King Wealth Incresed Positions in Q1 2025

King Wealth

  • $660 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
14.4K
+ 71.5%
$139.81 - $186.47 $2.02M - $2.69M
34.6K $4.84M
HOLX
Hologic Inc

Healthcare
17.1K
+ 115.93%
$60.7 - $73.77 $1.04M - $1.26M
31.9K $1.97M
XLE
Energy Sector Spdr

ETFs
2.23K
+ 3.37%
$85.7 - $93.96 $191K - $209K
68.3K $6.39M
MCD
Mcdonalds Corp

Consumer Cyclical
53
+ 0.18%
$279.74 - $321.29 $14.8K - $17K
29.2K $9.12M
UPS
United Parcel Service Inc

Industrials
5.68K
+ 274.93%
$109.66 - $136.26 $623K - $774K
7.75K $852K
CVX
Chevron Corp

Energy
1.48K
+ 10.91%
$146.71 - $167.97 $217K - $249K
15.1K $2.52M
ELV
Elevance Health, Inc.

Healthcare
717
+ 23.56%
$365.9 - $436.25 $262K - $313K
3.76K $1.64M
COST
Costco Wholesale Corp

Consumer Defensive
129
+ 1.01%
$890.62 - $1076.86 $115K - $139K
12.9K $12.2M
ADBE
Adobe Inc.

Technology
885
+ 142.97%
$377.84 - $464.11 $334K - $411K
1.5K $577K
CRWD
Crowd Strike Holdings, Inc.

Technology
425
+ 4.19%
$308.86 - $455.36 $131K - $194K
10.6K $3.73M
VTV
Vanguard Value ETF

ETFs
871
+ 4.28%
$167.73 - $179.21 $146K - $156K
21.2K $3.66M
VZ
Verizon Communications Inc

Communication Services
649
+ 2.82%
$37.81 - $46.49 $24.5K - $30.2K
23.7K $1.07M
EPD
Enterprise Products Partners L.P.

Energy
2.03K
+ 10.29%
$31.75 - $34.14 $64.4K - $69.2K
21.7K $742K
KO
Coca Cola CO

Consumer Defensive
246
+ 2.42%
$60.81 - $72.32 $15K - $17.8K
10.4K $745K
WM
Waste Management Inc

Industrials
2
+ 0.06%
$200.54 - $233.78 $401 - $468
3.56K $825K
PG
Procter & Gamble CO

Consumer Defensive
283
+ 1.38%
$158.56 - $176.26 $44.9K - $49.9K
20.8K $3.54M
BP
Bp PLC

Energy
192
+ 0.89%
$29.93 - $35.31 $5.75K - $6.78K
21.8K $736K
RTX
Raytheon Technologies Corp

Industrials
130
+ 2.87%
$114.1 - $135.66 $14.8K - $17.6K
4.65K $616K
ABBV
Abb Vie Inc.

Healthcare
30
+ 1.11%
$169.2 - $216.66 $5.08K - $6.5K
2.72K $571K
T
At&T Inc.

Communication Services
1K
+ 9.04%
$21.56 - $28.28 $21.6K - $28.3K
12.1K $342K
GOOG
Alphabet Inc.

Communication Services
1.13K
+ 43.87%
$156.06 - $207.71 $176K - $234K
3.7K $578K
CSCO
Cisco Systems, Inc.

Technology
1.2K
+ 29.41%
$58.74 - $64.87 $70.6K - $78K
5.29K $326K
AMGN
Amgen Inc

Healthcare
66
+ 5.56%
$258.59 - $327.36 $17.1K - $21.6K
1.25K $391K
DUK
Duke Energy Corp

Utilities
254
+ 7.22%
$105.87 - $121.97 $26.9K - $31K
3.77K $460K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.65%
$442.66 - $534.52 $2.66K - $3.21K
935 $498K
GLD
Spdr Gold Trust

ETFs
1
+ 0.07%
$243.19 - $288.14 $243 - $288
1.44K $414K
MO
Altria Group, Inc.

Consumer Defensive
18
+ 0.28%
$50.81 - $60.02 $915 - $1.08K
6.44K $387K
SO
Southern CO

Utilities
146
+ 4.01%
$80.96 - $92.96 $11.8K - $13.6K
3.78K $348K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
4K
+ 26.67%
$10.53 - $11.08 $42.1K - $44.3K
19K $204K
IWD
Ishares Russell 1000 Val ETF

ETFs
177
+ 11.47%
$182.82 - $196.21 $32.4K - $34.7K
1.72K $324K
PAYX
Paychex Inc

Industrials
75
+ 4.71%
$136.06 - $154.52 $10.2K - $11.6K
1.67K $257K
Ge Vernova Inc
172
+ 19.09%
N/A
1.07K $328K
QCOM
Qualcomm Inc

Technology
201
+ 9.37%
$151.94 - $175.86 $30.5K - $35.3K
2.35K $360K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
43
+ 2.11%
$114.57 - $118.14 $4.93K - $5.08K
2.08K $246K
MS
Morgan Stanley

Financial Services
219
+ 12.37%
$111.68 - $141.08 $24.5K - $30.9K
1.99K $232K
ABNB
Airbnb, Inc.

Consumer Cyclical
263
+ 13.15%
$119.38 - $161.42 $31.4K - $42.5K
2.26K $270K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
82
+ 0.54%
$15.28 - $15.95 $1.25K - $1.31K
15.2K $236K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.02%
$112.81 - $126.16 $113 - $126
4.57K $556K
NEE
Nextera Energy Inc

Utilities
71
+ 1.54%
$66.96 - $76.16 $4.75K - $5.41K
4.7K $333K
OEF
Ishares S&P 100 ETF

ETFs
100
+ 6.62%
N/A
1.61K $436K
KEY
Keycorp

Financial Services
16
+ 0.16%
$15.15 - $18.3 $242 - $293
10.3K $164K
Fidelity Covington Tr Felc
17
+ 0.25%
N/A
6.77K $211K
AXP
American Express CO

Financial Services
18
+ 2.27%
$255.39 - $325.87 $4.6K - $5.87K
810 $218K
GS
Goldman Sachs Group Inc

Financial Services
19
+ 1.78%
$524.81 - $672.19 $9.97K - $12.8K
1.09K $593K
ET
Energy Transfer LP

Energy
113
+ 0.37%
$17.26 - $21.08 $1.95K - $2.38K
30.4K $564K
SPY
Spdr S&P 500 ETF Trust

ETFs
2.48K
+ 4.67%
$551.42 - $612.93 $1.36M - $1.52M
55.5K $31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
114
+ 6.31%
$360.07 - $417.26 $41K - $47.6K
1.92K $694K
HON
Honeywell International Inc

Industrials
33
+ 1.09%
$202.75 - $226.52 $6.69K - $7.48K
3.06K $648K
TT
Trane Technologies PLC

Industrials
1.01K
+ 8.68%
$332.0 - $400.86 $335K - $405K
12.6K $4.26M
Activity Summary
Buys All Purchases 76 New Holdings 10 Increased Positions 66 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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