King Wealth Top Holdings and 13F Report (2025)

About King Wealth

Investment Activity

King Wealth has $659.69 thousand in total holdings as of March 31, 2025.
King Wealth owns shares of 157 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 2.60% of the portfolio was purchased this quarter.
About 1.58% of the portfolio was sold this quarter.
This quarter, King Wealth has purchased 154 new stocks and bought additional shares in 66 stocks.
King Wealth sold shares of 57 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $89,408
Invesco QQQ: $56,014
Microsoft: $42,646
SPDR S&P 500 ETF Trust: $31,024
Apple: $29,975

Largest New Holdings this Quarter

88033G407 - Tenet Healthcare: $740 Holding
79466L302 - Salesforce: $383 Holding
40412C101 - HCA Healthcare: $346 Holding
G1151C101 - Accenture: $322 Holding
78463X889 - SPDR Portfolio Developed World ex-US ETF: $245 Holding

Largest Purchases this Quarter

Teva Pharmaceutical Industries: 160,500 shares (about $2.47K)
Oracle: 14,439 shares (about $2.02K)
SPDR S&P 500 ETF Trust: 2,475 shares (about $1.38K)
iShares Core S&P 500 ETF: 1,962 shares (about $1.10K)
Hologic: 17,100 shares (about $1.06K)

Largest Sales this Quarter

The Cigna Group: 5,019 shares (about $1.65K)
Zimmer Biomet: 8,999 shares (about $1.02K)
Eli Lilly and Company: 752 shares (about $621.09)
NVIDIA: 4,390 shares (about $475.79)
Apple: 1,625 shares (about $360.96)

