Latest King Wealth Stock Portfolio
King Wealth Performance:
2025 Q3: 5.78%YTD: 10.19%2024: 17.13%
Performance for 2025 Q3 is 5.78%, and YTD is 10.19%, and 2024 is 17.13%.
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 $795.9 Millions as of 30 Sep, 2025.
The top stock holdings of King Wealth Management Group are IJR, QQQ, MSFT. The fund has invested 14.2% of it's portfolio in ISHARES TR IVV and 9.1% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off SALESFORCE INC (CRM), ADOBE INC (ADBE) and MONDELEZ INTL INC (MDLZ) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), HOLOGIC INC (HOLX) and ELEVANCE HEALTH INC FORMERLY (ELV). King Wealth Management Group opened new stock positions in NETFLIX INC (NFLX), ZIMMER BIOMET HOLDINGS INC (ZBH) and DEXCOM INC (DXCM). The fund showed a lot of confidence in some stocks as they added substantially to BLACKSTONE SECD LENDING FD, PALO ALTO NETWORKS INC (PANW) and THE CIGNA GROUP (CI).
The top stock holdings of King Wealth Management Group are IJR, QQQ, MSFT. The fund has invested 14.2% of it's portfolio in ISHARES TR IVV and 9.1% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off SALESFORCE INC (CRM), ADOBE INC (ADBE) and MONDELEZ INTL INC (MDLZ) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), HOLOGIC INC (HOLX) and ELEVANCE HEALTH INC FORMERLY (ELV). King Wealth Management Group opened new stock positions in NETFLIX INC (NFLX), ZIMMER BIOMET HOLDINGS INC (ZBH) and DEXCOM INC (DXCM). The fund showed a lot of confidence in some stocks as they added substantially to BLACKSTONE SECD LENDING FD, PALO ALTO NETWORKS INC (PANW) and THE CIGNA GROUP (CI).
King Wealth Annual Return Estimates Vs S&P 500
Our best estimate is that King Wealth Management Group made a return of 5.78% in the last quarter. In trailing 12 months, it's portfolio return was 12.25%.
New Buys
| Ticker | $ Bought |
|---|---|
| netflix inc | 512,000 |
| zimmer biomet holdings inc | 437,000 |
| dexcom inc | 269,000 |
| fiserv inc | 261,000 |
| general dynamics corp | 215,000 |
| pnc finl svcs group inc | 200,000 |
| lifemd inc | 68,000 |
New stocks bought by King Wealth
Additions
| Ticker | % Inc. |
|---|---|
| blackstone secd lending fd | 1,222 |
| palo alto networks inc | 181 |
| the cigna group | 70.27 |
| keycorp | 29.58 |
| ge vernova inc | 27.31 |
| amazon com inc | 20.85 |
| chevron corp new | 13.02 |
| ge aerospace | 10.23 |
Additions to existing portfolio by King Wealth
Reductions
| Ticker | % Reduced |
|---|---|
| unitedhealth group inc | -66.24 |
| hologic inc | -62.32 |
| elevance health inc formerly | -51.83 |
| avadel pharmaceuticals plc | -42.86 |
| disney walt co | -28.61 |
| teva pharmaceutical inds ltd | -21.95 |
| eli lilly & co | -17.21 |
| vanguard index fds vti | -11.72 |
King Wealth reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| viatris inc | -116,000 |
| mondelez intl inc | -211,000 |
| salesforce inc | -669,000 |
| microstrategy inc strk | -261,000 |
| adobe inc | -508,000 |
King Wealth got rid off the above stocks
Sector Distribution
King Wealth Management Group has about 49.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 49.4 |
| Technology | 21.1 |
| Financial Services | 8.3 |
| Consumer Defensive | 4.4 |
| Industrials | 4.3 |
| Consumer Cyclical | 4.2 |
| Healthcare | 3.5 |
| Communication Services | 3.5 |
Market Cap. Distribution
King Wealth Management Group has about 50.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 49.4 |
| MEGA-CAP | 38.5 |
| LARGE-CAP | 11.8 |
Stocks belong to which Index?
About 46.6% of the stocks held by King Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 53.2 |
| S&P 500 | 46.6 |
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 160 stocks in it's portfolio. About 58.5% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for King Wealth Management Group last quarter.
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.28 | 133,893 | 34,093,000 | reduced | -0.04 | ||
| AAXJ | ishares tr pff | 0.14 | 34,256 | 1,083,000 | reduced | -4.92 | ||
| AAXJ | ishares tr iei | 0.03 | 2,106 | 252,000 | reduced | -3.48 | ||
| ABBV | abbvie inc | 0.08 | 2,740 | 634,000 | added | 0.11 | ||
| ABNB | airbnb inc | 0.04 | 2,263 | 275,000 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.18 | 10,894 | 1,459,000 | reduced | -0.95 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALDX | aldeyra therapeutics inc | 0.01 | 11,100 | 58,000 | reduced | -8.26 | ||
| AMD | advanced micro devices inc | 0.06 | 3,017 | 488,000 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.04 | 1,258 | 355,000 | added | 0.24 | ||
| AMZN | amazon com inc | 2.02 | 73,137 | 16,059,000 | added | 20.85 | ||
| AVGO | broadcom inc | 0.12 | 2,775 | 916,000 | reduced | -1.74 | ||
| AWR | amer states wtr co | 0.06 | 7,000 | 513,000 | unchanged | 0.00 | ||
| AXP | american express co | 0.03 | 811 | 269,000 | unchanged | 0.00 | ||
| BA | boeing co | 0.04 | 1,338 | 289,000 | reduced | -0.67 | ||
| BAB | invesco exch traded fd tr ii vrp | 0.12 | 39,684 | 980,000 | reduced | -0.37 | ||
| BAC | bank america corp | 0.03 | 4,471 | 231,000 | unchanged | 0.00 | ||
| BIL | spdr series trust sdy | 0.05 | 2,836 | 397,000 | reduced | -0.39 | ||
| BIL | spdr series trust jnk | 0.03 | 2,501 | 245,000 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds bnd | 0.05 | 5,771 | 429,000 | reduced | -6.06 | ||