King Wealth Purchases in Q4 2024

King Wealth

  • $686 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
8.15K
+ 5.47%
$570.51 - $610.59 $4.65M - $4.98M
157K $92.5M
AAPL
Apple Inc.

Technology
12.2K
+ 9.82%
$221.69 - $259.02 $2.71M - $3.16M
137K $34.2M
V
Visa Inc.

Financial Services
6.17K
+ 8.98%
$273.87 - $320.91 $1.69M - $1.98M
74.9K $23.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.31K
+ 2.83%
$481.22 - $538.17 $1.59M - $1.78M
120K $61.4M
NVDA
Nvidia Corp

Technology
12.3K
+ 5.99%
$117.0 - $148.88 $1.44M - $1.84M
219K $29.3M
META
Meta Platforms, Inc.

Communication Services
5.2K
+ 30.64%
$554.08 - $632.68 $2.88M - $3.29M
22.2K $13M
AMZN
Amazon Com Inc

Consumer Cyclical
7.2K
+ 15.16%
$180.88 - $232.93 $1.3M - $1.68M
54.7K $12M
JPM
Jpmorgan Chase & CO

Financial Services
2.73K
+ 3.52%
$205.18 - $250.29 $560K - $683K
80.2K $19.2M
TT
Trane Technologies PLC

Industrials
6.8K
+ 140.73%
$369.35 - $419.14 $2.51M - $2.85M
11.6K $4.3M
PLTR
Palantir Technologies Inc.

Technology
30.7K
New
$36.46 - $82.38 $1.12M - $2.53M
30.7K $2.32M
GOOGL
Alphabet Inc.

Communication Services
4.19K
+ 6.89%
$161.86 - $196.66 $678K - $823K
65K $12.3M
WMT
Walmart Inc.

Consumer Defensive
6.68K
+ 5.55%
$79.1 - $95.7 $528K - $639K
127K $11.5M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
15.4K
New
$101.77 - $113.02 $1.57M - $1.74M
15.4K $1.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.1K
+ 8.81%
$113.92 - $127.38 $1.72M - $1.93M
187K $21.5M
VB
Vanguard Small Cap ETF

ETFs
5.4K
New
$233.76 - $261.58 $1.26M - $1.41M
5.4K $1.3M
PH
Parker Hannifin Corp

Industrials
1.78K
+ 14.53%
$621.74 - $709.46 $1.11M - $1.26M
14K $8.92M
Blackrock Inc
1.15K
New
N/A
1.15K $1.18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.2K
+ 5.02%
$61.68 - $67.87 $1.12M - $1.24M
381K $23.8M
COST
Costco Wholesale Corp

Consumer Defensive
712
+ 5.92%
$873.59 - $994.69 $622K - $708K
12.7K $11.7M
IHF
Ishares Tr

ETFs
20K
New
$47.41 - $56.83 $948K - $1.14M
20K $960K
SPY
Spdr S&P 500 ETF Trust

ETFs
483
+ 0.92%
$567.81 - $607.81 $274K - $294K
53K $31.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
741
+ 7.88%
$275.15 - $388.2 $204K - $288K
10.1K $3.47M
MA
Mastercard Inc

Financial Services
309
+ 1.87%
$491.3 - $536.15 $152K - $166K
16.9K $8.88M
VO
Vanguard Mid Cap ETF

ETFs
2.27K
+ 13.57%
$261.5 - $284.63 $593K - $646K
19K $5.01M
CI
Cigna Corp

Healthcare
4.08K
+ 49.69%
$265.59 - $358.58 $1.08M - $1.46M
12.3K $3.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
929
New
$442.29 - $483.08 $411K - $449K
929 $421K
HOLX
Hologic Inc

Healthcare
6.75K
+ 84.38%
$70.76 - $83.72 $478K - $565K
14.8K $1.06M
Avadel Pharmaceuticals PLC
35K
New
N/A
35K $368K
BX
Blackstone Inc.

Financial Services
2
+ 0.01%
$148.45 - $199.05 $297 - $398
18.3K $3.16M
CVX
Chevron Corp

Energy
2.49K
+ 22.51%
$141.15 - $162.53 $352K - $405K
13.6K $1.97M
IVE
Ishares S&P 500 Value ETF

ETFs
1.65K
+ 33.67%
$189.5 - $206.17 $313K - $340K
6.55K $1.25M
ADBE
Adobe Inc.

Technology
619
New
$437.39 - $552.96 $271K - $342K
619 $275K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.04K
New
$115.08 - $119.55 $234K - $243K
2.04K $235K
VIG
Vanguard Dividend Appreciation

ETFs
1.17K
New
N/A
1.17K $229K
MS
Morgan Stanley

Financial Services
1.77K
New
$104.42 - $134.99 $185K - $239K
1.77K $223K
BAC
Bank Of America Corp

Financial Services
4.71K
New
$39.22 - $47.77 $185K - $225K
4.71K $207K
NVO
Novo Nordisk A S

Healthcare
2.38K
New
$85.0 - $120.04 $202K - $286K
2.38K $205K
XLE
Energy Sector Spdr

ETFs
3.69K
+ 5.92%
$83.32 - $97.27 $308K - $359K
66.1K $5.66M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
15K
New
$10.56 - $11.31 $158K - $170K
15K $161K
AVGO
Broadcom Inc.

Technology
3
+ 0.12%
$159.67 - $250.0 $479 - $750
2.61K $604K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
531
+ 1.48%
$121.89 - $135.52 $64.7K - $72K
36.5K $4.56M
XLK
Technology Sector Spdr

ETFs
1
+ 0.07%
$220.26 - $241.44 $220 - $241
1.41K $327K
ET
Energy Transfer LP

Energy
12
+ 0.04%
$16.05 - $19.86 $193 - $238
30.2K $592K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
144
+ 0.87%
$417.69 - $450.94 $60.1K - $64.9K
16.7K $7.12M
GLD
Spdr Gold Trust

ETFs
405
+ 39.24%
$236.59 - $257.5 $95.8K - $104K
1.44K $348K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27
+ 0.76%
$172.07 - $207.36 $4.65K - $5.6K
3.59K $708K
GOOG
Alphabet Inc.

Communication Services
150
+ 6.2%
$163.08 - $198.16 $24.5K - $29.7K
2.57K $490K
VUG
Vanguard Growth ETF

ETFs
91
+ 5.3%
$378.79 - $428.11 $34.5K - $39K
1.81K $742K
Mind Medicine Mindmed Inc
10K
New
N/A
10K $70K
Activity Summary
Buys All Purchases 93 New Holdings 15 Increased Positions 78 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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