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	$89,408	$1,102 ▲	1.2%	159,117	13.6%	ETF
QQQ Invesco QQQ	$56,014	$312 ▼	-0.6%	119,453	8.5%	Finance
MSFT Microsoft	$42,646	$429 ▲	1.0%	113,606	6.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$31,024	$1,385 ▲	4.7%	55,460	4.7%	Finance
AAPL Apple	$29,975	$361 ▼	-1.2%	134,945	4.5%	Computer and Technology
V Visa	$26,044	$196 ▼	-0.7%	74,314	3.9%	Business Services
NVDA NVIDIA	$23,210	$476 ▼	-2.0%	214,153	3.5%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$22,493	$246 ▲	1.1%	385,488	3.4%	ETF
LLY Eli Lilly and Company	$20,952	$621 ▼	-2.9%	25,368	3.2%	Medical
IJR iShares Core S&P Small-Cap ETF	$19,777	$226 ▲	1.2%	189,130	3.0%	ETF
JPM JPMorgan Chase & Co.	$19,633	$40 ▼	-0.2%	80,037	3.0%	Finance
UNH UnitedHealth Group	$15,737	$26 ▼	-0.2%	30,048	2.4%	Medical
META Meta Platforms	$12,451	$337 ▼	-2.6%	21,603	1.9%	Computer and Technology
COST Costco Wholesale	$12,162	$122 ▲	1.0%	12,859	1.8%	Retail/Wholesale
ITOT iShares Core S&P Total U.S. Stock Market ETF	$11,785	$140 ▼	-1.2%	96,590	1.8%	ETF
WMT Walmart	$11,381	$225 ▲	2.0%	129,635	1.7%	Retail/Wholesale
GOOGL Alphabet	$10,791	$743 ▲	7.4%	69,781	1.6%	Computer and Technology
AMZN Amazon.com	$10,775	$374 ▲	3.6%	56,631	1.6%	Retail/Wholesale
MA Mastercard	$9,216	$26 ▼	-0.3%	16,814	1.4%	Business Services
MCD McDonald's	$9,119	$17 ▲	0.2%	29,193	1.4%	Retail/Wholesale
FTEC Fidelity MSCI Information Technology Index ETF	$9,077	$209 ▼	-2.2%	56,286	1.4%	ETF
PH Parker-Hannifin	$8,820	$295 ▲	3.5%	14,510	1.3%	Industrials
LMT Lockheed Martin	$7,832	$154 ▼	-1.9%	17,533	1.2%	Aerospace
DIA SPDR Dow Jones Industrial Average ETF Trust	$6,956	$71 ▼	-1.0%	16,566	1.1%	Finance
XLE Energy Select Sector SPDR Fund	$6,387	$208 ▲	3.4%	68,347	1.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$5,970	$175 ▼	-2.8%	78,916	0.9%	ETF
VOE Vanguard Mid-Cap Value ETF	$5,285	$75 ▼	-1.4%	32,921	0.8%	ETF
HD Home Depot	$5,151	$256 ▼	-4.7%	14,056	0.8%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$4,908		0.0%	18,977	0.7%	ETF
ORCL Oracle	$4,842	$2,019 ▲	71.5%	34,634	0.7%	Computer and Technology
PEP PepsiCo	$4,393	$122 ▼	-2.7%	29,298	0.7%	Consumer Staples
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,332	$38 ▼	-0.9%	36,179	0.7%	ETF
TT Trane Technologies	$4,261	$340 ▲	8.7%	12,647	0.6%	Construction
CRWD CrowdStrike	$3,726	$150 ▲	4.2%	10,569	0.6%	Computer and Technology
VTV Vanguard Value ETF	$3,663	$150 ▲	4.3%	21,204	0.6%	ETF
XOM Exxon Mobil	$3,626	$76 ▼	-2.1%	30,488	0.5%	Energy
PG Procter & Gamble	$3,543	$48 ▲	1.4%	20,787	0.5%	Consumer Staples
IEMG iShares Core MSCI Emerging Markets ETF	$3,372	$43 ▼	-1.3%	62,487	0.5%	ETF
TEVA Teva Pharmaceutical Industries	$2,690	$2,467 ▲	1,106.9%	175,000	0.4%	Medical
BX Blackstone	$2,564	$6 ▲	0.2%	18,340	0.4%	Finance
JNJ Johnson & Johnson	$2,563	$18 ▼	-0.7%	15,452	0.4%	Medical
CVX Chevron	$2,519	$248 ▲	10.9%	15,055	0.4%	Energy
CI The Cigna Group	$2,388	$1,652 ▼	-40.9%	7,257	0.4%	Medical
PALANTIR TECHNOLOGIES INC	$2,294	$297 ▼	-11.5%	27,182	0.3%	CL A
HOLX Hologic	$1,967	$1,056 ▲	115.9%	31,850	0.3%	Medical
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,824	$92 ▼	-4.8%	16,780	0.3%	Finance
ELV Elevance Health	$1,635	$312 ▲	23.6%	3,760	0.2%	Medical
SHY iShares 1-3 Year Treasury Bond ETF	$1,628	$64 ▼	-3.8%	19,679	0.2%	Manufacturing
