King Wealth has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $642 Million distributed in 151 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 $85.9M, Invesco Qqq Trust, Series 1 with a value of $57M, Microsoft Corp with a value of $47.5M, Spdr S&P 500 ETF Trust with a value of $30.1M, and Apple Inc. with a value of $29M.

Examining the 13F form we can see an increase of $41.9M in the current position value, from $600M to 642M.

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 $642 Million
ETFs: $298 Million
Technology: $112 Million
Healthcare: $59 Million
Financial Services: $50 Million
Consumer Defensive: $31.9 Million
Consumer Cyclical: $31 Million
Industrials: $27 Million
Communication Services: $22.4 Million
Other: $9.91 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $642 Million
  • Prior Value $600 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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