King Wealth Portfolio Holdings

King Wealth

  • $660 Million
  • Q1 2025

King Wealth has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $660 Million distributed in 157 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 $89.4M, Invesco Qqq Trust, Series 1 with a value of $56M, Microsoft Corp with a value of $42.6M, Spdr S&P 500 ETF Trust with a value of $31M, and Apple Inc. with a value of $30M.

Examining the 13F form we can see an decrease of $25.8M in the current position value, from $686M to 660M.

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 $660 Million
ETFs: $303 Million
Technology: $111 Million
Financial Services: $60.7 Million
Healthcare: $55.2 Million
Consumer Defensive: $34.2 Million
Consumer Cyclical: $28.4 Million
Industrials: $28.2 Million
Communication Services: $25.8 Million
Other: $10.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$386,000 0.06% of portfolio
2,847
Q1 2025 Reduced 5.01%
$0
$385,000 0.06% of portfolio
4,520
Q1 2024 Added 56.67%
$273B
$383,000 0.06% of portfolio
1,429
Q1 2025 New
$243B
$374,000 0.06% of portfolio
3,358
Q1 2025 Reduced 2.67%
$0
$363,000 0.06% of portfolio
3,268
Q1 2025 Reduced 2.16%
$107B
$387,000 0.06% of portfolio
6,442
Q1 2025 Added 0.28%
$168B
$387,000 0.06% of portfolio
3,919
Q1 2025 Reduced 2.39%
$0
$389,000 0.06% of portfolio
3,040
Q1 2025 Reduced 0.33%
$150B
$391,000 0.06% of portfolio
1,254
Q1 2025 Added 5.56%
$30.3B
$414,000 0.06% of portfolio
2,314
Q4 2024 Reduced 5.97%
$106B
$414,000 0.06% of portfolio
1,438
Q1 2025 Added 0.07%
$53.2B
$420,000 0.06% of portfolio
10,203
Q4 2024 Reduced 22.72%
$244B
$326,000 0.05% of portfolio
5,289
Q1 2025 Added 29.41%
$0
$324,000 0.05% of portfolio
1,720
Q1 2025 Added 11.47%
$194B
$322,000 0.05% of portfolio
1,032
Q1 2025 New
$134B
$304,000 0.05% of portfolio
11,992
Q1 2025 Reduced 7.3%
Ge Vernova Inc
-
$328,000 0.05% of portfolio
-
Q1 2025 Added 19.09%
$130B
$333,000 0.05% of portfolio
4,695
Q1 2025 Added 1.54%
$46B
$336,000 0.05% of portfolio
2,542
Q1 2022 New
$196B
$342,000 0.05% of portfolio
12,080
Q1 2025 Added 9.04%
$100B
$346,000 0.05% of portfolio
1,000
Q1 2025 New
$99.1B
$348,000 0.05% of portfolio
3,783
Q1 2025 Added 4.01%
$157B
$360,000 0.05% of portfolio
2,347
Q1 2025 Added 9.37%
$0
$246,000 0.04% of portfolio
2,079
Q1 2025 Added 2.11%
$0
$245,000 0.04% of portfolio
6,732
Q1 2025 New
$129B
$236,000 0.04% of portfolio
2,110
Q1 2025 New
$0
$236,000 0.04% of portfolio
15,201
Q1 2025 Added 0.54%
$203B
$232,000 0.04% of portfolio
1,990
Q1 2025 Added 12.37%
$597M
$231,000 0.04% of portfolio
7,569
Q1 2025 Reduced 0.09%
$0
$252,000 0.04% of portfolio
2,649
Q1 2025 Reduced 11.61%
$79.5B
$255,000 0.04% of portfolio
1,154
Q1 2025 Reduced 2.62%
$0
$291,000 0.04% of portfolio
1,407
Q4 2024 Added 0.07%
$2.17B
$290,000 0.04% of portfolio
6,000
Q3 2024 Reduced 50.0%
$0
$277,000 0.04% of portfolio
3,046
Q1 2025 Reduced 2.93%
Avadel Pharmaceuticals PLC
-
$274,000 0.04% of portfolio
-
Q4 2024 New
$49.9B
$270,000 0.04% of portfolio
2,263
Q1 2025 Added 13.15%
$53.9B
$257,000 0.04% of portfolio
1,669
Q1 2025 Added 4.71%
Fidelity Covington Tr Felc
-
$211,000 0.03% of portfolio
-
Q1 2025 Added 0.25%
$21.4B
$210,000 0.03% of portfolio
14,670
Q1 2023 Added 1.03%
$3.61B
$206,000 0.03% of portfolio
713
Q1 2025 New
$0
$204,000 0.03% of portfolio
19,000
Q1 2025 Added 26.67%
$3.15B
$203,000 0.03% of portfolio
831
Q1 2025 Reduced 3.37%
$0
$184,000 0.03% of portfolio
13,463
Q1 2025 Reduced 9.86%
$92.9B
$212,000 0.03% of portfolio
3,127
Q1 2025 New
$885B
$216,000 0.03% of portfolio
833
Q1 2025 Reduced 48.29%
$208B
$218,000 0.03% of portfolio
810
Q1 2025 Added 2.27%
$111B
$230,000 0.03% of portfolio
1,347
Q1 2025 Reduced 1.46%
$112B
$230,000 0.03% of portfolio
2,187
Q1 2025 Reduced 2.8%
$0
$227,000 0.03% of portfolio
1,168
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $660 Million
  • Prior Value $686 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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