KW
| |
King Wealth Management Group13F | |
| King Wealth Management Group | |
| Last update 2025-05-08 | 157 Stocks (10 new) |
| Value $660.00 Mil | Turnover 3 % |
King Wealth Management Group Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 159,117 | 89,410.0 | +1.25% | 13.550 | +0.17% | 0.020 | +16.06% | +6.83% | 628,804.2 | ||
QQQ | INVESCO QQQ Trust | 119,453 | 56,010.0 | -0.55% | 8.490 | -0.05% | 0.020 | +21.69% | +9.18% | 354,881.2 | ||
MSFT | Microsoft Corp | 113,606 | 42,650.0 | +1.02% | 6.460 | +0.06% | 0.000 | +31.37% | +20.47% | 3,759,529.3 | Software | |
SPY | SPDR S&P 500 ETF Trust | 55,460 | 31,020.0 | +4.67% | 4.700 | +0.21% | 0.010 | +16.07% | +6.79% | 637,713.5 | ||
AAPL | Apple Inc | 134,945 | 29,980.0 | -1.19% | 4.540 | -0.06% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
V | Visa Inc | 74,314 | 26,040.0 | -0.75% | 3.950 | -0.03% | 0.000 | +3.51% | +10.17% | 677,903.7 | Credit Services | |
NVDA | NVIDIA Corp | 214,153 | 23,210.0 | -2.01% | 3.520 | -0.09% | 0.000 | +52.15% | +27.13% | 4,162,956.0 | Semiconductors | |
IJH | iShares Core S&P Mid-Cap ETF | 385,488 | 22,490.0 | +1.11% | 3.410 | +0.04% | 0.030 | +14.07% | +0.93% | 95,790.7 | ||
LLY | Eli Lilly and Co | 25,368 | 20,950.0 | -2.88% | 3.180 | -0.08% | 0.000 | +2.13% | +0.35% | 692,827.5 | Drug Manufacturers | |
IJR | iShares Core S&P Small-Cap ETF | 189,130 | 19,780.0 | +1.16% | 3.000 | +0.03% | 0.030 | +15.58% | -3.17% | 80,574.1 |
King Wealth Management Group's Historical Top Holdings Breakdowns
King Wealth Management Group's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TEVA | Teva Pharmaceutical Industries Ltd | 2025-03-31 | Add Add | +0.38% | 14.67 ($17.86) 22.01 | $16.04 | -10.19% | Add 1106.9% | 175,000 | 160,500 | |
ORCL | Oracle Corp | 2025-03-31 | Add Add | +0.30% | 139.81 ($162.81) 186.47 | $234.96 | 44.32% | Add 71.5% | 34,634 | 14,439 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.21% | 551.42 ($587.78) 612.93 | $622.14 | 5.85% | Add 4.67% | 55,460 | 2,475 | |
CI | The Cigna Group | 2025-03-31 | Reduce Reduce | -0.20% | 274.49 ($301.26) 329 | $302.44 | 0.39% | Reduce -40.88% | 7,257 | -5,019 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.17% | 554.06 ($590.51) 615.85 | $624.99 | 5.84% | Add 1.25% | 159,117 | 1,962 | |
HOLX | Hologic Inc | 2025-03-31 | Add Add | +0.16% | 60.7 ($66.26) 73.77 | $63.26 | -4.53% | Add 115.93% | 31,850 | 17,100 | |
ZBH | Zimmer Biomet Holdings Inc | 2025-03-31 | Reduce Reduce | -0.14% | 98.98 ($106.98) 113.18 | $94.03 | -12.11% | Reduce -58.39% | 6,412 | -8,999 | |
IHF |
iShares U.S. Healthcare Providers ETF
iShares U.S. Healthcare Providers ETF
| 2025-03-31 | Sold Out Sold Out | -0.14% | 47.84 ($51.39) 53.21 | $44.26 | -13.87% | Sold Out | 0 | -20,000 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.11% | 154.33 ($181.36) 206.38 | $182.00 | 0.35% | Add 7.4% | 69,781 | 4,805 | |
THC | Tenet Healthcare Corp | 2025-03-31 | New Buy New Buy | +0.11% | 119.51 ($131.69) 144.98 | $172.78 | 31.20% | New holding | 5,500 | 5,500 |
King Wealth Management Group Total Holding History ($B)
King Wealth Management Group's Asset Allocation
King Wealth Management Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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King Wealth Management Group's Hypothetical Growth since 2025-03-31
King Wealth Management Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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King Wealth Management Group's Holdings Heat Map
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King Wealth Management Group's Holdings Bubble Chart
King Wealth Management Group News
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