King Wealth Top Holdings and 13F Report (2024)

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About King Wealth

Investment Activity

King Wealth has $570.18 thousand in total holdings as of March 31, 2024.
King Wealth owns shares of 147 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 6.22% of the portfolio was purchased this quarter.
About 1.94% of the portfolio was sold this quarter.
This quarter, King Wealth has purchased 139 new stocks and bought additional shares in 52 stocks.
King Wealth sold shares of 50 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $77,838
Invesco QQQ: $52,106
Microsoft: $34,123
SPDR S&P 500 ETF Trust: $27,920
iShares Core S&P Mid-Cap ETF: $21,899

Largest New Holdings this Quarter

Sanofi: $899 Holding
CrowdStrike: $306 Holding
Technology Select Sector SPDR Fund: $293 Holding
Blackstone Secured Lending Fund: $218 Holding
SPDR Gold Shares: $215 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 290,279 shares (about $17.63K)
Walmart: 80,592 shares (about $4.85K)
iShares Core S&P 500 ETF: 2,959 shares (about $1.56K)
UnitedHealth Group: 2,582 shares (about $1.28K)
Apple: 5,852 shares (about $1.00K)

Largest Sales this Quarter

NVIDIA: 5,412 shares (about $4.89K)
iShares Core MSCI EAFE ETF: 8,417 shares (about $624.73)
Novo Nordisk A/S: 3,671 shares (about $471.25)
Johnson & Johnson: 2,034 shares (about $321.76)
iShares Core MSCI Emerging Markets ETF: 5,273 shares (about $272.08)

