King Wealth
data from 30/09/2025
Capitalization
$ 795.860 M
7.97 %
Performance
$ 503.315 M
148.47 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | IVV | ISHARES TR IVV | 14.18% | 112.827 M $ | 168574 | 2015/03/31 | 7.911 M $ | 7.80 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 9.10% | 72.445 M $ | 120667 | 2018/06/30 | 5.835 M $ | 8.83 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 7.25% | 57.735 M $ | 111467 | 2013/03/31 | 2.291 M $ | 4.13 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR SPY | 6.10% | 48.559 M $ | 72891 | 2013/03/31 | 3.542 M $ | 7.82 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 5.09% | 40.502 M $ | 217075 | 2020/03/31 | 6.160 M $ | 18.10 % |
| 2025/09/30 | AAPL | APPLE INC | 4.28% | 34.093 M $ | 133893 | 2013/12/31 | 6.625 M $ | 24.11 % |
| 2025/09/30 | IJH | ISHARES TR IJH | 3.25% | 25.854 M $ | 396162 | 2015/06/30 | 1.249 M $ | 5.22 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 3.17% | 25.197 M $ | 79881 | 2013/06/30 | 2.040 M $ | 8.80 % |
| 2025/09/30 | V | VISA INC | 3.16% | 25.142 M $ | 73649 | 2013/03/31 | -1.016 M $ | -3.85 % |
| 2025/09/30 | IJR | ISHARES TR IJR | 2.95% | 23.470 M $ | 197507 | 2013/03/31 | 1.807 M $ | 8.73 % |
| 2025/09/30 | GOOGL | ALPHABET INC GOOGL | 2.22% | 17.641 M $ | 72567 | 2015/12/31 | 4.701 M $ | 37.94 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 2.02% | 16.059 M $ | 73137 | 2016/09/30 | 10.893 K $ | 0.08 % |
| 2025/09/30 | WMT | WALMART INC | 1.71% | 13.615 M $ | 132109 | 2017/12/31 | 688.184 K $ | 5.40 % |
| 2025/09/30 | ITOT | ISHARES TR ITOT | 1.70% | 13.556 M $ | 93075 | 2015/09/30 | 1.014 M $ | 7.86 % |
| 2025/09/30 | CRWD | CROWDSTRIKE HLDGS INC | 1.70% | 13.535 M $ | 27601 | 2024/03/31 | -507.891 K $ | -3.72 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 1.52% | 12.119 M $ | 13093 | 2018/09/30 | -829.084 K $ | -6.50 % |
| 2025/09/30 | FTEC | FIDELITY COVINGTON TR FTEC | 1.51% | 11.983 M $ | 53935 | 2016/03/31 | 1.387 M $ | 12.65 % |
| 2025/09/30 | PH | PARKER-HANNIFIN CORP | 1.45% | 11.576 M $ | 15269 | 2023/12/31 | 883.502 K $ | 8.54 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 1.31% | 10.446 M $ | 13691 | 2016/06/30 | -273.373 K $ | -2.12 % |
| 2025/09/30 | ORCL | ORACLE CORP | 1.28% | 10.165 M $ | 36144 | 2020/06/30 | 2.094 M $ | 28.64 % |
| 2025/09/30 | MA | MASTERCARD INCORPORATED | 1.22% | 9.717 M $ | 17082 | 2013/12/31 | 117.188 K $ | 1.22 % |
| 2025/09/30 | LMT | LOCKHEED MARTIN CORP | 1.07% | 8.552 M $ | 17130 | 2013/09/30 | 625.886 K $ | 7.79 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 1.01% | 8.075 M $ | 26573 | 2013/03/31 | 325.288 K $ | 4.01 % |
| 2025/09/30 | PLTR | PALANTIR TECHNOLOGIES INC | 0.98% | 7.831 M $ | 42931 | 2024/12/31 | 1.865 M $ | 33.82 % |
