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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.7 Billion 14.86% of portfolio
92,399
Q4 2024 Reduced 7.04%
$0
$16.3 Billion 11.12% of portfolio
152,715
Q4 2024 Reduced 0.73%
$0
$12.9 Billion 8.8% of portfolio
162,891
Q4 2024 Reduced 2.93%
$0
$10.6 Billion 7.25% of portfolio
234,022
Q4 2024 Reduced 5.9%
$0
$10.2 Billion 6.94% of portfolio
201,977
Q4 2024 Reduced 4.93%
$0
$9.46 Billion 6.47% of portfolio
17,565
Q4 2024 Reduced 5.54%
$0
$6.95 Billion 4.75% of portfolio
119,397
Q4 2024 Reduced 4.51%
$0
$6.89 Billion 4.71% of portfolio
118,740
Q4 2024 Reduced 6.21%
$0
$6.44 Billion 4.4% of portfolio
66,525
Q4 2024 Reduced 3.92%
$0
$6.43 Billion 4.39% of portfolio
122,533
Q4 2024 New
$0
$5.89 Billion 4.03% of portfolio
112,878
Q4 2024 Added 13.39%
$0
$5.86 Billion 4.01% of portfolio
45,325
Q4 2024 Reduced 3.81%
$0
$3.71 Billion 2.53% of portfolio
29,248
Q4 2024 Reduced 4.89%
$0
$2.89 Billion 1.98% of portfolio
52,257
Q4 2024 Reduced 3.68%
$0
$2.28 Billion 1.56% of portfolio
25,494
Q4 2024 Reduced 9.14%
$0
$1.25 Billion 0.85% of portfolio
18,087
Q4 2024 Reduced 6.78%
$434B
$1.04 Billion 0.71% of portfolio
7,160
Q4 2024 Added 0.59%
$0
$1.02 Billion 0.7% of portfolio
15,809
Q4 2024 Reduced 1.57%
Aim ETF Products Trust
-
$964 Million 0.66% of portfolio
-
Q4 2024 New
$490B
$942 Million 0.64% of portfolio
1,862
Q4 2024 Added 0.43%
$0
$880 Million 0.6% of portfolio
26,158
Q4 2024 New
$496B
$862 Million 0.59% of portfolio
8,013
Q3 2024 Reduced 10.25%
$12.7B
$653 Million 0.45% of portfolio
6,316
Q3 2024 Reduced 29.09%
$0
$627 Million 0.43% of portfolio
19,355
Q4 2024 New
$0
$551 Million 0.38% of portfolio
5,690
Q4 2024 Reduced 27.44%
$2.8T
$522 Million 0.36% of portfolio
1,237
Q4 2024 Reduced 0.32%
$0
$526 Million 0.36% of portfolio
11,632
Q4 2024 Reduced 15.83%
$1.94T
$519 Million 0.35% of portfolio
2,367
Q4 2024 Added 0.17%
$327B
$436 Million 0.3% of portfolio
3,012
Q3 2024 Reduced 19.79%
$0
$422 Million 0.29% of portfolio
16,323
Q4 2024 Added 273.61%
$0
$388 Million 0.26% of portfolio
2,177
Q4 2024 Reduced 0.41%
$0
$365 Million 0.25% of portfolio
13,952
Q4 2024 Added 1.48%
$219B
$340 Million 0.23% of portfolio
2,041
Q4 2024 Added 0.15%
$683B
$336 Million 0.23% of portfolio
742
Q3 2024 Reduced 11.88%
$818B
$331 Million 0.23% of portfolio
819
Q4 2024 Reduced 1.21%
-
$329 Million 0.22% of portfolio
-
Q4 2024 Added 37.54%
$0
$327 Million 0.22% of portfolio
9,203
Q4 2024 New
$0
$324 Million 0.22% of portfolio
3,187
Q4 2024 Reduced 3.28%
$100B
$304 Million 0.21% of portfolio
3,693
Q4 2024 Added 0.27%
$720B
$286 Million 0.2% of portfolio
1,194
Q4 2024 Added 0.51%
Pimco ETF Tr
-
$275 Million 0.19% of portfolio
-
Q4 2024 Reduced 61.29%
$56B
$258 Million 0.18% of portfolio
1,337
Q4 2024 Added 0.45%
First Tr Exchng Traded Fd Vi
-
$247 Million 0.17% of portfolio
-
Q4 2024 New
$1.85B
$250 Million 0.17% of portfolio
9,559
Q4 2024 New
$0
$238 Million 0.16% of portfolio
2,165
Q4 2024 New
$0
$231 Million 0.16% of portfolio
2,649
Q4 2024 Reduced 12.95%
$0
$203 Million 0.14% of portfolio
3,953
Q4 2024 Reduced 4.05%
$223B
$207 Million 0.14% of portfolio
941
Q4 2024 Reduced 6.92%
$0
$211 Million 0.14% of portfolio
4,422
Q4 2024 Reduced 4.8%

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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