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 Market Cap. of $10 Billions to $200 Billions
