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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$92.5 Million 13.5% of portfolio
157,155
Q4 2024 Added 5.47%
$0
$61.4 Million 8.96% of portfolio
120,118
Q4 2024 Added 2.83%
$0
$31.1 Million 4.53% of portfolio
52,985
Q4 2024 Added 0.92%
$0
$23.8 Million 3.47% of portfolio
381,267
Q4 2024 Added 5.02%
$0
$21.5 Million 3.14% of portfolio
186,968
Q4 2024 Added 8.81%
$0
$12.6 Million 1.83% of portfolio
97,739
Q4 2024 Reduced 0.17%
$0
$10.6 Million 1.55% of portfolio
57,580
Q4 2024 Reduced 0.48%
$0
$7.12 Million 1.04% of portfolio
16,735
Q4 2024 Added 0.87%
$0
$5.66 Million 0.83% of portfolio
66,119
Q4 2024 Added 5.92%
$0
$5.71 Million 0.83% of portfolio
81,229
Q4 2024 Reduced 2.41%
$0
$5.4 Million 0.79% of portfolio
33,387
Q4 2024 Added 1.57%
$0
$5.01 Million 0.73% of portfolio
18,977
Q4 2024 Added 13.57%
$0
$4.56 Million 0.67% of portfolio
36,493
Q4 2024 Added 1.48%
$0
$3.44 Million 0.5% of portfolio
20,333
Q4 2024 Added 201.77%
$0
$3.31 Million 0.48% of portfolio
63,285
Q4 2024 Reduced 3.75%
$0
$1.88 Million 0.27% of portfolio
17,624
Q4 2024 Reduced 0.47%
$0
$1.68 Million 0.24% of portfolio
20,455
Q4 2024 Reduced 0.45%
$0
$1.46 Million 0.21% of portfolio
5,021
Q3 2024 Reduced 6.98%
$0
$1.3 Million 0.19% of portfolio
5,403
Q4 2024 New
$0
$1.3 Million 0.19% of portfolio
13,447
Q4 2024 Added 3.73%
$0
$1.25 Million 0.18% of portfolio
6,550
Q4 2024 Added 33.67%
$0
$1.07 Million 0.16% of portfolio
23,930
Q4 2024 Added 1.01%
$0
$1.11 Million 0.16% of portfolio
2,052
Q4 2024 Added 0.84%
$0
$1.11 Million 0.16% of portfolio
5,579
Q4 2024 Added 7.06%
$0
$1.11 Million 0.16% of portfolio
35,389
Q4 2024 Reduced 1.36%
$0
$1.03 Million 0.15% of portfolio
42,724
Q4 2024 Added 0.88%
$0
$960,000 0.14% of portfolio
20,000
Q4 2024 New
$0
$985,000 0.14% of portfolio
10,651
Q4 2024 Added 4.31%
$0
$726,000 0.11% of portfolio
1,808
Q4 2020 Reduced 0.17%
$0
$742,000 0.11% of portfolio
1,809
Q4 2024 Added 5.3%
$0
$596,000 0.09% of portfolio
3,138
Q4 2024 Added 0.38%
$0
$501,000 0.07% of portfolio
6,969
Q4 2024 Reduced 3.96%
$0
$396,000 0.06% of portfolio
2,997
Q3 2024 Added 9.14%
$0
$400,000 0.06% of portfolio
4,520
Q1 2024 Added 56.67%
$0
$403,000 0.06% of portfolio
3,050
Q4 2024 Reduced 0.03%
$0
$436,000 0.06% of portfolio
1,511
Q4 2024 Added 1.82%
$0
$327,000 0.05% of portfolio
1,407
Q4 2024 Added 0.07%
$92.6B
$348,000 0.05% of portfolio
1,437
Q4 2024 Added 39.24%
$0
$356,000 0.05% of portfolio
3,340
Q4 2024 Reduced 1.79%
$0
$254,000 0.04% of portfolio
789
Q4 2024 Reduced 48.87%
$0
$286,000 0.04% of portfolio
2,997
Q4 2024 Reduced 4.07%
$0
$286,000 0.04% of portfolio
1,543
Q1 2024 Reduced 5.1%
$0
$274,000 0.04% of portfolio
3,138
Q4 2024 Added 3.36%
$0
$235,000 0.03% of portfolio
2,036
Q4 2024 New
$0
$229,000 0.03% of portfolio
1,168
Q4 2024 New

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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