Graney & King, LLC
- SEC CIK
- 0002051568
- Latest filing
- Aug 7, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 346
- +28 vs. Q4 2024
- Portfolio value
- $134.3M
- +$1.93M (+1.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 238,491 | $19.2M | 14.3% | −8,466−3.4% | Reduced | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 369,795 | $17.2M | 12.8% | +105,571+40.0% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 320,909 | $16.4M | 12.2% | −29,914−8.5% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 141,499 | $11.1M | 8.3% | +5,731+4.2% | Added | – |
| SPDR Series Trust78464A128 | ST STR SP1500VT | 30,001 | $5.51M | 4.1% | +895+3.1% | Added | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 53,348 | $4.43M | 3.3% | +2,589+5.1% | Added | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 68,889 | $4.24M | 3.2% | +5,102+8.0% | Added | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 158,774 | $3.58M | 2.7% | +22,955+16.9% | Added | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 18,326 | $3.54M | 2.6% | +1,166+6.8% | Added | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 60,305 | $3.46M | 2.6% | +4,313+7.7% | Added | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 24,827 | $3.20M | 2.4% | +17,880+257.4% | Added | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 110,290 | $3.18M | 2.4% | +6,552+6.3% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 35,137 | $2.18M | 1.6% | −512−1.4% | Reduced | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 46,767 | $2.13M | 1.6% | +5,272+12.7% | Added | – |
| AAPLApple Inc. | Stock | 8,704 | $1.93M | 1.4% | +118+1.4% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 65,466 | $1.83M | 1.4% | −1,898−2.8% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 20,648 | $1.58M | 1.2% | +980+5.0% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,679 | $1.33M | 1.0% | −3,555−31.6% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,132 | $1.16M | 0.9% | −390−11.1% | Reduced | – |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 23,849 | $1.06M | 0.8% | +1,335+5.9% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,567 | $980.2K | 0.7% | +1,031+40.7% | Added | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 6,985 | $887.7K | 0.7% | +30.0% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,297 | $862.3K | 0.6% | +53+2.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,535 | $858.4K | 0.6% | −255−14.2% | Reduced | History |
| iShares Tr46435G326 | CORE MSCI INTL | 10,995 | $757.5K | 0.6% | 00.0% | Unchanged | – |
| GEGeneral Electric Co | Stock | 3,744 | $749.3K | 0.6% | −120−3.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,430 | $735.0K | 0.5% | −337−19.1% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 1,211 | $698.0K | 0.5% | +11+0.9% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,557 | $669.9K | 0.5% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,941 | $652.3K | 0.5% | −369−11.1% | Reduced | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 2,111 | $651.9K | 0.5% | −899−29.9% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J593 | RUSL 2000 DYNM | 15,084 | $573.0K | 0.4% | +12+0.1% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,069 | $569.3K | 0.4% | +379+54.9% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,175 | $562.5K | 0.4% | −204−8.6% | Reduced | – |
| NVDANVIDIA Corp | Stock | 4,545 | $492.6K | 0.4% | +213+4.9% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 8,204 | $437.4K | 0.3% | −10−0.1% | Reduced | – |
| VVisa Inc. | Stock | 1,243 | $435.6K | 0.3% | +43+3.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,258 | $429.6K | 0.3% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 10,479 | $427.1K | 0.3% | +40.0% | Added | – |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 5,655 | $395.8K | 0.3% | −58−1.0% | Reduced | – |
| EDConsolidated Edison Inc | Stock | 3,360 | $371.6K | 0.3% | 00.0% | Unchanged | History |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 12,073 | $343.0K | 0.3% | −190−1.5% | Reduced | History |
| PGProcter & Gamble Co | Stock | 1,951 | $332.5K | 0.2% | +28+1.5% | Added | History |
| TAT&T Inc. | Stock | 11,145 | $315.2K | 0.2% | +200+1.8% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,161 | $292.3K | 0.2% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 2,418 | $287.5K | 0.2% | +9+0.4% | Added | History |
| JNJJohnson & Johnson | Stock | 1,671 | $277.1K | 0.2% | +2+0.1% | Added | History |
| ABBVAbbVie Inc. | Stock | 1,306 | $273.6K | 0.2% | −187−12.5% | Reduced | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,800 | $252.7K | 0.2% | +3+0.1% | Added | – |
