King Wealth Portfolio Holdings

King Wealth

  • $660 Million
  • Q1 2025

King Wealth has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $660 Million distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $89.4M, Invesco Qqq Trust, Series 1 with a value of $56M, Microsoft Corp with a value of $42.6M, Spdr S&P 500 ETF Trust with a value of $31M, and Apple Inc. with a value of $30M.

Examining the 13F form we can see an decrease of $25.8M in the current position value, from $686M to 660M.

King Wealth is based out at Saratoga Springs, NY

Below you can find more details about King Wealth portfolio as well as his latest detailed transactions.

Portfolio value $660 Million
ETFs: $303 Million
Technology: $111 Million
Financial Services: $60.7 Million
Healthcare: $55.2 Million
Consumer Defensive: $34.2 Million
Consumer Cyclical: $28.4 Million
Industrials: $28.2 Million
Communication Services: $25.8 Million
Other: $10.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$42.6 Million 6.46% of portfolio
113,606
Q1 2025 Added 1.02%
$3.38T
$30 Million 4.54% of portfolio
134,945
Q1 2025 Reduced 1.19%
$572B
$26 Million 3.95% of portfolio
74,314
Q1 2025 Reduced 0.75%
$431B
$23.2 Million 3.52% of portfolio
214,153
Q1 2025 Reduced 2.01%
$724B
$21 Million 3.18% of portfolio
25,368
Q1 2025 Reduced 2.88%
$850B
$19.6 Million 2.98% of portfolio
80,037
Q1 2025 Reduced 0.21%
$269B
$15.7 Million 2.39% of portfolio
30,048
Q1 2025 Reduced 0.16%
$1.62T
$12.5 Million 1.89% of portfolio
21,603
Q1 2025 Reduced 2.64%
$422B
$12.2 Million 1.84% of portfolio
12,859
Q1 2025 Added 1.01%
$258B
$11.4 Million 1.73% of portfolio
129,635
Q1 2025 Added 2.02%
$1.07T
$10.8 Million 1.64% of portfolio
69,781
Q1 2025 Added 7.4%
$2.28T
$10.8 Million 1.63% of portfolio
56,631
Q1 2025 Added 3.6%
$530B
$9.22 Million 1.4% of portfolio
16,814
Q1 2025 Reduced 0.28%
$221B
$9.12 Million 1.38% of portfolio
29,193
Q1 2025 Added 0.18%
$92.9B
$8.82 Million 1.34% of portfolio
14,510
Q1 2025 Added 3.47%
$123B
$7.83 Million 1.19% of portfolio
17,533
Q1 2025 Reduced 1.92%
$671B
$4.84 Million 0.73% of portfolio
34,634
Q1 2025 Added 71.5%
$200B
$4.39 Million 0.67% of portfolio
29,298
Q1 2025 Reduced 2.7%
$104B
$4.26 Million 0.65% of portfolio
12,647
Q1 2025 Added 8.68%
$101B
$3.73 Million 0.56% of portfolio
10,569
Q1 2025 Added 4.19%
$465B
$3.63 Million 0.55% of portfolio
30,488
Q1 2025 Reduced 2.06%
$369B
$3.54 Million 0.54% of portfolio
20,787
Q1 2025 Added 1.38%
$18.1B
$2.69 Million 0.41% of portfolio
175,000
Q1 2025 Added 1,106.9%
$122B
$2.56 Million 0.39% of portfolio
18,340
Q1 2025 Added 0.24%
$426B
$2.56 Million 0.39% of portfolio
15,452
Q1 2025 Reduced 0.68%
$296B
$2.52 Million 0.38% of portfolio
15,055
Q1 2025 Added 10.91%
$91B
$2.39 Million 0.36% of portfolio
7,257
Q1 2025 Reduced 40.88%
$302B
$2.29 Million 0.35% of portfolio
27,182
Q1 2025 Reduced 11.47%
$16B
$1.97 Million 0.3% of portfolio
31,850
Q1 2025 Added 115.93%
$83.5B
$1.64 Million 0.25% of portfolio
3,760
Q1 2025 Added 23.56%
$140B
$1.52 Million 0.23% of portfolio
6,447
Q3 2024 Reduced 2.91%
$211B
$1.46 Million 0.22% of portfolio
10,993
Q1 2025 Added 2.02%
$221B
$1.15 Million 0.17% of portfolio
3,475
Q1 2025 Added 4.73%
$172B
$1.07 Million 0.16% of portfolio
23,687
Q1 2025 Added 2.82%
$11.6B
$888,000 0.13% of portfolio
4,408
Q1 2025 Reduced 0.23%
$72.6B
$852,000 0.13% of portfolio
7,746
Q1 2025 Added 274.93%
$92.6B
$825,000 0.13% of portfolio
3,563
Q1 2025 Added 0.06%
$19.9B
$726,000 0.11% of portfolio
6,412
Q1 2025 Reduced 58.39%
$98.3B
$736,000 0.11% of portfolio
21,792
Q1 2025 Added 0.89%
$207B
$740,000 0.11% of portfolio
8,239
Q1 2025 Added 0.52%
$18.9B
$740,000 0.11% of portfolio
5,500
Q1 2025 New
$68B
$742,000 0.11% of portfolio
21,733
Q1 2025 Added 10.29%
$305B
$745,000 0.11% of portfolio
10,396
Q1 2025 Added 2.42%
$29.8B
$749,000 0.11% of portfolio
12,534
Q3 2024 Reduced 8.07%
$160B
$648,000 0.1% of portfolio
3,062
Q1 2025 Added 1.09%
$54.1B
$564,000 0.09% of portfolio
30,352
Q1 2025 Added 0.37%
$338B
$571,000 0.09% of portfolio
2,723
Q1 2025 Added 1.11%
$25.4B
$574,000 0.09% of portfolio
2,765
Q3 2024 Reduced 33.21%
$170B
$577,000 0.09% of portfolio
1,504
Q1 2025 Added 142.97%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $660 Million
  • Prior Value $686 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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