King Wealth Top Holdings and 13F Report (2025)

About King Wealth

Investment Activity

King Wealth has $685.52 thousand in total holdings as of December 31, 2024.
King Wealth owns shares of 154 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 6.69% of the portfolio was purchased this quarter.
About 4.48% of the portfolio was sold this quarter.
This quarter, King Wealth has purchased 151 new stocks and bought additional shares in 78 stocks.
King Wealth sold shares of 35 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $92,514
Invesco QQQ: $61,408
Microsoft: $47,403
Apple: $34,200
SPDR S&P 500 ETF Trust: $31,053

Largest New Holdings this Quarter

PALANTIR TECHNOLOGIES INC: $2,322 Holding
Zimmer Biomet: $1,628 Holding
Vanguard Small-Cap ETF: $1,298 Holding
BLACKROCK INC: $1,177 Holding
iShares U.S. Healthcare Providers ETF: $960 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 8,150 shares (about $4.80K)
Apple: 12,210 shares (about $3.06K)
Meta Platforms: 5,204 shares (about $3.05K)
Trane Technologies: 6,803 shares (about $2.51K)
PALANTIR TECHNOLOGIES INC: 30,703 shares (about $2.32K)

Largest Sales this Quarter

Teva Pharmaceutical Industries: 83,602 shares (about $18.43K)
McDonald's: 10,807 shares (about $3.13K)
Stevanato Group: 59,800 shares (about $1.30K)
Amgen: 4,871 shares (about $1.27K)
AbbVie: 4,925 shares (about $876.00)

