Graney & King, LLC
Graney & King, LLC is a registered investment adviser headquartered in Latham, NY, United States. The firm provides advisory and wealth management services to its clients, focusing on personalized, hands-on service. They help clients develop, implement, and monitor their investment strategies, as well as educate them on financial concepts and products. The firm appears to serve individual and possibly small institutional clients with a focus on long-term financial goals. The exact founding year and employee count are not publicly available.
Investment Strategy
Graney & King, LLC provides hands-on, personalized investment advisory services. Their approach includes understanding clients' needs, wants, and long-term goals, then developing and monitoring financial strategies that may include a diversified portfolio of ETFs, mutual funds, and individual securities. They focus on education and transparency, helping clients navigate investing, insurance, and estate planning, and tailoring portfolios to clients' unique financial situations. The firm's latest portfolio holdings indicate a diversified approach across equity ETFs and value/growth strategies.
Top Holdings
Equity Positions (345)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR PORTFOLIO | 15.15% | $22.6M | 236,796 | $87.90 | $95.32 | +$3.4M |
M MGV | VANGUARD MEGA | 12.97% | $19.3M | 147,240 | $130.62 | $131.20 | +$16.1M |
G GPIX | GOLDMAN SACHS | 11.39% | $17.0M | 340,501 | $48.64 | $49.82 | -$272.4K |
S SLYV | SPDR S&P | 8.12% | $12.1M | 151,593 | $86.42 | $79.76 | +$997.5K |
V VLU | SPDR S&P | 3.97% | $5.9M | 30,785 | $184.25 | $192.15 | +$400.6K |