King Wealth Portfolio Holdings by Sector
King Wealth
- $570 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV QQQ SPY IJH IJR ITOT FTEC IEFA 41 stocks |
$282,010
49.5% of portfolio
|
  14  
|
  23  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL CRWD 3 stocks |
$36,184
6.35% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ AMGN ABBV MRK SNY PFE BMY 9 stocks |
$34,203
6.0% of portfolio
|
  4  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA 2 stocks |
$27,641
4.85% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$21,305
3.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD TSM AVGO QCOM 5 stocks |
$20,162
3.54% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CI ELV 3 stocks |
$19,043
3.34% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT DG 3 stocks |
$17,277
3.03% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$16,024
2.81% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD DRI WEN 3 stocks |
$14,451
2.54% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$12,454
2.19% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT RTX BA 3 stocks |
$9,239
1.62% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6,969
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$6,414
1.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$6,384
1.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$5,126
0.9% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX BLK GBAB BXSL ETB 5 stocks |
$4,052
0.71% of portfolio
|
  3  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
$3,528
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO UTHR PTGX ALDX HRTX 5 stocks |
$3,466
0.61% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
PH ETN GE AME 4 stocks |
$2,208
0.39% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T TU 3 stocks |
$1,912
0.34% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$1,633
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS INGR 2 stocks |
$1,494
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,403
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT NVRO 2 stocks |
$1,360
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
DKS CASY 2 stocks |
$1,345
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$1,168
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD ET 2 stocks |
$1,045
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
MTB AROW TRST KEY 4 stocks |
$1,009
0.18% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK NEE SO 3 stocks |
$907
0.16% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$766
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$753
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$654
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
SNOW CRM 2 stocks |
$532
0.09% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$506
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
AWR 1 stocks |
$506
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$460
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS 1 stocks |
$446
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$434
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$386
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$349
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$321
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW 1 stocks |
$274
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$273
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$263
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
WDFC 1 stocks |
$254
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
HOLX 1 stocks |
$234
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$208
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$208
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$204
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
PRU 1 stocks |
$202
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
SKE 1 stocks |
$46
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
DC 1 stocks |
$31
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|