| 2025/09/30 | DIA | SPDR DOW JONES INDL AVERAGE | 0.94% | 7.488 M $ | 16147 | 2014/03/31 | 379.299 K $ | 5.24 % |
| 2025/09/30 | IEFA | ISHARES TR IEFA | 0.89% | 7.088 M $ | 81179 | 2015/06/30 | 308.364 K $ | 4.59 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.84% | 6.709 M $ | 22753 | 2023/09/30 | -82.087 K $ | -0.50 % |
| 2025/09/30 | XLE | SELECT SECTOR SPDR TR XLE | 0.77% | 6.107 M $ | 68357 | 2022/06/30 | 312.021 K $ | 5.34 % |
| 2025/09/30 | VTV | VANGUARD INDEX FDS VTV | 0.75% | 5.937 M $ | 31836 | 2021/06/30 | 288.278 K $ | 5.52 % |
| 2025/09/30 | TT | TRANE TECHNOLOGIES PLC | 0.74% | 5.917 M $ | 14023 | 2024/09/30 | -204.697 K $ | -3.53 % |
| 2025/09/30 | BXSL | BLACKSTONE SECD LENDING FD | 0.74% | 5.861 M $ | 224799 | 2024/03/31 | -79.560 K $ | -15.21 % |
| 2025/09/30 | VOE | VANGUARD INDEX FDS VOE | 0.70% | 5.539 M $ | 31730 | 2022/12/31 | 326.096 K $ | 6.15 % |
| 2025/09/30 | VO | VANGUARD INDEX FDS VO | 0.68% | 5.435 M $ | 18504 | 2022/12/31 | 263.566 K $ | 4.97 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.66% | 5.219 M $ | 12881 | 2019/06/30 | 519.075 K $ | 10.51 % |
| 2025/09/30 | IJJ | ISHARES TR IJJ | 0.56% | 4.488 M $ | 34598 | 2013/03/31 | 218.012 K $ | 4.97 % |
| 2025/09/30 | IEMG | ISHARES INC IEMG | 0.54% | 4.311 M $ | 65402 | 2015/06/30 | 380.753 K $ | 9.81 % |
| 2025/09/30 | PEP | PEPSICO INC | 0.48% | 3.795 M $ | 27020 | 2013/03/31 | 237.619 K $ | 6.36 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.43% | 3.438 M $ | 30495 | 2013/03/31 | 150.935 K $ | 4.59 % |
| 2025/09/30 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 0.41% | 3.232 M $ | 160000 | 2024/09/30 | 705.199 K $ | 20.52 % |
| 2025/09/30 | BX | BLACKSTONE INC | 0.39% | 3.129 M $ | 18315 | 2019/09/30 | 389.496 K $ | 14.22 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 0.38% | 3.043 M $ | 19802 | 2013/03/31 | -115.129 K $ | -3.56 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.36% | 2.845 M $ | 18318 | 2022/03/31 | 196.116 K $ | 8.45 % |
| 2025/09/30 | CI | THE CIGNA GROUP | 0.35% | 2.794 M $ | 9692 | 2018/12/31 | -240.942 K $ | -12.80 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.34% | 2.707 M $ | 14598 | 2013/03/31 | 481.163 K $ | 21.39 % |
| 2025/09/30 | LQD | ISHARES TR LQS | 0.22% | 1.732 M $ | 15542 | 2013/03/31 | 29.546 K $ | 1.70 % |
| 2025/09/30 | CAT | CATERPILLAR INC | 0.21% | 1.663 M $ | 3486 | 2016/03/31 | 309.244 K $ | 22.91 % |
| 2025/09/30 | IJS | ISHARES TR IJS | 0.20% | 1.609 M $ | 14551 | 2021/12/31 | 163.769 K $ | 11.16 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS VOO | 0.20% | 1.601 M $ | 2614 | 2022/12/31 | 116.108 K $ | 7.81 % |
| 2025/09/30 | SHY | ISHARES TR SHY | 0.19% | 1.548 M $ | 18655 | 2013/03/31 | 1.898 K $ | 0.12 % |
