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View AllLatest King Wealth Stock Portfolio
$517Million
Equity Portfolio Value
Last Reported on: 08 Feb, 2024
About King Wealth and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, King Wealth reported an equity portfolio of $517.3 Millions as of 31 Dec, 2023.
The top stock holdings of King Wealth are AGG, QQQ, MSFT. The fund has invested 13.4% of it's portfolio in ISHARES TR IVV and 9.2% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off SELECT SECTOR SPDR TR XLV (XLB), BLACKSTONE MTG TR INC (BXMT) and BEIGENE LTD (BGNE) stocks. They significantly reduced their stock positions in ISHARES TR IBB (AGG), DICKS SPORTING GOODS INC (DKS) and NEVRO CORP (NVRO). King Wealth opened new stock positions in QUALCOMM INC (QCOM), FIDELITY COVINGTON TRUST FELC (FBCG) and ISHARES TR IWR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), VANGUARD INDEX FDS VBR (VOO) and ABBVIE INC (ABBV).
The top stock holdings of King Wealth are AGG, QQQ, MSFT. The fund has invested 13.4% of it's portfolio in ISHARES TR IVV and 9.2% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off SELECT SECTOR SPDR TR XLV (XLB), BLACKSTONE MTG TR INC (BXMT) and BEIGENE LTD (BGNE) stocks. They significantly reduced their stock positions in ISHARES TR IBB (AGG), DICKS SPORTING GOODS INC (DKS) and NEVRO CORP (NVRO). King Wealth opened new stock positions in QUALCOMM INC (QCOM), FIDELITY COVINGTON TRUST FELC (FBCG) and ISHARES TR IWR (AGG). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS INC (META), VANGUARD INDEX FDS VBR (VOO) and ABBVIE INC (ABBV).
New Buys
| Ticker | $ Bought |
|---|---|
| QUALCOMM INC | 250,000 |
| FIDELITY COVINGTON TRUST FELC | 229,000 |
| ISHARES TR IWR | 224,000 |
| PARKER-HANNIFIN CORP | 218,000 |
| HOLOGIC INC | 214,000 |
| PAYCHEX INC | 202,000 |
New stocks bought by King Wealth
Additions
| Ticker | % Inc. |
|---|---|
| META PLATFORMS INC | 304 |
| VANGUARD INDEX FDS VBR | 259 |
| ABBVIE INC | 189 |
| NOVO-NORDISK A S | 186 |
| HUMANA INC | 80.00 |
| ORACLE CORP | 63.82 |
| ELI LILLY & CO | 39.12 |
| THE CIGNA GROUP | 29.43 |
Additions to existing portfolio by King Wealth
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR IBB | -95.09 |
| DICKS SPORTING GOODS INC | -90.38 |
| NEVRO CORP | -49.5 |
| ARROW FINL CORP | -32.98 |
| TRUSTCO BK CORP N Y | -28.27 |
| DISNEY WALT CO | -19.68 |
| ISHARES TR SHY | -16.96 |
| WENDYS CO | -16.37 |
King Wealth reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| PAVMED INC | -16,000 |
| ALGONQUIN PWR UTILS CORP | -148,000 |
| BLACKSTONE MTG TR INC | -544,000 |
| OSISKO DEVELOPMENT CORP | -49,000 |
| ZYNERBA PHARMACEUTICALS INC | -20,000 |
| ALAMOS GOLD INC NEW | -113,000 |
| SELECT SECTOR SPDR TR XLV | -1,018,000 |
| CVS HEALTH CORP | -378,000 |
