King Wealth
- SEC CIK
- 0001568235
- Latest filing
- Aug 5, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 8, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 144
- −3 vs. Q1 2024
- Portfolio value
- $599.8M
- +$29.6M (+5.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVXChevron Corp | Stock | 10,566 | $1.65M | 0.3% | +362+3.5% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 21,035 | $1.72M | 0.3% | −865−3.9% | Reduced | – |
| AMGNAmgen Inc | Stock | 6,556 | $2.05M | 0.3% | −126−1.9% | Reduced | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 19,287 | $2.07M | 0.3% | −897−4.4% | Reduced | – |
| NVONovo Nordisk A S | ADR | 14,784 | $2.11M | 0.4% | −87−0.6% | Reduced | History |
| BXBlackstone Inc. | COM | 18,291 | $2.26M | 0.4% | −97−0.5% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 15,866 | $2.54M | 0.4% | −25−0.2% | Reduced | – |
| ORCLOracle Corp | Stock | 19,892 | $2.81M | 0.5% | +5,918+42.4% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,407 | $2.84M | 0.5% | +6,453+676.4% | Added | History |
| CICigna Group | Stock | 9,866 | $3.26M | 0.5% | +2,650+36.7% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 30,386 | $3.50M | 0.6% | +142+0.5% | Added | History |
| PGProcter & Gamble Co | Stock | 21,401 | $3.53M | 0.6% | −343−1.6% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 73,026 | $3.91M | 0.7% | −3,080−4.0% | Reduced | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 37,836 | $4.29M | 0.7% | −1,115−2.9% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,855 | $4.57M | 0.8% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 34,667 | $5.21M | 0.9% | −1,193−3.3% | Reduced | – |
| PEPPepsiCo Inc | Stock | 32,216 | $5.31M | 0.9% | −827−2.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 16,206 | $5.58M | 0.9% | −436−2.6% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 64,521 | $5.88M | 1.0% | −1,264−1.9% | Reduced | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 16,870 | $6.60M | 1.1% | −344−2.0% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 92,370 | $6.71M | 1.1% | −4,084−4.2% | Reduced | – |
| JNJJohnson & Johnson | Stock | 48,183 | $7.04M | 1.2% | −2,041−4.1% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 14,691 | $7.41M | 1.2% | +6,580+81.1% | Added | History |
| MAMastercard Inc | Stock | 17,128 | $7.56M | 1.3% | −172−1.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 41,753 | $8.07M | 1.3% | +3,116+8.1% | Added | History |
| WMTWalmart Inc. | Stock | 119,586 | $8.10M | 1.3% | −270−0.2% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 18,553 | $8.67M | 1.4% | −90.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 56,123 | $10.2M | 1.7% | +2,165+4.0% | Added | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 60,052 | $10.3M | 1.7% | −626−1.0% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 12,178 | $10.4M | 1.7% | −65−0.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 41,071 | $10.5M | 1.7% | −6,915−14.4% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 99,885 | $11.9M | 2.0% | −2,430−2.4% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 29,228 | $14.9M | 2.5% | −1,040−3.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 78,584 | $15.9M | 2.6% | +143+0.2% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 166,382 | $17.7M | 3.0% | −689−0.4% | Reduced | – |
| VVisa Inc. | Stock | 69,218 | $18.2M | 3.0% | +270.0% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 359,793 | $21.1M | 3.5% | −745−0.2% | Reduced | – |
| LLYEli Lilly & Co | Stock | 25,423 | $23.0M | 3.8% | −178−0.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 207,444 | $25.6M | 4.3% | +2,144+1.0% | AddedConverted for a 10-for-1 split | History |
| AAPLApple Inc. | Stock | 125,240 | $26.4M | 4.4% | +997+0.8% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 53,168 | $28.9M | 4.8% | −208−0.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 81,206 | $36.3M | 6.1% | +100+0.1% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 117,907 | $56.5M | 9.4% | +553+0.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 148,842 | $81.5M | 13.6% | +785+0.5% | Added | – |
Sold out since Q1 2024 (5)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| SNYSanofi | SPONSORED ADR | 18,500 | $899.0K | 0.2% | History |
| DHRDanaher Corp | Stock | 834 | $208.0K | <0.1% | History |
| Fidelity Covington Trust31609A503 | ENH MID COR ETF | 6,695 | $204.0K | <0.1% | – |
| NVRONevro Corp | COM | 10,200 | $147.0K | <0.1% | History |
| SKESkeena Resources Ltd | Common Stock | 10,000 | $46.0K | <0.1% | History |