| 2025/09/30 | UNP | UNION PAC CORP | 0.19% | 1.524 M $ | 6447 | 2013/03/31 | 40.551 K $ | 2.73 % |
| 2025/09/30 | ABT | ABBOTT LABS | 0.18% | 1.459 M $ | 10894 | 2013/03/31 | -22.767 K $ | -1.52 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS VTI | 0.18% | 1.421 M $ | 4331 | 2013/03/31 | 118.921 K $ | 7.98 % |
| 2025/09/30 | VB | VANGUARD INDEX FDS VB | 0.17% | 1.368 M $ | 5381 | 2024/12/31 | 93.091 K $ | 7.30 % |
| 2025/09/30 | IVE | ISHARES TR IVE | 0.17% | 1.353 M $ | 6550 | 2021/09/30 | 72.639 K $ | 5.68 % |
| 2025/09/30 | BLK | BLACKROCK INC | 0.17% | 1.339 M $ | 1149 | 2024/12/31 | 133.996 K $ | 11.12 % |
| 2025/09/30 | AGG | ISHARES TR AGG | 0.15% | 1.224 M $ | 12211 | 2015/06/30 | 13.086 K $ | 1.06 % |
| 2025/09/30 | VBR | VANGUARD INDEX FDS VBR | 0.14% | 1.099 M $ | 5265 | 2023/03/31 | 72.253 K $ | 7.03 % |
| 2025/09/30 | PFF | ISHARES TR PFF | 0.14% | 1.083 M $ | 34256 | 2016/09/30 | 33.867 K $ | 3.06 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.13% | 1.068 M $ | 4385 | 2023/06/30 | 285.480 K $ | 37.32 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.13% | 1.066 M $ | 3818 | 2022/09/30 | 200.956 K $ | 23.31 % |
| 2025/09/30 | VZ | VERIZON COMMUNICATIONS INC | 0.13% | 1.019 M $ | 23180 | 2013/03/31 | 16.039 K $ | 1.57 % |
| 2025/09/30 | IEF | ISHARES TR IEF | 0.12% | 992.000 K $ | 10288 | 2015/06/30 | 7.212 K $ | 0.72 % |
| 2025/09/30 | GE | GE AEROSPACE | 0.12% | 988.000 K $ | 3285 | 2022/12/31 | 129.421 K $ | 16.87 % |
| 2025/09/30 | VRP | INVESCO EXCH TRADED FD TR II VRP | 0.12% | 980.000 K $ | 39684 | 2018/06/30 | 9.958 K $ | 1.02 % |
| 2025/09/30 | FBND | FIDELITY MERRIMACK STR TR FBND | 0.12% | 967.000 K $ | 20913 | 2019/03/31 | 10.709 K $ | 1.07 % |
| 2025/09/30 | DKS | DICKS SPORTING GOODS INC | 0.12% | 932.000 K $ | 4193 | 2021/09/30 | 102.644 K $ | 12.34 % |
| 2025/09/30 | AVGO | BROADCOM INC | 0.12% | 916.000 K $ | 2775 | 2023/06/30 | 153.230 K $ | 19.70 % |
| 2025/09/30 | THC | TENET HEALTHCARE CORP | 0.11% | 914.000 K $ | 4500 | 2025/03/31 | 121.679 K $ | 15.36 % |
| 2025/09/30 | TSLA | TESLA INC | 0.11% | 912.000 K $ | 2051 | 2020/09/30 | 260.600 K $ | 39.97 % |
| 2025/09/30 | IWF | ISHARES TR IWF | 0.11% | 900.000 K $ | 1922 | 2017/06/30 | 84.241 K $ | 10.32 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.11% | 879.000 K $ | 1749 | 2024/12/31 | 29.510 K $ | 3.49 % |
| 2025/09/30 | GS | GOLDMAN SACHS GROUP INC | 0.11% | 865.000 K $ | 1086 | 2021/06/30 | 96.219 K $ | 12.51 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS VUG | 0.11% | 849.000 K $ | 1770 | 2018/03/31 | 73.353 K $ | 9.40 % |
| 2025/09/30 | GEV | GE VERNOVA INC | 0.11% | 840.000 K $ | 1366 | 2024/09/30 | 92.009 K $ | 16.20 % |
