King Wealth Management Group

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 157Value: $659.7MLatest: 2025Q1

King Wealth Management Group is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 157 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AWR",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "AWF",
  "CAT",
  "AVGO",
  "DUK",
  null,
  "AVDL",
  "ETB",
  "MNMD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "INGR",
  "META",
  "IJH",
  "TRST",
  null,
  null,
  "GBAB",
  null,
  "WDFC",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  "HRTX",
  "HOLX",
  "NVS",
  "TEVA",
  null,
  "BX",
  "IJR",
  "IWD",
  "ORCL",
  "PAYX",
  null,
  "IWF",
  "PEP",
  "IEMG",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "GS",
  "TU",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "MSTR",
  "IEFA",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "BP",
  null,
  "IBM",
  "CI",
  "TJX",
  "UTHR",
  "UPS",
  "VO",
  "PTGX",
  "VXF",
  "VOE",
  "VIG",
  "IEF",
  "TSM",
  "TT",
  "THC",
  "AMD",
  "SDY",
  "FI",
  "DRI",
  "WM",
  "IWR",
  "AMZN",
  "IVE",
  "HCA",
  null,
  "DKS",
  null,
  "VUG",
  "VLO",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "WMT",
  "WPC",
  "MTB",
  "ET",
  null,
  "JD",
  "KEY",
  "SO",
  "CRM",
  "DIA",
  "GEV",
  "ZBH",
  "BRK-B",
  "BA",
  "BMY",
  "CASY",
  "CVX",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "CRWD",
  null,
  "IJJ",
  "IWB",
  "NEE",
  "QQQ",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 157
Total Value: 659687
Accession Number: 0001568235-25-000006
Form Type: 13F-HR
CIK: king-wealth-management-group
Manager Name: King-Wealth-Management-Group

Data Enrichment

90% identified

141 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

157 positions • $659.7K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

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464287200

IVV|464287200

Shares:159.1K

Value:$89.4M

% of Portfolio:13553.1% ($89.4M/$659.7K)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:119.5K

Value:$56.0M

% of Portfolio:8491.0% ($56.0M/$659.7K)

MICROSOFT CORP

MSFT|594918104

Shares:113.6K

Value:$42.6M

% of Portfolio:6464.6% ($42.6M/$659.7K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:55.5K

Value:$31.0M

% of Portfolio:4702.8% ($31.0M/$659.7K)

Apple Inc.

AAPL|037833100

Shares:134.9K

Value:$30.0M

% of Portfolio:4543.8% ($30.0M/$659.7K)

VISA INC.

V|92826C839

Shares:74.3K

Value:$26.0M

% of Portfolio:3947.9% ($26.0M/$659.7K)

NVIDIA CORP

NVDA|67066G104

Shares:214.2K

Value:$23.2M

% of Portfolio:3518.3% ($23.2M/$659.7K)

464287507

IJH|464287507

Shares:385.5K

Value:$22.5M

% of Portfolio:3409.6% ($22.5M/$659.7K)

ELI LILLY & Co

LLY|532457108

Shares:25.4K

Value:$21.0M

% of Portfolio:3176.1% ($21.0M/$659.7K)

464287804

IJR|464287804

Shares:189.1K

Value:$19.8M

% of Portfolio:2997.9% ($19.8M/$659.7K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:80.0K

Value:$19.6M

% of Portfolio:2976.1% ($19.6M/$659.7K)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:30.0K

Value:$15.7M

% of Portfolio:2385.5% ($15.7M/$659.7K)

Meta Platforms, Inc.

META|30303M102

Shares:21.6K

Value:$12.5M

% of Portfolio:1887.4% ($12.5M/$659.7K)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:12.9K

Value:$12.2M

% of Portfolio:1843.6% ($12.2M/$659.7K)

464287150

ITOT|464287150

Shares:96.6K

Value:$11.8M

% of Portfolio:1786.5% ($11.8M/$659.7K)

Walmart Inc.

WMT|931142103

Shares:129.6K

Value:$11.4M

% of Portfolio:1725.2% ($11.4M/$659.7K)

Alphabet Inc.

GOOGL|02079K305

Shares:69.8K

Value:$10.8M

% of Portfolio:1635.8% ($10.8M/$659.7K)

AMAZON COM INC

AMZN|023135106

Shares:56.6K

Value:$10.8M

% of Portfolio:1633.4% ($10.8M/$659.7K)

Mastercard Inc

MA|57636Q104

Shares:16.8K

Value:$9.2M

% of Portfolio:1397.0% ($9.2M/$659.7K)

