King Wealth Management Group, LLC Portfolio Holdings
Q3 2025•152 long positions•$799.2M portfolio value
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Holding156 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $112.8M 14.12% | +$3.4M Bought | — 168.6K shares | 163.4K → 168.6K +$3.4M | +3.14% | — — | Q1 2015 Held for 10y 8m | |
ETF ETF | $72.4M 9.06% | +$556.5K Bought | — 120.7K shares | 119.7K → 120.7K +$556.5K | +0.77% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $57.7M 7.22% | -$37.3K Sold | 0.001% 111.5K shares | 111.5K → 111.5K −$37.3K | -0.06% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $48.6M 6.08% | -$264.5K Sold | — 72.9K shares | 73.3K → 72.9K −$264.5K | -0.54% | — — | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $40.5M 5.07% | +$299.3K Bought | 0.001% 217.1K shares | 215.5K → 217.1K +$299.3K | +0.74% | $4.54T Mega Cap | Q1 2020 Held for 5y 8m | |
Consumer Electronics Technology | $34.1M 4.27% | -$12.0K Sold | 0.001% 133.9K shares | 133.9K → 133.9K −$12.0K | -0.04% | $3.78T Mega Cap | Q4 2013 Held for 11y 11m | |
ETF ETF | $25.9M 3.23% | +$687.1K Bought | — 396.2K shares | 385.6K → 396.2K +$687.1K | +2.73% | — — | Q2 2015 Held for 10y 5m | |
Banks - Diversified Financial Services | $25.2M 3.15% | -$11.7K Sold | 0.003% 79.9K shares | 79.9K → 79.9K −$11.7K | -0.05% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $25.1M 3.15% | -$223.3K Sold | 0.004% 73.6K shares | 74.3K → 73.6K −$223.3K | -0.88% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $23.5M 2.94% | +$958.4K Bought | — 197.5K shares | 189.4K → 197.5K +$958.4K | +4.26% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $17.6M 2.21% | +$552.6K Bought | 0.001% 72.6K shares | 70.3K → 72.6K +$552.6K | +3.23% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $16.7M 2.09% | +$460.5K Bought | 0.001% 22.8K shares | 22.1K → 22.8K +$460.5K | +2.83% | $1.84T Mega Cap | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $16.1M 2.01% | +$2.8M Bought | 0.001% 73.1K shares | 60.5K → 73.1K +$2.8M | +20.85% | $2.34T Mega Cap | Q3 2016 Held for 9y 2m | |
Discount Stores Consumer Defensive | $13.6M 1.7% | +$182.5K Bought | 0.002% 132.1K shares | 130.3K → 132.1K +$182.5K | +1.36% | $821.68B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $13.6M 1.7% | -$369.4K Sold | — 93.1K shares | 95.6K → 93.1K −$369.4K | -2.65% | — — | Q3 2015 Held for 10y 2m | |
Software - Infrastructure Technology | $13.5M 1.69% | +$378.1K Bought | 0.011% 27.6K shares | 26.8K → 27.6K +$378.1K | +2.87% | $123.06B Large Cap | Q1 2024 Held for 1y 8m | |
Discount Stores Consumer Defensive | $12.1M 1.52% | +$186.1K Bought | 0.003% 13.1K shares | 12.9K → 13.1K +$186.1K | +1.56% | $410.27B Mega Cap | Q3 2018 Held for 7y 2m | |
ETF ETF | $12.0M 1.5% | -$371.9K Sold | — 53.9K shares | 55.6K → 53.9K −$371.9K | -3.01% | — — | Q1 2016 Held for 9y 8m | |
Industrial - Machinery Industrials | $11.6M 1.45% | +$352.5K Bought | 0.012% 15.3K shares | 14.8K → 15.3K +$352.5K | +3.14% | $95.9B Large Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $10.4M 1.31% | -$2.2M Sold | 0.002% 13.7K shares | 16.5K → 13.7K −$2.2M | -17.21% | $684.00B Mega Cap | Q2 2016 Held for 9y 5m | |
Software - Infrastructure Technology | $10.2M 1.27% | +$759.3K Bought | 0.001% 36.1K shares | 33.4K → 36.1K +$759.3K | +8.07% | $801.76B Mega Cap | Q2 2020 Held for 5y 5m | |
Financial - Credit Services Financial Services | $9.7M 1.22% | +$13.7K Bought | 0.002% 17.1K shares | 17.1K → 17.1K +$13.7K | +0.14% | $514.21B Mega Cap | Q4 2013 Held for 11y 11m | |
Aerospace & Defense Industrials | $8.6M 1.07% | -$110.8K Sold | 0.007% 17.1K shares | 17.4K → 17.1K −$110.8K | -1.28% | $116.55B Large Cap | Q3 2013 Held for 12y 2m | |
Restaurants Consumer Cyclical | $8.1M 1.01% | -$359.2K Sold | 0.004% 26.6K shares | 27.8K → 26.6K −$359.2K | -4.26% | $216.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $7.8M 0.98% | +$451.5K Bought | 0.002% 42.9K shares | 40.5K → 42.9K +$451.5K | +6.12% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $7.5M 0.937% | -$129.8K Sold | — 16.1K shares | 16.4K → 16.1K −$129.8K | -1.7% | — — | Q1 2014 Held for 11y 8m | |
ETF ETF | $7.1M 0.887% | +$58.1K Bought | — 81.2K shares | 80.5K → 81.2K +$58.1K | +0.83% | — — | Q2 2015 Held for 10y 5m | |
ETF ETF | $6.1M 0.764% | -$46.6K Sold | — 68.4K shares | 68.9K → 68.4K −$46.6K | -0.76% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $5.9M 0.743% | +$423.1K Bought | — 31.8K shares | 29.6K → 31.8K +$423.1K | +7.67% | — — | Q2 2021 Held for 4y 5m | |
Construction Industrials | $5.9M 0.74% | +$326.6K Bought | 0.006% 14.0K shares | 13.2K → 14.0K +$326.6K | +5.84% | $93.9B Large Cap | Q3 2024 Held for 1y 2m | |
Asset Management Financial Services | $5.9M 0.733% | +$5.4M Bought | 0.098% 224.8K shares | 17.0K → 224.8K +$5.4M | +1,222.35% | $6.0B Mid Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.5M 0.693% | -$86.1K Sold | — 31.7K shares | 32.2K → 31.7K −$86.1K | -1.53% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.4M 0.68% | -$130.4K Sold | — 18.5K shares | 18.9K → 18.5K −$130.4K | -2.34% | — — | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $5.2M 0.653% | -$236.6K Sold | 0.001% 12.9K shares | 13.5K → 12.9K −$236.6K | -4.34% | $403.32B Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $4.5M 0.562% | -$117.9K Sold | — 34.6K shares | 35.5K → 34.6K −$117.9K | -2.56% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $4.3M 0.539% | +$50.0K Bought | — 65.4K shares | 64.6K → 65.4K +$50.0K | +1.17% | — — | Q2 2015 Held for 10y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $3.8M 0.475% | -$178.1K Sold | 0.002% 27.0K shares | 28.3K → 27.0K −$178.1K | -4.48% | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $3.4M 0.43% | +$338.3 Bought | 0.001% 30.5K shares | 30.5K → 30.5K +$338.3 | +0.01% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $3.1M 0.392% | +$512.6 Bought | 0.002% 18.3K shares | 18.3K → 18.3K +$512.6 | +0.02% | $133.37B Large Cap | Q2 2014 Held for 11y 5m | |
Household & Personal Products Consumer Defensive | $3.0M 0.381% | -$77.3K Sold | 0.001% 19.8K shares | 20.3K → 19.8K −$77.3K | -2.48% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $2.8M 0.356% | +$327.7K Bought | 0.001% 18.3K shares | 16.2K → 18.3K +$327.7K | +13.02% | $312.88B Mega Cap | Q1 2022 Held for 3y 8m | |
Medical - Healthcare Plans Healthcare | $2.8M 0.35% | +$1.2M Bought | 0.004% 9.7K shares | 5.7K → 9.7K +$1.2M | +70.27% | $76.9B Large Cap | Q3 2013 Held for 12y 2m | |
Drug Manufacturers - General Healthcare | $2.7M 0.339% | -$24.1K Sold | 0.001% 14.6K shares | 14.7K → 14.6K −$24.1K | -0.88% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $1.7M 0.217% | -$38.2K Sold | — 15.5K shares | 15.9K → 15.5K −$38.2K | -2.16% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Agricultural - Machinery Industrials | $1.7M 0.208% | +$4.3K Bought | 0.001% 3.5K shares | 3.5K → 3.5K +$4.3K | +0.26% | $223.53B Mega Cap | Q1 2016 Held for 9y 8m | |
ETF ETF | $1.6M 0.201% | -$22.4K Sold | — 14.6K shares | 14.8K → 14.6K −$22.4K | -1.38% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.6M 0.2% | -$2.4K Sold | — 2.6K shares | 2.6K → 2.6K −$2.4K | -0.15% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.5M 0.194% | -$27.0K Sold | — 18.7K shares | 19.0K → 18.7K −$27.0K | -1.72% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Railroads Industrials | $1.5M 0.191% | — | 0.001% 6.4K shares | — | — | $140.18B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Devices Healthcare | $1.5M 0.183% | -$14.1K Sold | 0.001% 10.9K shares | 11.0K → 10.9K −$14.1K | -0.95% | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ |
