AI Portfolio Summary
In 2025 Q4, King Wealth Management Group maintained a portfolio of 174 distinct positions. They heavily accumulated shares in ISHARES TR IVV, increasing their position by 1.3%. Conversely, King Wealth Management Group completely exited their position in HOLOGIC INC.
Total Positions
174
Quarter
2025 Q4
Top Holding
IVV (14.1%)
Top 10 Concentration
57.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 174
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR IVV
|
ETF | 14.10% | 14.18% |
#1
Prev: #1
|
7.6 | 2,270 | 1.3% |
P
S
|
170,844 | $117,018,000 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 8.91% | 9.10% |
#2
Prev: #2
|
3.6 | -388 | -0.3% |
P
S
|
120,279 | $73,889,000 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 6.58% | 7.25% |
#3
Prev: #3
|
4.6 | 1,445 | 1.3% |
P
S
|
112,912 | $54,607,000 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 6.08% | 6.10% |
#4
Prev: #4
|
4.4 | 1,113 | 1.5% |
P
S
|
74,004 | $50,465,000 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 4.86% | 4.28% |
#5
1
Prev: #6
|
4.0 | 14,350 | 10.7% |
P
S
|
148,243 | $40,301,000 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.85% | 5.09% |
#6
1
Prev: #5
|
1.9 | -1,414 | -0.7% |
P
S
|
215,661 | $40,221,000 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJH
ISHARES TR IJH
|
ETF | 3.19% | 3.25% |
#7
Prev: #7
|
3.3 | 4,350 | 1.1% |
P
S
|
400,512 | $26,434,000 | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 3.12% | 3.17% |
#8
Prev: #8
|
3.3 | 518 | 0.6% |
P
S
|
80,399 | $25,906,000 | 2013 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 3.07% | 3.16% |
#9
Prev: #9
|
1.2 | -943 | -1.3% |
P
S
|
72,706 | $25,499,000 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.96% | 2.22% |
#10
1
Prev: #11
|
3.2 | 5,763 | 7.9% |
P
S
|
78,330 | $24,517,000 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR IJR
|
ETF | 2.91% | 2.95% |
#11
1
Prev: #10
|
3.2 | 3,219 | 1.6% |
P
S
|
200,726 | $24,123,000 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.12% | 2.02% |
#12
Prev: #12
|
2.9 | 3,132 | 4.3% |
P
S
|
76,269 | $17,604,000 | 2013 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.85% | 0.84% |
#13
14
Prev: #27
|
2.7 | 454 | 2.0% |
P
S
|
23,207 | $15,319,000 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.83% | 1.71% |
#14
1
Prev: #13
|
2.7 | 3,955 | 3.0% |
P
S
|
136,064 | $15,159,000 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITOT
ISHARES TR ITOT
|
ETF | 1.65% | 1.70% |
#15
1
Prev: #14
|
0.7 | -1,149 | -1.2% |
P
S
|
91,926 | $13,668,000 | 2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 1.65% | 1.45% |
#16
2
Prev: #18
|
2.7 | 266 | 1.7% |
P
S
|
15,535 | $13,655,000 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.56% | 1.70% |
#17
2
Prev: #15
|
0.6 | -26 | -0.1% |
P
S
|
27,575 | $12,926,000 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FTEC
FIDELITY COVING...
|
ETF | 1.45% | 1.51% |
#18
1
Prev: #17
|
0.6 | -285 | -0.5% |
P
S
|
53,650 | $12,053,000 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 1.38% | 1.52% |
#19
3
Prev: #16
|
2.6 | 215 | 1.6% |
P
S
|
13,308 | $11,476,000 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.15% | 1.22% |
#20
1
Prev: #21
|
0.5 | -357 | -2.1% |
P
S
|
16,725 | $9,548,000 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.98% | 1.07% |
#21
1
Prev: #22
|
0.4 | -398 | -2.3% |
P
S
|
16,732 | $8,093,000 | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.97% | 1.31% |
#22
3
Prev: #19
|
0.5 | -6,182 | -45.2% |
P
S
|
7,509 | $8,070,000 | 2016 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.95% | 0.98% |
#23
1
Prev: #24
|
2.4 | 1,462 | 3.4% |
P
S
|
44,393 | $7,891,000 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.93% | 1.01% |
#24
1
Prev: #23
|
0.4 | -1,197 | -4.5% |
P
S
|
25,376 | $7,756,000 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIA
SPDR DOW JONES ...
|
ETF | 0.93% | 0.94% |
#25
Prev: #25
|
0.4 | -68 | -0.4% |
P
S
|
16,079 | $7,727,000 | 2014 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HOLX
HOLOGIC INC
|
Healthcare | 0.00% | 0.10% |
Sold All 😨
(Was: #76) |
0.3 | -12,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZBH
ZIMMER BIOMET H...
|
Healthcare | 0.00% | 0.05% |
Sold All 😨
(Was: #106) |
0.3 | -4,434 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDL
AVADEL PHARMACE...
|
Healthcare | 0.00% | 0.04% |
Sold All 😨
(Was: #129) |
0.3 | -20,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #131) |
0.3 | -6,657 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DXCM
DEXCOM INC
|
Healthcare | 0.00% | 0.03% |
Sold All 😨
(Was: #136) |
0.3 | -4,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TLT
ISHARES TR TLT
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #137) |
0.3 | -2,994 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSTR
STRATEGY INC
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #153) |
0.3 | -654 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAYX
PAYCHEX INC
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #154) |
0.3 | -1,634 | -100.0% |
CLOSED
|
— | $— | 2013 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PNC
PNC FINL SVCS G...
|
Financial Services | 0.00% | 0.03% |
Sold All 😨
(Was: #155) |
0.3 | -996 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 174 holdings