King Wealth Top Holdings and 13F Report (2025) About King WealthInvestment ActivityKing Wealth has $737.11 thousand in total holdings as of June 30, 2025.King Wealth owns shares of 158 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.50% of the portfolio was purchased this quarter.About 3.09% of the portfolio was sold this quarter.This quarter, King Wealth has purchased 157 new stocks and bought additional shares in 57 stocks.King Wealth sold shares of 49 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $101,483Invesco QQQ $66,053Microsoft $55,481SPDR S&P 500 ETF Trust $45,281NVIDIA $34,042 Largest New Holdings this Quarter 03769M106 - Apollo Global Management $865 Holding512807306 - LAM RESEARCH CORP $389 Holding594972887 - MICROSTRATEGY INC STRK $261 Holding697435105 - Palo Alto Networks $226 Holding219350105 - Corning $220 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 17,828 shares (about $11.02K)CrowdStrike 16,261 shares (about $8.28K)iShares Core S&P 500 ETF 4,329 shares (about $2.69K)PALANTIR TECHNOLOGIES INC 13,274 shares (about $1.81K)Vanguard Value ETF 8,363 shares (about $1.48K) Largest Sales this Quarter UnitedHealth Group 26,307 shares (about $8.21K)Eli Lilly and Company 8,830 shares (about $6.88K)Microsoft 2,067 shares (about $1.03K)Elevance Health 1,491 shares (about $580.23)Cigna Group 1,565 shares (about $517.45) Sector Allocation Over TimeMap of 500 Largest Holdings ofKing Wealth Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$101,483$2,688 ▲2.7%163,44613.8%ETFQQQInvesco QQQ$66,053$158 ▲0.2%119,7409.0%FinanceMSFTMicrosoft$55,481$1,028 ▼-1.8%111,5397.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$45,281$11,015 ▲32.1%73,2886.1%FinanceNVDANVIDIA$34,042$208 ▲0.6%215,4714.6%Computer and TechnologyAAPLApple$27,481$206 ▼-0.7%133,9403.7%Computer and TechnologyVVisa$26,381$4 ▼0.0%74,3033.6%Business ServicesIJHiShares Core S&P Mid-Cap ETF$23,917$9 ▲0.0%385,6333.2%ETFJPMJPMorgan Chase & Co.$23,169$34 ▼-0.1%79,9183.1%FinanceIJRiShares Core S&P Small-Cap ETF$20,704$34 ▲0.2%189,4422.8%ETFMETAMeta Platforms$16,331$386 ▲2.4%22,1262.2%Computer and TechnologyCRWDCrowdStrike$13,665$8,282 ▲153.9%26,8301.9%Computer and TechnologyAMZNAmazon.com$13,277$853 ▲6.9%60,5201.8%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$12,911$132 ▼-1.0%95,6111.8%ETFLLYEli Lilly and Company$12,892$6,883 ▼-34.8%16,5381.7%MedicalCOSTCostco Wholesale$12,762$33 ▲0.3%12,8921.7%Retail/WholesaleWMTWalmart$12,744$69 ▲0.5%130,3381.7%Retail/WholesaleGOOGLAlphabet$12,388$90 ▲0.7%70,2941.7%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$10,967$134 ▼-1.2%55,6091.5%ETFPHParker-Hannifin$10,340$205 ▲2.0%14,8041.4%IndustrialsMAMastercard$9,585$137 ▲1.5%17,0581.3%Business ServicesMCDMcDonald's$8,109$420 ▼-4.9%27,7551.1%Retail/WholesaleLMTLockheed Martin$8,036$84 ▼-1.0%17,3521.1%AerospaceORCLOracle$7,312$260 ▼-3.4%33,4441.0%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$7,239$61 ▼-0.8%16,4271.0%FinanceIEFAiShares Core MSCI EAFE ETF$6,721$133 ▲2.0%80,5130.9%ETFXLEEnergy Select Sector SPDR Fund$5,842$45 ▲0.8%68,8790.8%ETFTTTrane Technologies$5,795$263 ▲4.8%13,2490.8%ConstructionPALANTIR TECHNOLOGIES INC$5,515$1,810 ▲48.8%40,4560.7%CL AVOVanguard Mid-Cap ETF$5,302$8 ▼-0.2%18,9480.7%ETFVOEVanguard Mid-Cap Value ETF$5,299$115 ▼-2.1%32,2230.7%ETFVTVVanguard Value ETF$5,226$1,478 ▲39.4%29,5670.7%ETFHDHome Depot$4,937$217 ▼-4.2%13,4650.7%Retail/WholesaleIJJiShares S&P Mid-Cap 400 Value ETF$4,388$83 ▼-1.9%35,5070.