King Wealth Portfolio Holdings by Sector

King Wealth

$660 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV QQQ SPY IJH IJR ITOT FTEC DIA 45 stocks	$302,070 45.93% of portfolio	14	25	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CRWD PLTR ADBE 5 stocks	$54,085 8.22% of portfolio	4	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP 3 stocks	$35,478 5.39% of portfolio	1	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$29,975 4.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ MRK ABBV BMY AMGN NVS PFE 9 stocks	$26,570 4.04% of portfolio	4	5	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM AVGO QCOM AMD 5 stocks	$24,953 3.79% of portfolio	3	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$23,820 3.62% of portfolio	2	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$23,543 3.58% of portfolio	2	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI ELV 3 stocks	$19,760 3.0% of portfolio	1	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$19,633 2.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN JD 2 stocks	$11,195 1.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH GE ETN 3 stocks	$9,966 1.52% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD DRI 2 stocks	$9,693 1.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT RTX BA 3 stocks	$8,678 1.32% of portfolio	1	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX BP 3 stocks	$6,881 1.05% of portfolio	2	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$5,151 0.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$5,138 0.78% of portfolio	1	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$4,261 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$3,543 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX GBAB BXSL AWF ETB 5 stocks	$3,415 0.52% of portfolio	3	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TEVA VTRS 2 stocks	$2,803 0.43% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT ZBH 2 stocks	$2,184 0.33% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare HOLX 1 stocks	$1,967 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T TU 3 stocks	$1,626 0.25% of portfolio	2	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$1,523 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS INGR 2 stocks	$1,374 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,367 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS CASY 2 stocks	$1,344 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD ET 2 stocks	$1,306 0.2% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$1,146 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO NEE 3 stocks	$1,141 0.17% of portfolio	3	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC HCA 2 stocks	$1,086 0.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN FISV 3 stocks	$1,044 0.16% of portfolio	1	2	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$852 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$825 0.13% of portfolio	2	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$825 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare UTHR PTGX HRTX 3 stocks	$811 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB TRST KEY 3 stocks	$809 0.12% of portfolio	1	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$648 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM MSTR 2 stocks	$589 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$556 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWR 1 stocks	$551 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$498 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$387 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$387 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$336 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$326 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$270 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$257 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$230 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$221 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$216 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$212 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials WDFC 1 stocks	$203 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts

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King Wealth Portfolio Holdings by Sector

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