King Wealth Reduced Holdings in Q1 2025

King Wealth

  • $660 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-4.39K
- 2.01%
$106.98 - $149.43 $470K - $656K
214K $23.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-665
- 0.55%
$468.34 - $539.52 $311K - $359K
119K $56M
AAPL
Apple Inc.

Technology
-1.63K
- 1.19%
$209.68 - $247.1 $341K - $402K
135K $30M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.29K
- 2.25%
$161.27 - $192.3 $209K - $249K
56.3K $9.08M
CI
Cigna Corp

Healthcare
-5.02K
- 40.88%
$274.49 - $329.0 $1.38M - $1.65M
7.26K $2.39M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-9K
- 58.39%
$98.98 - $113.18 $891K - $1.02M
6.41K $726K
LMT
Lockheed Martin Corp

Industrials
-344
- 1.92%
$423.19 - $506.29 $146K - $174K
17.5K $7.83M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.15K
- 1.18%
$120.29 - $134.6 $138K - $155K
96.6K $11.8M
HD
Home Depot, Inc.

Consumer Cyclical
-699
- 4.74%
$347.25 - $424.87 $243K - $297K
14.1K $5.15M
META
Meta Platforms, Inc.

Communication Services
-585
- 2.64%
$576.36 - $736.67 $337K - $431K
21.6K $12.5M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-314
- 0.86%
$117.4 - $131.02 $36.9K - $41.1K
36.2K $4.33M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-243
- 1.58%
$96.3 - $112.23 $23.4K - $27.3K
15.1K $1.48M
PEP
Pepsico Inc

Consumer Defensive
-813
- 2.7%
$142.64 - $156.42 $116K - $127K
29.3K $4.39M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-169
- 1.01%
$408.78 - $448.82 $69.1K - $75.9K
16.6K $6.96M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-10
- 0.23%
$186.55 - $250.04 $1.87K - $2.5K
4.41K $888K
VOE
Vanguard Mid Cap Value Index F

ETFs
-466
- 1.4%
$156.61 - $168.02 $73K - $78.3K
32.9K $5.29M
VBR
Vanguard Small Cap Value ETF

ETFs
-181
- 3.24%
$183.02 - $207.75 $33.1K - $37.6K
5.4K $1.01M
VXF
Vanguard Extended Market ETF

ETFs
-192
- 6.12%
$170.36 - $201.04 $32.7K - $38.6K
2.95K $507K
VTI
Vanguard Total Stock Market Et

ETFs
-46
- 0.92%
$271.18 - $303.12 $12.5K - $13.9K
4.98K $1.37M
AMD
Advanced Micro Devices Inc

Technology
-85
- 2.8%
$96.63 - $129.55 $8.21K - $11K
2.96K $304K
DIS
Walt Disney CO

Communication Services
-96
- 2.39%
$96.87 - $114.0 $9.3K - $10.9K
3.92K $387K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-844
- 4.79%
$105.1 - $109.61 $88.7K - $92.5K
16.8K $1.82M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.04K
- 2.93%
$30.73 - $32.26 $31.8K - $33.4K
34.4K $1.06M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.56K
- 6.51%
$44.41 - $45.98 $69.1K - $71.6K
22.4K $1.02M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-776
- 3.79%
$81.83 - $82.73 $63.5K - $64.2K
19.7K $1.63M
IBM
International Business Machines Corp

Technology
-436
- 18.84%
$217.4 - $264.74 $94.8K - $115K
1.88K $467K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-1.47K
- 9.86%
$13.63 - $15.28 $20.1K - $22.5K
13.5K $184K
PFE
Pfizer Inc

Healthcare
-945
- 7.3%
$25.01 - $27.13 $23.6K - $25.6K
12K $304K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-348
- 11.61%
$94.86 - $97.12 $33K - $33.8K
2.65K $252K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-602
- 4.48%
$95.85 - $99.25 $57.7K - $59.7K
12.8K $1.27M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-58
- 7.35%
$302.31 - $337.54 $17.5K - $19.6K
731 $224K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-538
- 7.72%
$71.17 - $73.66 $38.3K - $39.6K
6.43K $472K
PLTR
Palantir Technologies Inc.

Technology
-3.52K
- 11.47%
$64.98 - $124.62 $229K - $439K
27.2K $2.29M
TRST
Trustco Bank Corp N Y

Financial Services
-7
- 0.09%
$29.65 - $34.34 $208 - $240
7.57K $231K
IBB
Ishares Biotechnology ETF

ETFs
-10
- 0.33%
$127.9 - $140.56 $1.28K - $1.41K
3.04K $389K
BA
Boeing CO

Industrials
-20
- 1.46%
$148.15 - $186.25 $2.96K - $3.73K
1.35K $230K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-150
- 5.01%
$128.74 - $138.67 $19.3K - $20.8K
2.85K $386K
WDFC
Wd 40 CO

Basic Materials
-29
- 3.37%
$226.67 - $250.92 $6.57K - $7.28K
831 $203K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-192
- 0.45%
$24.07 - $24.5 $4.62K - $4.7K
42.5K $1.03M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-92
- 2.93%
$85.29 - $92.57 $7.85K - $8.52K
3.05K $277K
TIP
Ishares Tr Tips Bd ETF

ETFs
-72
- 2.16%
$106.22 - $111.09 $7.65K - $8K
3.27K $363K
COP
Conocophillips

Energy
-63
- 2.8%
$88.6 - $105.85 $5.58K - $6.67K
2.19K $230K
FISV
Fiserv Inc

Technology
-31
- 2.62%
N/A
1.15K $255K
IEF
Ishares Barclays

ETFs
-102
- 0.96%
$91.17 - $95.39 $9.3K - $9.73K
10.5K $1.01M
BMY
Bristol Myers Squibb CO

Healthcare
-95
- 1.3%
$53.9 - $63.11 $5.12K - $6K
7.2K $439K
NVS
Novartis Ag

Healthcare
-92
- 2.67%
$97.14 - $115.57 $8.94K - $10.6K
3.36K $374K
IEMG
Ishares Inc

ETFs
-798
- 1.26%
N/A
62.5K $3.37M
GE
General Electric CO

Industrials
-141
- 4.52%
$168.59 - $212.13 $23.8K - $29.9K
2.98K $596K
IEFA
Ishares Tr

ETFs
-2.31K
- 2.85%
$69.57 - $78.65 $161K - $182K
78.9K $5.97M
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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