We are live on ! Find out more
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
BMY icon
101
Bristol-Myers Squibb
BMY
$130B
$413K 0.06%
7,294
+182
+3% +$10.2K
IBB icon
102
iShares Biotechnology ETF
IBB
$9.49B
$403K 0.06%
3,050
-1
-0% -$141
IWR icon
103
iShares Russell Mid-Cap ETF
IWR
$56.1B
$400K 0.06%
4,520
– –
SDY icon
104
State Street SPDR S&P Dividend ETF
SDY
$22.2B
$396K 0.06%
2,997
– –
DUK icon
105
Duke Energy
DUK
$101B
$379K 0.06%
3,520
– –
AVDL
106
DELISTED
Avadel Pharmaceuticals
AVDL
$368K 0.05%
+35,000
New +$425K
AMD icon
107
Advanced Micro Devices
AMD
$696B
$367K 0.05%
3,040
+160
+6% +$23K
TIP icon
108
iShares TIPS Bond ETF
TIP
$14.5B
$356K 0.05%
3,340
-61
-2% -$6.6K
JD icon
109
JD.com
JD
$43.3B
$354K 0.05%
10,203
-3,000
-23% -$116K
GLD icon
110
SPDR Gold Trust
GLD
$130B
$348K 0.05%
1,437
+405
+39% +$99.5K
PFE icon
111
Pfizer
PFE
$144B
$343K 0.05%
12,937
-1,216
-9% -$33K
MO icon
112
Altria Group
MO
$126B
$336K 0.05%
6,424
+18
+0.3% +$959
NVS icon
113
Novartis
NVS
$302B
$336K 0.05%
3,450
– –
NEE icon
114
NextEra Energy
NEE
$186B
$331K 0.05%
4,624
+56
+1% +$4.35K
QCOM icon
115
Qualcomm
QCOM
$168B
$330K 0.05%
2,146
+213
+11% +$34.9K
XLK icon
116
State Street Technology Select Sector SPDR ETF
XLK
$110B
$327K 0.05%
2,814
+2
+0.1% +$233
VLO icon
117
Valero Energy
VLO
$90.5B
$312K 0.05%
2,542
– –
AMGN icon
118
Amgen
AMGN
$211B
$310K 0.05%
1,188
-4,871
-80% -$1.45M
SO icon
119
Southern Company
SO
$109B
$299K 0.04%
3,637
+54
+2% +$4.74K
GEV icon
120
GE Vernova
GEV
$241B
$296K 0.04%
901
-1
-0.1% -$313
IWD icon
121
iShares Russell 1000 Value ETF
IWD
$81.8B
$286K 0.04%
1,543
– –
JNK icon
122
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.04B
$286K 0.04%
2,997
-127
-4% -$12.3K
ADBE icon
123
Adobe
ADBE
$105B
$275K 0.04%
+619
New +$306K
TLT icon
124
iShares 20+ Year Treasury Bond ETF
TLT
$42.9B
$274K 0.04%
3,138
+102
+3% +$9.39K
ABNB icon
125
Airbnb
ABNB
$91.3B
$263K 0.04%
2,000
– –
3 4
5
6 7

Similar funds

HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
CG
Cynosure Group Salt Lake City, Utah $800M AUM 16.39% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

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.