The Analysis of King Wealth Management Group's Holdings
Currently, King Wealth Management Group holds 160 types of securities in its portfolio with a total value $795.9K. In the most recent quarter, they have increased their positions in BXSL (+207.8K shares, valued at $5.4K), IVV (+5.1K shares, valued at $3.4K), AMZN (+12.6K shares, valued at $2.8K); decreased their positions in LLY (-2.8K shares, valued at $2.2K), HOLX (-19.9K shares, valued at $1.3K), TEVA (-45.0K shares, valued at $909); initiated new positions in NFLX (+427 shares, valued at $512), ZBH (+4.4K shares, valued at $437), DXCM (+4.0K shares, valued at $269). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR IVV168.6K shares3.14%2025-09-302025-11-07
QQQ INVESCO QQQ TR120.7K shares0.77%2025-09-302025-11-07 MSFT MICROSOFT CORP111.5K shares-0.06%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR SPY72.9K shares-0.54%2025-09-302025-11-07 NVDA NVIDIA CORPORATION217.1K shares0.74%2025-09-302025-11-07 AAPL APPLE INC133.9K shares-0.04%2025-09-302025-11-07 IJH ISHARES TR IJH396.2K shares2.73%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.79.9K shares-0.05%2025-09-302025-11-07 V VISA INC73.6K shares-0.88%2025-09-302025-11-07 IJR ISHARES TR IJR197.5K shares4.26%2025-09-302025-11-07 GOOGL ALPHABET INC GOOGL72.6K shares3.23%2025-09-302025-11-07 AMZN AMAZON COM INC73.1K shares20.85%2025-09-302025-11-07 WMT WALMART INC132.1K shares1.36%2025-09-302025-11-07 ITOT ISHARES TR ITOT93.1K shares-2.65%2025-09-302025-11-07 CRWD CROWDSTRIKE HLDGS INC27.6K shares2.87%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW13.1K shares1.56%2025-09-302025-11-07 FTEC FIDELITY COVINGTON TR FTEC53.9K shares-3.01%2025-09-302025-11-07 PH PARKER-HANNIFIN CORP15.3K shares3.14%2025-09-302025-11-07 LLY ELI LILLY & CO13.7K shares-17.21%2025-09-302025-11-07 ORCL ORACLE CORP36.1K shares8.07%2025-09-302025-11-07 MA MASTERCARD INCORPORATED17.1K shares0.14%2025-09-302025-11-07 LMT LOCKHEED MARTIN CORP17.1K shares-1.28%2025-09-302025-11-07 MCD MCDONALDS CORP26.6K shares-4.26%2025-09-302025-11-07 PLTR PALANTIR TECHNOLOGIES INC42.9K shares6.12%2025-09-302025-11-07 DIA SPDR DOW JONES INDL AVERAGE16.1K shares-1.70%2025-09-302025-11-07 IEFA ISHARES TR IEFA81.2K shares0.83%2025-09-302025-11-07 META META PLATFORMS INC22.8K shares2.83%2025-09-302025-11-07 XLE SELECT SECTOR SPDR TR XLE68.4K shares-0.76%2025-09-302025-11-07 VTV VANGUARD INDEX FDS VTV31.8K shares7.67%2025-09-302025-11-07 TT TRANE TECHNOLOGIES PLC14.0K shares5.84%2025-09-302025-11-07 BXSL BLACKSTONE SECD LENDING FD224.8K shares1222.35%2025-09-302025-11-07 VOE VANGUARD INDEX FDS VOE31.7K shares-1.53%2025-09-302025-11-07 VO VANGUARD INDEX FDS VO18.5K shares-2.34%2025-09-302025-11-07 HD HOME DEPOT INC12.9K shares-4.34%2025-09-302025-11-07 IJJ ISHARES TR IJJ34.6K shares-2.56%2025-09-302025-11-07 IEMG ISHARES INC IEMG65.4K shares1.17%2025-09-302025-11-07 PEP PEPSICO INC27.0K shares-4.48%2025-09-302025-11-07 XOM EXXON MOBIL CORP30.5K shares0.01%2025-09-302025-11-07 TEVA TEVA PHARMACEUTICAL INDS LTD160.0K shares-21.95%2025-09-302025-11-07 BX BLACKSTONE INC18.3K shares0.02%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO19.8K shares-2.48%2025-09-302025-11-07 CVX CHEVRON CORP NEW18.3K shares13.02%2025-09-302025-11-07 CI THE CIGNA GROUP9.7K shares70.27%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON14.6K shares-0.88%2025-09-302025-11-07 LQD ISHARES TR LQS15.5K shares-2.16%2025-09-302025-11-07 CAT CATERPILLAR