Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Kingdom Financial Group

Latest statistics and disclosures from Kingdom Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are MUB, IWX, VMBS, USIG, VOO, and represent 47.15% of Kingdom Financial Group's stock portfolio.
Added to shares of these 10 stocks: SEPW, AUGW, VGLT, VGIT, VTWO, SPLG, IBM, AGG, MUB, EFG.
Started 3 new stock positions in IBM, SEPW, AUGW.
Reduced shares in these 10 stocks: EFV (-$6.5M), JUNW, APRW, IWY, IAUM, CHRW, GD, IDEV, , VMBS.
Sold out of its positions in APRW, JUNW, DIV, EFV, IAUM, ICCM.
Kingdom Financial Group was a net seller of stock by $-7.1M.
Kingdom Financial Group has $134M in assets under management (AUM), dropping by -9.46%.
Central Index Key (CIK): 0001962236

Tip: Access up to 7 years of quarterly data

Positions held by Kingdom Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Kingdom Financial Group

Kingdom Financial Group holds 49 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr National Mun Etf (MUB)	12.5	$17M		154k	108.63	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	10.2	$14M		168k	81.27	View chart
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)	8.8	$12M		249k	47.21	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	8.4	$11M		213k	52.58	View chart
Vanguard Index Fds Sp 500 Etf Shs (VOO)	7.3	$9.8M		19k	527.65	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	6.5	$8.7M	-4%	99k	87.30	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.7	$7.6M	+7%	127k	60.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	5.6	$7.5M		69k	107.65	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	5.5	$7.4M		125k	59.02	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	4.7	$6.2M		47k	132.25	View chart
Ishares Core Msci Emkt (IEMG)	4.3	$5.7M		100k	57.41	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.7	$3.6M		31k	117.29	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	2.5	$3.3M	+19%	54k	61.54	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.9	$2.5M	+13%	28k	89.36	View chart
Spdr Ser Tr Portfolio Sp500 (SPLG)	1.0	$1.3M	+20%	19k	67.51	View chart
Johnson & Johnson (JNJ)	0.9	$1.2M	-9%	7.1k	162.05	View chart
Ishares Tr Core Msci Intl (IDEV)	0.9	$1.1M	-14%	16k	70.83	View chart
Apple (AAPL)	0.8	$1.1M		4.9k	233.01	View chart
UnitedHealth (UNH)	0.8	$1.1M		1.9k	584.84	View chart
Exxon Mobil Corporation (XOM)	0.7	$939k	-10%	8.0k	117.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$794k	+33%	7.8k	101.27	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	0.6	$746k	NEW	26k	28.53	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.5	$714k	-17%	7.1k	101.22	View chart
C H Robinson Worldwide Com New (CHRW)	0.5	$697k	-29%	6.3k	110.37	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$651k	+5%	14k	47.12	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.4	$556k	NEW	19k	28.84	View chart
Microsoft Corporation (MSFT)	0.4	$534k	-18%	1.2k	430.46	View chart
Chevron Corporation (CVX)	0.3	$444k	-19%	3.0k	147.29	View chart
Amazon (AMZN)	0.3	$440k	-23%	2.4k	186.33	View chart
Aim Etf Products Trust Allianzim U S La (SIXD)	0.3	$410k	+2%	16k	26.28	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$400k	-12%	14k	29.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$392k	-19%	2.2k	179.34	View chart
Ge Aerospace Com New (GE)	0.3	$384k		2.0k	188.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$342k	-11%	742.00	460.26	View chart
Southern Company (SO)	0.2	$332k		3.7k	90.17	View chart
Costco Wholesale Corporation (COST)	0.2	$325k	-16%	367.00	885.35	View chart
Ishares Tr Sp 500 Grwt Etf (IVW)	0.2	$316k	-27%	3.3k	95.75	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$299k	-7%	3.0k	98.10	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.2	$259k	+12%	11k	22.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUN)	0.2	$256k		7.2k	35.42	View chart
Allstate Corporation (ALL)	0.2	$252k		1.3k	189.59	View chart
JPMorgan Chase & Co. (JPM)	0.2	$251k		1.2k	210.84	View chart
Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA)	0.2	$245k	-5%	4.6k	52.81	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.2	$244k	-6%	7.1k	34.54	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$234k	-15%	4.4k	53.63	View chart
General Dynamics Corporation (GD)	0.2	$226k	-53%	746.00	302.25	View chart
International Business Machines (IBM)	0.2	$224k	NEW	1.0k	221.03	View chart
Tesla Motors (TSLA)	0.2	$217k	-36%	829.00	261.63	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.2	$204k	-24%	4.1k	49.47	View chart

Past Filings by Kingdom Financial Group

SEC 13F filings are viewable for Kingdom Financial Group going back to 2023

Kingdom Financial Group 2024 Q3 filed Nov. 12, 2024
Kingdom Financial Group 2024 Q2 filed Aug. 7, 2024
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z