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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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