| 2025/09/30 | APO | APOLLO GLOBAL MGMT INC | 0.10% | 813.000 K $ | 6100 | 2025/06/30 | -52.459 K $ | -6.06 % |
| 2025/09/30 | HOLX | HOLOGIC INC | 0.10% | 810.000 K $ | 12000 | 2023/12/31 | 74.210 K $ | 3.58 % |
| 2025/09/30 | RTX | RTX CORPORATION | 0.10% | 792.000 K $ | 4730 | 2020/06/30 | 99.155 K $ | 14.60 % |
| 2025/09/30 | WM | WASTE MGMT INC DEL | 0.10% | 787.000 K $ | 3566 | 2016/12/31 | -28.476 K $ | -3.49 % |
| 2025/09/30 | BP | BP PLC | 0.09% | 751.000 K $ | 21792 | 2024/09/30 | 98.717 K $ | 15.14 % |
| 2025/09/30 | ETN | EATON CORP PLC | 0.09% | 743.000 K $ | 1985 | 2017/09/30 | 34.951 K $ | 4.83 % |
| 2025/09/30 | KO | COCA COLA CO | 0.09% | 691.000 K $ | 10412 | 2013/03/31 | -46.089 K $ | -6.26 % |
| 2025/09/30 | EPD | ENTERPRISE PRODS PARTNERS L | 0.09% | 683.000 K $ | 21852 | 2022/06/30 | 5.805 K $ | 0.84 % |
| 2025/09/30 | TJX | TJX COS INC NEW | 0.08% | 660.000 K $ | 4568 | 2018/09/30 | 96.156 K $ | 17.05 % |
| 2025/09/30 | MRK | MERCK & CO INC | 0.08% | 652.000 K $ | 7774 | 2013/03/31 | 37.081 K $ | 6.03 % |
| 2025/09/30 | HON | HONEYWELL INTL INC | 0.08% | 645.000 K $ | 3062 | 2016/03/31 | -68.527 K $ | -9.61 % |
| 2025/09/30 | UPS | UNITED PARCEL SERVICE INC | 0.08% | 638.000 K $ | 7632 | 2013/03/31 | -134.857 K $ | -17.25 % |
| 2025/09/30 | PANW | PALO ALTO NETWORKS INC | 0.08% | 634.000 K $ | 3116 | 2025/06/30 | -1.128 K $ | -0.50 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.08% | 634.000 K $ | 2740 | 2020/06/30 | 125.683 K $ | 24.74 % |
| 2025/09/30 | GIS | GENERAL MLS INC | 0.08% | 632.000 K $ | 12534 | 2013/03/31 | -17.422 K $ | -2.68 % |
| 2025/09/30 | UTHR | UNITED THERAPEUTICS CORP DEL | 0.08% | 629.000 K $ | 1500 | 2019/12/31 | 197.789 K $ | 45.89 % |
| 2025/09/30 | VXF | VANGUARD INDEX FDS VXF | 0.08% | 619.000 K $ | 2957 | 2017/09/30 | 49.091 K $ | 8.63 % |
| 2025/09/30 | CASY | CASEYS GEN STORES INC | 0.07% | 594.000 K $ | 1050 | 2021/03/31 | 57.802 K $ | 10.78 % |
| 2025/09/30 | INGR | INGREDION INC | 0.07% | 565.000 K $ | 4625 | 2013/03/31 | -62.483 K $ | -9.97 % |
| 2025/09/30 | LRCX | LAM RESEARCH CORP | 0.07% | 536.000 K $ | 4000 | 2025/06/30 | 146.240 K $ | 37.59 % |
| 2025/09/30 | GLD | SPDR GOLD TR | 0.07% | 534.000 K $ | 1503 | 2024/03/31 | 72.820 K $ | 16.63 % |
| 2025/09/30 | OEF | ISHARES TR OEF | 0.07% | 531.000 K $ | 1596 | 2018/09/30 | 45.897 K $ | 9.37 % |
| 2025/09/30 | IBM | INTERNATIONAL BUSINESS MACHS | 0.07% | 530.000 K $ | 1878 | 2016/09/30 | -23.700 K $ | -4.28 % |
| 2025/09/30 | DRI | DARDEN RESTAURANTS INC | 0.07% | 526.000 K $ | 2765 | 2021/09/30 | -76.341 K $ | -12.66 % |
| 2025/09/30 | ET | ENERGY TRANSFER L P | 0.06% | 516.000 K $ | 30083 | 2022/06/30 | -29.843 K $ | -5.35 % |
| 2025/09/30 | AWR | AMER STATES WTR CO | 0.06% | 513.000 K $ | 7000 | 2013/03/31 | -23.380 K $ | -4.35 % |