King Wealth Portfolio Holdings

King Wealth

  • $642 Million
  • Q3 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.42 Million 0.22% of portfolio
5,021
Q3 2024 Reduced 6.98%
$0
$1.31 Million 0.2% of portfolio
12,963
Q3 2024 Reduced 5.03%
$194B
$1.26 Million 0.2% of portfolio
3,232
Q3 2024 Added 0.44%
$201B
$1.23 Million 0.19% of portfolio
10,769
Q3 2024 Added 0.43%
$0
$1.19 Million 0.19% of portfolio
35,878
Q3 2024 Reduced 4.37%
$167B
$1.13 Million 0.18% of portfolio
25,172
Q3 2024 Reduced 5.27%
$0
$1.18 Million 0.18% of portfolio
6,738
Q3 2024 Reduced 57.53%
$0
$1.11 Million 0.17% of portfolio
23,690
Q3 2024 Reduced 3.56%
$159B
$1.08 Million 0.17% of portfolio
1,142
Q3 2024 Reduced 1.13%
$0
$1.07 Million 0.17% of portfolio
2,035
Q3 2024 Added 3.83%
$0
$1 Million 0.16% of portfolio
10,211
Q3 2024 Reduced 4.75%
$0
$1.04 Million 0.16% of portfolio
42,353
Q3 2024 Reduced 1.04%
$0
$1.05 Million 0.16% of portfolio
5,211
Q3 2024 Reduced 7.11%
$0
$966,000 0.15% of portfolio
4,900
Q3 2024 Reduced 20.43%
$12.5B
$935,000 0.15% of portfolio
4,481
Q3 2024 Reduced 3.57%
$252B
$921,000 0.14% of portfolio
8,110
Q3 2024 Added 4.3%
$201B
$789,000 0.12% of portfolio
3,567
Q3 2024 Reduced 2.17%
$84.3B
$739,000 0.12% of portfolio
3,560
Q3 2024 Added 0.03%
$272B
$728,000 0.11% of portfolio
10,135
Q3 2024 Reduced 1.8%
$136B
$717,000 0.11% of portfolio
2,163
Q3 2024 Reduced 5.46%
$0
$679,000 0.11% of portfolio
1,808
Q4 2020 Reduced 0.17%
$88.2B
$678,000 0.11% of portfolio
21,600
Q3 2024 New
$1.07T
$618,000 0.1% of portfolio
3,560
Q3 2024 Added 2.92%
$9.14B
$636,000 0.1% of portfolio
4,625
Q1 2020 Reduced 2.12%
$18.1B
$652,000 0.1% of portfolio
8,000
Q2 2024 Added 166.67%
$154B
$659,000 0.1% of portfolio
3,186
Q4 2023 Reduced 3.25%
$0
$660,000 0.1% of portfolio
1,718
Q3 2023 Reduced 24.68%
$187B
$565,000 0.09% of portfolio
2,999
Q3 2024 Reduced 0.1%
$68.5B
$568,000 0.09% of portfolio
19,526
Q2 2022 New
$0
$569,000 0.09% of portfolio
3,126
Q3 2024 Added 0.19%
$2.9B
$583,000 0.09% of portfolio
7,000
Q2 2017 New
$60.5B
$485,000 0.08% of portfolio
30,227
Q3 2024 Added 0.05%
$199B
$528,000 0.08% of portfolio
1,067
Q1 2024 Reduced 3.0%
$56.9B
$528,000 0.08% of portfolio
13,203
Q3 2024 New
$143B
$534,000 0.08% of portfolio
4,541
Q3 2024 Added 0.02%
$172B
$536,000 0.08% of portfolio
4,425
Q3 2024 Reduced 4.8%
$1.46T
$537,000 0.08% of portfolio
2,053
Q2 2024 Reduced 1.68%
$16.4B
$538,000 0.08% of portfolio
1,500
Q3 2024 Reduced 25.0%
$0
$545,000 0.08% of portfolio
7,256
Q3 2024 Reduced 5.46%
$0
$426,000 0.07% of portfolio
2,997
Q3 2024 Added 9.14%
$205B
$438,000 0.07% of portfolio
4,555
Q3 2024 Added 44.37%
$33B
$438,000 0.07% of portfolio
2,461
Q3 2023 Reduced 2.15%
$0
$444,000 0.07% of portfolio
3,051
Q3 2024 Reduced 1.71%
$97.1B
$449,000 0.07% of portfolio
2,604
Q3 2024 Added 941.6%
$22.8B
$454,000 0.07% of portfolio
2,765
Q3 2024 Reduced 33.21%
$204B
$473,000 0.07% of portfolio
2,880
Q3 2024 Reduced 2.21%
$123B
$368,000 0.06% of portfolio
7,112
Q3 2024 Reduced 1.3%
$0
$376,000 0.06% of portfolio
3,401
Q3 2024 Reduced 7.48%
$164B
$381,000 0.06% of portfolio
17,300
Q3 2024 Reduced 42.74%

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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