Kingdom Financial Group Llc. Portfolio Holdings

Kingdom Financial Group Llc.

  • $142 Billion
  • Q1 2024

Kingdom Financial Group Llc. has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 200 Growth with a value of $18.3B, Ishares National Muni Bond ETF with a value of $15.1B, Ishares Tr Russell 200 Value E with a value of $11.7B, Vanguard Mortg Backed Sec ETF with a value of $9.97B, and Vanguard Index Fds S&P 500 ETF with a value of $9.95B.

Examining the 13F form we can see an increase of $27.5B in the current position value, from $115B to 142B.

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 $142 Billion
ETFs: $130 Billion
Healthcare: $2.18 Billion
Technology: $2.09 Billion
Industrials: $1.85 Billion
Energy: $1.74 Billion
Consumer Cyclical: $1 Billion
Financial Services: $873 Million
Consumer Defensive: $842 Million
Other: $523 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.3 Billion 12.89% of portfolio
93,945
Q1 2024 Added 47.67%
$0
$15.1 Billion 10.64% of portfolio
140,645
Q1 2024 Added 22.46%
$0
$11.7 Billion 8.23% of portfolio
153,384
Q1 2024 Added 55.9%
$0
$9.97 Billion 7.01% of portfolio
218,640
Q1 2024 Added 48.67%
$0
$9.95 Billion 6.99% of portfolio
20,694
Q1 2024 Added 51.69%
$0
$9.25 Billion 6.51% of portfolio
182,213
Q1 2024 Added 52.78%
$0
$6.74 Billion 4.74% of portfolio
130,555
Q1 2024 Added 51.2%
$0
$6.1 Billion 4.29% of portfolio
105,119
Q1 2024 Added 72.81%
$0
$5.87 Billion 4.13% of portfolio
100,281
Q1 2024 Added 53.19%
$0
$5.87 Billion 4.13% of portfolio
56,545
Q1 2024 Added 51.52%
$0
$5.66 Billion 3.98% of portfolio
104,002
Q1 2024 Added 49.04%
$0
$5.59 Billion 3.93% of portfolio
44,638
Q1 2024 Added 38.74%
$0
$3.57 Billion 2.51% of portfolio
31,250
Q1 2024 Added 49.18%
$0
$2.95 Billion 2.08% of portfolio
34,703
Q1 2024 Added 41.39%
$0
$2.65 Billion 1.87% of portfolio
44,799
Q1 2024 Added 64.45%
$0
$1.41 Billion 0.99% of portfolio
20,982
Q1 2024 Added 35.07%
$383B
$1.24 Billion 0.87% of portfolio
7,838
Q1 2024 Reduced 15.21%
$0
$1.1 Billion 0.78% of portfolio
11,260
Q1 2024 Added 150.11%
$472B
$1.08 Billion 0.76% of portfolio
9,332
Q1 2024 Reduced 19.07%
$3.64T
$1.08 Billion 0.76% of portfolio
6,319
Q1 2024 Reduced 44.62%
$456B
$926 Million 0.65% of portfolio
1,872
Q1 2024 Reduced 15.6%
$3.49T
$775 Million 0.55% of portfolio
1,841
Q1 2024 Reduced 51.08%
$2.04T
$681 Million 0.48% of portfolio
3,776
Q1 2024 Reduced 41.39%
$10.7B
$678 Million 0.48% of portfolio
8,907
Q1 2024 Reduced 5.71%
$302B
$651 Million 0.46% of portfolio
4,130
Q1 2024 Reduced 27.56%
$0
$638 Million 0.45% of portfolio
13,990
Q1 2024 Added 111.58%
$0
$634 Million 0.45% of portfolio
3,858
Q1 2024 Added 47.25%
Pimco ETF Tr
-
$596 Million 0.42% of portfolio
-
Q1 2024 New
$0
$496 Million 0.35% of portfolio
9,511
Q1 2024 New
$0
$465 Million 0.33% of portfolio
16,653
Q1 2024 Reduced 4.42%
$77.3B
$455 Million 0.32% of portfolio
1,611
Q1 2024 Reduced 9.49%
$0
$457 Million 0.32% of portfolio
15,117
Q1 2024 New
Aim ETF Products Trust
-
$439 Million 0.31% of portfolio
-
Q1 2024 New
$0
$414 Million 0.29% of portfolio
4,903
Q1 2024 New
$535B
$403 Million 0.28% of portfolio
959
Q1 2024 Reduced 44.69%
$0
$397 Million 0.28% of portfolio
7,910
Q1 2024 Added 65.48%
$175B
$369 Million 0.26% of portfolio
2,101
Q1 2024 Added 3.5%
$1.44B
$349 Million 0.25% of portfolio
15,742
Q1 2024 Reduced 36.05%
$392B
$348 Million 0.24% of portfolio
475
Q1 2024 New
$0
$347 Million 0.24% of portfolio
660
Q1 2024 Reduced 20.29%
$143B
$348 Million 0.24% of portfolio
1,694
Q1 2024 Reduced 32.62%
$794B
$324 Million 0.23% of portfolio
1,841
Q1 2024 Reduced 18.47%
$0
$326 Million 0.23% of portfolio
10,382
Q1 2024 Reduced 12.84%
$0
$297 Million 0.21% of portfolio
3,141
Q1 2024 New
$85B
$283 Million 0.2% of portfolio
3,950
Q1 2024 Reduced 19.24%
$0
$279 Million 0.2% of portfolio
1,490
Q1 2024 New
$391B
$274 Million 0.19% of portfolio
1,690
Q1 2024 Reduced 27.34%
$0
$251 Million 0.18% of portfolio
2,719
Q1 2024 New
$0
$242 Million 0.17% of portfolio
2,901
Q1 2024 Added 4.47%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $142 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 18 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track Kingdom Financial Group Llc. Portfolio

Follow Kingdom Financial Group Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingdom Financial Group Llc., based on Form 13F filings with the SEC.

News

Stay updated on Kingdom Financial Group Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email