Kingdom Financial Group Llc. Portfolio Holdings

Kingdom Financial Group Llc.

  • $134 Billion
  • Q3 2024

Kingdom Financial Group Llc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares National Muni Bond ETF with a value of $16.7B, Ishares Tr Russell 200 Value E with a value of $13.6B, Vanguard Mortg Backed Sec ETF with a value of $11.7B, Ishares Tr Broad Usd Inbd Etfv with a value of $11.2B, and Vanguard Index Fds S&P 500 ETF with a value of $9.81B.

Examining the 13F form we can see an decrease of $14B in the current position value, from $148B to 134B.

Kingdom Financial Group Llc. is based out at Peoria, AZ

Below you can find more details about Kingdom Financial Group Llc. portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion
ETFs: $122 Billion
Healthcare: $2.24 Billion
Technology: $1.89 Billion
Energy: $1.38 Billion
Industrials: $1.31 Billion
Financial Services: $844 Million
Consumer Cyclical: $657 Million
Utilities: $332 Million
Other: $325 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.7 Billion 12.49% of portfolio
153,832
Q3 2024 Added 0.87%
$0
$13.6 Billion 10.19% of portfolio
167,816
Q3 2024 Reduced 0.52%
$0
$11.7 Billion 8.78% of portfolio
248,706
Q3 2024 Reduced 1.33%
$0
$11.2 Billion 8.35% of portfolio
212,458
Q3 2024 Reduced 0.77%
$0
$9.81 Billion 7.33% of portfolio
18,596
Q3 2024 Reduced 0.77%
$0
$8.68 Billion 6.49% of portfolio
99,399
Q3 2024 Reduced 4.34%
$0
$7.65 Billion 5.72% of portfolio
126,596
Q3 2024 Added 7.45%
$0
$7.45 Billion 5.57% of portfolio
69,240
Q3 2024 Added 1.29%
$0
$7.38 Billion 5.52% of portfolio
125,038
Q3 2024 Reduced 0.84%
$0
$6.23 Billion 4.66% of portfolio
47,122
Q3 2024 Added 0.04%
$0
$5.71 Billion 4.27% of portfolio
99,547
Q3 2024 Added 1.65%
$0
$3.61 Billion 2.7% of portfolio
30,752
Q3 2024 Added 1.75%
$0
$3.34 Billion 2.5% of portfolio
54,253
Q3 2024 Added 19.19%
$0
$2.51 Billion 1.87% of portfolio
28,060
Q3 2024 Added 13.6%
$0
$1.31 Billion 0.98% of portfolio
19,403
Q3 2024 Added 20.75%
$378B
$1.15 Billion 0.86% of portfolio
7,118
Q3 2024 Reduced 9.22%
$0
$1.14 Billion 0.85% of portfolio
16,061
Q3 2024 Reduced 14.04%
$468B
$1.08 Billion 0.81% of portfolio
1,854
Q3 2024 Added 0.32%
$441B
$939 Million 0.7% of portfolio
8,013
Q3 2024 Reduced 10.25%
$0
$794 Million 0.59% of portfolio
7,842
Q3 2024 Added 33.16%
Aim ETF Products Trust
-
$746 Million 0.56% of portfolio
-
Q3 2024 New
Pimco ETF Tr
-
$714 Million 0.53% of portfolio
-
Q3 2024 Reduced 17.7%
$12.9B
$697 Million 0.52% of portfolio
6,316
Q3 2024 Reduced 29.09%
$0
$651 Million 0.49% of portfolio
13,820
Q3 2024 Added 5.41%
Aim ETF Products Trust
-
$556 Million 0.42% of portfolio
-
Q3 2024 New
$3.25T
$534 Million 0.4% of portfolio
1,241
Q3 2024 Reduced 18.78%
$2.29T
$440 Million 0.33% of portfolio
2,363
Q3 2024 Reduced 23.08%
$280B
$444 Million 0.33% of portfolio
3,012
Q3 2024 Reduced 19.79%
Aim ETF Products Trust
-
$410 Million 0.31% of portfolio
-
Q3 2024 Added 2.38%
$0
$400 Million 0.3% of portfolio
13,749
Q3 2024 Reduced 12.63%
$184B
$384 Million 0.29% of portfolio
2,038
Q3 2024 Added 0.15%
$0
$392 Million 0.29% of portfolio
2,186
Q3 2024 Reduced 19.4%
$590B
$342 Million 0.26% of portfolio
742
Q3 2024 Reduced 11.88%
$90.2B
$332 Million 0.25% of portfolio
3,683
Q3 2024 Reduced 0.03%
$0
$315 Million 0.24% of portfolio
3,295
Q3 2024 Reduced 27.5%
$422B
$325 Million 0.24% of portfolio
367
Q3 2024 Reduced 16.4%
$0
$299 Million 0.22% of portfolio
3,043
Q3 2024 Reduced 7.59%
-
$259 Million 0.19% of portfolio
-
Q3 2024 Added 12.54%
First Tr Exchng Traded Fd Vi
-
$256 Million 0.19% of portfolio
-
Q3 2024 Added 1.43%
$697B
$250 Million 0.19% of portfolio
1,188
Q3 2024 Reduced 0.34%
$52.3B
$252 Million 0.19% of portfolio
1,331
Q3 2024 Added 0.6%
$0
$244 Million 0.18% of portfolio
7,076
Q3 2024 Reduced 6.07%
$0
$234 Million 0.18% of portfolio
4,369
Q3 2024 Reduced 15.62%
$0
$245 Million 0.18% of portfolio
4,645
Q3 2024 Reduced 5.32%
$72.4B
$225 Million 0.17% of portfolio
746
Q3 2024 Reduced 53.95%
$200B
$223 Million 0.17% of portfolio
1,011
Q3 2024 New
$1.33T
$217 Million 0.16% of portfolio
829
Q3 2024 Reduced 36.33%
$0
$204 Million 0.15% of portfolio
4,120
Q3 2024 Reduced 24.69%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $134 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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