King Wealth Portfolio Holdings

King Wealth

  • $570 Million
  • Q1 2024

King Wealth has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $570 Million distributed in 147 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 $77.8M, Invesco Qqq Trust, Series 1 with a value of $52.1M, Microsoft Corp with a value of $34.1M, Spdr S&P 500 ETF Trust with a value of $27.9M, and Ishares Core S&P Mid Cap ETF with a value of $21.9M.

Examining the 13F form we can see an increase of $52.9M in the current position value, from $517M to 570M.

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 $570 Million
ETFs: $283 Million
Technology: $79.2 Million
Healthcare: $58.5 Million
Financial Services: $49.4 Million
Consumer Cyclical: $30.1 Million
Consumer Defensive: $29.2 Million
Industrials: $16.2 Million
Communication Services: $14.8 Million
Other: $8.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$77.8 Million 13.65% of portfolio
148,057
Q1 2024 Added 2.04%
$0
$52.1 Million 9.14% of portfolio
117,354
Q1 2024 Added 0.97%
$3.33T
$34.1 Million 5.98% of portfolio
81,106
Q1 2024 Added 0.5%
$0
$27.9 Million 4.9% of portfolio
53,376
Q1 2024 Reduced 0.46%
$0
$21.9 Million 3.84% of portfolio
360,538
Q1 2024 Added 413.16%
$3.38T
$21.3 Million 3.74% of portfolio
124,243
Q1 2024 Added 4.94%
$860B
$19.9 Million 3.49% of portfolio
25,601
Q1 2024 Added 1.03%
$429B
$19.3 Million 3.39% of portfolio
69,191
Q1 2024 Added 0.33%
$308B
$18.6 Million 3.25% of portfolio
20,530
Q1 2024 Reduced 20.86%
$0
$18.5 Million 3.24% of portfolio
167,071
Q1 2024 Added 2.28%
$593B
$15.7 Million 2.76% of portfolio
78,441
Q1 2024 Added 1.43%
$476B
$15 Million 2.63% of portfolio
30,268
Q1 2024 Added 9.33%
$187B
$13.5 Million 2.37% of portfolio
47,986
Q1 2024 Added 1.01%
$0
$11.8 Million 2.07% of portfolio
102,315
Q1 2024 Reduced 0.88%
$0
$9.46 Million 1.66% of portfolio
60,678
Q1 2024 Reduced 1.95%
$376B
$8.97 Million 1.57% of portfolio
12,243
Q1 2024 Added 1.39%
$421B
$8.33 Million 1.46% of portfolio
17,300
Q1 2024 Reduced 1.46%
$1.09T
$8.14 Million 1.43% of portfolio
53,958
Q1 2024 Added 8.44%
$382B
$7.95 Million 1.39% of portfolio
50,224
Q1 2024 Reduced 3.89%
$184B
$7.21 Million 1.26% of portfolio
119,856
Q1 2024 Added 205.26%
$0
$7.16 Million 1.26% of portfolio
96,454
Q1 2024 Reduced 8.03%
$1.97T
$6.97 Million 1.22% of portfolio
38,637
Q1 2024 Added 7.62%
$0
$6.85 Million 1.2% of portfolio
17,214
Q1 2024 Reduced 1.18%
$352B
$6.38 Million 1.12% of portfolio
16,642
Q1 2024 Added 5.32%
$0
$6.21 Million 1.09% of portfolio
65,785
Q1 2024 Added 2.05%
$227B
$5.78 Million 1.01% of portfolio
33,043
Q1 2024 Reduced 1.61%
$0
$5.59 Million 0.98% of portfolio
35,860
Q1 2024 Reduced 0.98%
$0
$4.71 Million 0.83% of portfolio
18,855
Q1 2024 Added 0.27%
$0
$4.61 Million 0.81% of portfolio
38,951
Q1 2024 Reduced 0.69%
$1.13T
$3.94 Million 0.69% of portfolio
8,111
Q1 2024 Added 27.45%
$0
$3.93 Million 0.69% of portfolio
76,106
Q1 2024 Reduced 6.48%
$391B
$3.53 Million 0.62% of portfolio
21,744
Q1 2024 Reduced 4.81%
$480B
$3.52 Million 0.62% of portfolio
30,244
Q1 2024 Added 21.03%
$101B
$2.62 Million 0.46% of portfolio
7,216
Q1 2024 Reduced 8.84%
$0
$2.59 Million 0.45% of portfolio
15,891
Q1 2024 Added 1.93%
$87.8B
$2.42 Million 0.42% of portfolio
18,388
Q1 2024 Added 0.43%
$0
$2.2 Million 0.39% of portfolio
20,184
Q1 2024 Reduced 5.22%
$322B
$1.91 Million 0.33% of portfolio
14,871
Q1 2024 Reduced 19.8%
$167B
$1.9 Million 0.33% of portfolio
6,682
Q1 2024 Reduced 4.3%
$0
$1.79 Million 0.31% of portfolio
21,900
Q1 2024 Reduced 4.4%
$381B
$1.76 Million 0.31% of portfolio
13,974
Q1 2024 Added 7.73%
$139B
$1.63 Million 0.29% of portfolio
6,640
Q1 2024 Added 0.17%
$0
$1.68 Million 0.29% of portfolio
16,332
Q1 2024 Reduced 1.6%
$306B
$1.61 Million 0.28% of portfolio
10,204
Q1 2024 Added 5.19%
$303B
$1.4 Million 0.25% of portfolio
7,684
Q1 2024 Reduced 0.22%
$0
$1.4 Million 0.25% of portfolio
5,398
Q4 2023 Reduced 0.04%
$0
$1.44 Million 0.25% of portfolio
14,702
Q1 2024 Reduced 2.01%
$130B
$1.45 Million 0.25% of portfolio
2,793
Q4 2023 Reduced 15.18%
$0
$1.31 Million 0.23% of portfolio
40,704
Q1 2024 Reduced 1.78%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $570 Million
  • Prior Value $517 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 12 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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