King Wealth Portfolio Holdings by Sector

King Wealth

$737 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV QQQ SPY IJH IJR ITOT FTEC DIA 45 stocks	$347,666 47.37% of portfolio	14	22	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD ORCL PLTR ADBE PANW 6 stocks	$82,707 11.27% of portfolio	3	3	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM AVGO AMD QCOM 5 stocks	$36,516 4.98% of portfolio	5	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP 3 stocks	$36,225 4.94% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$29,484 4.02% of portfolio	3	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$27,481 3.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$25,506 3.48% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$23,381 3.19% of portfolio	1	1	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ MRK ABBV NVS AMGN BMY PFE 9 stocks	$17,854 2.43% of portfolio	4	5	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$13,277 1.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH GE ETN 3 stocks	$11,830 1.61% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT RTX BA 3 stocks	$8,997 1.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD DRI 2 stocks	$8,712 1.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX BP 3 stocks	$6,260 0.85% of portfolio	2	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$5,795 0.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$4,937 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX APO BXSL AWF ETB 5 stocks	$4,536 0.62% of portfolio	3	2	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$4,471 0.61% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CI UNH ELV 3 stocks	$3,932 0.54% of portfolio	-	3	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TEVA VTRS 2 stocks	$3,552 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$3,235 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare HOLX 1 stocks	$2,075 0.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T TU 3 stocks	$1,607 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1,496 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,491 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$1,483 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS CASY 2 stocks	$1,368 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$1,350 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS INGR 2 stocks	$1,276 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD ET 2 stocks	$1,250 0.17% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK SO NEE 3 stocks	$1,118 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS 2 stocks	$1,049 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM MSTR 2 stocks	$933 0.13% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB TRST KEY 3 stocks	$881 0.12% of portfolio	2	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare UTHR PTGX HRTX ALDX 4 stocks	$869 0.12% of portfolio	2	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$845 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$816 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC 1 stocks	$792 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$782 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$713 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$652 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$564 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$554 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWR 1 stocks	$537 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$494 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$379 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$354 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$342 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$299 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$250 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials PAYX 1 stocks	$243 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$220 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$218 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$211 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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King Wealth Portfolio Holdings by Sector

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