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
$1.3 Million 0.19% of portfolio
5,403
Q4 2024 New
$0
$1.3 Million 0.19% of portfolio
13,447
Q4 2024 Added 3.73%
$0
$1.25 Million 0.18% of portfolio
6,550
Q4 2024 Added 33.67%
$229B
$1.22 Million 0.18% of portfolio
10,775
Q4 2024 Added 0.06%
$174B
$1.2 Million 0.18% of portfolio
3,318
Q4 2024 Added 2.66%
Blackrock Inc
-
$1.18 Million 0.17% of portfolio
-
Q4 2024 New
$15.3B
$1.06 Million 0.16% of portfolio
14,750
Q4 2024 Added 84.38%
$0
$1.07 Million 0.16% of portfolio
23,930
Q4 2024 Added 1.01%
$0
$1.11 Million 0.16% of portfolio
2,052
Q4 2024 Added 0.84%
$0
$1.11 Million 0.16% of portfolio
5,579
Q4 2024 Added 7.06%
$0
$1.11 Million 0.16% of portfolio
35,389
Q4 2024 Reduced 1.36%
$104B
$1.12 Million 0.16% of portfolio
3,043
Q4 2024 Added 8.95%
$0
$1.03 Million 0.15% of portfolio
42,724
Q4 2024 Added 0.88%
$11.2B
$1.01 Million 0.15% of portfolio
4,418
Q4 2024 Reduced 1.41%
$0
$960,000 0.14% of portfolio
20,000
Q4 2024 New
$0
$985,000 0.14% of portfolio
10,651
Q4 2024 Added 4.31%
$226B
$815,000 0.12% of portfolio
8,196
Q4 2024 Added 1.06%
$35.1B
$799,000 0.12% of portfolio
12,534
Q3 2024 Reduced 8.07%
$0
$726,000 0.11% of portfolio
1,808
Q4 2020 Reduced 0.17%
$0
$742,000 0.11% of portfolio
1,809
Q4 2024 Added 5.3%
$5.37B
$763,000 0.11% of portfolio
35,000
Q4 2024 Reduced 63.08%
$93.6B
$719,000 0.1% of portfolio
3,561
Q4 2024 Added 0.03%
$857B
$708,000 0.1% of portfolio
3,587
Q4 2024 Added 0.76%
$141B
$684,000 0.1% of portfolio
3,029
Q4 2024 Reduced 4.93%
$109B
$672,000 0.1% of portfolio
2,025
Q4 2024 Reduced 6.38%
$57.8B
$592,000 0.09% of portfolio
30,239
Q4 2024 Added 0.04%
$0
$596,000 0.09% of portfolio
3,138
Q4 2024 Added 0.38%
$68.5B
$604,000 0.09% of portfolio
2,607
Q4 2024 Added 0.12%
$185B
$611,000 0.09% of portfolio
1,067
Q1 2024 Reduced 3.0%
$74.1B
$618,000 0.09% of portfolio
19,705
Q4 2024 Added 0.92%
$304B
$632,000 0.09% of portfolio
10,150
Q4 2024 Added 0.15%
$8.84B
$636,000 0.09% of portfolio
4,625
Q1 2020 Reduced 2.12%
$104B
$638,000 0.09% of portfolio
21,600
Q3 2024 New
$832B
$651,000 0.09% of portfolio
1,611
Q4 2024 Reduced 21.53%
$25.1B
$516,000 0.08% of portfolio
2,765
Q3 2024 Reduced 33.21%
$218B
$520,000 0.08% of portfolio
3,120
Q4 2024 Added 4.03%
$194B
$523,000 0.08% of portfolio
4,523
Q4 2024 Added 2.21%
$14B
$529,000 0.08% of portfolio
1,500
Q3 2024 Reduced 25.0%
$2.87B
$544,000 0.08% of portfolio
7,000
Q2 2017 New
$137B
$552,000 0.08% of portfolio
4,567
Q4 2024 Added 0.57%
$179B
$447,000 0.07% of portfolio
4,015
Q4 2024 Reduced 11.86%
$363B
$479,000 0.07% of portfolio
2,693
Q4 2024 Reduced 64.65%
$950B
$490,000 0.07% of portfolio
2,571
Q4 2024 Added 6.2%
$0
$501,000 0.07% of portfolio
6,969
Q4 2024 Reduced 3.96%
$219B
$509,000 0.07% of portfolio
2,314
Q4 2024 Reduced 35.13%
$91.9B
$379,000 0.06% of portfolio
3,520
Q3 2024 Added 0.89%
$0
$396,000 0.06% of portfolio
2,997
Q3 2024 Added 9.14%
$0
$400,000 0.06% of portfolio
4,520
Q1 2024 Added 56.67%
$0
$403,000 0.06% of portfolio
3,050
Q4 2024 Reduced 0.03%

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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