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,881$129 ▲3.5%64,6440.5%ETFPEPPepsiCo$3,735$133 ▼-3.4%28,2880.5%Consumer StaplesTEVATeva Pharmaceutical Industries$3,436$503 ▲17.1%205,0000.5%MedicalXOMExxon Mobil$3,287$0 ▲0.0%30,4920.4%EnergyPGProcter & Gamble$3,235$77 ▼-2.3%20,3050.4%Consumer StaplesBXBlackstone$2,739$4 ▼-0.2%18,3120.4%FinanceCVXChevron$2,321$165 ▲7.7%16,2080.3%EnergyJNJJohnson & Johnson$2,250$111 ▼-4.7%14,7280.3%MedicalHOLXHologic$2,0750.0%31,8500.3%MedicalCICigna Group$1,882$517 ▼-21.6%5,6920.3%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,741$98 ▼-5.3%15,8850.2%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,573$58 ▼-3.5%18,9810.2%ManufacturingABTAbbott Laboratories$1,496$1 ▲0.1%10,9990.2%MedicalVTIVanguard Total Stock Market ETF$1,491$21 ▼-1.4%4,9060.2%ETFVOOVanguard S&P 500 ETF$1,487$320 ▲27.5%2,6180.2%ETFUNPUnion Pacific$1,4830.0%6,4470.2%TransportationIJSiShares S&P Small-Cap 600 Value ETF$1,468$38 ▼-2.5%14,7540.2%ETFCATCaterpillar$1,350$1 ▲0.1%3,4770.2%IndustrialsIVEiShares S&P 500 Value ETF$1,2800.0%6,5500.2%ETFVBVanguard Small-Cap ETF$1,275$5 ▼-0.4%5,3810.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,236$38 ▼-3.0%12,4630.2%FinanceBLACKROCK INC$1,2050.0%1,1490.2%COMUNHUnitedHealth Group$1,167$8,206 ▼-87.5%3,7410.2%MedicalPFFiShares Preferred and Income Securities ETF$1,105$51 ▲4.9%36,0290.1%ETFVBRVanguard Small-Cap Value ETF$1,028$24 ▼-2.3%5,2740.1%ETFVZVerizon Communications$1,021$4 ▼-0.4%23,5870.1%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$1,001$9 ▼-0.9%10,4530.1%ETFFBNDFidelity Total Bond ETF$1,000$24 ▼-2.3%21,8570.1%ETFVRPInvesco Variable Rate Preferred ETF$974$66 ▼-6.3%39,8330.1%ETFELVElevance Health$883$580 ▼-39.7%2,2690.1%MedicalAPOApollo Global Management$865$865 ▲New Holding6,1000.1%FinanceTSMTaiwan Semiconductor Manufacturing$862$21 ▲2.5%3,8060.1%Computer and TechnologyBRK.BBerkshire Hathaway$845$391 ▲86.0%1,7390.1%FinanceDKSDICK'S Sporting Goods$832$40 ▼-4.6%4,2050.1%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$8160.0%1,9220.1%ETFWMWaste Management$816$0 ▲0.0%3,5640.1%Business ServicesTHCTenet Healthcare$792$176 ▼-18.2%4,5000.1%MedicalUPSUnited Parcel Service$7820.0%7,7460.1%TransportationVUGVanguard Growth ETF$780$85 ▼-9.9%1,7800.1%ETFAVGOBroadcom$778$18 ▲2.4%2,8240.1%Computer and TechnologyGSThe Goldman Sachs Group$7690.0%1,0860.1%FinanceGEGE Aerospace$767$0 ▲0.0%2,9800.1%AerospaceGOOGAlphabet$765$109 ▲16.7%4,3150.1%Computer and TechnologyKOCocaCola$736$1 ▲0.1%10,4040.1%Consumer StaplesETNEaton$7230.0%2,0250.1%IndustrialsHONHoneywell International$7130.0%3,0620.1%Multi-Sector ConglomeratesEPDEnterprise Products Partners$692$18 ▲2.7%22,3290.1%EnergyRTXRTX$6790.0%4,6530.1%AerospaceCRMSalesforce$669$280 ▲71.8%2,4550.1%Computer and TechnologyTSLATesla$652$387 ▲146.2%2,0510.1%Auto/Tires/TrucksBPBP$6520.0%21,7920.1%EnergyGISGeneral Mills$6490.0%12,5340.1%Consumer StaplesINGRIngredion$6270.0%4,6250.1%Consumer StaplesMRKMerck & Co., Inc.$615$37 ▼-5.6%7,7740.1%MedicalDRIDarden Restaurants$6030.0%2,7650.1%Retail/WholesaleVXFVanguard Extended Market ETF$569$1 ▲0.2%2,9520.1%ETFGE VERNOVA INC$5680.0%1,0730.1%COMTJXTJX Companies$5640.0%4,5680.1%Retail/WholesaleETEnergy Transfer$558$8 ▲1.4%30,7670.1%EnergyIBMInternational Business Machines$5540.0%1,8780.1%Computer and TechnologyAWRAmerican States Water$5370.0%7,0000.1%UtilitiesCASYCasey's General Stores$5360.0%1,0500.1%Retail/WholesaleBXSLBlackstone Secured Lending Fund$523$308 ▲142.9%17,0000.1%FinanceABBVAbbVie$508$3 ▲0.5%2,7370.1%MedicalADBEAdobe$508$73 ▼-12.6%1,3140.1%Computer and TechnologyDISWalt Disney$494$8 ▲1.7%3,9840.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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