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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
+8.42%
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
$796M
AUM Growth
+$58.7M
Cap. Flow
+$12.3M
Cap. Flow %
1.55%
Top 10 Hldgs %
58.53%
Holding
165
New
7
Increased
48
Reduced
61
Closed
5

Top Buys

Rank Stock Value
1
BXSL icon
Blackstone Secured Lending
BXSL
+$6.24M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.3M
3
AMZN icon
Amazon
AMZN
+$2.86M
4
CI icon
Cigna
CI
+$1.18M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$928K

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$2.12M
2
HOLX
Hologic
HOLX
+$1.32M
3
TEVA icon
Teva Pharmaceuticals
TEVA
+$790K
4
UNH icon
UnitedHealth
UNH
+$749K
5
CRM icon
Salesforce
CRM
+$669K

Sector Composition

Rank Sector Weight
1 Technology 21.34%
2 Financials 9.45%
3 Industrials 4.42%
4 Consumer Staples 4.38%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOLX
76
DELISTED
Hologic
HOLX
$810K 0.1%
12,000
-19,850
-62% -$1.32M
RTX icon
77
RTX Corp
RTX
$292B
$792K 0.1%
4,730
+77
+2% +$12K
WM icon
78
Waste Management
WM
$95.8B
$787K 0.1%
3,566
+2
+0.1% +$450
BP icon
79
BP
BP
$112B
$751K 0.09%
21,792
– –
ETN icon
80
Eaton
ETN
$140B
$743K 0.09%
1,985
-40
-2% -$14.5K
KO icon
81
Coca-Cola
KO
$386B
$691K 0.09%
10,412
+8
+0.1% +$551
EPD icon
82
Enterprise Products Partners
EPD
$83.9B
$683K 0.09%
21,852
-477
-2% -$15K
TJX icon
83
TJX Companies
TJX
$180B
$660K 0.08%
4,568
– –
MRK icon
84
Merck
MRK
$324B
$652K 0.08%
7,774
– –
HON icon
85
Honeywell
HON
$76.5B
$645K 0.08%
3,249
– –
UPS icon
86
United Parcel Service
UPS
$89.3B
$638K 0.08%
7,632
-114
-1% -$10.3K
ABBV icon
87
AbbVie
ABBV
$470B
$634K 0.08%
2,740
+3
+0.1% +$611
PANW icon
88
Palo Alto Networks
PANW
$253B
$634K 0.08%
3,116
+2,010
+182% +$385K
GIS icon
89
General Mills
GIS
$20.5B
$632K 0.08%
12,534
– –
UTHR icon
90
United Therapeutics
UTHR
$25.9B
$629K 0.08%
1,500
– –
VXF icon
91
Vanguard Extended Market ETF
VXF
$30B
$619K 0.08%
2,957
+5
+0.2% +$1.01K
CASY icon
92
Casey's General Stores
CASY
$32.5B
$594K 0.07%
1,050
– –
INGR icon
93
Ingredion
INGR
$6.45B
$565K 0.07%
4,625
– –
LRCX icon
94
Lam Research
LRCX
$316B
$536K 0.07%
4,000
– –
GLD icon
95
SPDR Gold Trust
GLD
$130B
$534K 0.07%
1,503
+65
+5% +$20.7K
OEF icon
96
iShares S&P 100 ETF
OEF
$19.7B
$531K 0.07%
1,596
-15
-0.9% -$4.77K
IBM icon
97
IBM
IBM
$214B
$530K 0.07%
1,878
– –
DRI icon
98
Darden Restaurants
DRI
$24.2B
$526K 0.07%
2,765
– –
ET icon
99
Energy Transfer Partners
ET
$69.6B
$516K 0.06%
30,083
-684
-2% -$12K
AWR icon
100
American States Water
AWR
$3.47B
$513K 0.06%
7,000
– –
2 3
4
5 6

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King Wealth Management Group's Q3 2025 Portfolio in Review

As of Q3 2025, King Wealth Management Group held 165 positions worth $796M, up 8% from $737M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

King Wealth Management Group's Q3 2025 filing shows 7 new, 48 increased, 61 reduced and 5 closed positions. Its largest new stake was Netflix: 4,270 shares worth $512K. The largest sale was Eli Lilly, an estimated $2.12M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 20% a quarter earlier, followed by Financials and Industrials.

  • King Wealth Management Group's largest Q3 2025 buy was Netflix: 4,270 shares worth $512K.
  • King Wealth Management Group added most to Blackstone Secured Lending in Q3 2025, an estimated $6.24M increase.
  • King Wealth Management Group's biggest Q3 2025 reduction was Eli Lilly, cutting an estimated $2.12M.
  • King Wealth Management Group fully exited Salesforce in Q3 2025, selling an estimated $669K.
  • King Wealth Management Group's ten largest holdings make up 59% of its $796M portfolio in Q3 2025.
  • King Wealth Management Group opened 7 new positions and closed 5 in Q3 2025.
  • King Wealth Management Group's portfolio value rose 8% quarter-over-quarter to $796M.

Based on King Wealth Management Group's 13F filing for Q3 2025, filed 7 Nov 2025.