Kingdom Financial Group
Latest statistics and disclosures from Kingdom Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWY, MUB, IWX, VMBS, VOO, and represent 45.77% of Kingdom Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IWY (+$5.9M), IWX, VOO, VMBS, USIG, MUB, VGSH, IEMG, VGIT, EFG.
- Started 18 new stock positions in ALL, WDIV, IBDP, T, SCHP, TLT, BSV, DYNF, ICCM, FGD. COST, FEBW, KO, APRW, MBB, IVW, MTUM, BILZ.
- Reduced shares in these 10 stocks: VNLA, ILTB, , JAAA, AAPL, AGGY, MSFT, , XONE, SGOV.
- Sold out of its positions in ABBV, GOOGL, XONE, AVGO, META, FIDU, FMAT, FLDR, HYGV, SKOR.
- Kingdom Financial Group was a net buyer of stock by $24M.
- Kingdom Financial Group has $142M in assets under management (AUM), dropping by 23.97%.
- Central Index Key (CIK): 0001962236
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Portfolio Holdings for Kingdom Financial Group
Kingdom Financial Group holds 62 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 12.9 | $18M | +47% | 94k | 195.10 |
|
| Ishares Tr National Mun Etf (MUB) | 10.6 | $15M | +22% | 141k | 107.60 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 8.2 | $12M | +55% | 153k | 76.32 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 7.0 | $10M | +48% | 219k | 45.61 |
|
| Vanguard Index Fds Sp 500 Etf Shs (VOO) | 7.0 | $9.9M | +51% | 21k | 480.70 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 6.5 | $9.3M | +52% | 182k | 50.77 |
|
| Ishares Core Msci Emkt (IEMG) | 4.7 | $6.7M | +51% | 131k | 51.60 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.3 | $6.1M | +72% | 105k | 58.07 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.1 | $5.9M | +53% | 100k | 58.55 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 4.1 | $5.9M | +51% | 57k | 103.79 |
|
| Ishares Tr Eafe Value Etf (EFV) | 4.0 | $5.7M | +49% | 104k | 54.40 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 3.9 | $5.6M | +38% | 45k | 125.33 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.5 | $3.6M | +49% | 31k | 114.14 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 2.1 | $3.0M | +41% | 35k | 85.06 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.9 | $2.7M | +64% | 45k | 59.24 |
|
| Ishares Tr Core Msci Intl (IDEV) | 1.0 | $1.4M | +35% | 21k | 67.13 |
|
| Spdr Ser Tr Portfolio Sp500 (SPLG) | 0.9 | $1.3M | +32% | 21k | 61.53 |
|
| Johnson & Johnson (JNJ) | 0.9 | $1.2M | -15% | 7.8k | 158.19 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $1.1M | +150% | 11k | 97.96 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $1.1M | -19% | 9.3k | 116.22 |
|
| Apple (AAPL) | 0.8 | $1.1M | -44% | 6.3k | 171.49 |
|
| UnitedHealth (UNH) | 0.7 | $926k | -15% | 1.9k | 494.58 |
|
| Microsoft Corporation (MSFT) | 0.5 | $775k | -51% | 1.8k | 421.16 |
|
| Amazon (AMZN) | 0.5 | $681k | -41% | 3.8k | 180.38 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.5 | $678k | -5% | 8.9k | 76.14 |
|
| Chevron Corporation (CVX) | 0.5 | $651k | -27% | 4.1k | 157.73 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.4 | $638k | +111% | 14k | 45.59 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $634k | +47% | 3.9k | 164.36 |
|
| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.4 | $596k | NEW | 5.9k | 101.16 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $496k | NEW | 9.5k | 52.16 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.3 | $465k | -4% | 17k | 27.94 |
|
| Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) | 0.3 | $457k | NEW | 15k | 30.26 |
|
| General Dynamics Corporation (GD) | 0.3 | $455k | -9% | 1.6k | 282.42 |
|
| Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) | 0.3 | $440k | NEW | 15k | 28.96 |
|
| Ishares Tr Sp 500 Grwt Etf (IVW) | 0.3 | $414k | NEW | 4.9k | 84.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $403k | -44% | 959.00 | 420.52 |
|
| Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $397k | +65% | 7.9k | 50.16 |
|
| General Electric Com New (GE) | 0.3 | $369k | +3% | 2.1k | 175.53 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.2 | $349k | -36% | 16k | 22.17 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $348k | NEW | 475.00 | 733.13 |
|
| Honeywell International (HON) | 0.2 | $348k | -32% | 1.7k | 205.24 |
|
| Ishares Tr Core Sp500 Etf (IVV) | 0.2 | $347k | -20% | 660.00 | 526.35 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) | 0.2 | $326k | -12% | 10k | 31.44 |
|
| Tesla Motors (TSLA) | 0.2 | $324k | -18% | 1.8k | 175.79 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $297k | NEW | 3.1k | 94.62 |
|
| Southern Company (SO) | 0.2 | $283k | -19% | 4.0k | 71.75 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $279k | NEW | 1.5k | 187.37 |
|
| Procter & Gamble Company (PG) | 0.2 | $274k | -27% | 1.7k | 162.28 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $251k | NEW | 2.7k | 92.40 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $243k | +4% | 2.9k | 83.58 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $242k | -67% | 1.2k | 200.35 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.2 | $241k | NEW | 9.6k | 25.05 |
|
| At&t (T) | 0.2 | $240k | NEW | 14k | 17.60 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $229k | NEW | 3.0k | 76.68 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 0.2 | $229k | NEW | 5.2k | 44.40 |
|
| International Business Machines (IBM) | 0.2 | $229k | -6% | 1.2k | 191.07 |
|
| Allstate Corporation (ALL) | 0.2 | $228k | NEW | 1.3k | 172.99 |
|
| Coca-Cola Company (KO) | 0.2 | $219k | NEW | 3.6k | 61.17 |
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.1 | $205k | NEW | 9.0k | 22.77 |
|
| Global X Fds Globx Supdv Us (DIV) | 0.1 | $202k | +13% | 12k | 17.39 |
|
| Spdr Index Shs Fds Sp Glbdiv Etf (WDIV) | 0.1 | $202k | NEW | 3.4k | 60.00 |
|
| Icecure Medical Ltd Caesarea Shs New (ICCM) | 0.0 | $18k | NEW | 15k | 1.20 |
|
Past Filings by Kingdom Financial Group
SEC 13F filings are viewable for Kingdom Financial Group going back to 2023
- Kingdom Financial Group 2024 Q1 filed May 15, 2024
- Kingdom Financial Group 2023 Q4 filed Jan. 17, 2024
- Kingdom Financial Group 2023 Q3 filed Oct. 16, 2023
- Kingdom Financial Group 2023 Q2 filed July 31, 2023