King Wealth Portfolio Holdings

King Wealth

  • $642 Million
  • Q3 2024

King Wealth has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $642 Million distributed in 151 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 $85.9M, Invesco Qqq Trust, Series 1 with a value of $57M, Microsoft Corp with a value of $47.5M, Spdr S&P 500 ETF Trust with a value of $30.1M, and Apple Inc. with a value of $29M.

Examining the 13F form we can see an increase of $41.9M in the current position value, from $600M to 642M.

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 $642 Million
ETFs: $298 Million
Technology: $112 Million
Healthcare: $59 Million
Financial Services: $50 Million
Consumer Defensive: $31.9 Million
Consumer Cyclical: $31 Million
Industrials: $27 Million
Communication Services: $22.4 Million
Other: $9.91 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.5B
$568,000 0.09% of portfolio
19,526
Q2 2022 New
$2.71B
$583,000 0.09% of portfolio
7,000
Q2 2017 New
$62.9B
$485,000 0.08% of portfolio
30,227
Q3 2024 Added 0.05%
$225B
$528,000 0.08% of portfolio
1,067
Q1 2024 Reduced 3.0%
$62.5B
$528,000 0.08% of portfolio
13,203
Q3 2024 New
$146B
$534,000 0.08% of portfolio
4,541
Q3 2024 Added 0.02%
$189B
$536,000 0.08% of portfolio
4,425
Q3 2024 Reduced 4.8%
$1.18T
$537,000 0.08% of portfolio
2,053
Q2 2024 Reduced 1.68%
$16.1B
$538,000 0.08% of portfolio
1,500
Q3 2024 Reduced 25.0%
$204B
$438,000 0.07% of portfolio
4,555
Q3 2024 Added 44.37%
$34.9B
$438,000 0.07% of portfolio
2,461
Q3 2023 Reduced 2.15%
$93.7B
$449,000 0.07% of portfolio
2,604
Q3 2024 Added 941.6%
$24.5B
$454,000 0.07% of portfolio
2,765
Q3 2024 Reduced 33.21%
$178B
$473,000 0.07% of portfolio
2,880
Q3 2024 Reduced 2.21%
$122B
$368,000 0.06% of portfolio
7,112
Q3 2024 Reduced 1.3%
$174B
$381,000 0.06% of portfolio
17,300
Q3 2024 Reduced 42.74%
$331B
$389,000 0.06% of portfolio
1,423
Q3 2024 Reduced 49.21%
$16.2B
$394,000 0.06% of portfolio
1,050
Q3 2022 New
$230B
$397,000 0.06% of portfolio
3,450
Q3 2024 Reduced 2.82%
$145B
$410,000 0.06% of portfolio
14,153
Q3 2024 Reduced 6.85%
$88.2B
$406,000 0.06% of portfolio
3,520
Q3 2024 Added 0.89%
$1.18T
$405,000 0.06% of portfolio
2,421
Q3 2024 Reduced 0.78%
$91.2B
$323,000 0.05% of portfolio
3,583
Q3 2024 Reduced 3.4%
$94.3B
$327,000 0.05% of portfolio
6,406
Q3 2024 Reduced 13.29%
$190B
$329,000 0.05% of portfolio
1,933
Q3 2024 Added 9.15%
$51.8B
$343,000 0.05% of portfolio
2,542
Q1 2022 New
$20.7B
$246,000 0.04% of portfolio
14,670
Q1 2023 Added 1.03%
$59.6B
$243,000 0.04% of portfolio
2,115
Q3 2024 Added 1.2%
$42B
$234,000 0.04% of portfolio
1,365
Q2 2023 New
$128B
$232,000 0.04% of portfolio
2,376
Q3 2024 New
$79.3B
$231,000 0.04% of portfolio
3,138
Q2 2024 Added 7.72%
$622M
$250,000 0.04% of portfolio
7,570
Q3 2024 Reduced 0.46%
$3.25B
$252,000 0.04% of portfolio
977
Q2 2024 Reduced 2.5%
$82.8B
$282,000 0.04% of portfolio
2,066
Q3 2024 Reduced 4.26%
$1.89B
$270,000 0.04% of portfolio
6,000
Q3 2024 Reduced 50.0%
$0
$266,000 0.04% of portfolio
15,115
Q3 2024 Added 0.05%
$86.2B
$264,000 0.04% of portfolio
534
Q3 2024 New
$27.3B
$258,000 0.04% of portfolio
4,730
Q3 2021 Added 11.82%
$452M
$257,000 0.04% of portfolio
8,957
Q3 2024 Reduced 7.31%
$52.9B
$253,000 0.04% of portfolio
2,000
Q3 2024 New
$3.18B
$208,000 0.03% of portfolio
11,873
Q3 2024 Reduced 2.18%
$79.5B
$207,000 0.03% of portfolio
1,154
Q3 2024 New
$5.54B
$205,000 0.03% of portfolio
7,000
Q1 2024 New
$0
$204,000 0.03% of portfolio
14,143
Q3 2024 Reduced 4.97%
$42.2B
$200,000 0.03% of portfolio
1,654
Q3 2024 Reduced 4.23%
$16.7B
$172,000 0.03% of portfolio
10,247
Q3 2024 Added 0.15%
$110B
$208,000 0.03% of portfolio
1,367
Q3 2024 Reduced 5.53%
$54.1B
$214,000 0.03% of portfolio
1,594
Q3 2024 Reduced 5.79%
$256B
$214,000 0.03% of portfolio
4,015
Q3 2024 Reduced 9.35%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $642 Million
  • Prior Value $600 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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