| IAUiShares Gold Trust | ETF | 4,015 | $236.7K | 0.2% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 406 | $228.0K | 0.2% | +239+143.1% | Added | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 3,399 | $223.0K | 0.2% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 705 | $215.2K | 0.2% | −30−4.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 832 | $204.0K | 0.2% | +59+7.6% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,077 | $200.6K | 0.1% | +2+0.2% | Added | – |
| BABoeing Co | Stock | 1,144 | $195.1K | 0.1% | 00.0% | Unchanged | History |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 2,955 | $189.3K | 0.1% | +2+0.1% | Added | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 5,647 | $170.0K | 0.1% | +14+0.2% | Added | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,751 | $167.0K | 0.1% | +10+0.6% | Added | – |
| PEPPepsiCo Inc | Stock | 1,090 | $163.5K | 0.1% | −18−1.6% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 328 | $153.8K | 0.1% | +106+47.7% | Added | – |
| COSTCostco Wholesale Corp | Stock | 162 | $153.2K | 0.1% | +13+8.7% | Added | History |
| iShares MSCI India ETF46429B598 | ETF | 2,882 | $148.3K | 0.1% | 00.0% | Unchanged | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,502 | $147.1K | 0.1% | +1+0.1% | Added | – |
| Invesco Exchange Traded FD T46137V449 | S&P 100 EQL WIGH | 1,404 | $144.7K | 0.1% | +3+0.2% | Added | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 776 | $144.6K | 0.1% | −115−12.9% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 872 | $136.2K | 0.1% | +1+0.1% | Added | History |
| YUMYum Brands Inc | Stock | 861 | $135.6K | 0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,992 | $131.0K | 0.1% | +1+0.1% | Added | – |
| TRSTTrustco Bank Corp N Y | COM NEW | 4,293 | $130.9K | 0.1% | +35+0.8% | Added | History |
| LLYEli Lilly & Co | Stock | 158 | $130.7K | 0.1% | +13+9.0% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 620 | $129.8K | 0.1% | +3+0.5% | Added | History |
| TTDTrade Desk, Inc. | Stock | 2,360 | $129.1K | 0.1% | +1,360+136.0% | Added | History |
| KVUEKenvue Inc. | Stock | 5,346 | $128.2K | 0.1% | +17+0.3% | Added | History |
| WMTWalmart Inc. | Stock | 1,408 | $123.6K | 0.1% | +89+6.7% | Added | History |
| SYKStryker Corp | Stock | 324 | $120.6K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 521 | $114.0K | 0.1% | +3+0.6% | Added | – |
| NFLXNetflix Inc | Stock | 120 | $111.9K | 0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 310 | $102.1K | 0.1% | +2+0.6% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 1,127 | $102.0K | 0.1% | −79−6.6% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 2,778 | $101.1K | 0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 4,377 | $99.4K | 0.1% | +78+1.8% | Added | History |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 2,318 | $94.3K | 0.1% | 00.0% | Unchanged | – |
| TGTTarget Corp | Stock | 852 | $88.9K | 0.1% | +2+0.2% | Added | History |
| GSKGSK plc | ADR | 2,270 | $88.0K | 0.1% | +21+0.9% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 1,703 | $87.2K | 0.1% | −777−31.3% | Reduced | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,043 | $85.3K | 0.1% | −5,838−84.8% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 865 | $81.0K | 0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 844 | $78.4K | 0.1% | 00.0% | Unchanged | – |
| FFord Motor Co | Stock | 7,646 | $76.7K | 0.1% | +24+0.3% | Added | History |
| LNTAlliant Energy Corp | Stock | 1,183 | $76.1K | 0.1% | 00.0% | Unchanged | History |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 1,524 | $76.0K | 0.1% | 00.0% | Unchanged | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 926 | $74.7K | 0.1% | −40−4.1% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 928 | $72.6K | 0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 349 | $72.0K | 0.1% | +1+0.3% | Added | – |
| MARMarriott International Inc | Stock | 295 | $70.4K | 0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 259 | $69.8K | 0.1% | 00.0% | Unchanged | History |
| AEPAmerican Electric Power Co Inc | Stock | 634 | $69.3K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 410 | $68.5K | 0.1% | +1+0.2% | Added | History |
| TSLATesla, Inc. | Stock | 245 | $63.5K | <0.1% | +38+18.4% | Added | History |
Sold out since Q4 2024 (8)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 906 | $52.0K | <0.1% | – |
| iShares Tr464287192 | US TRSPRTION | 438 | $29.6K | <0.1% | – |
| Vanguard Energy ETF92204A306 | ETF | 179 | $21.7K | <0.1% | – |
| MTTRMatterport, Inc. | COM CL A | 1,000 | $4.74K | <0.1% | History |
| iShares Inc464286145 | MSCI FRONTIER | 74 | $2.01K | <0.1% | – |
| JXNJackson Financial Inc. | COM CL A | 21 | $1.81K | <0.1% | History |
| ALTMArcadium Lithium plc | Stock | 238 | $1.22K | <0.1% | History |
| AVNWAviat Networks, Inc. | COM NEW | 16 | $290 | <0.1% | History |