King Wealth Portfolio Holdings

King Wealth

  • $686 Million
  • Q4 2024

King Wealth has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $686 Million distributed in 154 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 $92.5M, Invesco Qqq Trust, Series 1 with a value of $61.4M, Microsoft Corp with a value of $47.4M, Apple Inc. with a value of $34.2M, and Spdr S&P 500 ETF Trust with a value of $31.1M.

Examining the 13F form we can see an increase of $43.8M in the current position value, from $642M to 686M.

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 $686 Million
ETFs: $318 Million
Technology: $123 Million
Financial Services: $58.3 Million
Healthcare: $53.8 Million
Consumer Defensive: $33.6 Million
Consumer Cyclical: $29.9 Million
Industrials: $28.7 Million
Communication Services: $27.6 Million
Other: $9.46 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.93T
$47.4 Million 6.91% of portfolio
112,464
Q4 2024 Added 1.78%
$3.84T
$34.2 Million 4.99% of portfolio
136,570
Q4 2024 Added 9.82%
$281B
$29.3 Million 4.28% of portfolio
218,543
Q4 2024 Added 5.99%
$565B
$23.7 Million 3.45% of portfolio
74,874
Q4 2024 Added 8.98%
$826B
$20.2 Million 2.94% of portfolio
26,120
Q4 2024 Added 2.51%
$711B
$19.2 Million 2.8% of portfolio
80,202
Q4 2024 Added 3.52%
$462B
$15.2 Million 2.22% of portfolio
30,097
Q4 2024 Added 2.78%
$1.41T
$13 Million 1.9% of portfolio
22,188
Q4 2024 Added 30.64%
$1.04T
$12.3 Million 1.79% of portfolio
64,976
Q4 2024 Added 6.89%
$2.03T
$12 Million 1.75% of portfolio
54,663
Q4 2024 Added 15.16%
$427B
$11.7 Million 1.7% of portfolio
12,730
Q4 2024 Added 5.92%
$249B
$11.5 Million 1.67% of portfolio
127,071
Q4 2024 Added 5.55%
$522B
$8.88 Million 1.3% of portfolio
16,861
Q4 2024 Added 1.87%
$81.5B
$8.92 Million 1.3% of portfolio
14,024
Q4 2024 Added 14.53%
$124B
$8.69 Million 1.27% of portfolio
17,877
Q4 2024 Added 0.49%
$236B
$8.45 Million 1.23% of portfolio
29,140
Q4 2024 Reduced 27.05%
$213B
$4.58 Million 0.67% of portfolio
30,111
Q4 2024 Added 0.07%
$79.9B
$4.3 Million 0.63% of portfolio
11,637
Q4 2024 Added 140.73%
$71.6B
$3.47 Million 0.51% of portfolio
10,144
Q4 2024 Added 7.88%
$417B
$3.44 Million 0.5% of portfolio
20,504
Q4 2024 Reduced 0.13%
$454B
$3.35 Million 0.49% of portfolio
31,130
Q4 2024 Added 2.67%
$418B
$3.37 Million 0.49% of portfolio
20,195
Q4 2024 Reduced 6.54%
$97.9B
$3.39 Million 0.49% of portfolio
12,276
Q4 2024 Added 49.69%
$17.1B
$3.2 Million 0.47% of portfolio
14,500
Q4 2024 Reduced 85.22%
$103B
$3.16 Million 0.46% of portfolio
18,296
Q4 2024 Added 0.01%
$167B
$2.32 Million 0.34% of portfolio
30,703
Q4 2024 New
$436B
$2.25 Million 0.33% of portfolio
15,558
Q4 2024 Added 2.06%
$306B
$1.97 Million 0.29% of portfolio
13,574
Q4 2024 Added 22.51%
$22.7B
$1.63 Million 0.24% of portfolio
15,411
Q4 2024 New
$153B
$1.47 Million 0.21% of portfolio
6,447
Q3 2024 Reduced 2.91%
$240B
$1.22 Million 0.18% of portfolio
10,775
Q4 2024 Added 0.06%
$185B
$1.2 Million 0.18% of portfolio
3,318
Q4 2024 Added 2.66%
$16.1B
$1.06 Million 0.16% of portfolio
14,750
Q4 2024 Added 84.38%
$98.3B
$1.12 Million 0.16% of portfolio
3,043
Q4 2024 Added 8.95%
$11.9B
$1.01 Million 0.15% of portfolio
4,418
Q4 2024 Reduced 1.41%
$193B
$921,000 0.13% of portfolio
23,038
Q4 2024 Reduced 8.48%
$240B
$815,000 0.12% of portfolio
8,196
Q4 2024 Added 1.06%
$38.3B
$799,000 0.12% of portfolio
12,534
Q3 2024 Reduced 8.07%
$5.71B
$763,000 0.11% of portfolio
35,000
Q4 2024 Reduced 63.08%
$94.2B
$719,000 0.1% of portfolio
3,561
Q4 2024 Added 0.03%
$918B
$708,000 0.1% of portfolio
3,587
Q4 2024 Added 0.76%
$144B
$684,000 0.1% of portfolio
3,029
Q4 2024 Reduced 4.93%
$114B
$672,000 0.1% of portfolio
2,025
Q4 2024 Reduced 6.38%
$53.9B
$592,000 0.09% of portfolio
30,239
Q4 2024 Added 0.04%
$79B
$604,000 0.09% of portfolio
2,607
Q4 2024 Added 0.12%
$191B
$611,000 0.09% of portfolio
1,067
Q1 2024 Reduced 3.0%
$72.8B
$618,000 0.09% of portfolio
19,705
Q4 2024 Added 0.92%
$309B
$632,000 0.09% of portfolio
10,150
Q4 2024 Added 0.15%
$8.88B
$636,000 0.09% of portfolio
4,625
Q1 2020 Reduced 2.12%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $686 Million
  • Prior Value $642 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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