King Wealth got rid off the above stocks
Current Stock Holdings of King Wealth
Last Reported on: 08 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.41 | 118,391 | 22,794,000 | REDUCED | -1.27 | |
| AAXJ | ISHARES TR PFF | 0.25 | 41,443 | 1,293,000 | REDUCED | -0.87 | |
| ABBV | ABBVIE INC | 0.23 | 7,701 | 1,193,000 | ADDED | 189 | |
| ABT | ABBOTT LABS | 0.23 | 10,610 | 1,168,000 | ADDED | 0.71 | |
| AGG | ISHARES TR IVV | 13.40 | 145,098 | 69,303,000 | ADDED | 0.42 | |
| AGG | ISHARES TR IJH | 3.76 | 70,259 | 19,472,000 | REDUCED | -1.26 | |
| AGG | ISHARES TR IJR | 3.42 | 163,347 | 17,682,000 | REDUCED | -0.32 | |
| AGG | ISHARES TR ITOT | 2.10 | 103,220 | 10,862,000 | ADDED | 8.68 | |
| AGG | ISHARES TR IJJ | 0.86 | 39,220 | 4,473,000 | REDUCED | -2.42 | |
| AGG | ISHARES TR LQD | 0.46 | 21,296 | 2,357,000 | REDUCED | -9.32 | |
| AGG | ISHARES TR SHY | 0.36 | 22,907 | 1,879,000 | REDUCED | -16.96 | |
| AGG | ISHARES TR IJS | 0.33 | 16,598 | 1,711,000 | ADDED | 6.00 | |
| AGG | ISHARES TR AGG | 0.29 | 15,003 | 1,489,000 | REDUCED | -9.06 | |
| AGG | ISHARES TR IEFA | 0.23 | 12,161 | 1,172,000 | REDUCED | -7.71 | |
| AGG | ISHARES TR IVE | 0.20 | 5,973 | 1,039,000 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR IWF | 0.11 | 1,808 | 548,000 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR TIP | 0.09 | 4,152 | 446,000 | REDUCED | -12.03 | |
| AGG | ISHARES TR IBB | 0.09 | 3,226 | 438,000 | REDUCED | -95.09 | |
| AGG | ISHARES TR TLT | 0.07 | 3,543 | 350,000 | REDUCED | -3.54 | |
| AGG | ISHARES TR OEF | 0.06 | 1,484 | 332,000 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR IWD | 0.05 | 1,626 | 269,000 | REDUCED | -4.41 | |
| AGG | ISHARES TR IWB | 0.05 | 994 | 261,000 | REDUCED | -0.9 | |
| AGG | ISHARES TR IWR | 0.04 | 2,885 | 224,000 | NEW | ||
| AGI | ALAMOS GOLD INC NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.08 | 2,720 | 401,000 | ADDED | 2.99 | |
| AME | AMETEK INC | 0.04 | 1,365 | 225,000 | UNCHANGED | 0.00 | |
| AMGN | AMGEN INC | 0.39 | 6,982 | 2,011,000 | REDUCED | -6.34 | |
| AMZN | AMAZON COM INC | 1.05 | 35,901 | 5,455,000 | ADDED | 9.55 | |
| AQN | ALGONQUIN PWR UTILS CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AROW | ARROW FINL CORP | 0.06 | 11,264 | 315,000 | REDUCED | -32.98 | |
| AVGO | BROADCOM INC | 0.06 | 264 | 294,000 | REDUCED | -1.86 | |
| AWR | AMER STATES WTR CO | 0.11 | 7,000 | 563,000 | UNCHANGED | 0.00 | |
| BA | BOEING CO | 0.09 | 1,863 | 486,000 | ADDED | 1.86 | |
| BAB | INVESCO EXCH TRADED FD TR II VRP | 0.20 | 43,619 | 1,007,000 | REDUCED | -0.66 | |
| BABA | ALIBABA GROUP HLDG LTD | 0.04 | 2,628 | 204,000 | ADDED | 1.94 | |
| BAC | BANK AMERICA CORP | 0.07 | 10,312 | 347,000 | REDUCED | -1.47 | |
| BGNE | BEIGENE LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR SDY | 0.07 | 3,064 | 383,000 | REDUCED | -4.67 | |
