Kingdom Financial Group Llc. Portfolio Holdings by Sector
Kingdom Financial Group Llc.
- $114 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWY IWX MUB EFV EFG IWS IEMG IWP 28 stocks |
$54.4 Million
81.45% of portfolio
|
  15  
|
  13  
|
  12  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$3.14 Million
4.71% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.69 Million
2.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.62 Million
2.43% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$1.33 Million
1.99% of portfolio
|
  3  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.23 Million
1.84% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$828,675
1.24% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$767,207
1.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$762,438
1.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diversified Machinery | Industrial Goods
XONE 1 stocks |
$231,837
0.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$212,897
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$205,806
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$190,401
0.29% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
BTZ 1 stocks |
$171,931
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|