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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
ETN icon
76
Eaton
ETN
$142B
$672K 0.1%
2,025
-138
-6% -$48.4K
TSLA icon
77
Tesla
TSLA
$1.2T
$651K 0.1%
1,611
-442
-22% -$142K
BP icon
78
BP
BP
$112B
$638K 0.09%
21,600
– –
INGR icon
79
Ingredion
INGR
$6.49B
$636K 0.09%
4,625
– –
KO icon
80
Coca-Cola
KO
$388B
$632K 0.09%
10,150
+15
+0.1% +$979
EPD icon
81
Enterprise Products Partners
EPD
$84.6B
$618K 0.09%
19,705
+179
+0.9% +$5.5K
GS icon
82
Goldman Sachs
GS
$294B
$611K 0.09%
1,067
– –
AVGO icon
83
Broadcom
AVGO
$1.79T
$604K 0.09%
2,607
+3
+0.1% +$555
VXF icon
84
Vanguard Extended Market ETF
VXF
$30.1B
$596K 0.09%
3,138
+12
+0.4% +$2.31K
ET icon
85
Energy Transfer Partners
ET
$70.2B
$592K 0.09%
30,239
+12
+0% +$213
TJX icon
86
TJX Companies
TJX
$178B
$552K 0.08%
4,567
+26
+0.6% +$3.1K
AWR icon
87
American States Water
AWR
$3.47B
$544K 0.08%
7,000
– –
UTHR icon
88
United Therapeutics
UTHR
$25.8B
$529K 0.08%
1,500
– –
RTX icon
89
RTX Corp
RTX
$293B
$523K 0.08%
4,523
+98
+2% +$11.8K
GE icon
90
GE Aerospace
GE
$368B
$520K 0.08%
3,120
+121
+4% +$21.6K
DRI icon
91
Darden Restaurants
DRI
$24.2B
$516K 0.08%
2,765
– –
IBM icon
92
IBM
IBM
$213B
$509K 0.07%
2,314
-1,253
-35% -$279K
BND icon
93
Vanguard Total Bond Market
BND
$158B
$501K 0.07%
6,969
-287
-4% -$21K
GOOG icon
94
Alphabet (Google) Class C
GOOG
$4.07T
$490K 0.07%
2,571
+150
+6% +$26.5K
ABBV icon
95
AbbVie
ABBV
$470B
$479K 0.07%
2,693
-4,925
-65% -$905K
DIS icon
96
Walt Disney
DIS
$172B
$447K 0.07%
4,015
-540
-12% -$56.7K
OEF icon
97
iShares S&P 100 ETF
OEF
$19.7B
$436K 0.06%
1,511
+27
+2% +$7.72K
MTB icon
98
M&T Bank
MTB
$36.6B
$435K 0.06%
2,314
-147
-6% -$29.2K
BRK.B icon
99
Berkshire Hathaway Class B
BRK.B
$1.1T
$421K 0.06%
+929
New +$429K
CASY icon
100
Casey's General Stores
CASY
$32.5B
$416K 0.06%
1,050
– –
2 3
4
5 6

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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.