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
$89.4 Million 13.55% of portfolio
159,117
Q1 2025 Added 1.25%
$0
$56 Million 8.49% of portfolio
119,453
Q1 2025 Reduced 0.55%
$3.81T
$42.6 Million 6.46% of portfolio
113,606
Q1 2025 Added 1.02%
$0
$31 Million 4.7% of portfolio
55,460
Q1 2025 Added 4.67%
$3.38T
$30 Million 4.54% of portfolio
134,945
Q1 2025 Reduced 1.19%
$572B
$26 Million 3.95% of portfolio
74,314
Q1 2025 Reduced 0.75%
$431B
$23.2 Million 3.52% of portfolio
214,153
Q1 2025 Reduced 2.01%
$0
$22.5 Million 3.41% of portfolio
385,488
Q1 2025 Added 1.11%
$724B
$21 Million 3.18% of portfolio
25,368
Q1 2025 Reduced 2.88%
$0
$19.8 Million 3.0% of portfolio
189,130
Q1 2025 Added 1.16%
$850B
$19.6 Million 2.98% of portfolio
80,037
Q1 2025 Reduced 0.21%
$269B
$15.7 Million 2.39% of portfolio
30,048
Q1 2025 Reduced 0.16%
$1.62T
$12.5 Million 1.89% of portfolio
21,603
Q1 2025 Reduced 2.64%
$422B
$12.2 Million 1.84% of portfolio
12,859
Q1 2025 Added 1.01%
$0
$11.8 Million 1.79% of portfolio
96,590
Q1 2025 Reduced 1.18%
$258B
$11.4 Million 1.73% of portfolio
129,635
Q1 2025 Added 2.02%
$2.28T
$10.8 Million 1.63% of portfolio
56,631
Q1 2025 Added 3.6%
$530B
$9.22 Million 1.4% of portfolio
16,814
Q1 2025 Reduced 0.28%
$0
$9.08 Million 1.38% of portfolio
56,286
Q1 2025 Reduced 2.25%
$221B
$9.12 Million 1.38% of portfolio
29,193
Q1 2025 Added 0.18%
$92.9B
$8.82 Million 1.34% of portfolio
14,510
Q1 2025 Added 3.47%
$123B
$7.83 Million 1.19% of portfolio
17,533
Q1 2025 Reduced 1.92%
$0
$6.96 Million 1.05% of portfolio
16,566
Q1 2025 Reduced 1.01%
$0
$6.39 Million 0.97% of portfolio
68,347
Q1 2025 Added 3.37%
$0
$5.97 Million 0.9% of portfolio
78,916
Q1 2025 Reduced 2.85%
$0
$5.29 Million 0.8% of portfolio
32,921
Q1 2025 Reduced 1.4%
$368B
$5.15 Million 0.78% of portfolio
14,056
Q1 2025 Reduced 4.74%
$0
$4.91 Million 0.74% of portfolio
18,977
Q4 2024 Added 13.57%
$671B
$4.84 Million 0.73% of portfolio
34,634
Q1 2025 Added 71.5%
$200B
$4.39 Million 0.67% of portfolio
29,298
Q1 2025 Reduced 2.7%
$0
$4.33 Million 0.66% of portfolio
36,179
Q1 2025 Reduced 0.86%
$104B
$4.26 Million 0.65% of portfolio
12,647
Q1 2025 Added 8.68%
$101B
$3.73 Million 0.56% of portfolio
10,569
Q1 2025 Added 4.19%
$0
$3.66 Million 0.56% of portfolio
21,204
Q1 2025 Added 4.28%
$465B
$3.63 Million 0.55% of portfolio
30,488
Q1 2025 Reduced 2.06%
$369B
$3.54 Million 0.54% of portfolio
20,787
Q1 2025 Added 1.38%
$0
$3.37 Million 0.51% of portfolio
62,487
Q1 2025 Reduced 1.26%
$18.1B
$2.69 Million 0.41% of portfolio
175,000
Q1 2025 Added 1,106.9%
$122B
$2.56 Million 0.39% of portfolio
18,340
Q1 2025 Added 0.24%
$426B
$2.56 Million 0.39% of portfolio
15,452
Q1 2025 Reduced 0.68%
$296B
$2.52 Million 0.38% of portfolio
15,055
Q1 2025 Added 10.91%
$91B
$2.39 Million 0.36% of portfolio
7,257
Q1 2025 Reduced 40.88%
$302B
$2.29 Million 0.35% of portfolio
27,182
Q1 2025 Reduced 11.47%
$16B
$1.97 Million 0.3% of portfolio
31,850
Q1 2025 Added 115.93%
$0
$1.82 Million 0.28% of portfolio
16,780
Q1 2025 Reduced 4.79%
$0
$1.63 Million 0.25% of portfolio
19,679
Q1 2025 Reduced 3.79%
$83.5B
$1.64 Million 0.25% of portfolio
3,760
Q1 2025 Added 23.56%
$140B
$1.52 Million 0.23% of portfolio
6,447
Q3 2024 Reduced 2.91%
$0
$1.48 Million 0.22% of portfolio
15,137
Q1 2025 Reduced 1.58%

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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