MCDONALDS CORP

MCD|580135101

Shares:29.2K

Value:$9.1M

% of Portfolio:1382.3% ($9.1M/$659.7K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	159.1K	QoQ +1.24% (-2.0K) YoY +7.47% (+11.1K)	All Managers (Combined)	$89.4M	13553.1% ($89.4M/$659.7K)	QoQ -3.35% (-$3) YoY +14.86% (+$12)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	119.5K	QoQ -0.55% (-665) YoY +1.78% (+2.1K)	All Managers (Combined)	$56.0M	8491.0% ($56.0M/$659.7K)	QoQ -8.78% (-$5) YoY +7.50% (+$4)
MICROSOFT CORP(MSFTcusip594918104)	113.6K	QoQ +1.01% (-1.1K) YoY +40.07% (+32.5K)	All Managers (Combined)	$42.6M	6464.6% ($42.6M/$659.7K)	QoQ -10.03% (-$5) YoY +24.97% (+$9)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	55.5K	QoQ +4.67% (-2.5K) YoY +3.90% (+2.1K)	All Managers (Combined)	$31.0M	4702.8% ($31.0M/$659.7K)	QoQ -0.09% (-$0) YoY +11.11% (+$3)
Apple Inc.(AAPLcusip037833100)	134.9K	QoQ -1.18% (-1.6K) YoY +8.61% (+10.7K)	All Managers (Combined)	$30.0M	4543.8% ($30.0M/$659.7K)	QoQ -12.35% (-$4) YoY +40.69% (+$9)
VISA INC.(Vcusip92826C839)	74.3K	QoQ -0.74% (-560) YoY +7.40% (+5.1K)	All Managers (Combined)	$26.0M	3947.9% ($26.0M/$659.7K)	QoQ +10.06% (-$2) YoY +34.87% (+$7)
NVIDIA CORP(NVDAcusip67066G104)	214.2K	QoQ -2.00% (-4.4K) YoY +943.12% (+193.6K)	All Managers (Combined)	$23.2M	3518.3% ($23.2M/$659.7K)	QoQ -20.91% (-$6) YoY +25.12% (+$5)
(IJHcusip464287507)	385.5K	QoQ +1.10% (-4.2K) YoY +6.92% (+24.9K)	All Managers (Combined)	$22.5M	3409.6% ($22.5M/$659.7K)	QoQ -5.32% (-$1) YoY +2.71% (+$1)
ELI LILLY & Co(LLYcusip532457108)	25.4K	QoQ -2.87% (-752) YoY -0.91% (-233)	All Managers (Combined)	$21.0M	3176.1% ($21.0M/$659.7K)	QoQ +3.90% (-$1) YoY +5.20% (-$1)
(IJRcusip464287804)	189.1K	QoQ +1.15% (-2.2K) YoY +13.20% (+22.1K)	All Managers (Combined)	$19.8M	2997.9% ($19.8M/$659.7K)	QoQ -8.19% (-$2) YoY +7.10% (+$1)
JPMORGAN CHASE & CO(JPMcusip46625H100)	80.0K	QoQ -0.20% (-165) YoY +2.03% (+1.6K)	All Managers (Combined)	$19.6M	2976.1% ($19.6M/$659.7K)	QoQ +2.12% (-$0) YoY +24.95% (+$4)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	30.0K	QoQ -0.16% (-49) YoY -0.72% (-220)	All Managers (Combined)	$15.7M	2385.5% ($15.7M/$659.7K)	QoQ +3.36% (-$1) YoY +5.09% (-$1)
Meta Platforms, Inc.(METAcusip30303M102)	21.6K	QoQ -2.63% (-585) YoY +166.34% (+13.5K)	All Managers (Combined)	$12.5M	1887.4% ($12.5M/$659.7K)	QoQ -4.15% (-$1) YoY +216.09% (+$9)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	12.9K	QoQ +1.01% (+129) YoY +5.03% (+616)	All Managers (Combined)	$12.2M	1843.6% ($12.2M/$659.7K)	QoQ +4.26% (+$0) YoY +35.60% (+$3)
(ITOTcusip464287150)	96.6K	QoQ -1.17% (-1.1K) YoY -5.59% (-5.7K)	All Managers (Combined)	$11.8M	1786.5% ($11.8M/$659.7K)	QoQ -6.25% (-$1) YoY -0.10% (-$0)
Walmart Inc.(WMTcusip931142103)	129.6K	QoQ +2.01% (-2.6K) YoY +8.15% (+9.8K)	All Managers (Combined)	$11.4M	1725.2% ($11.4M/$659.7K)	QoQ -0.87% (-$0) YoY +57.80% (+$4)
Alphabet Inc.(GOOGLcusip02079K305)	69.8K	QoQ +7.39% (-4.8K) YoY +29.32% (+15.8K)	All Managers (Combined)	$10.8M	1635.8% ($10.8M/$659.7K)	QoQ -12.26% (-$2) YoY +32.50% (+$3)
AMAZON COM INC(AMZNcusip023135106)	56.6K	QoQ +3.60% (-2.0K) YoY +46.57% (+18.0K)	All Managers (Combined)	$10.8M	1633.4% ($10.8M/$659.7K)	QoQ -10.14% (-$1) YoY +54.61% (+$4)
Mastercard Inc(MAcusip57636Q104)	16.8K	QoQ -0.27% (-47) YoY -2.80% (-486)	All Managers (Combined)	$9.2M	1397.0% ($9.2M/$659.7K)	QoQ +3.80% (-$0) YoY +10.62% (-$1)
MCDONALDS CORP(MCDcusip580135101)	29.2K	QoQ +0.18% (+53) YoY -39.16% (-18.8K)	All Managers (Combined)	$9.1M	1382.3% ($9.1M/$659.7K)	QoQ +7.95% (+$1) YoY -32.60% (-$4)