INC3.5K shares0.26%2025-09-302025-11-07 IJS ISHARES TR IJS14.6K shares-1.38%2025-09-302025-11-07 VOO VANGUARD INDEX FDS VOO2.6K shares-0.15%2025-09-302025-11-07 SHY ISHARES TR SHY18.7K shares-1.72%2025-09-302025-11-07 UNP UNION PAC CORP6.4K shares0.00%2025-09-302025-11-07 ABT ABBOTT LABS10.9K shares-0.95%2025-09-302025-11-07 VTI VANGUARD INDEX FDS VTI4.3K shares-11.72%2025-09-302025-11-07 VB VANGUARD INDEX FDS VB5.4K shares0.00%2025-09-302025-11-07 IVE ISHARES TR IVE6.5K shares0.00%2025-09-302025-11-07 BLK BLACKROCK INC1.1K shares0.00%2025-09-302025-11-07 AGG ISHARES TR AGG12.2K shares-2.02%2025-09-302025-11-07 VBR VANGUARD INDEX FDS VBR5.3K shares-0.17%2025-09-302025-11-07 PFF ISHARES TR PFF34.3K shares-4.92%2025-09-302025-11-07 GOOG ALPHABET INC4.4K shares1.62%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD3.8K shares0.32%2025-09-302025-11-07 VZ VERIZON COMMUNICATIONS INC23.2K shares-1.73%2025-09-302025-11-07 IEF ISHARES TR IEF10.3K shares-1.58%2025-09-302025-11-07 GE GE AEROSPACE3.3K shares10.23%2025-09-302025-11-07 VRP INVESCO EXCH TRADED FD TR II VRP39.7K shares-0.37%2025-09-302025-11-07 FBND FIDELITY MERRIMACK STR TR FBND20.9K shares-4.32%2025-09-302025-11-07 DKS DICKS SPORTING GOODS INC4.2K shares-0.29%2025-09-302025-11-07 AVGO BROADCOM INC2.8K shares-1.74%2025-09-302025-11-07 THC TENET HEALTHCARE CORP4.5K shares0.00%2025-09-302025-11-07 TSLA TESLA INC2.1K shares0.00%2025-09-302025-11-07 IWF ISHARES TR IWF1.9K shares0.00%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares0.58%2025-09-302025-11-07 GS GOLDMAN SACHS GROUP INC1.1K shares0.00%2025-09-302025-11-07 VUG VANGUARD INDEX FDS VUG1.8K shares-0.56%2025-09-302025-11-07 GEV GE VERNOVA INC1.4K shares27.31%2025-09-302025-11-07 APO APOLLO GLOBAL MGMT INC6.1K shares0.00%2025-09-302025-11-07 HOLX HOLOGIC INC12.0K shares-62.32%2025-09-302025-11-07 RTX RTX CORPORATION4.7K shares1.65%2025-09-302025-11-07 WM WASTE MGMT INC DEL3.6K shares0.06%2025-09-302025-11-07 BP BP PLC21.8K shares0.00%2025-09-302025-11-07 ETN EATON CORP PLC2.0K shares-1.98%2025-09-302025-11-07 KO COCA COLA CO10.4K shares0.08%2025-09-302025-11-07 EPD ENTERPRISE PRODS PARTNERS L21.9K shares-2.14%2025-09-302025-11-07 TJX TJX COS INC NEW4.6K shares0.00%2025-09-302025-11-07 MRK MERCK & CO INC7.8K shares0.00%2025-09-302025-11-07 HON HONEYWELL INTL INC3.1K shares0.00%2025-09-302025-11-07 UPS UNITED PARCEL SERVICE INC7.6K shares-1.47%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC3.1K shares181.74%2025-09-302025-11-07 ABBV ABBVIE INC2.7K shares0.11%2025-09-302025-11-07 GIS GENERAL MLS INC12.5K shares0.00%2025-09-302025-11-07 UTHR UNITED THERAPEUTICS CORP DEL1.5K shares0.00%2025-09-302025-11-07 VXF VANGUARD INDEX FDS VXF3.0K shares0.17%2025-09-302025-11-07 CASY CASEYS GEN STORES INC1.1K shares0.00%2025-09-302025-11-07 INGR INGREDION INC4.6K shares0.00%2025-09-302025-11-07 LRCX LAM RESEARCH CORP4.0K shares0.00%2025-09-302025-11-07 GLD SPDR GOLD TR1.5K shares4.52%2025-09-302025-11-07 OEF ISHARES TR OEF1.6K shares-0.93%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS1.9K shares0.00%2025-09-302025-11-07 DRI DARDEN RESTAURANTS INC2.8K shares0.00%2025-09-302025-11-07 ET ENERGY TRANSFER L P30.1K shares-2.22%2025-09-302025-11-07 AWR AMER STATES WTR CO7.0K shares0.00%2025-09-302025-11-07 NFLX NETFLIX INC427 sharesnew addition2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC3.0K shares0.00%2025-09-302025-11-07 DUK DUKE ENERGY CORP NEW3.8K shares-0.21%2025-09-302025-11-07 