King Wealth Top Holdings and 13F Report (2024)

About King Wealth

Investment Activity

King Wealth has $641.69 thousand in total holdings as of September 30, 2024.
King Wealth owns shares of 151 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 5.03% of the portfolio was purchased this quarter.
About 3.36% of the portfolio was sold this quarter.
This quarter, King Wealth has purchased 144 new stocks and bought additional shares in 36 stocks.
King Wealth sold shares of 77 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $85,949
Invesco QQQ: $57,012
Microsoft: $47,548
SPDR S&P 500 ETF Trust: $30,123
Apple: $28,976

Largest New Holdings this Quarter

Trane Technologies: $1,879 Holding
Teva Pharmaceutical Industries: $1,768 Holding
BP: $678 Holding
JD.com: $528 Holding
McKesson: $264 Holding

Largest Purchases this Quarter

Microsoft: 29,295 shares (about $12.61K)
Parker-Hannifin: 9,975 shares (about $6.30K)
Trane Technologies: 4,834 shares (about $1.88K)
Teva Pharmaceutical Industries: 98,102 shares (about $1.77K)
Meta Platforms: 2,293 shares (about $1.31K)

Largest Sales this Quarter

Johnson & Johnson: 32,939 shares (about $5.34K)
Vanguard Value ETF: 9,128 shares (about $1.59K)
iShares Core MSCI EAFE ETF: 9,134 shares (about $712.96)
Home Depot: 1,592 shares (about $645.12)
The Cigna Group: 1,665 shares (about $576.79)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$85,949	$94 ▲	0.1%	149,005	13.4%	ETF
QQQ Invesco QQQ	$57,012	$535 ▼	-0.9%	116,811	8.9%	Finance
MSFT Microsoft	$47,548	$12,605 ▲	36.1%	110,501	7.4%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$30,123	$382 ▼	-1.3%	52,502	4.7%	Finance
AAPL Apple	$28,976	$205 ▼	-0.7%	124,360	4.5%	Computer and Technology
NVDA NVIDIA	$25,040	$152 ▼	-0.6%	206,196	3.9%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$22,624	$202 ▲	0.9%	363,038	3.5%	ETF
LLY Eli Lilly and Company	$22,574	$50 ▲	0.2%	25,480	3.5%	Medical
IJR iShares Core S&P Small-Cap ETF	$20,098	$638 ▲	3.3%	171,835	3.1%	ETF
V Visa	$18,890	$142 ▼	-0.7%	68,702	2.9%	Business Services
UNH UnitedHealth Group	$17,120	$32 ▲	0.2%	29,282	2.7%	Medical
JPM JPMorgan Chase & Co.	$16,336	$234 ▼	-1.4%	77,474	2.5%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$12,298	$249 ▼	-2.0%	97,902	1.9%	ETF
MCD McDonald's	$12,164	$342 ▼	-2.7%	39,947	1.9%	Retail/Wholesale
COST Costco Wholesale	$10,654	$142 ▼	-1.3%	12,018	1.7%	Retail/Wholesale
LMT Lockheed Martin	$10,399	$446 ▼	-4.1%	17,790	1.6%	Aerospace
FTEC Fidelity MSCI Information Technology Index ETF	$10,096	$383 ▼	-3.7%	57,858	1.6%	ETF
GOOGL Alphabet	$10,082	$774 ▲	8.3%	60,789	1.6%	Computer and Technology
META Meta Platforms	$9,722	$1,313 ▲	15.6%	16,984	1.5%	Computer and Technology
WMT Walmart	$9,722	$65 ▲	0.7%	120,390	1.5%	Retail/Wholesale
AMZN Amazon.com	$8,844	$1,064 ▲	13.7%	47,466	1.4%	Retail/Wholesale
