCO BK CORP N Y7.6K shares0.07%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO808 shares-0.37%2025-12-312026-02-09 KEY KEYCORP14.3K shares7.52%2025-12-312026-02-09 TIP ISHARES TR TIP2.7K shares-13.77%2025-12-312026-02-09 BA BOEING CO1.3K shares0.00%2025-12-312026-02-09 ASML ASML HOLDING N V263 sharesnew addition2025-12-312026-02-09 ABNB AIRBNB INC2.0K shares-11.62%2025-12-312026-02-09 MU MICRON TECHNOLOGY INC948 sharesnew addition2025-12-312026-02-09 T AT&T INC10.8K shares-8.89%2025-12-312026-02-09 COP CONOCOPHILLIPS2.8K shares0.35%2025-12-312026-02-09 FELC FIDELITY COVINGTON TR FELC6.8K shares0.19%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS VIG1.2K shares0.00%2025-12-312026-02-09 IWB ISHARES TR IWB686 shares-2.14%2025-12-312026-02-09 PWR QUANTA SVCS INC596 sharesnew addition2025-12-312026-02-09 IEI ISHARES TR IEI2.0K shares-3.13%2025-12-312026-02-09 BAC BANK AMERICA CORP4.3K shares-4.20%2025-12-312026-02-09 WPC WP CAREY INC3.5K shares0.00%2025-12-312026-02-09 AWF ALLIANCEBERNSTEIN GLOBAL HIG21.0K shares0.00%2025-12-312026-02-09 ETHA ISHARES ETHEREUM TR ETHA10.0K sharesnew addition2025-12-312026-02-09 LAZARD INC LAZARD INC4.5K shares0.00%2025-12-312026-02-09 SAP SAP SE886 sharesnew addition2025-12-312026-02-09 AMAT APPLIED MATLS INC810 sharesnew addition2025-12-312026-02-09 GILD GILEAD SCIENCES INC1.7K shares-20.27%2025-12-312026-02-09 VMI VALMONT INDS INC500 sharesnew addition2025-12-312026-02-09 TU TELUS CORPORATION14.7K shares0.00%2025-12-312026-02-09 ETB EATON VANCE TAX MNGED BUY WR12.1K shares0.23%2025-12-312026-02-09 IHS IHS HOLDING LIMITED14.7K sharesnew addition2025-12-312026-02-09 ALDX ALDEYRA THERAPEUTICS INC10.8K shares-2.70%2025-12-312026-02-09 HRTX HERON THERAPEUTICS INC30.8K shares3.36%2025-12-312026-02-09 LFMD LIFEMD INC10.0K shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available