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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.9B
$697 Million 0.52% of portfolio
6,316
Q3 2024 Reduced 29.09%
$184B
$384 Million 0.29% of portfolio
2,038
Q3 2024 Added 0.15%
$90.2B
$332 Million 0.25% of portfolio
3,683
Q3 2024 Reduced 0.03%
$52.3B
$252 Million 0.19% of portfolio
1,331
Q3 2024 Added 0.6%
$72.4B
$225 Million 0.17% of portfolio
746
Q3 2024 Reduced 53.95%

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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