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KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
+2.5%
1 Year Est. Return
+22.41%
3 Year Est. Return
+75.43%
5 Year Est. Return
+92.87%
10 Year Est. Return
+325.86%
AUM
$686M
AUM Growth
+$43.8M
Cap. Flow
+$31.9M
Cap. Flow %
4.65%
Top 10 Hldgs %
56.17%
Holding
165
New
14
Increased
79
Reduced
35
Closed
11

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.82M
2
META icon
Meta Platforms (Facebook)
META
+$3.05M
3
AAPL icon
Apple
AAPL
+$2.88M
4
TT icon
Trane Technologies
TT
+$2.7M
5
VTV icon
Vanguard Value ETF
VTV
+$2.39M

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$3.22M
2
TEVA icon
Teva Pharmaceuticals
TEVA
+$1.52M
3
AMGN icon
Amgen
AMGN
+$1.45M
4
STVN icon
Stevanato
STVN
+$1.2M
5
ABBV icon
AbbVie
ABBV
+$905K

Sector Composition

Rank Sector Weight
1 Technology 18.03%
2 Financials 8.62%
3 Healthcare 7.91%
4 Consumer Staples 4.9%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
26
iShares Core MSCI EAFE ETF
IEFA
$188B
$5.71M 0.83%
81,229
-2,007
-2% -$148K
XLE icon
27
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$5.66M 0.83%
132,238
+7,388
+6% +$336K
VOE icon
28
Vanguard Mid-Cap Value ETF
VOE
$23.8B
$5.4M 0.79%
33,387
+516
+2% +$87K
VO icon
29
Vanguard Mid-Cap ETF
VO
$107B
$5.01M 0.73%
75,908
+9,072
+14% +$616K
PEP icon
30
PepsiCo
PEP
$191B
$4.58M 0.67%
30,111
+22
+0.1% +$3.6K
IJJ icon
31
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.87B
$4.56M 0.67%
36,493
+531
+1% +$67.8K
TT icon
32
Trane Technologies
TT
$107B
$4.3M 0.63%
11,637
+6,803
+141% +$2.7M
CRWD icon
33
CrowdStrike
CRWD
$183B
$3.47M 0.51%
40,576
+2,964
+8% +$246K
VTV icon
34
Vanguard Value ETF
VTV
$189B
$3.44M 0.5%
20,333
+13,595
+202% +$2.39M
PG icon
35
Procter & Gamble
PG
$346B
$3.44M 0.5%
20,504
-26
-0.1% -$4.43K
CI icon
36
Cigna
CI
$77B
$3.39M 0.49%
12,276
+4,075
+50% +$1.3M
ORCL icon
37
Oracle
ORCL
$345B
$3.37M 0.49%
20,195
-1,414
-7% -$251K
XOM icon
38
ExxonMobil
XOM
$642B
$3.35M 0.49%
31,130
+809
+3% +$94.6K
IEMG icon
39
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$3.31M 0.48%
63,285
-2,465
-4% -$137K
TEVA icon
40
Teva Pharmaceuticals
TEVA
$36.2B
$3.2M 0.47%
14,500
-83,602
-85% -$1.52M
BX icon
41
Blackstone
BX
$106B
$3.15M 0.46%
18,296
+2
+0% +$348
PLTR icon
42
Palantir
PLTR
$315B
$2.32M 0.34%
+30,703
New +$1.79M
JNJ icon
43
Johnson & Johnson
JNJ
$641B
$2.25M 0.33%
15,558
+314
+2% +$48.7K
CVX icon
44
Chevron
CVX
$378B
$1.97M 0.29%
13,574
+2,494
+23% +$382K
LQD icon
45
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.4B
$1.88M 0.27%
17,624
-84
-0.5% -$9.19K
SHY icon
46
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$1.68M 0.24%
20,455
-93
-0.5% -$7.64K
IJS icon
47
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$1.67M 0.24%
15,380
-35
-0.2% -$3.88K
ZBH icon
48
Zimmer Biomet
ZBH
$17.8B
$1.63M 0.24%
+15,411
New +$1.65M
UNP icon
49
Union Pacific
UNP
$178B
$1.47M 0.21%
6,447
– –
VTI icon
50
Vanguard Total Stock Market ETF
VTI
$655B
$1.46M 0.21%
5,021
– –
1
2
3 4 5

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King Wealth Management Group's Q4 2024 Portfolio in Review

As of Q4 2024, King Wealth Management Group held 165 positions worth $686M, up 6.8% from $642M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

King Wealth Management Group deployed $31.9M of net new capital in Q4 2024, opening 14 new positions and adding to 79 existing holdings. Its largest new stake was Palantir: 30,703 shares worth $2.32M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was McDonald's, an estimated $3.22M trimmed.

  • King Wealth Management Group's largest Q4 2024 buy was Palantir: 30,703 shares worth $2.32M.
  • King Wealth Management Group added most to iShares Core S&P 500 ETF in Q4 2024, an estimated $4.82M increase.
  • King Wealth Management Group's biggest Q4 2024 reduction was McDonald's, cutting an estimated $3.22M.
  • King Wealth Management Group fully exited Salesforce in Q4 2024, selling an estimated $389K.
  • King Wealth Management Group's ten largest holdings make up 56% of its $686M portfolio in Q4 2024.
  • King Wealth Management Group opened 14 new positions and closed 11 in Q4 2024.
  • King Wealth Management Group's portfolio value rose 6.8% quarter-over-quarter to $686M.

Based on King Wealth Management Group's 13F filing for Q4 2024, filed 10 Feb 2025.