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KWMG

King Wealth Management Group Portfolio holdings

AUM $914M
1-Year Est. Return 24.3%
This Fund
S&P 500
This Quarter Est. Return
+13.71%
1 Year Est. Return
+24.3%
3 Year Est. Return
+85.96%
5 Year Est. Return
+105%
10 Year Est. Return
+377.86%
AUM
$737M
AUM Growth
+$77.4M
Cap. Flow
+$5.66M
Cap. Flow %
0.77%
Top 10 Hldgs %
57.52%
Holding
165
New
8
Increased
57
Reduced
49
Closed
7

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.2M
2
CRWD icon
CrowdStrike
CRWD
+$7.05M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.49M
4
PLTR icon
Palantir
PLTR
+$1.56M
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$1.41M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$10.1M
2
LLY icon
Eli Lilly
LLY
+$6.86M
3
MSFT icon
Microsoft
MSFT
+$898K
4
ZBH icon
Zimmer Biomet
ZBH
+$726K
5
ELV icon
Elevance Health
ELV
+$600K

Sector Composition

Rank Sector Weight
1 Miscellaneous 47.49%
2 Technology 20.27%
3 Financials 9.22%
4 Consumer Staples 4.76%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
26
iShares Core MSCI EAFE ETF
IEFA
$193B
$6.72M 0.91%
80,513
+1,597
+2% +$127K
XLE icon
27
State Street Energy Select Sector SPDR ETF
XLE
$43.3B
$5.84M 0.79%
137,758
+1,064
+0.8% +$44.3K
TT icon
28
Trane Technologies
TT
$93B
$5.79M 0.79%
13,249
+602
+5% +$237K
PLTR icon
29
Palantir
PLTR
$415B
$5.51M 0.75%
40,456
+13,274
+49% +$1.56M
VO icon
30
Vanguard Morningstar Mid-Cap ETF
VO
$105B
$5.3M 0.72%
75,792
-116
-0.2% -$7.61K
VOE icon
31
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.9B
$5.3M 0.72%
32,223
-698
-2% -$111K
VTV icon
32
Vanguard Morningstar Value ETF
VTV
$190B
$5.23M 0.71%
29,567
+8,363
+39% +$1.41M
HD icon
33
Home Depot
HD
$305B
$4.94M 0.67%
13,465
-591
-4% -$214K
IJJ icon
34
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.59B
$4.39M 0.6%
35,507
-672
-2% -$79.1K
IEMG icon
35
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$3.88M 0.53%
64,644
+2,157
+3% +$120K
PEP icon
36
PepsiCo
PEP
$185B
$3.73M 0.51%
28,288
-1,010
-3% -$136K
TEVA icon
37
Teva Pharmaceuticals
TEVA
$45.7B
$3.44M 0.47%
205,000
+30,000
+17% +$484K
XOM icon
38
ExxonMobil
XOM
$696B
$3.29M 0.45%
30,492
+4
+0% +$428
PG icon
39
Procter & Gamble
PG
$341B
$3.23M 0.44%
20,305
-482
-2% -$78.7K
BX icon
40
Blackstone
BX
$95.1B
$2.74M 0.37%
18,312
-28
-0.2% -$3.85K
CVX icon
41
Chevron
CVX
$427B
$2.32M 0.31%
16,208
+1,153
+8% +$163K
JNJ icon
42
Johnson & Johnson
JNJ
$644B
$2.25M 0.31%
14,728
-724
-5% -$111K
HOLX
43
DELISTED
Hologic
HOLX
$2.08M 0.28%
31,850
– –
CI icon
44
Cigna
CI
$76.3B
$1.88M 0.26%
5,692
-1,565
-22% -$504K
LQD icon
45
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.1B
$1.74M 0.24%
15,885
-895
-5% -$96K
SHY icon
46
iShares 1-3 Year Treasury Bond ETF
SHY
$26B
$1.57M 0.21%
18,981
-698
-4% -$57.6K
ABT icon
47
Abbott
ABT
$177B
$1.5M 0.2%
10,999
+6
+0.1% +$791
VTI icon
48
Vanguard Morningstar Total Stock Market ETF
VTI
$681B
$1.49M 0.2%
4,906
-69
-1% -$19.4K
VOO icon
49
Vanguard S&P 500 ETF
VOO
$1.04T
$1.49M 0.2%
2,618
+564
+27% +$296K
UNP icon
50
Union Pacific
UNP
$169B
$1.48M 0.2%
6,447
– –
1
2
3 4 5

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ACA
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ACM
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IPAM
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GC
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PWA
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DLP
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King Wealth Management Group's Q2 2025 Portfolio in Review

As of Q2 2025, King Wealth Management Group held 165 positions worth $737M, up 12% from $660M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

King Wealth Management Group's Q2 2025 filing shows 8 new, 57 increased, 49 reduced and 7 closed positions. Its largest new stake was Apollo Global Management: 6,100 shares worth $865K. The largest sale was UnitedHealth, an estimated $10.1M.

By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, up from 46% a quarter earlier, followed by Technology and Financials.

  • King Wealth Management Group's largest Q2 2025 buy was Apollo Global Management: 6,100 shares worth $865K.
  • King Wealth Management Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $10.2M increase.
  • King Wealth Management Group's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $10.1M.
  • King Wealth Management Group fully exited Zimmer Biomet in Q2 2025, selling an estimated $726K.
  • King Wealth Management Group's ten largest holdings make up 58% of its $737M portfolio in Q2 2025.
  • King Wealth Management Group opened 8 new positions and closed 7 in Q2 2025.
  • King Wealth Management Group's portfolio value rose 12% quarter-over-quarter to $737M.

Based on King Wealth Management Group's 13F filing for Q2 2025, filed 8 Aug 2025.