Kingdom Financial Group Llc. has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 52 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 $22.3B, Ishares National Muni Bond ETF with a value of $16.2B, Ishares Tr Russell 200 Value E with a value of $12.6B, Vanguard Mortg Backed Sec ETF with a value of $11.4B, and Ishares Tr Broad Usd Inbd Etfv with a value of $10.7B.

Examining the 13F form we can see an increase of $5.54B in the current position value, from $142B to 148B.

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 $148 Billion
ETFs: $136 Billion
Healthcare: $2.1 Billion
Technology: $1.72 Billion
Energy: $1.62 Billion
Industrials: $1.58 Billion
Consumer Cyclical: $851 Million
Financial Services: $795 Million
Consumer Defensive: $373 Million
Other: $286 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $148 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Kingdom Financial Group Llc. Portfolio

Follow Kingdom Financial Group Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingdom Financial Group Llc., based on Form 13F filings with the SEC.

News

Stay updated on Kingdom Financial Group Llc. with notifications on news.