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	$92,514	$4,798 ▲	5.5%	157,155	13.5%	ETF
QQQ Invesco QQQ	$61,408	$1,691 ▲	2.8%	120,118	9.0%	Finance
MSFT Microsoft	$47,403	$827 ▲	1.8%	112,464	6.9%	Computer and Technology
AAPL Apple	$34,200	$3,058 ▲	9.8%	136,570	5.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$31,053	$283 ▲	0.9%	52,985	4.5%	Finance
NVDA NVIDIA	$29,348	$1,658 ▲	6.0%	218,543	4.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$23,757	$1,136 ▲	5.0%	381,267	3.5%	ETF
V Visa	$23,663	$1,951 ▲	9.0%	74,874	3.5%	Business Services
IJR iShares Core S&P Small-Cap ETF	$21,542	$1,744 ▲	8.8%	186,968	3.1%	ETF
LLY Eli Lilly and Company	$20,165	$494 ▲	2.5%	26,120	2.9%	Medical
JPM JPMorgan Chase & Co.	$19,225	$654 ▲	3.5%	80,202	2.8%	Finance
UNH UnitedHealth Group	$15,225	$412 ▲	2.8%	30,097	2.2%	Medical
META Meta Platforms	$12,991	$3,047 ▲	30.6%	22,188	1.9%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$12,571	$21 ▼	-0.2%	97,739	1.8%	ETF
GOOGL Alphabet	$12,300	$793 ▲	6.9%	64,976	1.8%	Computer and Technology
AMZN Amazon.com	$11,992	$1,579 ▲	15.2%	54,663	1.7%	Retail/Wholesale
COST Costco Wholesale	$11,664	$652 ▲	5.9%	12,730	1.7%	Retail/Wholesale
WMT Walmart	$11,481	$604 ▲	5.5%	127,071	1.7%	Retail/Wholesale
FTEC Fidelity MSCI Information Technology Index ETF	$10,645	$51 ▼	-0.5%	57,580	1.6%	ETF
PH Parker-Hannifin	$8,919	$1,131 ▲	14.5%	14,024	1.3%	Industrial Products
MA Mastercard	$8,878	$163 ▲	1.9%	16,861	1.3%	Business Services
LMT Lockheed Martin	$8,687	$42 ▲	0.5%	17,877	1.3%	Aerospace
MCD McDonald's	$8,447	$3,133 ▼	-27.1%	29,140	1.2%	Retail/Wholesale
DIA SPDR Dow Jones Industrial Average ETF Trust	$7,121	$61 ▲	0.9%	16,735	1.0%	Finance
HD Home Depot	$5,740	$55 ▲	1.0%	14,755	0.8%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$5,709	$141 ▼	-2.4%	81,229	0.8%	ETF
XLE Energy Select Sector SPDR Fund	$5,664	$316 ▲	5.9%	66,119	0.8%	ETF
VOE Vanguard Mid-Cap Value ETF	$5,401	$83 ▲	1.6%	33,387	0.8%	ETF
VO Vanguard Mid-Cap ETF	$5,012	$599 ▲	13.6%	18,977	0.7%	ETF
PEP PepsiCo	$4,579	$3 ▲	0.1%	30,111	0.7%	Consumer Staples
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,560	$66 ▲	1.5%	36,493	0.7%	ETF
TT Trane Technologies	$4,298	$2,513 ▲	140.7%	11,637	0.6%	Construction
CRWD CrowdStrike	$3,471	$254 ▲	7.9%	10,144	0.5%	Computer and Technology
VTV Vanguard Value ETF	$3,442	$2,301 ▲	201.8%	20,333	0.5%	ETF
PG Procter & Gamble	$3,437	$4 ▼	-0.1%	20,504	0.5%	Consumer Staples
CI The Cigna Group	$3,390	$1,125 ▲	49.7%	12,276	0.5%	Medical
ORCL Oracle	$3,365	$236 ▼	-6.5%	20,195	0.5%	Computer and Technology
XOM Exxon Mobil	$3,349	$87 ▲	2.7%	31,130	0.5%	Oils/Energy
IEMG iShares Core MSCI Emerging Markets ETF	$3,305	$129 ▼	-3.7%	63,285	0.5%	ETF
TEVA Teva Pharmaceutical Industries	$3,196	$18,427 ▼	-85.2%	14,500	0.5%	Medical
BX Blackstone	$3,155	$0 ▲	0.0%	18,296	0.5%	Finance
PALANTIR TECHNOLOGIES INC	$2,322	$2,322 ▲	New Holding	30,703	0.3%	CL A
JNJ Johnson & Johnson	$2,250	$45 ▲	2.1%	15,558	0.3%	Medical
CVX Chevron	$1,966	$361 ▲	22.5%	13,574	0.3%	Oils/Energy
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,883	$9 ▼	-0.5%	17,624	0.3%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$1,677	$8 ▼	-0.5%	20,455	0.2%	Manufacturing
IJS iShares S&P Small-Cap 600 Value ETF	$1,670	$4 ▼	-0.2%	15,380	0.2%	ETF
ZBH Zimmer Biomet	$1,628	$1,628 ▲	New Holding	15,411	0.2%	Medical
UNP Union Pacific	$1,470		0.0%	6,447	0.2%	Transportation
