Kingdom Financial Group Llc. Portfolio Holdings by Sector

Kingdom Financial Group Llc.

$146 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IWY MUB IWX VMBS USIG VOO VGSH VGIT 31 stocks	$136 Million 94.29% of portfolio	9	22	6	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.3 Million 0.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.22 Million 0.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$1.04 Million 0.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$941,986 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials CHRW 1 stocks	$652,578 0.45% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$521,603 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$519,296 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$340,499 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$336,334 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$330,745 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$304,006 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$286,260 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL 1 stocks	$257,778 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$206,963 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts

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