| BIL | SPDR SER TR JNK | 0.06 | 3,278 | 311,000 | REDUCED | -10.14 | |
| BIV | VANGUARD BD INDEX FDS BND | 0.12 | 8,186 | 602,000 | REDUCED | -9.74 | |
| BLK | BLACKROCK INC | 0.18 | 1,136 | 923,000 | UNCHANGED | 0.00 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.07 | 6,617 | 339,000 | ADDED | 1.78 | |
| BX | BLACKSTONE INC | 0.46 | 18,309 | 2,397,000 | REDUCED | -3.23 | |
| BXMT | BLACKSTONE MTG TR INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CASY | CASEYS GEN STORES INC | 0.06 | 1,050 | 288,000 | UNCHANGED | 0.00 | |
| CAT | CATERPILLAR INC | 0.18 | 3,140 | 928,000 | REDUCED | -0.13 | |
| CI | THE CIGNA GROUP | 0.46 | 7,916 | 2,371,000 | ADDED | 29.43 | |
| COP | CONOCOPHILLIPS | 0.05 | 2,146 | 249,000 | UNCHANGED | 0.00 | |
| COST | COSTCO WHSL CORP NEW | 1.54 | 12,075 | 7,971,000 | ADDED | 1.02 | |
| CSCO | CISCO SYS INC | 0.06 | 5,672 | 287,000 | ADDED | 0.96 | |
| CVS | CVS HEALTH CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CVX | CHEVRON CORP NEW | 0.28 | 9,701 | 1,447,000 | ADDED | 9.11 | |
| DC | DAKOTA GOLD CORP | 0.01 | 13,000 | 34,000 | UNCHANGED | 0.00 | |
| DG | DOLLAR GEN CORP NEW | 0.18 | 7,001 | 952,000 | REDUCED | -10.89 | |
| DHR | DANAHER CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 1.27 | 17,419 | 6,565,000 | REDUCED | -0.83 | |
| DIS | DISNEY WALT CO | 0.05 | 2,959 | 267,000 | REDUCED | -19.68 | |
| DKS | DICKS SPORTING GOODS INC | 0.13 | 4,523 | 665,000 | REDUCED | -90.38 | |
| DOW | DOW INC | 0.05 | 4,730 | 259,000 | UNCHANGED | 0.00 | |
| DRI | DARDEN RESTAURANTS INC | 0.13 | 4,140 | 680,000 | REDUCED | -7.38 | |
| DUK | DUKE ENERGY CORP NEW | 0.07 | 3,604 | 350,000 | REDUCED | -4.73 | |
| ELV | ELEVANCE HEALTH INC | 0.26 | 2,793 | 1,317,000 | REDUCED | -15.18 | |
| EMGF | ISHARES TR IEMG | 0.80 | 81,379 | 4,116,000 | REDUCED | -15.57 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 0.10 | 19,526 | 514,000 | UNCHANGED | 0.00 | |
| ET | ENERGY TRANSFER L P | 0.08 | 30,185 | 417,000 | ADDED | 0.05 | |
| ETN | EATON CORP PLC | 0.11 | 2,288 | 551,000 | REDUCED | -1.04 | |
| F | FORD MTR CO DEL | 0.03 | 10,440 | 127,000 | ADDED | 0.08 | |
| FBCG | FIDELITY COVINGTON TRUST | 1.72 | 61,882 | 8,889,000 | REDUCED | -6.12 | |
| FBCG | FIDELITY COVINGTON TRUST FELC | 0.04 | 8,597 | 229,000 | NEW | ||
| FBND | FIDELITY MERRIMACK STR TR | 0.25 | 27,953 | 1,287,000 | REDUCED | -11.7 | |
| GE | GENERAL ELECTRIC CO | 0.07 | 2,985 | 381,000 | REDUCED | -0.1 | |
| GH | GUARDANT HEALTH INC | 0.04 | 8,000 | 216,000 | UNCHANGED | 0.00 | |
| GIS | GENERAL MLS INC | 0.17 | 13,634 | 888,000 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC GOOGL | 1.34 | 49,758 | 6,951,000 | ADDED | 5.04 | |
| GOOG | ALPHABET INC GOOG | 0.06 | 2,305 | 325,000 | UNCHANGED | 0.00 | |
