Kingdom Financial Group Llc. Portfolio Holdings

Kingdom Financial Group Llc.

  • $146 Billion
  • Q4 2024

Kingdom Financial Group Llc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $146 Billion distributed in 50 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 $21.7B, Ishares National Muni Bond ETF with a value of $16.3B, Ishares Tr Russell 200 Value E with a value of $12.9B, Vanguard Mortg Backed Sec ETF with a value of $10.6B, and Ishares Tr Broad Usd Inbd Etfv with a value of $10.2B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $134B to 146B.

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 $146 Billion
ETFs: $136 Billion
Healthcare: $1.98 Billion
Technology: $1.95 Billion
Energy: $1.3 Billion
Industrials: $993 Million
Financial Services: $880 Million
Consumer Cyclical: $850 Million
Utilities: $304 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$1.22 Billion 0.83% of portfolio
4,876
Q4 2024 Reduced 0.06%
$408B
$1.04 Billion 0.71% of portfolio
7,160
Q4 2024 Added 0.59%
$490B
$942 Million 0.64% of portfolio
1,862
Q4 2024 Added 0.43%
$451B
$862 Million 0.59% of portfolio
8,013
Q3 2024 Reduced 10.25%
$12.3B
$653 Million 0.45% of portfolio
6,316
Q3 2024 Reduced 29.09%
$3.04T
$522 Million 0.36% of portfolio
1,237
Q4 2024 Reduced 0.32%
$2.33T
$519 Million 0.35% of portfolio
2,367
Q4 2024 Added 0.17%
$304B
$436 Million 0.3% of portfolio
3,012
Q3 2024 Reduced 19.79%
$228B
$340 Million 0.23% of portfolio
2,041
Q4 2024 Added 0.15%
$624B
$336 Million 0.23% of portfolio
742
Q3 2024 Reduced 11.88%
$1.12T
$331 Million 0.23% of portfolio
819
Q4 2024 Reduced 1.21%
-
$329 Million 0.22% of portfolio
-
Q4 2024 Added 37.54%
$93.2B
$304 Million 0.21% of portfolio
3,693
Q4 2024 Added 0.27%
$811B
$286 Million 0.2% of portfolio
1,194
Q4 2024 Added 0.51%
$50.7B
$258 Million 0.18% of portfolio
1,337
Q4 2024 Added 0.45%
$234B
$207 Million 0.14% of portfolio
941
Q4 2024 Reduced 6.92%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $146 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 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