Kingdom Financial Group Llc. Portfolio Holdings

Kingdom Financial Group Llc.

  • $136 Billion
  • Q1 2025

Kingdom Financial Group Llc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 45 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 $18.3B, Ishares National Muni Bond ETF with a value of $14.3B, Ishares Tr Russell 200 Value E with a value of $12.6B, Vanguard Mortg Backed Sec ETF with a value of $10.4B, and Ishares Tr Broad Usd Inbd Etfv with a value of $9.9B.

Examining the 13F form we can see an decrease of $9.91B in the current position value, from $146B to 136B.

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 $136 Billion
ETFs: $128 Billion
Technology: $1.53 Billion
Energy: $1.46 Billion
Healthcare: $1.4 Billion
Industrials: $1.06 Billion
Financial Services: $673 Million
Consumer Cyclical: $443 Million
Utilities: $228 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.3 Billion 13.43% of portfolio
86,862
Q1 2025 Reduced 5.99%
$0
$14.3 Billion 10.5% of portfolio
135,803
Q1 2025 Reduced 11.07%
$0
$12.6 Billion 9.26% of portfolio
153,795
Q1 2025 Reduced 5.58%
$0
$10.4 Billion 7.64% of portfolio
224,907
Q1 2025 Reduced 3.89%
$0
$9.9 Billion 7.26% of portfolio
193,777
Q1 2025 Reduced 4.06%
$0
$8.78 Billion 6.43% of portfolio
17,081
Q1 2025 Reduced 2.76%
$0
$7.44 Billion 5.45% of portfolio
126,167
Q1 2025 Added 2.97%
$0
$7.09 Billion 5.2% of portfolio
119,401
Q1 2025 Added 0.56%
$0
$6.42 Billion 4.71% of portfolio
64,230
Q1 2025 Reduced 3.45%
$0
$6.28 Billion 4.6% of portfolio
106,978
Q1 2025 Reduced 10.4%
$0
$5.83 Billion 4.27% of portfolio
107,936
Q1 2025 Reduced 4.38%
$0
$5.47 Billion 4.01% of portfolio
43,415
Q1 2025 Reduced 4.21%
$0
$3.17 Billion 2.32% of portfolio
54,981
Q1 2025 Added 5.21%
$0
$3.07 Billion 2.25% of portfolio
26,150
Q1 2025 Reduced 10.59%
$0
$1.79 Billion 1.31% of portfolio
22,174
Q1 2025 Reduced 13.02%
$404B
$1.17 Billion 0.86% of portfolio
7,066
Q1 2025 Reduced 1.31%
$3.36T
$1.05 Billion 0.77% of portfolio
4,749
Q1 2025 Reduced 2.6%
$452B
$953 Million 0.7% of portfolio
8,013
Q3 2024 Reduced 10.25%
Aim ETF Products Trust
-
$918 Million 0.67% of portfolio
-
Q1 2025 Reduced 3.23%
$0
$892 Million 0.65% of portfolio
13,562
Q1 2025 Reduced 25.02%
$0
$846 Million 0.62% of portfolio
25,478
Q1 2025 Reduced 2.6%
$0
$724 Million 0.53% of portfolio
7,323
Q1 2025 Added 28.7%
-
$672 Million 0.49% of portfolio
-
Q1 2025 Added 97.55%
$11.1B
$647 Million 0.47% of portfolio
6,316
Q3 2024 Reduced 29.09%
$272B
$504 Million 0.37% of portfolio
3,012
Q3 2024 Reduced 19.79%
$2.92T
$473 Million 0.35% of portfolio
1,259
Q1 2025 Added 1.78%
$0
$464 Million 0.34% of portfolio
10,064
Q1 2025 Reduced 13.48%
$1.93T
$443 Million 0.32% of portfolio
2,327
Q1 2025 Reduced 1.69%
$217B
$409 Million 0.3% of portfolio
2,044
Q1 2025 Added 0.15%
$691B
$395 Million 0.29% of portfolio
742
Q3 2024 Reduced 11.88%
$0
$379 Million 0.28% of portfolio
2,218
Q1 2025 Added 1.88%
$0
$387 Million 0.28% of portfolio
12,257
Q1 2025 Reduced 36.67%
$0
$349 Million 0.26% of portfolio
12,794
Q1 2025 Reduced 8.3%
$0
$308 Million 0.23% of portfolio
8,763
Q1 2025 Reduced 4.78%
$0
$301 Million 0.22% of portfolio
3,240
Q1 2025 Added 1.66%
$1.99B
$278 Million 0.2% of portfolio
8,925
Q1 2025 Reduced 6.63%
$52.1B
$278 Million 0.2% of portfolio
1,343
Q1 2025 Added 0.45%
$392B
$230 Million 0.17% of portfolio
439
Q1 2025 Reduced 76.42%
First Tr Exchng Traded Fd Vi
-
$234 Million 0.17% of portfolio
-
Q1 2025 Reduced 3.28%
$98.4B
$228 Million 0.17% of portfolio
2,485
Q1 2025 Reduced 32.71%
$0
$234 Million 0.17% of portfolio
2,496
Q1 2025 New
$0
$217 Million 0.16% of portfolio
16,371
Q1 2025 New
$0
$224 Million 0.16% of portfolio
4,399
Q1 2025 Reduced 0.52%
$0
$210 Million 0.15% of portfolio
2,303
Q1 2025 Reduced 13.06%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $136 Billion
  • Prior Value $146 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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