| GS | GOLDMAN SACHS GROUP INC | 0.08 | 1,100 | 424,000 | UNCHANGED | 0.00 | |
| HD | HOME DEPOT INC | 1.06 | 15,802 | 5,476,000 | ADDED | 4.62 | |
| HOLX | HOLOGIC INC | 0.04 | 3,000 | 214,000 | NEW | ||
| HON | HONEYWELL INTL INC | 0.13 | 3,186 | 668,000 | REDUCED | -3.25 | |
| HUM | HUMANA INC | 0.16 | 1,800 | 824,000 | ADDED | 80.00 | |
| IBCE | ISHARES TR IEFA | 1.43 | 104,871 | 7,378,000 | REDUCED | -5.53 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.13 | 4,012 | 656,000 | REDUCED | -0.57 | |
| INGR | INGREDION INC | 0.10 | 4,625 | 502,000 | UNCHANGED | 0.00 | |
| JNJ | JOHNSON & JOHNSON | 1.58 | 52,258 | 8,191,000 | REDUCED | -2.19 | |
| JPM | JPMORGAN CHASE & CO | 2.54 | 77,334 | 13,154,000 | REDUCED | -1.63 | |
| KO | COCA COLA CO | 0.12 | 10,319 | 608,000 | ADDED | 0.17 | |
| LLY | ELI LILLY & CO | 2.86 | 25,340 | 14,771,000 | ADDED | 39.12 | |
| LMT | LOCKHEED MARTIN CORP | 1.66 | 18,916 | 8,573,000 | ADDED | 0.38 | |
| MA | MASTERCARD INCORPORATED | 1.45 | 17,556 | 7,488,000 | REDUCED | -3.76 | |
| MCD | MCDONALDS CORP | 2.72 | 47,506 | 14,086,000 | REDUCED | -0.94 | |
| MDLZ | MONDELEZ INTL INC | 0.04 | 2,913 | 211,000 | UNCHANGED | 0.00 | |
| META | META PLATFORMS INC | 0.44 | 6,364 | 2,253,000 | ADDED | 304 | |
| MO | ALTRIA GROUP INC | 0.05 | 6,522 | 263,000 | UNCHANGED | 0.00 | |
| MRK | MERCK & CO INC | 0.16 | 7,412 | 808,000 | REDUCED | -0.38 | |
| MS | MORGAN STANLEY | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MSFT | MICROSOFT CORP | 5.87 | 80,701 | 30,347,000 | REDUCED | -1.01 | |
| MSTR | MICROSTRATEGY INC | 0.14 | 1,104 | 697,000 | ADDED | 13.35 | |
| MTB | M & T BK CORP | 0.06 | 2,461 | 337,000 | UNCHANGED | 0.00 | |
| NEE | NEXTERA ENERGY INC | 0.06 | 4,679 | 284,000 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 2.48 | 25,942 | 12,847,000 | ADDED | 4.2 | |
| NVO | NOVO-NORDISK A S | 0.37 | 18,542 | 1,918,000 | ADDED | 186 | |
| NVRO | NEVRO CORP | 0.04 | 10,200 | 220,000 | REDUCED | -49.5 | |
| NVS | NOVARTIS AG | 0.07 | 3,450 | 348,000 | UNCHANGED | 0.00 | |
| NXPI | NXP SEMICONDUCTORS N V | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ODV | OSISKO DEVELOPMENT CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ORCL | ORACLE CORP | 0.26 | 12,971 | 1,368,000 | ADDED | 63.82 | |
| PAVM | PAVMED INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PAYX | PAYCHEX INC | 0.04 | 1,692 | 202,000 | NEW | ||
| PEP | PEPSICO INC | 1.10 | 33,583 | 5,704,000 | ADDED | 0.45 | |
| PFE | PFIZER INC | 0.09 | 16,686 | 480,000 | ADDED | 2.38 | |
| PG | PROCTER AND GAMBLE CO | 0.65 | 22,842 | 3,347,000 | REDUCED | -4.00 | |
| PH | PARKER-HANNIFIN CORP | 0.04 | 474 | 218,000 | NEW | ||
| PTGX | PROTAGONIST THERAPEUTICS INC | 0.05 | 12,000 | 275,000 | UNCHANGED | 0.00 | |
| QCOM | QUALCOMM INC | 0.05 | 1,727 | 250,000 | NEW | ||
