King Wealth
- SEC CIK
- 0001568235
- Latest filing
- Aug 5, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 160
- No 13F data for Q4 2020
- Portfolio value
- $445.7M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 153,033 | $48.8M | 11.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 92,433 | $36.8M | 8.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 52,561 | $20.8M | 4.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 81,768 | $19.3M | 4.3% | – | – | History |
| AAPLApple Inc. | Stock | 126,754 | $15.5M | 3.5% | – | – | History |
| VVisa Inc. | Stock | 70,745 | $15.0M | 3.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 4,789 | $14.8M | 3.3% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 132,191 | $14.3M | 3.2% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 130,300 | $13.8M | 3.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 46,646 | $12.1M | 2.7% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 74,354 | $11.2M | 2.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 70,138 | $10.7M | 2.4% | – | – | History |
| WMTWalmart Inc. | Stock | 78,136 | $10.6M | 2.4% | – | – | History |
| MCDMcDonalds Corp | Stock | 46,981 | $10.5M | 2.4% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 27,688 | $10.3M | 2.3% | – | – | History |
| CRMSalesforce, Inc. | Stock | 45,711 | $9.69M | 2.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 54,221 | $8.91M | 2.0% | – | – | History |
| NVDANVIDIA Corp | Stock | 16,453 | $8.79M | 2.0% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 74,337 | $6.81M | 1.5% | – | – | – |
| MAMastercard Inc | Stock | 17,101 | $6.09M | 1.4% | – | – | History |
| LMTLockheed Martin Corp | Stock | 16,329 | $6.03M | 1.4% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 17,635 | $5.82M | 1.3% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 82,332 | $5.30M | 1.2% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 64,989 | $5.10M | 1.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 11,768 | $3.59M | 0.8% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 26,718 | $3.48M | 0.8% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 9,791 | $3.45M | 0.8% | – | – | History |
| PGProcter & Gamble Co | Stock | 24,171 | $3.27M | 0.7% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 37,035 | $3.19M | 0.7% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 41,370 | $2.98M | 0.7% | – | – | – |
| PEPPepsiCo Inc | Stock | 20,969 | $2.97M | 0.7% | – | – | History |
| TGTTarget Corp | Stock | 14,514 | $2.88M | 0.6% | – | – | History |
| AMGNAmgen Inc | Stock | 9,598 | $2.39M | 0.5% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 9,730 | $2.36M | 0.5% | – | – | History |
| TGTXTG Therapeutics, Inc. | COM | 48,800 | $2.35M | 0.5% | – | – | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 20,629 | $2.10M | 0.5% | – | – | – |
| LLYEli Lilly & Co | Stock | 11,232 | $2.10M | 0.5% | – | – | History |
| VZVerizon Communications Inc | Stock | 35,557 | $2.07M | 0.5% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 17,837 | $2.03M | 0.5% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 8,730 | $1.98M | 0.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 880 | $1.81M | 0.4% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 23,328 | $1.80M | 0.4% | – | – | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 32,809 | $1.72M | 0.4% | – | – | – |
| FISVFiserv Inc | Stock | 14,424 | $1.72M | 0.4% | – | – | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 36,658 | $1.71M | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 8,799 | $1.62M | 0.4% | – | – | History |
| DGDollar General Corp | COM | 7,706 | $1.56M | 0.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 6,629 | $1.46M | 0.3% | – | – | History |
| JDJD.com, Inc. | SPON ADS CL A | 17,288 | $1.46M | 0.3% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 12,839 | $1.45M | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,781 | $1.41M | 0.3% | – | – | History |
| BXBlackstone Inc. | COM | 18,844 | $1.40M | 0.3% | – | – | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 10,000 | $1.34M | 0.3% | – | – | History |
| UTHRUnited Therapeutics Corp | COM | 8,000 | $1.34M | 0.3% | – | – | History |
| LRCXLam Research Corp | COM | 2,215 | $1.32M | 0.3% | – | – | History |
| TEAMAtlassian Corp | CL A | 6,002 | $1.26M | 0.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 10,445 | $1.25M | 0.3% | – | – | History |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 46,369 | $1.20M | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,534 | $1.14M | 0.3% | – | – | – |
| AMATApplied Materials Inc | Stock | 8,451 | $1.13M | 0.3% | – | – | History |
| WENWendy's Co | Stock | 55,489 | $1.12M | 0.3% | – | – | History |
| BSXBoston Scientific Corp | Stock | 29,060 | $1.12M | 0.3% | – | – | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 10,978 | $1.12M | 0.3% | – | – | – |
| NUVANuvasive Inc | COM | 17,000 | $1.11M | 0.3% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,668 | $1.07M | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 27,413 | $1.05M | 0.2% | – | – | – |
| QRVOQorvo, Inc. | Stock | 5,704 | $1.04M | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 2,142 | $993.0K | 0.2% | – | – | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 19,800 | $984.0K | 0.2% | – | – | History |
| TAT&T Inc. | Stock | 32,439 | $982.0K | 0.2% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 4,505 | $907.0K | 0.2% | – | – | History |
| GMABGenmab A/S | SPONSORED ADS | 26,897 | $883.0K | 0.2% | – | – | History |
| VTRSViatris Inc | Stock | 58,180 | $813.0K | 0.2% | – | – | History |
| GISGeneral Mills Inc | Stock | 12,534 | $769.0K | 0.2% | – | – | History |
| NKENIKE, Inc. | Stock | 5,646 | $750.0K | 0.2% | – | – | History |
| CATCaterpillar Inc | Stock | 3,215 | $746.0K | 0.2% | – | – | History |
| ELVElevance Health, Inc. | Stock | 1,988 | $714.0K | 0.2% | – | – | History |
| HONHoneywell International Inc | COM | 3,203 | $695.0K | 0.2% | – | – | History |
| TXNTexas Instruments Inc | Stock | 3,653 | $690.0K | 0.2% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 5,470 | $686.0K | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 3,456 | $587.0K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 867 | $579.0K | 0.1% | – | – | History |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 4,400 | $576.0K | 0.1% | – | – | – |
| PTGXProtagonist Therapeutics, Inc | COM | 22,000 | $570.0K | 0.1% | – | – | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 6,000 | $552.0K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 5,039 | $545.0K | 0.1% | – | – | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,000 | $544.0K | 0.1% | – | – | History |
| AWRAmerican States Water Co | COM | 7,000 | $529.0K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 9,869 | $520.0K | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 14,225 | $515.0K | 0.1% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,849 | $504.0K | 0.1% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,055 | $502.0K | 0.1% | – | – | History |
| iShares Inc464286871 | MSCI HONG KG ETF | 18,850 | $501.0K | 0.1% | – | – | – |
| KLACKLA Corp | COM NEW | 1,500 | $496.0K | 0.1% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,915 | $492.0K | 0.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,621 | $490.0K | 0.1% | – | – | – |
| WMWaste Management Inc | Stock | 3,722 | $480.0K | 0.1% | – | – | History |
| TBPHTheravance Biopharma, Inc. | COM | 23,000 | $469.0K | 0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 3,479 | $464.0K | 0.1% | – | – | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 6,000 | $463.0K | 0.1% | – | – | History |