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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
NFLX icon
101
Netflix
NFLX
$304B
$512K 0.06%
+4,270
New +$521K
AMD icon
102
Advanced Micro Devices
AMD
$699B
$488K 0.06%
3,017
– –
DUK icon
103
Duke Energy
DUK
$101B
$466K 0.06%
3,766
-8
-0.2% -$971
MTB icon
104
M&T Bank
MTB
$36.4B
$457K 0.06%
2,314
– –
IBB icon
105
iShares Biotechnology ETF
IBB
$9.45B
$450K 0.06%
3,116
+1
+0% +$136
ZBH icon
106
Zimmer Biomet
ZBH
$18.7B
$437K 0.05%
+4,434
New +$439K
IWR icon
107
iShares Russell Mid-Cap ETF
IWR
$56B
$436K 0.05%
4,520
– –
UNH icon
108
UnitedHealth
UNH
$387B
$436K 0.05%
1,263
-2,478
-66% -$749K
QCOM icon
109
Qualcomm
QCOM
$168B
$433K 0.05%
2,604
+56
+2% +$8.88K
VLO icon
110
Valero Energy
VLO
$89.9B
$433K 0.05%
2,542
– –
BND icon
111
Vanguard Total Bond Market
BND
$158B
$429K 0.05%
5,771
-372
-6% -$27.4K
NVS icon
112
Novartis
NVS
$301B
$418K 0.05%
3,258
– –
MO icon
113
Altria Group
MO
$126B
$411K 0.05%
6,225
-233
-4% -$14.8K
PTGX icon
114
Protagonist Therapeutics
PTGX
$8.65B
$399K 0.05%
6,000
– –
SDY icon
115
State Street SPDR S&P Dividend ETF
SDY
$22.2B
$397K 0.05%
2,836
-11
-0.4% -$1.53K
XLK icon
116
State Street Technology Select Sector SPDR ETF
XLK
$110B
$368K 0.05%
2,614
– –
SO icon
117
Southern Company
SO
$109B
$359K 0.05%
3,783
– –
AMGN icon
118
Amgen
AMGN
$211B
$355K 0.04%
1,258
+3
+0.2% +$870
NEE icon
119
NextEra Energy
NEE
$186B
$354K 0.04%
4,695
– –
ELV icon
120
Elevance Health
ELV
$82.6B
$353K 0.04%
1,093
-1,176
-52% -$366K
CSCO icon
121
Cisco
CSCO
$452B
$349K 0.04%
5,102
+1
+0% +$68
TIP icon
122
iShares TIPS Bond ETF
TIP
$14.5B
$344K 0.04%
3,094
-123
-4% -$13.6K
GLW icon
123
Corning
GLW
$107B
$342K 0.04%
4,175
– –
T icon
124
AT&T
T
$167B
$336K 0.04%
11,894
-186
-2% -$5.28K
BMY icon
125
Bristol-Myers Squibb
BMY
$130B
$330K 0.04%
7,316
+60
+0.8% +$2.8K
3 4
5
6 7

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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.