MA Mastercard	$8,173	$284 ▼	-3.4%	16,552	1.3%	Business Services
PH Parker-Hannifin	$7,737	$6,303 ▲	439.4%	12,245	1.2%	Industrial Products
DIA SPDR Dow Jones Industrial Average ETF Trust	$7,020	$118 ▼	-1.7%	16,591	1.1%	Finance
IEFA iShares Core MSCI EAFE ETF	$6,497	$713 ▼	-9.9%	83,236	1.0%	ETF
HD Home Depot	$5,922	$645 ▼	-9.8%	14,614	0.9%	Retail/Wholesale
VOE Vanguard Mid-Cap Value ETF	$5,511	$301 ▼	-5.2%	32,871	0.9%	ETF
XLE Energy Select Sector SPDR Fund	$5,481	$184 ▼	-3.2%	62,425	0.9%	ETF
PEP PepsiCo	$5,117	$362 ▼	-6.6%	30,089	0.8%	Consumer Staples
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,446	$232 ▼	-5.0%	35,962	0.7%	ETF
VO Vanguard Mid-Cap ETF	$4,408	$566 ▼	-11.4%	16,709	0.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,775	$418 ▼	-10.0%	65,750	0.6%	ETF
ORCL Oracle	$3,682	$293 ▲	8.6%	21,609	0.6%	Computer and Technology
PG Procter & Gamble	$3,556	$151 ▼	-4.1%	20,530	0.6%	Consumer Staples
XOM Exxon Mobil	$3,554	$8 ▼	-0.2%	30,321	0.6%	Oils/Energy
CI The Cigna Group	$2,841	$577 ▼	-16.9%	8,201	0.4%	Medical
BX Blackstone	$2,801	$0 ▲	0.0%	18,294	0.4%	Finance
CRWD CrowdStrike	$2,637	$560 ▲	26.9%	9,403	0.4%	Computer and Technology
JNJ Johnson & Johnson	$2,471	$5,339 ▼	-68.4%	15,244	0.4%	Medical
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,001	$178 ▼	-8.2%	17,708	0.3%	Finance
AMGN Amgen	$1,952	$160 ▼	-7.6%	6,059	0.3%	Medical
STVN Stevanato Group	$1,896	$440 ▲	30.2%	94,800	0.3%	Medical
TT Trane Technologies	$1,879	$1,879 ▲	New Holding	4,834	0.3%	Construction
TEVA Teva Pharmaceutical Industries	$1,768	$1,768 ▲	New Holding	98,102	0.3%	Medical
SHY iShares 1-3 Year Treasury Bond ETF	$1,709	$41 ▼	-2.3%	20,548	0.3%	Manufacturing
IJS iShares S&P Small-Cap 600 Value ETF	$1,660	$41 ▼	-2.4%	15,415	0.3%	ETF
CVX Chevron	$1,632	$76 ▲	4.9%	11,080	0.3%	Oils/Energy
UNP Union Pacific	$1,589	$48 ▼	-2.9%	6,447	0.2%	Transportation
ABBV AbbVie	$1,504	$30 ▼	-1.9%	7,618	0.2%	Medical
ELV Elevance Health	$1,452		0.0%	2,793	0.2%	Medical
VTI Vanguard Total Stock Market ETF	$1,422	$107 ▼	-7.0%	5,021	0.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,313	$70 ▼	-5.0%	12,963	0.2%	Finance
CAT Caterpillar	$1,264	$5 ▲	0.4%	3,232	0.2%	Industrial Products
ABT Abbott Laboratories	$1,228	$5 ▲	0.4%	10,769	0.2%	Medical
PFF iShares Preferred and Income Securities ETF	$1,192	$54 ▼	-4.4%	35,878	0.2%	ETF
VTV Vanguard Value ETF	$1,176	$1,593 ▼	-57.5%	6,738	0.2%	ETF
VZ Verizon Communications	$1,130	$63 ▼	-5.3%	25,172	0.2%	Computer and Technology
FBND Fidelity Total Bond ETF	$1,107	$41 ▼	-3.6%	23,690	0.2%	ETF
BLK BlackRock	$1,084	$12 ▼	-1.1%	1,142	0.2%	Finance
VOO Vanguard S&P 500 ETF	$1,074	$40 ▲	3.8%	2,035	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$1,046	$80 ▼	-7.1%	5,211	0.2%	ETF
