King Wealth Portfolio Holdings by Sector
King Wealth
- $686 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV QQQ SPY IJH IJR ITOT FTEC DIA 45 stocks |
$316,958
46.4% of portfolio
|
28
|
13
|
4
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD ORCL PLTR ADBE 5 stocks |
$56,836
8.32% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$34,200
5.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$32,776
4.8% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO AMD QCOM 5 stocks |
$31,357
4.59% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$25,781
3.77% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK ABBV BMY PFE NVS AMGN 8 stocks |
$25,111
3.68% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$23,145
3.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV 3 stocks |
$19,738
2.89% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$19,432
2.84% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN JD 2 stocks |
$12,346
1.81% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ETN GE AME 4 stocks |
$10,357
1.52% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX BA 3 stocks |
$9,452
1.38% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DRI 2 stocks |
$8,963
1.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP 3 stocks |
$5,953
0.87% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$5,740
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$5,211
0.76% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$4,298
0.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX GBAB BXSL ETB AWF 5 stocks |
$3,996
0.58% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$3,437
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA 1 stocks |
$3,196
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ZBH ABT 2 stocks |
$2,847
0.42% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX STVN 2 stocks |
$1,826
0.27% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1,470
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,455
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS INGR 2 stocks |
$1,435
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
DKS CASY 2 stocks |
$1,427
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T TU 3 stocks |
$1,372
0.2% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ET 2 stocks |
$1,210
0.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$1,204
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
UTHR PTGX NVO ALDX HRTX 5 stocks |
$1,074
0.16% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK NEE SO 3 stocks |
$1,009
0.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MTB TRST KEY 3 stocks |
$863
0.13% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS 2 stocks |
$834
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FISV 2 stocks |
$752
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$719
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$684
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$651
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$552
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWR 1 stocks |
$544
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$447
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$421
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$336
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$312
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$263
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$261
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$242
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$224
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$223
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
WDFC 1 stocks |
$209
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|