0001568235-20-000008.txt : 20200813
0001568235-20-000008.hdr.sgml : 20200813
20200813083641
ACCESSION NUMBER: 0001568235-20-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200813
DATE AS OF CHANGE: 20200813
EFFECTIVENESS DATE: 20200813
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: King Wealth
CENTRAL INDEX KEY: 0001568235
IRS NUMBER: 454447447
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15129
FILM NUMBER: 201097372
BUSINESS ADDRESS:
STREET 1: 270 W. CIRCULAR STREET
STREET 2: SUITE 1
CITY: SARATOGA SPRINGS
STATE: NY
ZIP: 12866
BUSINESS PHONE: 518-306-5640
MAIL ADDRESS:
STREET 1: 270 W. CIRCULAR STREET
STREET 2: SUITE 1
CITY: SARATOGA SPRINGS
STATE: NY
ZIP: 12866
FORMER COMPANY:
FORMER CONFORMED NAME: King Wealth Management Group, LLC
DATE OF NAME CHANGE: 20130130
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001568235
XXXXXXXX
06-30-2020
06-30-2020
King Wealth
270 W. CIRCULAR STREET
SUITE 1
SARATOGA SPRINGS
NY
12866
13F HOLDINGS REPORT
028-15129
N
JANE QUINN
Executive Administrator
5183065644
Jane Quinn
Saratoga Springs
NY
08-13-2020
0
153
340443
false
INFORMATION TABLE
2
kwmg20200630.xml
INVESCO QQQ TR QQQ
ETF
46090E103
44250
178716
SH
SOLE
0
169553
9163
ISHARES TR IVV
ETF
464287200
26662
86094
SH
SOLE
0
84044
2050
MICROSOFT CORP
COM
594918104
17746
87198
SH
SOLE
0
83069
4129
SPDR S&P 500 ETF TR SPY
ETR
78462F103
16627
53921
SH
SOLE
0
51026
2895
AMAZON COM INC
COM
023135106
14615
5297
SH
SOLE
0
5042
255
VISA INC
COM
92826C839
13364
69183
SH
SOLE
0
66302
2881
FIDELITY COVINGTON TR FTEC
ETF
316092808
12967
157678
SH
SOLE
0
152105
5573
APPLE INC
COM
037833100
12714
34851
SH
SOLE
0
33288
1563
ISHARES TR IBB
ETF
464287556
10173
74421
SH
SOLE
0
71625
2796
MCDONALDS CORP
COM
580135101
8708
47205
SH
SOLE
0
45148
2057
UNITEDHEALTH GROUP INC
COM
91324P102
7768
26335
SH
SOLE
0
24894
1441
WALMART INC
COM
931142103
7046
58823
SH
SOLE
0
56192
2631
SALESFORCE COM INC
COM
79466L302
6565
35047
SH
SOLE
0
32876
2171
JOHNSON & JOHNSON
COM
478160104
6414
45612
SH
SOLE
0
44167
1445
JPMORGAN CHASE & CO
COM
46625H100
6276
66724
SH
SOLE
0
64519
2205
LOCKHEED MARTIN CORP
COM
539830109
5879
16109
SH
SOLE
0
15255
854
MASTERCARD INCORPORATED
COM
57636Q104
5712
19318
SH
SOLE
0
18206
1112
ISHARES TR IJR
ETF
464287804
5564
81480
SH
SOLE
0
76394
5086
ISHARES TR ITOT
ETF
464287150
5243
75506
SH
SOLE
0
70587
4919
NVIDIA CORPORATION
COM
67066G104
5076
13360
SH
SOLE
0
12420
940
SPDR DOW JONES INDL AVE DIA
ETF
78467X109
4658
18065
SH
SOLE
0
16671
1394
ISHARES INC IEMG
ETF
46434G103
3846
80797
SH
SOLE
0
76009
4788
ISHARES TR LQD
ETF
464287242
3551