VRP Invesco Variable Rate Preferred ETF	$1,036	$11 ▼	-1.0%	42,353	0.2%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$1,002	$50 ▼	-4.7%	10,211	0.2%	ETF
IVE iShares S&P 500 Value ETF	$966	$248 ▼	-20.4%	4,900	0.2%	ETF
DKS DICK'S Sporting Goods	$935	$35 ▼	-3.6%	4,481	0.1%	Retail/Wholesale
GIS General Mills	$926	$81 ▼	-8.1%	12,534	0.1%	Consumer Staples
MRK Merck & Co., Inc.	$921	$38 ▲	4.3%	8,110	0.1%	Medical
IBM International Business Machines	$789	$17 ▼	-2.2%	3,567	0.1%	Computer and Technology
WM Waste Management	$739	$0 ▲	0.0%	3,560	0.1%	Business Services
KO Coca-Cola	$728	$13 ▼	-1.8%	10,135	0.1%	Consumer Staples
ETN Eaton	$717	$41 ▼	-5.5%	2,163	0.1%	Industrial Products
IWF iShares Russell 1000 Growth ETF	$679		0.0%	1,808	0.1%	ETF
BP BP	$678	$678 ▲	New Holding	21,600	0.1%	Oils/Energy
VUG Vanguard Growth ETF	$660		0.0%	1,718	0.1%	ETF
HON Honeywell International	$659		0.0%	3,186	0.1%	Multi-Sector Conglomerates
HOLX Hologic	$652		0.0%	8,000	0.1%	Medical
INGR Ingredion	$636		0.0%	4,625	0.1%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$618	$18 ▲	2.9%	3,560	0.1%	Computer and Technology
AWR American States Water	$583		0.0%	7,000	0.1%	Utilities
VXF Vanguard Extended Market ETF	$569	$1 ▲	0.2%	3,126	0.1%	ETF
EPD Enterprise Products Partners	$568		0.0%	19,526	0.1%	Oils/Energy
GE General Electric	$565	$1 ▼	-0.1%	2,999	0.1%	Transportation
BND Vanguard Total Bond Market ETF	$545	$31 ▼	-5.5%	7,256	0.1%	ETF
UTHR United Therapeutics	$538	$179 ▼	-25.0%	1,500	0.1%	Medical
TSLA Tesla	$537		0.0%	2,053	0.1%	Auto/Tires/Trucks
RTX RTX	$536	$27 ▼	-4.8%	4,425	0.1%	Aerospace
TJX TJX Companies	$534	$0 ▲	0.0%	4,541	0.1%	Retail/Wholesale
JD JD.com	$528	$528 ▲	New Holding	13,203	0.1%	Retail/Wholesale
GS The Goldman Sachs Group	$528		0.0%	1,067	0.1%	Finance
ET Energy Transfer	$485	$0 ▲	0.0%	30,227	0.1%	Oils/Energy
AMD Advanced Micro Devices	$473	$11 ▼	-2.2%	2,880	0.1%	Computer and Technology
DRI Darden Restaurants	$454	$226 ▼	-33.2%	2,765	0.1%	Retail/Wholesale
AVGO Broadcom	$449	$406 ▲	941.6%	2,604	0.1%	Computer and Technology
IBB iShares Biotechnology ETF	$444	$8 ▼	-1.7%	3,051	0.1%	Finance
DIS Walt Disney	$438	$135 ▲	44.4%	4,555	0.1%	Consumer Discretionary
MTB M&T Bank	$438		0.0%	2,461	0.1%	Finance
SDY SPDR S&P Dividend ETF	$426	$36 ▲	9.1%	2,997	0.1%	ETF
OEF iShares S&P 100 ETF	$411		0.0%	1,484	0.1%	ETF
PFE Pfizer	$410	$30 ▼	-6.9%	14,153	0.1%	Medical
DUK Duke Energy	$406	$4 ▲	0.9%	3,520	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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King Wealth Top Holdings and 13F Report (2024)

About King Wealth

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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King Wealth Top Holdings and 13F Report (2024)

About King Wealth

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKing Wealth

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools