KW

King Wealth Management Group

13F
King Wealth Management Group
Last update 2024-11-06 151 Stocks (13 new)
Value $642.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(13.39%)QQQ(8.88%)MSFT(7.41%)SPY(4.69%)AAPL(4.52%)
Portfolio Report
Summary Stock Picks Current Portfolio
King Wealth Management Group Top Holdings of 2024-09-30 View Full List
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
149,005
85950.000
+0.11%
13.390
+0.01%
0.020
+12.06%
+25.79%
566822.308
 
QQQ 		INVESCO QQQ Trust
116,811
57010.000
-0.93%
8.880
-0.09%
0.020
+13.70%
+25.33%
312260.488
 
MSFT 		Microsoft Corp
110,501
47550.000
+36.07%
7.410
+1.96%
0.000
+4.27%
+13.22%
3153170.114
Software
SPY 		S&P 500 ETF TRUST ETF
52,502
30120.000
-1.25%
4.690
-0.06%
0.010
+12.13%
+25.80%
618428.302
 
AAPL 		Apple Inc
124,360
28980.000
-0.70%
4.520
-0.03%
0.000
+3.36%
+17.22%
3394862.687
Hardware
NVDA 		NVIDIA Corp
206,196
25040.000
-0.60%
3.900
-0.03%
0.000
+35.76%
+198.92%
3637774.470
Semiconductors
IJH 		iShares Core S&P Mid-Cap ETF
363,038
22620.000
+0.90%
3.520
+0.03%
0.020
+13.09%
+18.99%
97868.475
 
LLY 		Eli Lilly and Co
25,480
22570.000
+0.22%
3.520
+0.01%
0.000
-7.38%
+41.01%
783351.579
Drug Manufacturers
IJR 		iShares Core S&P Small-Cap ETF
171,835
20100.000
+3.28%
3.130
+0.10%
0.020
+14.44%
+14.96%
92486.375
 
V 		Visa Inc
68,702
18890.000
-0.75%
2.940
-0.02%
0.000
+19.07%
+19.54%
600971.263
Credit Services

King Wealth Management Group's Historical Top Holdings Breakdowns

King Wealth Management Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT 		Microsoft Corp2024-09-30Add
+1.96%
●
395.15 ($427.47) 467.56
$424.11
-0.79%
Add 36.07%
110,501
29,295
PH 		Parker Hannifin Corp2024-09-30Add
+0.99%
●
501.01 ($568.12) 635.4
$702.30
23.62%
Add 439.43%
12,245
9,975
JNJ 		Johnson & Johnson2024-09-30Reduce
-0.80%
●
145.48 ($159.33) 167.38
$153.09
-3.92%
Reduce -68.36%
15,244
-32,939
NVO 		Novo Nordisk AS2024-09-30Sold Out
-0.35%
●
119.07 ($133.36) 145.42
$107.28
-19.56%
Sold Out
0
-14,784
TT 		Trane Technologies PLC2024-09-30New Buy
+0.29%
●
314.21 ($346.87) 388.73
$411.59
18.66%
New holding
4,834
4,834
TEVA 		Teva Pharmaceutical Industries Ltd2024-09-30New Buy
+0.28%
●
15.81 ($17.5) 18.96
$17.11
-2.23%
New holding
98,102
98,102
VTV 		Vanguard Value ETF2024-09-30Reduce
-0.25%
●
159.75 ($167.43) 174.57
$178.19
6.43%
Reduce -57.53%
6,738
-9,128
META 		Meta Platforms Inc2024-09-30Add
+0.20%
●
453.41 ($514.55) 572.44
$585.86
13.86%
Add 15.61%
16,984
2,293
AMZN 		Amazon.com Inc2024-09-30Add
+0.17%
●
161.02 ($182.46) 200
$208.88
14.48%
Add 13.68%
47,466
5,713
DG 		Dollar General Corp2024-09-30Sold Out
-0.15%
●
80.41 ($109.62) 132.42
$74.40
-32.13%
Sold Out
0
-6,988

King Wealth Management Group Total Holding History ($B)

To

King Wealth Management Group's Asset Allocation

To

King Wealth Management Group Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

King Wealth Management Group's Hypothetical Growth since 2024-09-30

King Wealth Management Group's Yearly Returns

Year Portfolio % % Excess Gain %

King Wealth Management Group's Holdings Heat Map

Size field:

King Wealth Management Group's Holdings Bubble Chart

King Wealth Management Group News

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