26403
SH
SOLE
0
26272
131
ISHARES TR SHY
ETF
464287457
3234
37340
SH
SOLE
0
36737
603
CITRIX SYS INC
COM
177376100
2974
20107
SH
SOLE
0
19065
1042
PEPSICO INC
COM
713448108
2805
21211
SH
SOLE
0
19841
1370
COSTCO WHSL CORP NEW
COM
22160K105
2614
8621
SH
SOLE
0
7842
779
ISHARES TR IEFA
ETF
46432F842
2203
38536
SH
SOLE
0
36775
1761
ADVANCED MICRO DEVICES INC
COM
007903107
2182
41468
SH
SOLE
0
39036
2432
VERIZON COMMUNICATIONS INC
COM
92343V104
1987
36050
SH
SOLE
0
34350
1700
CONSOLIDATED EDISON INC
COM
209115104
1982
27551
SH
SOLE
0
27251
300
ISHARES TR AGG
ETF
464287226
1946
16459
SH
SOLE
0
16287
172
MERCK & CO. INC
COM
58933Y105
1819
23525
SH
SOLE
0
23525
0
PROCTER AND GAMBLE CO
COM
742718109
1733
14493
SH
SOLE
0
14493
0
FIDELITY MERRIMACK STR FBND
ETF
316188309
1569
29101
SH
SOLE
0
28493
608
ISHARES TR FXI
ETF
464287184
1511
38066
SH
SOLE
0
36294
1772
ISHARES TR IEF
ETF
464287440
1497
12284
SH
SOLE
0
12250
34
WENDYS CO
COM
95058W100
1257
57745
SH
SOLE
0
56818
927
PAYPAL HLDGS INC
COM
70450Y103
1236
7092
SH
SOLE
0
7092
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
1221
19814
SH
SOLE
0
18287
1527
NOVARTIS AG
ADR
66987V109
1218
13950
SH
SOLE
0
13950
0
DOLLAR GEN CORP NEW
COM
256677105
1192
6257
SH
SOLE
0
5557
700
INVESCO EXCHANGE-TRADED VRP
ETF
46138G870
1164
49699
SH
SOLE
0
48597
1102
INTEL CORP
COM
458140100
1141
19065
SH
SOLE
0
19043
22
VANGUARD BD INDEX FDS BND
ETF
921937835
1138
12872
SH
SOLE
0
12803
69
PIMCO ETF TR MINT
ETF
72201R833
1132
11132
SH
SOLE
0
11132
0
UNION PAC CORP
COM
907818108
1127
6668
SH
SOLE
0
6668
0
EXXON MOBIL CORP
COM
30231G102
1121
25056
SH
SOLE
0
22406
2650
BLACKSTONE GROUP INC
COM
09260D107
1081
19083
SH
SOLE
0
17783
1300
ALIBABA GROUP HLDG LTD
ADS
01609W102
1043
4835
SH
SOLE
0
4835
0
AT&T INC
COM
00206R102
1001
33125
SH
SOLE
0
33125
0
ABBOTT LABS
COM
002824100
986
10788
SH
SOLE
0
10788
0
UNITED THERAPEUTICS CORP DEL
COM
91307C102
968
8000
SH
SOLE
0
8000
0
TG THERAPEUTICS INC
COM
88322Q108
951
48800
SH
SOLE
0
48800
0
LILLY ELI & CO
COM
532457108
936
5702
SH
SOLE
0
5002
700
ALPHABET INC GOOGL
CAP STK CL A
02079K305
922
650
SH
SOLE
0
596
54
SANOFI
ADR
80105N105
919
18000
SH
SOLE
0
18000
0
DISNEY WALT CO
COM
254687106
918
8234
SH
SOLE
0
7629
605
ISHARES TR PFF
ETF
464288687
895
25861
SH
SOLE
0
25527
334
VANGUARD INDEX FDS VTI
ETF
922908769
859
5486
SH
SOLE
0
5326
160
MARATHON PETE CORP
COM
56585A102
848
22677
SH
SOLE
0
20877
1800
MYLAN NV
COM
N59465109
788
49000
SH
SOLE
0
49000
0
GENERAL MLS INC
COM
370334104
773
12534
SH
SOLE
0
12534
0
ISHARES TR IJH
ETF
464287507
753
4236
SH
SOLE
0
4067
169
ASTRAZENECA PLC
ADR
046353108
748
14150
SH
SOLE
0
14150
0
TARGET CORP
COM
87612E106
725
6047
SH
SOLE
0
6047
0
BOSTON SCIENTIFIC CORP
COM
101137107
702
20000
SH
SOLE
0
20000
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
683
11619
SH
SOLE
0
11119
500
ISHARES TR TIP
ETF
464287176
659
5355
SH
SOLE
0
5343
12
INTERNATIONAL BUSINESS MACHS
COM
459200101
652
5396
SH
SOLE
0
5396
0
AMGEN INC
COM
031162100
641
2717
SH
SOLE
0
2717
0
FACEBOOK INC
COM
30303M102
637
2807
SH
SOLE
0
2807
0
QORVO INC
COM
74736K101
632
5720
SH
SOLE
0
5720
0
BROADCOM INC
COM
11135F101
628
1991
SH
SOLE
0
1991
0
ATLASSIAN CORP PLC
COM
G06242104
597
3312
SH
SOLE
0
3256
56
JD.COM INC
ADR
47215P106
578
9600
SH
SOLE
0
9600
0
ISHARES TR TLT
ETF
464287432
567
3460
SH
SOLE
0
3422
38
AMER STATES WTR CO
COM
029899101
550
7000
SH
SOLE
0
7000
0
LAM RESEARCH CORP
COM
512807108
550
1700
SH
SOLE
0
1700
0
PFIZER INC
COM
717081103
530
16210
SH
SOLE
0
16210
0
CATERPILLAR INC DEL
COM
149123101
486
3840
SH
SOLE
0
3340
500
THERAVANCE BIOPHARMA INC
COM
G8807B106
483
23000
SH
SOLE
0
23000
0
GENMAB A/S
ADS
372303206
471
13897
SH
SOLE
0
13897
0
HONEYWELL INTL INC
COM
438516106
467
3228
SH
SOLE
0
3228
0
VMWARE INC
CL A COM
928563402
465
3000
SH
SOLE
0
3000
0
TEXAS INSTRS INC
COM
882508104
464
3653
SH
SOLE
0
3653
0
SPDR INDEX SHS FDS GXC
ETF
78463X400
462
4400
SH
SOLE
0
4400
0
HALOZYME THERAPEUTICS INC
COM
40637H109
456
17000
SH
SOLE
0
17000
0
ALEXION PHARMACEUTICALS INC
COM
015351109
443
3950
SH
SOLE
0
3950
0
COCA COLA CO
COM
191216100
441
9869
SH
SOLE
0
9769
100
NOVO-NORDISK A S
ADR
670100205
439
6701
SH
SOLE
0
6701
0
ISHARES INC EWH
ETF
464286871
403
18850
SH
SOLE
0
18850
0
PROTAGONIST THERAPEUTICS INC
COM
74366E102
389
22000
SH
SOLE
0
22000
0
HORIZON THERAPEUTICS PUB LTD
COM
G46188101
389
7000
SH
SOLE
0
7000
0
HUMANA INC
COM
444859102
388
1000
SH
SOLE
0
1000
0
WASTE MGMT INC DEL
COM
94106L109
388
3665
SH
SOLE
0
3665
0
INGREDION INC
COM
457187102
384
4625
SH
SOLE
0
4625
0
VANGUARD INDEX FDS VUG
ETF
922908736
377
1865
SH
SOLE
0
1799
66
UNITED PARCEL SERVICE INC
COM
911312106
367
3303
SH
SOLE
0
3303
0
ANTHEM INC
COM
036752103
358
1363
SH
SOLE
0
1363
0
TRUSTCO BK CORP N Y
COM
898349105
356
56270
SH
SOLE
0
56270
0
ISHARES TR IWF
ETF
464287614
348
1811
SH
SOLE
0
1811
0
ALGONQUIN PWR UTILS CORP
COM
015857105
339
26200
SH
SOLE
0
26200
0
VANGUARD INDEX FDS VXF
ETF
922908652
335
2834
SH
SOLE
0
2834
0
CIGNA CORP NEW
COM
125523100
331
1764
SH
SOLE
0
1764
0
DROPBOX INC
COM
26210C104
327
15000
SH
SOLE
0
15000
0
BLACKROCK INC
COM
09247X101
327
601
SH
SOLE
0
601
0
GUGGENHEIM TAXABLE MUN MNGD
COM
401664107
326
14007
SH
SOLE
0