| QQQ | INVESCO QQQ TR | 9.20 | 116,221 | 47,595,000 | REDUCED | -0.04 | |
| RTX | RTX CORPORATION | 0.08 | 5,103 | 429,000 | ADDED | 4.08 | |
| SKE | SKEENA RES LTD NEW | 0.01 | 10,000 | 49,000 | UNCHANGED | 0.00 | |
| SNOW | SNOWFLAKE INC | 0.08 | 2,000 | 398,000 | UNCHANGED | 0.00 | |
| SO | SOUTHERN CO | 0.05 | 3,709 | 260,000 | ADDED | 0.08 | |
| SPY | SPDR S&P 500 ETF TR SPY | 4.93 | 53,622 | 25,487,000 | ADDED | 2.32 | |
| T | AT&T INC | 0.10 | 29,457 | 494,000 | REDUCED | -3.28 | |
| TJX | TJX COS INC NEW | 0.08 | 4,511 | 423,000 | REDUCED | -1.44 | |
| TRST | TRUSTCO BK CORP N Y | 0.05 | 7,593 | 236,000 | REDUCED | -28.27 | |
| TSLA | TESLA INC | 0.10 | 2,088 | 519,000 | REDUCED | -10.12 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.07 | 3,397 | 353,000 | ADDED | 0.06 | |
| TU | TELUS CORPORATION | 0.05 | 14,670 | 261,000 | UNCHANGED | 0.00 | |
| UNH | UNITEDHEALTH GROUP INC | 2.82 | 27,686 | 14,576,000 | REDUCED | -2.79 | |
| UNP | UNION PAC CORP | 0.32 | 6,629 | 1,628,000 | UNCHANGED | 0.00 | |
| UPS | UNITED PARCEL SERVICE INC | 0.10 | 3,161 | 497,000 | ADDED | 11.19 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 0.21 | 5,000 | 1,099,000 | UNCHANGED | 0.00 | |
| V | VISA INC | 3.47 | 68,966 | 17,955,000 | REDUCED | -1.98 | |
| VLO | VALERO ENERGY CORP | 0.06 | 2,542 | 330,000 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS VOE | 1.01 | 36,216 | 5,252,000 | REDUCED | -3.24 | |
| VOO | VANGUARD INDEX FDS VO | 0.85 | 18,805 | 4,375,000 | ADDED | 6.56 | |
| VOO | VANGUARD INDEX FDS VTV | 0.45 | 15,590 | 2,331,000 | REDUCED | -0.42 | |
| VOO | VANGUARD INDEX FDS VTI | 0.25 | 5,398 | 1,281,000 | REDUCED | -0.04 | |
| VOO | VANGUARD INDEX FDS VBR | 0.18 | 5,259 | 946,000 | ADDED | 259 | |
| VOO | VANGUARD INDEX FDS VOO | 0.16 | 1,960 | 856,000 | ADDED | 10.24 | |
| VOO | VANGUARD INDEX FDS VUG | 0.10 | 1,718 | 534,000 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS VXF | 0.10 | 3,114 | 512,000 | ADDED | 0.48 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.19 | 26,459 | 998,000 | REDUCED | -13.87 | |
| WDFC | WD 40 CO | 0.05 | 1,111 | 266,000 | REDUCED | -2.88 | |
| WEN | WENDYS CO | 0.05 | 13,179 | 257,000 | REDUCED | -16.37 | |
| WM | WASTE MGMT INC DEL | 0.12 | 3,611 | 647,000 | ADDED | 0.06 | |
| WMT | WALMART INC | 1.20 | 39,264 | 6,190,000 | ADDED | 3.58 | |
| XLB | SELECT SECTOR SPDR TR XLE | 1.04 | 64,462 | 5,405,000 | ADDED | 1.24 | |
| XLB | SELECT SECTOR SPDR TR XLV | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| XOM | EXXON MOBIL CORP | 0.48 | 24,988 | 2,498,000 | REDUCED | -1.08 | |
| ZYNE | ZYNERBA PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GUGGENHEIM TAXABLE MUNICP BO | 0.05 | 15,195 | 246,000 | ADDED | 0.38 | ||
| EATON VANCE TAX MNGED BUY ETB | 0.04 | 14,941 | 194,000 | ADDED | 0.17 |