King Wealth Management Group
Q2 2025 13F Holdings
- Locationsaratoga springs, NY
- Num holdings
158
- Value ($000)
$737
- Date Filed08/08/2025
- Form type13F-HR
- CIK0001568235
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR IVV | ETF | 464287200 | $101.48 K | 14 % | 163,446 | ||
NDQ INVESCO QQQ TR | ETF | 46090E103 | $66.05 K | 9 % | 119,740 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $55.48 K | 8 % | 111,539 | ||
SPY SPDR S&P 500 ETF TR SPY | ETF | 78462F103 | $45.28 K | 6 % | 73,288 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $34.04 K | 5 % | 215,471 | ||
AAPL APPLE INC | COM | 037833100 | $27.48 K | 4 % | 133,940 | ||
V VISA INC | COM CL A | 92826C839 | $26.38 K | 4 % | 74,303 | ||
IJH ISHARES TR IJH | ETF | 464287507 | $23.92 K | 3 % | 385,633 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $23.17 K | 3 % | 79,918 | ||
IJR ISHARES TR IJR | ETF | 464287804 | $20.70 K | 3 % | 189,442 |
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