King Wealth Portfolio Holdings

King Wealth

  • $642 Million
  • Q3 2024

King Wealth has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $642 Million distributed in 151 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 $85.9M, Invesco Qqq Trust, Series 1 with a value of $57M, Microsoft Corp with a value of $47.5M, Spdr S&P 500 ETF Trust with a value of $30.1M, and Apple Inc. with a value of $29M.

Examining the 13F form we can see an increase of $41.9M in the current position value, from $600M to 642M.

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 $642 Million
ETFs: $298 Million
Technology: $112 Million
Healthcare: $59 Million
Financial Services: $50 Million
Consumer Defensive: $31.9 Million
Consumer Cyclical: $31 Million
Industrials: $27 Million
Communication Services: $22.4 Million
Other: $9.91 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$85.9 Million 13.39% of portfolio
149,005
Q3 2024 Added 0.11%
$0
$57 Million 8.88% of portfolio
116,811
Q3 2024 Reduced 0.93%
$3.08T
$47.5 Million 7.41% of portfolio
110,501
Q3 2024 Added 36.07%
$0
$30.1 Million 4.69% of portfolio
52,502
Q3 2024 Reduced 1.25%
$3.67T
$29 Million 4.52% of portfolio
124,360
Q3 2024 Reduced 0.7%
$366B
$25 Million 3.9% of portfolio
206,196
Q3 2024 Reduced 0.6%
$0
$22.6 Million 3.53% of portfolio
363,038
Q3 2024 Added 0.9%
$713B
$22.6 Million 3.52% of portfolio
25,480
Q3 2024 Added 0.22%
$0
$20.1 Million 3.13% of portfolio
171,835
Q3 2024 Added 3.28%
$507B
$18.9 Million 2.94% of portfolio
68,702
Q3 2024 Reduced 0.75%
$559B
$17.1 Million 2.67% of portfolio
29,282
Q3 2024 Added 0.18%
$718B
$16.3 Million 2.55% of portfolio
77,474
Q3 2024 Reduced 1.41%
$0
$12.3 Million 1.92% of portfolio
97,902
Q3 2024 Reduced 1.99%
$212B
$12.2 Million 1.9% of portfolio
39,947
Q3 2024 Reduced 2.74%
$423B
$10.7 Million 1.66% of portfolio
12,018
Q3 2024 Reduced 1.31%
$142B
$10.4 Million 1.62% of portfolio
17,790
Q3 2024 Reduced 4.11%
$1T
$10.1 Million 1.57% of portfolio
60,789
Q3 2024 Added 8.31%
$240B
$9.72 Million 1.52% of portfolio
120,390
Q3 2024 Added 0.67%
$1.27T
$9.72 Million 1.52% of portfolio
16,984
Q3 2024 Added 15.61%
$2.02T
$8.84 Million 1.38% of portfolio
47,466
Q3 2024 Added 13.68%
$491B
$8.17 Million 1.27% of portfolio
16,552
Q3 2024 Reduced 3.36%
$90.3B
$7.74 Million 1.21% of portfolio
12,245
Q3 2024 Added 439.43%
$0
$7.02 Million 1.09% of portfolio
16,591
Q3 2024 Reduced 1.65%
$0
$6.5 Million 1.01% of portfolio
83,236
Q3 2024 Reduced 9.89%
$420B
$5.92 Million 0.92% of portfolio
14,614
Q3 2024 Reduced 9.82%
$0
$5.51 Million 0.86% of portfolio
32,871
Q3 2024 Reduced 5.18%
$0
$5.48 Million 0.85% of portfolio
62,425
Q3 2024 Reduced 3.25%
$221B
$5.12 Million 0.8% of portfolio
30,089
Q3 2024 Reduced 6.6%
$0
$4.45 Million 0.69% of portfolio
35,962
Q3 2024 Reduced 4.95%
$0
$4.41 Million 0.69% of portfolio
16,709
Q3 2024 Reduced 11.38%
$0
$3.78 Million 0.59% of portfolio
65,750
Q3 2024 Reduced 9.96%
$519B
$3.68 Million 0.57% of portfolio
21,609
Q3 2024 Added 8.63%
$409B
$3.56 Million 0.55% of portfolio
20,530
Q3 2024 Reduced 4.07%
$508B
$3.55 Million 0.55% of portfolio
30,321
Q3 2024 Reduced 0.21%
$101B
$2.84 Million 0.44% of portfolio
8,201
Q3 2024 Reduced 16.88%
$138B
$2.8 Million 0.44% of portfolio
18,294
Q3 2024 Added 0.02%
$76.8B
$2.64 Million 0.41% of portfolio
9,403
Q3 2024 Added 26.95%
$407B
$2.47 Million 0.39% of portfolio
15,244
Q3 2024 Reduced 68.36%
$0
$2 Million 0.31% of portfolio
17,708
Q3 2024 Reduced 8.19%
$155B
$1.95 Million 0.3% of portfolio
6,059
Q3 2024 Reduced 7.58%
$4.84B
$1.9 Million 0.3% of portfolio
94,800
Q3 2024 Added 30.22%
$96.3B
$1.88 Million 0.29% of portfolio
4,834
Q3 2024 New
$19B
$1.77 Million 0.28% of portfolio
98,102
Q3 2024 New
$0
$1.71 Million 0.27% of portfolio
20,548
Q3 2024 Reduced 2.32%
$0
$1.66 Million 0.26% of portfolio
15,415
Q3 2024 Reduced 2.42%
$147B
$1.59 Million 0.25% of portfolio
6,447
Q3 2024 Reduced 2.91%
$316B
$1.63 Million 0.25% of portfolio
11,080
Q3 2024 Added 4.86%
$304B
$1.5 Million 0.23% of portfolio
7,618
Q3 2024 Reduced 1.94%
$96.9B
$1.45 Million 0.23% of portfolio
2,793
Q4 2023 Reduced 15.18%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $642 Million
  • Prior Value $600 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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