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	$77,838	$1,556 ▲	2.0%	148,057	13.7%	ETF
QQQ Invesco QQQ	$52,106	$503 ▲	1.0%	117,354	9.1%	Finance
MSFT Microsoft	$34,123	$170 ▲	0.5%	81,106	6.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$27,920	$129 ▼	-0.5%	53,376	4.9%	Finance
IJH iShares Core S&P Mid-Cap ETF	$21,899	$17,631 ▲	413.2%	360,538	3.8%	ETF
AAPL Apple	$21,305	$1,003 ▲	4.9%	124,243	3.7%	Computer and Technology
LLY Eli Lilly and Company	$19,916	$203 ▲	1.0%	25,601	3.5%	Medical
V Visa	$19,310	$63 ▲	0.3%	69,191	3.4%	Business Services
NVDA NVIDIA	$18,550	$4,890 ▼	-20.9%	20,530	3.3%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$18,465	$412 ▲	2.3%	167,071	3.2%	ETF
JPM JPMorgan Chase & Co.	$15,712	$222 ▲	1.4%	78,441	2.8%	Finance
UNH UnitedHealth Group	$14,974	$1,277 ▲	9.3%	30,268	2.6%	Medical
MCD McDonald's	$13,530	$135 ▲	1.0%	47,986	2.4%	Retail/Wholesale
ITOT iShares Core S&P Total U.S. Stock Market ETF	$11,797	$104 ▼	-0.9%	102,315	2.1%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$9,456	$188 ▼	-1.9%	60,678	1.7%	ETF
COST Costco Wholesale	$8,969	$123 ▲	1.4%	12,243	1.6%	Retail/Wholesale
LMT Lockheed Martin	$8,444	$161 ▼	-1.9%	18,562	1.5%	Aerospace
MA Mastercard	$8,331	$123 ▼	-1.5%	17,300	1.5%	Business Services
GOOGL Alphabet	$8,144	$634 ▲	8.4%	53,958	1.4%	Computer and Technology
JNJ Johnson & Johnson	$7,945	$322 ▼	-3.9%	50,224	1.4%	Medical
WMT Walmart	$7,212	$4,849 ▲	205.3%	119,856	1.3%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$7,159	$625 ▼	-8.0%	96,454	1.3%	ETF
AMZN Amazon.com	$6,969	$493 ▲	7.6%	38,637	1.2%	Retail/Wholesale
DIA SPDR Dow Jones Industrial Average ETF Trust	$6,847	$82 ▼	-1.2%	17,214	1.2%	Finance
HD Home Depot	$6,384	$322 ▲	5.3%	16,642	1.1%	Retail/Wholesale
XLE Energy Select Sector SPDR Fund	$6,211	$125 ▲	2.1%	65,785	1.1%	ETF
PEP PepsiCo	$5,783	$95 ▼	-1.6%	33,043	1.0%	Consumer Staples
VOE Vanguard Mid-Cap Value ETF	$5,591	$56 ▼	-1.0%	35,860	1.0%	ETF
VO Vanguard Mid-Cap ETF	$4,711	$12 ▲	0.3%	18,855	0.8%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,607	$32 ▼	-0.7%	38,951	0.8%	ETF
META Meta Platforms	$3,939	$848 ▲	27.5%	8,111	0.7%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$3,927	$272 ▼	-6.5%	76,106	0.7%	ETF
PG Procter & Gamble	$3,528	$178 ▼	-4.8%	21,744	0.6%	Consumer Staples
XOM Exxon Mobil	$3,516	$611 ▲	21.0%	30,244	0.6%	Oils/Energy
CI The Cigna Group	$2,621	$254 ▼	-8.8%	7,216	0.5%	Medical
VTV Vanguard Value ETF	$2,588	$49 ▲	1.9%	15,891	0.5%	ETF
BX Blackstone	$2,416	$10 ▲	0.4%	18,388	0.4%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,198	$121 ▼	-5.2%	20,184	0.4%	Finance
NVO Novo Nordisk A/S	$1,909	$471 ▼	-19.8%	14,871	0.3%	Medical
AMGN Amgen	$1,900	$85 ▼	-4.3%	6,682	0.3%	Medical
SHY iShares 1-3 Year Treasury Bond ETF	$1,791	$82 ▼	-4.4%	21,900	0.3%	Manufacturing
ORCL Oracle	$1,755	$126 ▲	7.7%	13,974	0.3%	Computer and Technology
IJS iShares S&P Small-Cap 600 Value ETF	$1,678	$27 ▼	-1.6%	16,332	0.3%	ETF
UNP Union Pacific	$1,633	$3 ▲	0.2%	6,640	0.3%	Transportation
CVX Chevron	$1,610	$79 ▲	5.2%	10,204	0.3%	Oils/Energy
ELV Elevance Health	$1,448		0.0%	2,793	0.3%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$1,440	$29 ▼	-2.0%	14,702	0.3%	Finance
VTI Vanguard Total Stock Market ETF	$1,403		0.0%	5,398	0.2%	ETF
ABBV AbbVie	$1,399	$3 ▼	-0.2%	7,684	0.2%	Medical
