King Wealth Portfolio Holdings by Sector

King Wealth

$796 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV QQQ SPY IJH IJR ITOT FTEC DIA 45 stocks	$378,386 47.76% of portfolio	10	27	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD ORCL PLTR PANW 5 stocks	$89,900 11.35% of portfolio	4	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM AVGO AMD QCOM 5 stocks	$43,405 5.48% of portfolio	3	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP 3 stocks	$35,128 4.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$34,093 4.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$25,734 3.25% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$25,428 3.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$25,418 3.21% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$16,059 2.03% of portfolio	1	-	-	-	0 Calls 0 Puts

Drug Manufacturers—General \| Healthcare LLY JNJ MRK ABBV NVS AMGN BMY PFE 9 stocks	$16,056 2.03% of portfolio	4	3	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH GE ETN 3 stocks	$13,307 1.68% of portfolio	2	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL BX APO AWF ETB 5 stocks	$10,220 1.29% of portfolio	2	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT RTX BA GD 4 stocks	$9,848 1.24% of portfolio	2	2	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD DRI 2 stocks	$8,601 1.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX BP 3 stocks	$7,034 0.89% of portfolio	2	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$5,917 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$5,219 0.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$4,486 0.57% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CI UNH ELV 3 stocks	$3,583 0.45% of portfolio	1	2	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TEVA 1 stocks	$3,232 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$3,043 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT ZBH DXCM 3 stocks	$2,165 0.27% of portfolio	2	1	2	-	0 Calls 0 Puts

Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$1,663 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T TU 3 stocks	$1,586 0.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS CASY 2 stocks	$1,526 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$1,524 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,421 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD ET 2 stocks	$1,199 0.15% of portfolio	-	2	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS INGR 2 stocks	$1,197 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB TRST KEY PNC 4 stocks	$1,181 0.15% of portfolio	3	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$1,181 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO NEE 3 stocks	$1,179 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts

Biotechnology \| Healthcare UTHR PTGX ALDX HRTX 4 stocks	$1,124 0.14% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC 1 stocks	$914 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$912 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$879 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$838 0.11% of portfolio	1	1	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare HOLX 1 stocks	$810 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FISV 2 stocks	$791 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$787 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$660 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$645 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$638 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWR 1 stocks	$513 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$433 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$411 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$349 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$342 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$275 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$268 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$236 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology MSTR 1 stocks	$211 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$207 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare LFMD 1 stocks	$68 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

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King Wealth Portfolio Holdings by Sector

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