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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
+13.71%
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
$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 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 Technology 20.27%
2 Financials 9.22%
3 Consumer Staples 4.76%
4 Industrials 4.39%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
76
GE Aerospace
GE
$375B
$767K 0.1%
2,980
+1
+0% +$219
GOOG icon
77
Alphabet (Google) Class C
GOOG
$3.99T
$765K 0.1%
4,315
+616
+17% +$102K
KO icon
78
Coca-Cola
KO
$362B
$736K 0.1%
10,404
+8
+0.1% +$570
ETN icon
79
Eaton
ETN
$155B
$723K 0.1%
2,025
– –
HON icon
80
Honeywell
HON
$77.9B
$713K 0.1%
3,249
– –
EPD icon
81
Enterprise Products Partners
EPD
$82.5B
$692K 0.09%
22,329
+596
+3% +$18.6K
RTX icon
82
RTX Corp
RTX
$294B
$679K 0.09%
4,653
– –
CRM icon
83
Salesforce
CRM
$142B
$669K 0.09%
2,455
+1,026
+72% +$274K
BP icon
84
BP
BP
$109B
$652K 0.09%
21,792
– –
TSLA icon
85
Tesla
TSLA
$1.22T
$652K 0.09%
2,051
+1,218
+146% +$367K
GIS icon
86
General Mills
GIS
$19.5B
$649K 0.09%
12,534
– –
INGR icon
87
Ingredion
INGR
$6.4B
$627K 0.09%
4,625
– –
MRK icon
88
Merck
MRK
$323B
$615K 0.08%
7,774
-465
-6% -$37K
DRI icon
89
Darden Restaurants
DRI
$23.4B
$603K 0.08%
2,765
– –
VXF icon
90
Vanguard Extended Market ETF
VXF
$30.5B
$569K 0.08%
2,952
+6
+0.2% +$1.07K
GEV icon
91
GE Vernova
GEV
$265B
$568K 0.08%
1,073
– –
TJX icon
92
TJX Companies
TJX
$173B
$564K 0.08%
4,568
– –
ET icon
93
Energy Transfer Partners
ET
$68.5B
$558K 0.08%
30,767
+415
+1% +$7.24K
IBM icon
94
IBM
IBM
$204B
$554K 0.08%
1,878
– –
AWR icon
95
American States Water
AWR
$3.37B
$537K 0.07%
7,000
– –
CASY icon
96
Casey's General Stores
CASY
$31.6B
$536K 0.07%
1,050
– –
BXSL icon
97
Blackstone Secured Lending
BXSL
$5.35B
$523K 0.07%
17,000
+10,000
+143% +$305K
ABBV icon
98
AbbVie
ABBV
$454B
$508K 0.07%
2,737
+14
+0.5% +$2.6K
ADBE icon
99
Adobe
ADBE
$94.5B
$508K 0.07%
1,314
-190
-13% -$73.2K
DIS icon
100
Walt Disney
DIS
$168B
$494K 0.07%
3,984
+65
+2% +$6.75K
2 3
4
5 6

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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 Technology at 20% of assets, up from 17% a quarter earlier, followed by Financials and Consumer Staples.

  • 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.