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