King Wealth Management Group
CIK
1568235
City
SARATOGA SPRINGS
State / Country
NY
Top Portfolio Positions
116 positions ·
$540,959,389 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
120,210 | $69,382,807 | 12.83% | |
| SPY |
Spdr S&P 500 ETF Trust
|
81,213 | $52,816,062 | 9.76% | |
| MSFT |
Microsoft Corp
Technology
|
115,377 | $42,709,104 | 7.90% | |
| AAPL |
Apple Inc.
Technology
|
148,829 | $37,771,311 | 6.98% | |
| NVDA |
Nvidia Corp
Technology
|
216,333 | $37,728,475 | 6.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
80,885 | $23,793,131 | 4.40% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
78,871 | $22,680,144 | 4.19% | |
| V |
Visa Inc.
Financial Services
|
72,654 | $21,958,944 | 4.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
85,443 | $17,795,213 | 3.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
136,044 | $16,907,548 | 3.13% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ETB
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $175,592 | 12,177 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $185,499 | 12,148 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $181,800 | 12,120 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $177,496 | 12,292 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $183,769 | 13,463 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $224,025 | 14,935 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $204,083 | 14,143 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $210,133 | 14,882 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $202,757 | 14,854 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $193,934 | 14,941 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $188,090 | 14,916 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $206,863 | 14,893 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $200,578 | 15,370 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $212,793 | 16,182 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $213,367 | 16,152 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $242,569 | 16,139 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $272,394 | 16,118 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $280,733 | 16,398 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $262,243 | 16,380 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $282,927 | 16,861 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $265,108 | 16,843 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $255,360 | 17,024 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $239,027 | 17,524 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $244,005 | 17,504 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $216,177 | 17,734 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||