King Wealth Portfolio Holdings

King Wealth

  • $660 Million
  • Q1 2025

King Wealth has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $660 Million distributed in 157 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 $89.4M, Invesco Qqq Trust, Series 1 with a value of $56M, Microsoft Corp with a value of $42.6M, Spdr S&P 500 ETF Trust with a value of $31M, and Apple Inc. with a value of $30M.

Examining the 13F form we can see an decrease of $25.8M in the current position value, from $686M to 660M.

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 $660 Million
ETFs: $303 Million
Technology: $111 Million
Financial Services: $60.7 Million
Healthcare: $55.2 Million
Consumer Defensive: $34.2 Million
Consumer Cyclical: $28.4 Million
Industrials: $28.2 Million
Communication Services: $25.8 Million
Other: $10.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$211B
$1.46 Million 0.22% of portfolio
10,993
Q1 2025 Added 2.02%
$0
$1.37 Million 0.21% of portfolio
4,975
Q1 2025 Reduced 0.92%
$0
$1.25 Million 0.19% of portfolio
6,550
Q4 2024 Added 33.67%
$0
$1.27 Million 0.19% of portfolio
12,845
Q1 2025 Reduced 4.48%
$0
$1.2 Million 0.18% of portfolio
5,403
Q4 2024 New
$221B
$1.15 Million 0.17% of portfolio
3,475
Q1 2025 Added 4.73%
Blackrock Inc
-
$1.09 Million 0.16% of portfolio
-
Q4 2024 New
$172B
$1.07 Million 0.16% of portfolio
23,687
Q1 2025 Added 2.82%
$0
$1.06 Million 0.16% of portfolio
34,353
Q1 2025 Reduced 2.93%
$0
$1.06 Million 0.16% of portfolio
2,054
Q1 2025 Added 0.1%
$0
$1.03 Million 0.16% of portfolio
42,532
Q1 2025 Reduced 0.45%
$0
$1.01 Million 0.15% of portfolio
10,549
Q1 2025 Reduced 0.96%
$0
$1.01 Million 0.15% of portfolio
5,398
Q1 2025 Reduced 3.24%
$0
$1.02 Million 0.15% of portfolio
22,373
Q1 2025 Reduced 6.51%
$11.6B
$888,000 0.13% of portfolio
4,408
Q1 2025 Reduced 0.23%
$72.6B
$852,000 0.13% of portfolio
7,746
Q1 2025 Added 274.93%
$0
$694,000 0.11% of portfolio
1,922
Q1 2025 Added 6.31%
$19.9B
$726,000 0.11% of portfolio
6,412
Q1 2025 Reduced 58.39%
$98.3B
$736,000 0.11% of portfolio
21,792
Q1 2025 Added 0.89%
$207B
$740,000 0.11% of portfolio
8,239
Q1 2025 Added 0.52%
$18.9B
$740,000 0.11% of portfolio
5,500
Q1 2025 New
$68B
$742,000 0.11% of portfolio
21,733
Q1 2025 Added 10.29%
$305B
$745,000 0.11% of portfolio
10,396
Q1 2025 Added 2.42%
$29.8B
$749,000 0.11% of portfolio
12,534
Q3 2024 Reduced 8.07%
$160B
$648,000 0.1% of portfolio
3,062
Q1 2025 Added 1.09%
$0
$666,000 0.1% of portfolio
1,975
Q1 2025 Added 9.18%
$54.1B
$564,000 0.09% of portfolio
30,352
Q1 2025 Added 0.37%
$338B
$571,000 0.09% of portfolio
2,723
Q1 2025 Added 1.11%
$25.4B
$574,000 0.09% of portfolio
2,765
Q3 2024 Reduced 33.21%
$170B
$577,000 0.09% of portfolio
1,504
Q1 2025 Added 142.97%
$1.12T
$578,000 0.09% of portfolio
3,699
Q1 2025 Added 43.87%
$241B
$593,000 0.09% of portfolio
1,086
Q1 2025 Added 1.78%
$284B
$596,000 0.09% of portfolio
2,979
Q1 2025 Reduced 4.52%
$223B
$616,000 0.09% of portfolio
4,653
Q1 2025 Added 2.87%
$1.27T
$617,000 0.09% of portfolio
3,714
Q1 2025 Added 3.54%
$8.82B
$625,000 0.09% of portfolio
4,625
Q1 2020 Reduced 2.12%
$631B
$498,000 0.08% of portfolio
935
Q1 2025 Added 0.65%
$0
$507,000 0.08% of portfolio
2,946
Q1 2025 Reduced 6.12%
$152B
$550,000 0.08% of portfolio
2,025
Q4 2024 Reduced 6.38%
$2.79B
$551,000 0.08% of portfolio
7,000
Q2 2017 New
$142B
$556,000 0.08% of portfolio
4,568
Q1 2025 Added 0.02%
$0
$436,000 0.07% of portfolio
1,611
Q1 2025 Added 6.62%
$102B
$439,000 0.07% of portfolio
7,199
Q1 2025 Reduced 1.3%
$19.2B
$456,000 0.07% of portfolio
1,050
Q3 2022 New
$90.4B
$460,000 0.07% of portfolio
3,774
Q1 2025 Added 7.22%
$116B
$462,000 0.07% of portfolio
2,757
Q1 2025 Added 5.75%
$13.5B
$462,000 0.07% of portfolio
1,500
Q3 2024 Reduced 25.0%
$253B
$467,000 0.07% of portfolio
1,878
Q1 2025 Reduced 18.84%
$0
$472,000 0.07% of portfolio
6,431
Q1 2025 Reduced 7.72%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $660 Million
  • Prior Value $686 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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