Graney & King, LLC

RIA/Wealth

Graney & King, LLC is a RIA/Wealth based in Latham, NY led by Edward James King, reporting $418.1M in AUM as of Q3 2025 with 88% ETF concentration, 63% concentrated in top 10 holdings, 15% allocation to MGV, and minimal technology exposure.

PartnerEdward James King

Portfolio Value: $144.5M
Positions: 352
Top Holding: MGV at 15.24%
Last Reported: Q3 2025

Address623 New Loudon Road, Latham, NY, 12110, United States

Top Holdings

Largest long holdings in Graney & King, LLC's portfolio (63.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Mega Cap Value MGV	ETF ETF	$22.0M	15.24%	+$1.7M Bought	— 159.9K shares	Q4 2024 Held for 11 months
2 GPIX Goldman Sachs S&P 500 Core Premium Income GPIX	ETF ETF	$17.0M	11.77%	-$781.1K Sold	— 325.5K shares	Q4 2024 Held for 11 months
3 Fidelity Total Bond FBND	ETF ETF	$10.4M	7.21%	+$8.1M Bought	— 225.3K shares	Q4 2024 Held for 11 months
4 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$7.8M	5.38%	-$17.0M Sold	— 74.4K shares	Q4 2024 Held for 11 months
5 SPDR S&P 1500 Value Tilt ETF VLU	ETF ETF	$7.1M	4.90%	+$788.3K Bought	— 34.6K shares	Q4 2024 Held for 11 months
6 JPMorgan BetaBuilders International Equity BBIN	ETF ETF	$6.6M	4.59%	+$1.4M Bought	— 94.5K shares	Q4 2024 Held for 11 months
7 SPDR S&P 600 Small Cap Growth ETF SLYG	ETF ETF	$5.4M	3.73%	-$83.0K Sold	— 57.2K shares	Q4 2024 Held for 11 months
8 John Hancock Multifactor Mid Cap ETF JHMM	ETF ETF	$5.3M	3.65%	+$1.0M Bought	— 81.5K shares	Q4 2024 Held for 11 months
9 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$5.1M	3.52%	+$200.7K Bought	— 20.6K shares	Q4 2024 Held for 11 months
10 SPDR Portfolio Long Term Corporate Bond SPLB	ETF ETF	$4.8M	3.30%	+$771.0K Bought	— 206.0K shares	Q4 2024 Held for 11 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Graney & King, LLC's latest filing

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GthenC

Market Value

$144.5M

Prior: $149.0M

Q/Q Change

-3.05%

-$4.5M

Net Flows % of MV

-10.06%

Turnover Ratio

13.65%

New Purchases

11 stocks

$1.5M

Added To

90 stocks

+$16.5M

Sold Out Of

9 stocks

$44.2K

Reduced Holdings

48 stocks

-$32.5M

Increased Positions

Position	Shares Δ	Change
1 FT Energy Income Partners Strategy EIPX	New	0 → 43.4K +$1.1M
2 J.P. Morgan Nasdaq Equity Premium Income JEPQ	New	0 → 1.8K +$105.2K
3 FT Vest S&P 500 Dividend Aristocrats Target Income KNG	New	0 → 1.5K +$75.3K
4 Invesco S&P SmallCap High Dividend Low Volatility XSHD	New	0 → 4.0K +$53.5K
5 Applovin Corporation APP	New	0 → 50.0 +$35.9K

Decreased Positions

Position	Shares Δ	Change
1 MetLife MET	Sold	421.0 → 0 −$33.9K
2 Micron Technology MU	Sold	24.0 → 0 −$3.0K
3 iShares Europe IEV	Sold	30.0 → 0 −$1.9K
4 Advanced Micro Devices AMD	Sold	13.0 → 0 −$1.8K
5 California Water Service Group CWT	Sold	36.0 → 0 −$1.6K