King Wealth Incresed Positions 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
VTV
Vanguard Value ETF

ETFs
13.6K
+ 201.77%
$168.32 - $181.87 $2.29M - $2.47M
20.3K $3.44M
WMT
Walmart Inc.

Consumer Defensive
6.68K
+ 5.55%
$79.1 - $95.7 $528K - $639K
127K $11.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.1K
+ 8.81%
$113.92 - $127.38 $1.72M - $1.93M
187K $21.5M
PH
Parker Hannifin Corp

Industrials
1.78K
+ 14.53%
$621.74 - $709.46 $1.11M - $1.26M
14K $8.92M
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
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
HOLX
Hologic Inc

Healthcare
6.75K
+ 84.38%
$70.76 - $83.72 $478K - $565K
14.8K $1.06M
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
XLE
Energy Sector Spdr

ETFs
3.69K
+ 5.92%
$83.32 - $97.27 $308K - $359K
66.1K $5.66M
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
VBR
Vanguard Small Cap Value ETF

ETFs
368
+ 7.06%
$197.36 - $217.3 $72.6K - $80K
5.58K $1.11M
EPD
Enterprise Products Partners L.P.

Energy
179
+ 0.92%
$28.66 - $34.43 $5.13K - $6.16K
19.7K $618K
BMY
Bristol Myers Squibb CO

Healthcare
182
+ 2.56%
$51.92 - $59.94 $9.45K - $10.9K
7.29K $413K
FISV
Fiserv Inc

Technology
31
+ 2.69%
N/A
1.19K $243K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
17
+ 0.84%
$521.84 - $558.82 $8.87K - $9.5K
2.05K $1.11M
CSCO
Cisco Systems, Inc.

Technology
72
+ 1.79%
$52.45 - $60.02 $3.78K - $4.32K
4.09K $242K
VXF
Vanguard Extended Market ETF

ETFs
12
+ 0.38%
$179.17 - $207.15 $2.15K - $2.49K
3.14K $596K
OEF
Ishares S&P 100 ETF

ETFs
27
+ 1.82%
N/A
1.51K $436K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
792
+ 5.6%
$14.26 - $15.2 $11.3K - $12K
14.9K $224K
TJX
Tjx Companies Inc

Consumer Cyclical
26
+ 0.57%
$112.15 - $127.2 $2.92K - $3.31K
4.57K $552K
MO
Altria Group, Inc.

Consumer Defensive
18
+ 0.28%
$49.06 - $57.74 $883 - $1.04K
6.42K $336K
Fidelity Covington Trust Felc
15
+ 0.22%
N/A
6.76K $223K
KEY
Keycorp

Financial Services
14
+ 0.14%
$16.21 - $19.97 $227 - $280
10.3K $176K
TRST
Trustco Bank Corp N Y

Financial Services
6
+ 0.08%
$31.83 - $37.96 $191 - $228
7.58K $252K
COP
Conocophillips

Energy
154
+ 7.35%
$95.12 - $114.72 $14.6K - $17.7K
2.25K $223K
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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