UNP Union Pacific	$1,523		0.0%	6,447	0.2%	Transportation
IJS iShares S&P Small-Cap 600 Value ETF	$1,476	$24 ▼	-1.6%	15,137	0.2%	ETF
ABT Abbott Laboratories	$1,458	$29 ▲	2.0%	10,993	0.2%	Medical
VTI Vanguard Total Stock Market ETF	$1,367	$13 ▼	-0.9%	4,975	0.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,271	$60 ▼	-4.5%	12,845	0.2%	Finance
IVE iShares S&P 500 Value ETF	$1,248		0.0%	6,550	0.2%	ETF
VB Vanguard Small-Cap ETF	$1,198		0.0%	5,403	0.2%	ETF
CAT Caterpillar	$1,146	$52 ▲	4.7%	3,475	0.2%	Industrials
BLACKROCK INC	$1,087		0.0%	1,149	0.2%	COM
VZ Verizon Communications	$1,074	$29 ▲	2.8%	23,687	0.2%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,056	$1 ▲	0.1%	2,054	0.2%	ETF
PFF iShares Preferred and Income Securities ETF	$1,056	$32 ▼	-2.9%	34,353	0.2%	ETF
VRP Invesco Variable Rate Preferred ETF	$1,031	$5 ▼	-0.4%	42,532	0.2%	ETF
FBND Fidelity Total Bond ETF	$1,021	$71 ▼	-6.5%	22,373	0.2%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$1,006	$10 ▼	-1.0%	10,549	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$1,006	$34 ▼	-3.2%	5,398	0.2%	ETF
DKS DICK'S Sporting Goods	$888	$2 ▼	-0.2%	4,408	0.1%	Retail/Wholesale
UPS United Parcel Service	$852	$625 ▲	274.9%	7,746	0.1%	Transportation
WM Waste Management	$825	$0 ▲	0.1%	3,563	0.1%	Business Services
GIS General Mills	$749		0.0%	12,534	0.1%	Consumer Staples
KO Coca-Cola	$745	$18 ▲	2.4%	10,396	0.1%	Consumer Staples
EPD Enterprise Products Partners	$742	$69 ▲	10.3%	21,733	0.1%	Energy
THC Tenet Healthcare	$740	$740 ▲	New Holding	5,500	0.1%	Medical
MRK Merck & Co., Inc.	$740	$4 ▲	0.5%	8,239	0.1%	Medical
BP BP	$736	$6 ▲	0.9%	21,792	0.1%	Energy
ZBH Zimmer Biomet	$726	$1,019 ▼	-58.4%	6,412	0.1%	Medical
IWF iShares Russell 1000 Growth ETF	$694	$41 ▲	6.3%	1,922	0.1%	ETF
VUG Vanguard Growth ETF	$666	$56 ▲	9.2%	1,975	0.1%	ETF
HON Honeywell International	$648	$7 ▲	1.1%	3,062	0.1%	Multi-Sector Conglomerates
INGR Ingredion	$625		0.0%	4,625	0.1%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$617	$21 ▲	3.5%	3,714	0.1%	Computer and Technology
RTX RTX	$616	$17 ▲	2.9%	4,653	0.1%	Aerospace
GE GE Aerospace	$596	$28 ▼	-4.5%	2,979	0.1%	Industrials
GS The Goldman Sachs Group	$593	$10 ▲	1.8%	1,086	0.1%	Finance
GOOG Alphabet	$578	$176 ▲	43.9%	3,699	0.1%	Computer and Technology
ADBE Adobe	$577	$340 ▲	143.0%	1,504	0.1%	Computer and Technology
DRI Darden Restaurants	$574		0.0%	2,765	0.1%	Retail/Wholesale
ABBV AbbVie	$571	$6 ▲	1.1%	2,723	0.1%	Medical
ET Energy Transfer	$564	$2 ▲	0.4%	30,352	0.1%	Energy
TJX TJX Companies	$556	$0 ▲	0.0%	4,568	0.1%	Retail/Wholesale
AWR American States Water	$551		0.0%	7,000	0.1%	Utilities
ETN Eaton	$550		0.0%	2,025	0.1%	Industrials
VXF Vanguard Extended Market ETF	$507	$33 ▼	-6.1%	2,946	0.1%	ETF
BRK.B Berkshire Hathaway	$498	$3 ▲	0.6%	935	0.1%	Finance
BND Vanguard Total Bond Market ETF	$472	$39 ▼	-7.7%	6,431	0.1%	ETF
IBM International Business Machines	$467	$108 ▼	-18.8%	1,878	0.1%	Computer and Technology
AVGO Broadcom	$462	$25 ▲	5.8%	2,757	0.1%	Computer and Technology
UTHR United Therapeutics	$462		0.0%	1,500	0.1%	Medical
DUK Duke Energy	$460	$31 ▲	7.2%	3,774	0.1%	Utilities
CASY Casey's General Stores	$456		0.0%	1,050	0.1%	Retail/Wholesale
BMY Bristol-Myers Squibb	$439	$6 ▼	-1.3%	7,199	0.1%	Medical
OEF iShares S&P 100 ETF	$436	$27 ▲	6.6%	1,611	0.1%	ETF

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