Latest King Wealth Stock Portfolio
King Wealth Performance:
2025 Q2: 9.41%YTD: 4.34%2024: 17.11%
Performance for 2025 Q2 is 9.41%, and YTD is 4.34%, and 2024 is 17.11%.
About King Wealth and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, King Wealth Management Group reported an equity portfolio of $737.1 Millions as of 30 Jun, 2025.
The top stock holdings of King Wealth Management Group are IJR, QQQ, MSFT. The fund has invested 13.8% of it's portfolio in ISHARES TR IVV and 9% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off ZIMMER BIOMET HOLDINGS INC (ZBH), JD.COM INC (JD) and HCA HEALTHCARE INC (HCA) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), ELEVANCE HEALTH INC (ELV) and ELI LILLY & CO (LLY). King Wealth Management Group opened new stock positions in APOLLO GLOBAL MGMT INC, LAM RESEARCH CORP (LRCX) and PALO ALTO NETWORKS INC (PANW). The fund showed a lot of confidence in some stocks as they added substantially to CROWDSTRIKE HLDGS INC (CRWD), TESLA INC (TSLA) and BLACKSTONE SECD LENDING FD.
The top stock holdings of King Wealth Management Group are IJR, QQQ, MSFT. The fund has invested 13.8% of it's portfolio in ISHARES TR IVV and 9% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off ZIMMER BIOMET HOLDINGS INC (ZBH), JD.COM INC (JD) and HCA HEALTHCARE INC (HCA) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), ELEVANCE HEALTH INC (ELV) and ELI LILLY & CO (LLY). King Wealth Management Group opened new stock positions in APOLLO GLOBAL MGMT INC, LAM RESEARCH CORP (LRCX) and PALO ALTO NETWORKS INC (PANW). The fund showed a lot of confidence in some stocks as they added substantially to CROWDSTRIKE HLDGS INC (CRWD), TESLA INC (TSLA) and BLACKSTONE SECD LENDING FD.
King Wealth Annual Return Estimates Vs S&P 500
Our best estimate is that King Wealth Management Group made a return of 9.41% in the last quarter. In trailing 12 months, it's portfolio return was 11.33%.
New Buys
| Ticker | $ Bought |
|---|---|
| apollo global mgmt inc | 865,000 |
| lam research corp | 389,000 |
| microstrategy inc strk | 261,000 |
| palo alto networks inc | 226,000 |
| corning inc | 220,000 |
| lazard inc | 216,000 |
| bank america corp | 212,000 |
| aldeyra therapeutics inc | 46,000 |
New stocks bought by King Wealth
Additions
| Ticker | % Inc. |
|---|---|
| crowdstrike hldgs inc | 153 |
| tesla inc | 146 |
| blackstone secd lending fd | 142 |
| berkshire hathaway inc del | 85.99 |
| salesforce inc | 71.8 |
| palantir technologies inc | 48.83 |
| vanguard index fds vtv | 39.44 |
| spdr s&p 500 etf tr spy | 32.15 |
Additions to existing portfolio by King Wealth
Reductions
| Ticker | % Reduced |
|---|---|
| unitedhealth group inc | -87.55 |
| elevance health inc | -39.65 |
| eli lilly & co | -34.81 |
| the cigna group | -21.57 |
| tenet healthcare corp | -18.18 |
| adobe inc | -12.63 |
| vanguard index fds vug | -9.87 |
| eaton vance tax mnged buy wr | -8.7 |
King Wealth reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| guggenheim taxable municp bo | -236,000 |
| jd.com inc | -420,000 |
| zimmer biomet holdings inc | -726,000 |
| fiserv inc | -255,000 |
| accenture plc ireland | -322,000 |
| hca healthcare inc | -346,000 |
| wd 40 co | -203,000 |
King Wealth got rid off the above stocks
Sector Distribution
King Wealth Management Group has about 48.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 48.4 |
| Technology | 20.1 |
| Financial Services | 8.7 |
| Consumer Defensive | 4.8 |
| Industrials | 4.3 |
| Communication Services | 4.3 |
| Healthcare | 4.1 |
| Consumer Cyclical | 4 |
Market Cap. Distribution
King Wealth Management Group has about 51.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 48.4 |
| MEGA-CAP | 39.4 |
| LARGE-CAP | 11.9 |
Stocks belong to which Index?
About 47.7% of the stocks held by King Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 52.1 |
| S&P 500 | 47.7 |
King Wealth Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of King Wealth
King Wealth Management Group has 157 stocks in it's portfolio. About 57.5% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for King Wealth Management Group last quarter.
Last Reported on: 08 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares tr ivv | 13.77 | 163,446 | 101,483,000 | added | 2.72 | ||
Historical Trend of ISHARES TR IVV Position Held By King WealthWhat % of Portfolio is IJR?:Number of IJR shares held:Change in No. of Shares Held: | ||||||||
| QQQ | invesco qqq tr | 8.96 | 119,740 | 66,053,000 | added | 0.24 | ||
| MSFT | microsoft corp | 7.53 | 111,539 | 55,481,000 | reduced | -1.82 | ||
| SPY | spdr s&p 500 etf tr spy | 6.14 | 73,288 | 45,281,000 | added | 32.15 | ||
| NVDA | nvidia corporation | 4.62 | 215,471 | 34,042,000 | added | 0.62 | ||
| AAPL | apple inc | 3.73 | 133,940 | 27,481,000 | reduced | -0.74 | ||
| V | visa inc | 3.58 | 74,303 | 26,381,000 | reduced | -0.01 | ||
| IJR | ishares tr ijh | 3.24 | 385,633 | 23,917,000 | added | 0.04 | ||
| JPM | jpmorgan chase & co. | 3.14 | 79,918 | 23,169,000 | reduced | -0.15 | ||
| IJR | ishares tr ijr | 2.81 | 189,442 | 20,704,000 | added | 0.16 | ||
| META | meta platforms inc | 2.22 | 22,126 | 16,331,000 | added | 2.42 | ||
| CRWD | crowdstrike hldgs inc | 1.85 | 26,830 | 13,665,000 | added | 153 | ||
| AMZN | amazon com inc | 1.80 | 60,520 | 13,277,000 | added | 6.87 | ||
| IJR | ishares tr itot | 1.75 | 95,611 | 12,911,000 | reduced | -1.01 | ||
| LLY | eli lilly & co | 1.75 | 16,538 | 12,892,000 | reduced | -34.81 | ||
| COST | costco whsl corp new | 1.73 | 12,892 | 12,762,000 | added | 0.26 | ||
| WMT | walmart inc | 1.73 | 130,338 | 12,744,000 | added | 0.54 | ||
| GOOG | alphabet inc googl | 1.68 | 70,294 | 12,388,000 | added | 0.74 | ||
| FBCG | fidelity covington trust ftec | 1.49 | 55,609 | 10,967,000 | reduced | -1.2 | ||
| PH | parker-hannifin corp | 1.40 | 14,804 | 10,340,000 | added | 2.03 | ||
