Kingdom Financial Group Llc. Portfolio Holdings

Kingdom Financial Group Llc.

  • $148 Billion
  • Q2 2024

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
$0
$22.3 Billion 15.09% of portfolio
103,905
Q2 2024 Added 10.6%
$0
$16.2 Billion 11.0% of portfolio
152,506
Q2 2024 Added 8.43%
$0
$12.6 Billion 8.54% of portfolio
168,688
Q2 2024 Added 9.98%
$0
$11.4 Billion 7.74% of portfolio
252,060
Q2 2024 Added 15.29%
$0
$10.7 Billion 7.28% of portfolio
214,097
Q2 2024 Added 17.5%
$0
$9.37 Billion 6.34% of portfolio
18,740
Q2 2024 Reduced 9.44%
$0
$7.31 Billion 4.95% of portfolio
126,099
Q2 2024 Added 19.96%
$0
$6.99 Billion 4.73% of portfolio
68,356
Q2 2024 Added 20.89%
$0
$6.86 Billion 4.64% of portfolio
117,820
Q2 2024 Added 17.49%
$0
$6.47 Billion 4.38% of portfolio
121,939
Q2 2024 Added 17.25%
$0
$5.69 Billion 3.85% of portfolio
47,102
Q2 2024 Added 5.52%
$0
$5.24 Billion 3.55% of portfolio
97,931
Q2 2024 Reduced 24.99%
$0
$3.34 Billion 2.26% of portfolio
30,224
Q2 2024 Reduced 3.28%
$0
$2.63 Billion 1.78% of portfolio
45,517
Q2 2024 Added 1.6%
$0
$2.02 Billion 1.37% of portfolio
24,700
Q2 2024 Reduced 28.82%
$0
$1.23 Billion 0.83% of portfolio
18,684
Q2 2024 Reduced 10.95%
$0
$1.03 Billion 0.7% of portfolio
16,069
Q2 2024 Reduced 24.94%
$3.59T
$1.04 Billion 0.7% of portfolio
4,943
Q2 2024 Reduced 21.78%
$496B
$1.03 Billion 0.7% of portfolio
8,928
Q2 2024 Reduced 4.33%
$530B
$941 Million 0.64% of portfolio
1,848
Q2 2024 Reduced 1.28%
Pimco ETF Tr
-
$867 Million 0.59% of portfolio
-
Q2 2024 Added 45.54%
$12.7B
$785 Million 0.53% of portfolio
8,907
Q1 2024 Reduced 5.71%
$3.07T
$683 Million 0.46% of portfolio
1,528
Q2 2024 Reduced 17.0%
$2.03T
$594 Million 0.4% of portfolio
3,072
Q2 2024 Reduced 18.64%
$0
$593 Million 0.4% of portfolio
13,111
Q2 2024 Reduced 6.28%
$300B
$587 Million 0.4% of portfolio
3,755
Q2 2024 Reduced 9.08%
$0
$572 Million 0.39% of portfolio
5,889
Q2 2024 Reduced 47.7%
Aim ETF Products Trust
-
$468 Million 0.32% of portfolio
-
Q2 2024 New
$81.4B
$470 Million 0.32% of portfolio
1,620
Q2 2024 Added 0.56%
$0
$463 Million 0.31% of portfolio
2,712
Q2 2024 Reduced 29.7%
$0
$428 Million 0.29% of portfolio
15,736
Q2 2024 Reduced 5.51%
$0
$421 Million 0.28% of portfolio
4,545
Q2 2024 Reduced 7.3%
$0
$395 Million 0.27% of portfolio
12,694
Q2 2024 Reduced 16.03%
Aim ETF Products Trust
-
$388 Million 0.26% of portfolio
-
Q2 2024 New
$394B
$373 Million 0.25% of portfolio
439
Q2 2024 Reduced 7.58%
$1.65B
$354 Million 0.24% of portfolio
15,262
Q2 2024 Reduced 3.05%
$579B
$343 Million 0.23% of portfolio
842
Q2 2024 Reduced 12.2%
$192B
$323 Million 0.22% of portfolio
2,035
Q2 2024 Reduced 3.14%
$0
$302 Million 0.2% of portfolio
3,293
Q2 2024 Added 4.84%
$96.6B
$286 Million 0.19% of portfolio
3,684
Q2 2024 Reduced 6.73%
$0
$269 Million 0.18% of portfolio
5,178
Q2 2024 Reduced 45.56%
$794B
$258 Million 0.17% of portfolio
1,302
Q2 2024 Reduced 29.28%
$0
$257 Million 0.17% of portfolio
5,471
Q2 2024 Added 6.07%
$0
$251 Million 0.17% of portfolio
7,533
Q2 2024 New
First Tr Exchng Traded Fd Vi
-
$243 Million 0.16% of portfolio
-
Q2 2024 New
$650B
$241 Million 0.16% of portfolio
1,192
Q2 2024 Reduced 1.41%
$0
$242 Million 0.16% of portfolio
4,906
Q2 2024 Reduced 37.98%
$50B
$211 Million 0.14% of portfolio
1,323
Q2 2024 Added 0.53%
-
$213 Million 0.14% of portfolio
-
Q2 2024 New

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
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