14007
0
WD-40 CO
COM
929236107
321
1616
SH
SOLE
0
1591
25
HDFC BANK LTD
ADS
40415F101
318
7000
SH
SOLE
0
7000
0
DUKE ENERGY CORP NEW
COM
26441C204
317
3964
SH
SOLE
0
3964
0
CISCO SYS INC
COM
17275R102
298
6386
SH
SOLE
0
6386
0
ABBVIE INC
COM
00287Y109
295
3004
SH
SOLE
0
2504
500
KLA CORP
COM
482480100
292
1500
SH
SOLE
0
1500
0
NEUBERGER BRMAN NY NBO
COM
64124K102
292
25240
SH
SOLE
0
25240
0
M & T BK CORP
COM
55261F104
283
2719
SH
SOLE
0
2719
0
UNITIL CORP
COM
913259107
280
6253
SH
SOLE
0
6253
0
SPDR SER TR SDY
ETF
78464A763
275
3016
SH
SOLE
0
3016
0
NEXTERA ENERGY INC
COM
65339F101
274
1142
SH
SOLE
0
1142
0
MGE ENERGY INC
COM
55277P104
271
4200
SH
SOLE
0
4200
0
ARROW FINL CORP
COM
042744102
267
8969
SH
SOLE
0
8969
0
BOEING CO
COM
097023105
266
1451
SH
SOLE
0
1451
0
RADIUS HEALTH INC
COM
750469207
245
18000
SH
SOLE
0
18000
0
EATON VANCE TAX MNGED BUY WR
COM
27828X100
244
17504
SH
SOLE
0
17504
0
TELUS CORPORATION
COM
87971M103
244
14520
SH
SOLE
0
14520
0
TJX COS INC NEW
COM
872540109
242
4785
SH
SOLE
0
4785
0
ACADIA PHARMACEUTICALS INC
COM
004225108
242
5000
SH
SOLE
0
5000
0
VANGUARD INDEX FDS VOO
ETF
922908363
242
853
SH
SOLE
0
578
275
ISHARES TR ISTB
ETF
46432F859
241
4674
SH
SOLE
0
4633
41
QUEST DIAGNOSTICS INC
COM
74834L100
240
2105
SH
SOLE
0
2105
0
CITIGROUP INC
COM
172967424
238
4654
SH
SOLE
0
4654
0
HOME DEPOT INC
COM
437076102
232
928
SH
SOLE
0
778
150
ISHARES TR IWD
ETF
464287598
227
2014
SH
SOLE
0
2014
0
ISHARES TR OEF
ETF
464287101
226
1586
SH
SOLE
0
1579
7
BK OF AMERICA CORP
COM
060505104
223
9391
SH
SOLE
0
9391
0
NUVASIVE INC
COM
670704105
223
4000
SH
SOLE
0
4000
0
TEXAS PAC LD TR
COM
882610108
223
375
SH
SOLE
0
375
0
SPDR SER TR CWB
ETF
78464A359
220
3638
SH
SOLE
0
3638
0
ISHARES TR IJJ
ETF
464287705
220
1652
SH
SOLE
0
1219
433
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
220
1800
SH
SOLE
0
1800
0
LOEWS CORP
COM
540424108
213
6219
SH
SOLE
0
6219
0
ISHARES TR IJK
ETF
464287606
213
949
SH
SOLE
0
593
356
GILEAD SCIENCES INC
COM
375558103
208
2704
SH
SOLE
0
2704
0
ORACLE CORP
COM
68389X105
207
3739
SH
SOLE
0
3739
0
ISHARES TR NYF
ETF
464288323
201
3500
SH
SOLE
0
3500
0
EATON CORP PLC
COM
G29183103
200
2288
SH
SOLE
0
2288
0
KEYCORP
COM
493267108
154
12628
SH
SOLE
0
12628
0
GENERAL ELECTRIC CO
COM
369604103
131
19184
SH
SOLE
0
19184
0
FORD MTR CO DEL
COM
345370860
126
20717
SH
SOLE
0
9217
11500
MYRIAD GENETICS INC
COM
62855J104
113
10000
SH
SOLE
0
10000
0
ENDOLOGIX INC
COM
29266S304
52
65000
SH
SOLE
0
65000
0
MENLO THERAPEUTICS INC
COM
586858102
20
11419
SH
SOLE
0
11419
0
CONFORMIS INC
COM
20717E101
8
10000
SH
SOLE
0
10000
0