PFF iShares Preferred and Income Securities ETF	$1,312	$24 ▼	-1.8%	40,704	0.2%	ETF
ABT Abbott Laboratories	$1,213	$7 ▲	0.6%	10,676	0.2%	Medical
FBND Fidelity Total Bond ETF	$1,198	$69 ▼	-5.4%	26,438	0.2%	ETF
CAT Caterpillar	$1,168	$17 ▲	1.5%	3,187	0.2%	Industrial Products
IVE iShares S&P 500 Value ETF	$1,150	$35 ▲	3.1%	6,158	0.2%	ETF
UTHR United Therapeutics	$1,149		0.0%	5,000	0.2%	Medical
VZ Verizon Communications	$1,136	$26 ▲	2.4%	27,083	0.2%	Computer and Technology
DG Dollar General	$1,096	$3 ▲	0.3%	7,023	0.2%	Retail/Wholesale
VBR Vanguard Small-Cap Value ETF	$1,090	$81 ▲	8.1%	5,683	0.2%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$1,062	$89 ▼	-7.8%	11,216	0.2%	ETF
VRP Invesco Variable Rate Preferred ETF	$1,034	$3 ▼	-0.3%	43,499	0.2%	ETF
DKS DICK'S Sporting Goods	$1,011	$7 ▼	-0.6%	4,494	0.2%	Retail/Wholesale
MRK Merck & Co., Inc.	$978	$0 ▲	0.0%	7,414	0.2%	Medical
BLK BlackRock	$970	$23 ▲	2.4%	1,163	0.2%	Finance
GIS General Mills	$954		0.0%	13,634	0.2%	Consumer Staples
VOO Vanguard S&P 500 ETF	$942		0.0%	1,960	0.2%	ETF
SNY Sanofi	$899	$899 ▲	New Holding	18,500	0.2%	Medical
PH Parker-Hannifin	$779	$516 ▲	195.8%	1,402	0.1%	Industrial Products
IBM International Business Machines	$766		0.0%	4,012	0.1%	Computer and Technology
WM Waste Management	$753	$17 ▼	-2.2%	3,532	0.1%	Business Services
ETN Eaton	$715		0.0%	2,288	0.1%	Industrial Products
DRI Darden Restaurants	$692		0.0%	4,140	0.1%	Retail/Wholesale
HON Honeywell International	$654		0.0%	3,186	0.1%	Multi-Sector Conglomerates
KO Coca-Cola	$631		0.0%	10,319	0.1%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$609		0.0%	1,808	0.1%	ETF
VUG Vanguard Growth ETF	$591		0.0%	1,718	0.1%	ETF
BND Vanguard Total Bond Market ETF	$578	$17 ▼	-2.9%	7,952	0.1%	ETF
EPD Enterprise Products Partners	$570		0.0%	19,526	0.1%	Oils/Energy
VXF Vanguard Extended Market ETF	$547	$1 ▲	0.2%	3,120	0.1%	ETF
T AT&T	$541	$22 ▲	4.3%	30,718	0.1%	Computer and Technology
INGR Ingredion	$540		0.0%	4,625	0.1%	Consumer Staples
AMD Advanced Micro Devices	$517	$26 ▲	5.3%	2,865	0.1%	Computer and Technology
AWR American States Water	$506		0.0%	7,000	0.1%	Utilities
RTX RTX	$491	$7 ▼	-1.3%	5,035	0.1%	Aerospace
ET Energy Transfer	$475	$0 ▲	0.0%	30,200	0.1%	Oils/Energy
GE General Electric	$464	$60 ▼	-11.4%	2,645	0.1%	Transportation
TSM Taiwan Semiconductor Manufacturing	$462	$0 ▲	0.0%	3,398	0.1%	Computer and Technology
TJX TJX Companies	$460	$3 ▲	0.6%	4,540	0.1%	Retail/Wholesale
PFE Pfizer	$458	$5 ▼	-1.1%	16,496	0.1%	Medical
GS The Goldman Sachs Group	$446	$14 ▼	-3.0%	1,067	0.1%	Finance
IBB iShares Biotechnology ETF	$440	$2 ▼	-0.5%	3,209	0.1%	Finance
VLO Valero Energy	$434		0.0%	2,542	0.1%	Oils/Energy
TIP iShares TIPS Bond ETF	$406	$41 ▼	-9.1%	3,775	0.1%	ETF
DIS Walt Disney	$386	$24 ▲	6.6%	3,155	0.1%	Consumer Discretionary
IWR iShares Russell Mid-Cap ETF	$380	$137 ▲	56.7%	4,520	0.1%	ETF
BMY Bristol-Myers Squibb	$374	$15 ▲	4.2%	6,894	0.1%	Medical
GOOG Alphabet	$371	$21 ▲	5.9%	2,440	0.1%	Computer and Technology
OEF iShares S&P 100 ETF	$367		0.0%	1,484	0.1%	ETF
TSLA Tesla	$367		0.0%	2,088	0.1%	Auto/Tires/Trucks
SDY SPDR S&P Dividend ETF	$360	$42 ▼	-10.4%	2,746	0.1%	ETF
MTB M&T Bank	$358		0.0%	2,461	0.1%	Finance

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

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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