MTB M & T BK CORP2.3K shares0.00%2025-09-302025-11-07 IBB ISHARES TR IBB3.1K shares0.03%2025-09-302025-11-07 ZBH ZIMMER BIOMET HOLDINGS INC4.4K sharesnew addition2025-09-302025-11-07 IWR ISHARES TR IWR4.5K shares0.00%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC1.3K shares-66.24%2025-09-302025-11-07 QCOM QUALCOMM INC2.6K shares2.20%2025-09-302025-11-07 VLO VALERO ENERGY CORP2.5K shares0.00%2025-09-302025-11-07 BND VANGUARD BD INDEX FDS BND5.8K shares-6.06%2025-09-302025-11-07 NVS NOVARTIS AG3.3K shares0.00%2025-09-302025-11-07 MO ALTRIA GROUP INC6.2K shares-3.61%2025-09-302025-11-07 PTGX PROTAGONIST THERAPEUTICS INC6.0K shares0.00%2025-09-302025-11-07 SDY SPDR SERIES TRUST SDY2.8K shares-0.39%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR XLK1.3K shares0.00%2025-09-302025-11-07 SO SOUTHERN CO3.8K shares0.00%2025-09-302025-11-07 AMGN AMGEN INC1.3K shares0.24%2025-09-302025-11-07 NEE NEXTERA ENERGY INC4.7K shares0.00%2025-09-302025-11-07 ELV ELEVANCE HEALTH INC FORMERLY1.1K shares-51.83%2025-09-302025-11-07 CSCO CISCO SYS INC5.1K shares0.02%2025-09-302025-11-07 TIP ISHARES TR TIP3.1K shares-3.82%2025-09-302025-11-07 GLW CORNING INC4.2K shares0.00%2025-09-302025-11-07 T AT&T INC11.9K shares-1.54%2025-09-302025-11-07 BMY BRISTOL-MYERS SQUIBB CO7.3K shares0.83%2025-09-302025-11-07 IWD ISHARES TR IWD1.6K shares-6.45%2025-09-302025-11-07 DIS DISNEY WALT CO2.8K shares-28.61%2025-09-302025-11-07 MS MORGAN STANLEY2.0K shares0.00%2025-09-302025-11-07 AVDL AVADEL PHARMACEUTICALS PLC20.0K shares-42.86%2025-09-302025-11-07 BA BOEING CO1.3K shares-0.67%2025-09-302025-11-07 SPDW SPDR INDEX SHS FDS SPDW6.7K shares0.00%2025-09-302025-11-07 PFE PFIZER INC11.0K shares-2.69%2025-09-302025-11-07 TRST TRUSTCO BK CORP N Y7.6K shares0.07%2025-09-302025-11-07 ABNB AIRBNB INC2.3K shares0.00%2025-09-302025-11-07 AXP AMERICAN EXPRESS CO811 shares0.00%2025-09-302025-11-07 DXCM DEXCOM INC4.0K sharesnew addition2025-09-302025-11-07 COP CONOCOPHILLIPS2.8K shares1.83%2025-09-302025-11-07 TLT ISHARES TR TLT3.0K shares-0.07%2025-09-302025-11-07 FI FISERV INC2.0K sharesnew addition2025-09-302025-11-07 IWB ISHARES TR IWB701 shares-4.10%2025-09-302025-11-07 FELC FIDELITY COVINGTON TRUST FELC6.8K shares0.19%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED VIG1.2K shares0.00%2025-09-302025-11-07 IEI ISHARES TR IEI2.1K shares-3.48%2025-09-302025-11-07 KEY KEYCORP13.3K shares29.58%2025-09-302025-11-07 JNK SPDR SERIES TRUST JNK2.5K shares0.00%2025-09-302025-11-07 LAZ LAZARD INC4.5K shares0.00%2025-09-302025-11-07 WPC WP CAREY INC3.5K shares0.00%2025-09-302025-11-07 AWF ALLIANCEBERNSTEIN GLOBAL HIG21.0K shares0.00%2025-09-302025-11-07 GILD GILEAD SCIENCES INC2.1K shares0.05%2025-09-302025-11-07 TU TELUS CORPORATION14.7K shares0.00%2025-09-302025-11-07 BAC BANK AMERICA CORP4.5K shares0.00%2025-09-302025-11-07 GD GENERAL DYNAMICS CORP629 sharesnew addition2025-09-302025-11-07 MSTR STRATEGY INC654 shares0.00%2025-09-302025-11-07 PAYX PAYCHEX INC1.6K shares-2.10%2025-09-302025-11-07 PNC PNC FINL SVCS GROUP INC996 sharesnew addition2025-09-302025-11-07 ETB EATON VANCE TAX MNGED BUY WR12.1K shares-1.40%2025-09-302025-11-07 MNMD MIND MEDICINE MINDMED INC10.0K shares0.00%2025-09-302025-11-07 LFMD LIFEMD INC10.0K sharesnew addition2025-09-302025-11-07 ALDX ALDEYRA THERAPEUTICS INC11.1K shares-8.26%2025-09-302025-11-07 HRTX HERON THERAPEUTICS INC29.8K shares3.47%2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available