VTI Vanguard Total Stock Market ETF	$1,455		0.0%	5,021	0.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,303	$47 ▲	3.7%	13,447	0.2%	Finance
VB Vanguard Small-Cap ETF	$1,298	$1,298 ▲	New Holding	5,403	0.2%	ETF
IVE iShares S&P 500 Value ETF	$1,250	$315 ▲	33.7%	6,550	0.2%	ETF
ABT Abbott Laboratories	$1,219	$1 ▲	0.1%	10,775	0.2%	Medical
CAT Caterpillar	$1,204	$31 ▲	2.7%	3,318	0.2%	Industrial Products
BLACKROCK INC	$1,177	$1,177 ▲	New Holding	1,149	0.2%	COM
ELV Elevance Health	$1,123	$92 ▲	9.0%	3,043	0.2%	Medical
PFF iShares Preferred and Income Securities ETF	$1,113	$15 ▼	-1.4%	35,389	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$1,106	$73 ▲	7.1%	5,579	0.2%	ETF
VOO Vanguard S&P 500 ETF	$1,106	$9 ▲	0.8%	2,052	0.2%	ETF
FBND Fidelity Total Bond ETF	$1,074	$11 ▲	1.0%	23,930	0.2%	ETF
HOLX Hologic	$1,063	$486 ▲	84.4%	14,750	0.2%	Medical
VRP Invesco Variable Rate Preferred ETF	$1,034	$9 ▲	0.9%	42,724	0.2%	ETF
DKS DICK'S Sporting Goods	$1,011	$14 ▼	-1.4%	4,418	0.1%	Retail/Wholesale
IEF iShares 7-10 Year Treasury Bond ETF	$985	$41 ▲	4.3%	10,651	0.1%	ETF
IHF iShares U.S. Healthcare Providers ETF	$960	$960 ▲	New Holding	20,000	0.1%	ETF
VZ Verizon Communications	$921	$85 ▼	-8.5%	23,038	0.1%	Computer and Technology
MRK Merck & Co., Inc.	$815	$9 ▲	1.1%	8,196	0.1%	Medical
GIS General Mills	$799		0.0%	12,534	0.1%	Consumer Staples
STVN Stevanato Group	$763	$1,304 ▼	-63.1%	35,000	0.1%	Medical
VUG Vanguard Growth ETF	$742	$37 ▲	5.3%	1,809	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$726		0.0%	1,808	0.1%	ETF
WM Waste Management	$719	$0 ▲	0.0%	3,561	0.1%	Business Services
TSM Taiwan Semiconductor Manufacturing	$708	$5 ▲	0.8%	3,587	0.1%	Computer and Technology
HON Honeywell International	$684	$35 ▼	-4.9%	3,029	0.1%	Multi-Sector Conglomerates
ETN Eaton	$672	$46 ▼	-6.4%	2,025	0.1%	Industrial Products
TSLA Tesla	$651	$179 ▼	-21.5%	1,611	0.1%	Auto/Tires/Trucks
BP BP	$638		0.0%	21,600	0.1%	Oils/Energy
INGR Ingredion	$636		0.0%	4,625	0.1%	Consumer Staples
KO Coca-Cola	$632	$1 ▲	0.1%	10,150	0.1%	Consumer Staples
EPD Enterprise Products Partners	$618	$6 ▲	0.9%	19,705	0.1%	Oils/Energy
GS The Goldman Sachs Group	$611		0.0%	1,067	0.1%	Finance
AVGO Broadcom	$604	$1 ▲	0.1%	2,607	0.1%	Computer and Technology
VXF Vanguard Extended Market ETF	$596	$2 ▲	0.4%	3,138	0.1%	ETF
ET Energy Transfer	$592	$0 ▲	0.0%	30,239	0.1%	Oils/Energy
TJX TJX Companies	$552	$3 ▲	0.6%	4,567	0.1%	Retail/Wholesale
AWR American States Water	$544		0.0%	7,000	0.1%	Utilities
UTHR United Therapeutics	$529		0.0%	1,500	0.1%	Medical
RTX RTX	$523	$11 ▲	2.2%	4,523	0.1%	Aerospace
GE General Electric	$520	$20 ▲	4.0%	3,120	0.1%	Transportation
DRI Darden Restaurants	$516		0.0%	2,765	0.1%	Retail/Wholesale
IBM International Business Machines	$509	$276 ▼	-35.1%	2,314	0.1%	Computer and Technology
BND Vanguard Total Bond Market ETF	$501	$21 ▼	-4.0%	6,969	0.1%	ETF
GOOG Alphabet	$490	$29 ▲	6.2%	2,571	0.1%	Computer and Technology
ABBV AbbVie	$479	$876 ▼	-64.6%	2,693	0.1%	Medical
DIS Walt Disney	$447	$60 ▼	-11.9%	4,015	0.1%	Consumer Discretionary
OEF iShares S&P 100 ETF	$436	$8 ▲	1.8%	1,511	0.1%	ETF
MTB M&T Bank	$435	$28 ▼	-6.0%	2,314	0.1%	Finance
BRK.B Berkshire Hathaway	$421	$421 ▲	New Holding	929	0.1%	Finance
CASY Casey's General Stores	$416		0.0%	1,050	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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King Wealth Top Holdings and 13F Report (2025)

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 (2025)

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