King Wealth Sells in Q3 2024

King Wealth

  • $642 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-32.9K
- 68.36%
$145.48 - $167.38 $4.79M - $5.51M
15.2K $2.47M
VTV
Vanguard Value ETF

ETFs
-9.13K
- 57.53%
$159.75 - $174.57 $1.46M - $1.59M
6.74K $1.18M
NVDA
Nvidia Corp

Technology
-1.25K
- 0.6%
$98.91 - $134.91 $123K - $168K
206K $25M
CI
Cigna Corp

Healthcare
-1.67K
- 16.88%
$319.12 - $367.1 $531K - $611K
8.2K $2.84M
XLE
Energy Sector Spdr

ETFs
-2.1K
- 3.25%
$84.35 - $93.39 $177K - $196K
62.4K $5.48M
CRM
Salesforce, Inc.

Technology
-1.38K
- 49.21%
$238.42 - $276.53 $329K - $381K
1.42K $389K
IEFA
Ishares Tr

ETFs
-9.13K
- 9.89%
$70.09 - $78.74 $640K - $719K
83.2K $6.5M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-2.19K
- 3.65%
$152.9 - $180.39 $335K - $396K
57.9K $10.1M
PEP
Pepsico Inc

Consumer Defensive
-2.13K
- 6.6%
$161.9 - $179.3 $344K - $381K
30.1K $5.12M
T
At&T Inc.

Communication Services
-12.9K
- 42.74%
$18.21 - $22.28 $235K - $288K
17.3K $381K
VO
Vanguard Mid Cap ETF

ETFs
-2.15K
- 11.38%
$237.84 - $263.83 $510K - $566K
16.7K $4.41M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.26K
- 20.43%
$181.06 - $197.17 $228K - $248K
4.9K $966K
PTGX
Protagonist Therapeutics, Inc

Healthcare
-6K
- 50.0%
$33.72 - $47.33 $202K - $284K
6K $270K
IEMG
Ishares Inc

ETFs
-7.28K
- 9.96%
$53.64 - $53.64 $390K - $390K
65.8K $3.78M
UTHR
United Therapeutics Corp

Healthcare
-500
- 25.0%
$311.04 - $363.55 $156K - $182K
1.5K $538K
AMGN
Amgen Inc

Healthcare
-497
- 7.58%
$309.38 - $337.38 $154K - $168K
6.06K $1.95M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.58K
- 8.19%
$106.11 - $113.72 $168K - $180K
17.7K $2M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-166
- 3.57%
$194.69 - $239.18 $32.3K - $39.7K
4.48K $935K
BA
Boeing CO

Industrials
-80
- 5.53%
$152.04 - $190.6 $12.2K - $15.2K
1.37K $208K
Fidelity Covington Trust Felc
-1.9K
- 21.99%
N/A
6.74K $216K
GOOG
Alphabet Inc.

Communication Services
-19
- 0.78%
$149.54 - $192.66 $2.84K - $3.66K
2.42K $405K
COP
Conocophillips

Energy
-50
- 2.33%
$102.3 - $116.61 $5.12K - $5.83K
2.1K $221K
VTI
Vanguard Total Stock Market Et

ETFs
-377
- 6.98%
$255.18 - $283.2 $96.2K - $107K
5.02K $1.42M
TIP
Ishares Tr Tips Bd ETF

ETFs
-275
- 7.48%
$105.92 - $110.83 $29.1K - $30.5K
3.4K $376K
PFE
Pfizer Inc

Healthcare
-1.04K
- 6.85%
$27.7 - $31.39 $28.8K - $32.7K
14.2K $410K
UPS
United Parcel Service Inc

Industrials
-92
- 4.26%
$123.32 - $147.38 $11.3K - $13.6K
2.07K $282K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-687
- 5.03%
$96.25 - $101.98 $66.1K - $70.1K
13K $1.31M
MO
Altria Group, Inc.

Consumer Defensive
-982
- 13.29%
$45.95 - $54.71 $45.1K - $53.7K
6.41K $327K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-487
- 2.32%
$81.31 - $83.29 $39.6K - $40.6K
20.5K $1.71M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-419
- 5.46%
$71.45 - $75.64 $29.9K - $31.7K
7.26K $545K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-739
- 4.97%
$13.41 - $14.43 $9.91K - $10.7K
14.1K $204K
AMD
Advanced Micro Devices Inc

Technology
-65
- 2.21%
$128.67 - $183.96 $8.36K - $12K
2.88K $473K
IEF
Ishares Barclays

ETFs
-509
- 4.75%
$92.67 - $99.14 $47.2K - $50.5K
10.2K $1M
PRU
Prudential Financial Inc

Financial Services
-73
- 4.23%
$105.53 - $127.32 $7.7K - $9.29K
1.65K $200K
ETN
Eaton Corp PLC

Industrials
-125
- 5.46%
$272.52 - $333.02 $34.1K - $41.6K
2.16K $717K
WEN
Wendy'S CO

Consumer Cyclical
-264
- 2.18%
$15.83 - $18.24 $4.18K - $4.82K
11.9K $208K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-875
- 3.56%
$44.65 - $47.21 $39.1K - $41.3K
23.7K $1.11M
CSCO
Cisco Systems, Inc.

Technology
-414
- 9.35%
$44.74 - $53.22 $18.5K - $22K
4.02K $214K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-161
- 5.04%
$89.91 - $101.33 $14.5K - $16.3K
3.04K $298K
AROW
Arrow Financial Corp

Financial Services
-706
- 7.31%
$25.38 - $32.41 $17.9K - $22.9K
8.96K $257K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-42
- 1.33%
$93.65 - $97.81 $3.93K - $4.11K
3.12K $305K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.64K
- 4.37%
$31.18 - $33.5 $51.1K - $54.9K
35.9K $1.19M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-447
- 1.04%
$23.61 - $24.64 $10.6K - $11K
42.4K $1.04M
PAYX
Paychex Inc

Industrials
-98
- 5.79%
$116.17 - $135.19 $11.4K - $13.2K
1.59K $214K
IBB
Ishares Biotechnology ETF

ETFs
-53
- 1.71%
$135.09 - $149.47 $7.16K - $7.92K
3.05K $444K
NVS
Novartis Ag

Healthcare
-100
- 2.82%
$106.13 - $120.89 $10.6K - $12.1K
3.45K $397K
VBR
Vanguard Small Cap Value ETF

ETFs
-399
- 7.11%
$179.99 - $201.6 $71.8K - $80.4K
5.21K $1.05M
PG
Procter & Gamble CO

Consumer Defensive
-871
- 4.07%
$160.76 - $177.82 $140K - $155K
20.5K $3.56M
TRST
Trustco Bank Corp N Y

Financial Services
-35
- 0.46%
$27.81 - $35.74 $973 - $1.25K
7.57K $250K
Activity Summary
Buys All Purchases 49 New Holdings 13 Increased Positions 36 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track King Wealth Portfolio

Follow King Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of King Wealth, based on Form 13F filings with the SEC.

News

Stay updated on King Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email