King Wealth Portfolio Holdings

King Wealth

  • $686 Million
  • Q4 2024

King Wealth has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $686 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $92.5M, Invesco Qqq Trust, Series 1 with a value of $61.4M, Microsoft Corp with a value of $47.4M, Apple Inc. with a value of $34.2M, and Spdr S&P 500 ETF Trust with a value of $31.1M.

Examining the 13F form we can see an increase of $43.8M in the current position value, from $642M to 686M.

King Wealth is based out at Saratoga Springs, NY

Below you can find more details about King Wealth portfolio as well as his latest detailed transactions.

Portfolio value $686 Million
ETFs: $318 Million
Technology: $123 Million
Financial Services: $58.3 Million
Healthcare: $53.8 Million
Consumer Defensive: $33.6 Million
Consumer Cyclical: $29.9 Million
Industrials: $28.7 Million
Communication Services: $27.6 Million
Other: $9.46 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$92.5 Million 13.5% of portfolio
157,155
Q4 2024 Added 5.47%
$0
$61.4 Million 8.96% of portfolio
120,118
Q4 2024 Added 2.83%
$3.04T
$47.4 Million 6.91% of portfolio
112,464
Q4 2024 Added 1.78%
$3.95T
$34.2 Million 4.99% of portfolio
136,570
Q4 2024 Added 9.82%
$0
$31.1 Million 4.53% of portfolio
52,985
Q4 2024 Added 0.92%
$335B
$29.3 Million 4.28% of portfolio
218,543
Q4 2024 Added 5.99%
$0
$23.8 Million 3.47% of portfolio
381,267
Q4 2024 Added 5.02%
$570B
$23.7 Million 3.45% of portfolio
74,874
Q4 2024 Added 8.98%
$0
$21.5 Million 3.14% of portfolio
186,968
Q4 2024 Added 8.81%
$830B
$20.2 Million 2.94% of portfolio
26,120
Q4 2024 Added 2.51%
$775B
$19.2 Million 2.8% of portfolio
80,202
Q4 2024 Added 3.52%
$436B
$15.2 Million 2.22% of portfolio
30,097
Q4 2024 Added 2.78%
$1.54T
$13 Million 1.9% of portfolio
22,188
Q4 2024 Added 30.64%
$0
$12.6 Million 1.83% of portfolio
97,739
Q4 2024 Reduced 0.17%
$1.07T
$12.3 Million 1.79% of portfolio
64,976
Q4 2024 Added 6.89%
$2.21T
$12 Million 1.75% of portfolio
54,663
Q4 2024 Added 15.16%
$257B
$11.5 Million 1.67% of portfolio
127,071
Q4 2024 Added 5.55%
$0
$10.6 Million 1.55% of portfolio
57,580
Q4 2024 Reduced 0.48%
$532B
$8.88 Million 1.3% of portfolio
16,861
Q4 2024 Added 1.87%
$85.7B
$8.92 Million 1.3% of portfolio
14,024
Q4 2024 Added 14.53%
$116B
$8.69 Million 1.27% of portfolio
17,877
Q4 2024 Added 0.49%
$224B
$8.45 Million 1.23% of portfolio
29,140
Q4 2024 Reduced 27.05%
$0
$7.12 Million 1.04% of portfolio
16,735
Q4 2024 Added 0.87%
$394B
$5.74 Million 0.84% of portfolio
14,755
Q4 2024 Added 0.96%
$0
$5.66 Million 0.83% of portfolio
66,119
Q4 2024 Added 5.92%
$0
$5.71 Million 0.83% of portfolio
81,229
Q4 2024 Reduced 2.41%
$0
$5.4 Million 0.79% of portfolio
33,387
Q4 2024 Added 1.57%
$0
$5.01 Million 0.73% of portfolio
18,977
Q4 2024 Added 13.57%
$0
$4.56 Million 0.67% of portfolio
36,493
Q4 2024 Added 1.48%
$211B
$4.58 Million 0.67% of portfolio
30,111
Q4 2024 Added 0.07%
$82.2B
$4.3 Million 0.63% of portfolio
11,637
Q4 2024 Added 140.73%
$87.4B
$3.47 Million 0.51% of portfolio
10,144
Q4 2024 Added 7.88%
$0
$3.44 Million 0.5% of portfolio
20,333
Q4 2024 Added 201.77%
$403B
$3.44 Million 0.5% of portfolio
20,504
Q4 2024 Reduced 0.13%
$461B
$3.35 Million 0.49% of portfolio
31,130
Q4 2024 Added 2.67%
$452B
$3.37 Million 0.49% of portfolio
20,195
Q4 2024 Reduced 6.54%
$91.5B
$3.39 Million 0.49% of portfolio
12,276
Q4 2024 Added 49.69%
$0
$3.31 Million 0.48% of portfolio
63,285
Q4 2024 Reduced 3.75%
$18.6B
$3.2 Million 0.47% of portfolio
14,500
Q4 2024 Reduced 85.22%
$112B
$3.16 Million 0.46% of portfolio
18,296
Q4 2024 Added 0.01%
$199B
$2.32 Million 0.34% of portfolio
30,703
Q4 2024 New
$424B
$2.25 Million 0.33% of portfolio
15,558
Q4 2024 Added 2.06%
$307B
$1.97 Million 0.29% of portfolio
13,574
Q4 2024 Added 22.51%
$0
$1.88 Million 0.27% of portfolio
17,624
Q4 2024 Reduced 0.47%
$22B
$1.63 Million 0.24% of portfolio
15,411
Q4 2024 New
$0
$1.67 Million 0.24% of portfolio
15,380
Q4 2024 Reduced 0.23%
$0
$1.68 Million 0.24% of portfolio
20,455
Q4 2024 Reduced 0.45%
$151B
$1.47 Million 0.21% of portfolio
6,447
Q3 2024 Reduced 2.91%
$0
$1.46 Million 0.21% of portfolio
5,021
Q3 2024 Reduced 6.98%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $686 Million
  • Prior Value $642 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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