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CIK: 0001962236
Total reported value
$391.5M
$391.5M
52 檔
18.7%
In Q2 2024, Kingdom Financial Group LLC.'s U.S. equity holdings reached a combined market value of $391.5M, distributed across 52 disclosed stock positions.
During Q2 2024, Kingdom Financial Group LLC.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 15.09% | +1.48% | +10.60% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 11.00% | +0.11% | +8.43% | |
| 3 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 8.54% | +1.00% | +9.98% | |
| 4 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.74% | — | +15.29% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-Other | 7.28% | — | +17.50% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.34% | -0.02% | -9.44% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.95% | -0.01% | +19.96% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 4.73% | +0.14% | +20.89% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.64% | -0.02% | +17.49% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.38% | +0.08% | +17.25% | |
| 11 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 3.85% | — | +5.52% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.55% | +0.40% | -24.99% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.26% | +0.29% | -3.28% | |
| 14 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.78% | -0.01% | +1.60% | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.37% | +0.27% | -28.82% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.83% | -0.05% | -10.95% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.16% | +0.04% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.70% | +0.01% | -21.78% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.03% | -24.94% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.44% | EXIT | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.01% | -1.28% | |
| 22 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.59% | +0.08% | +45.54% | |
| 23 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.53% | — | NEW | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.01% | -17.00% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.01% | -18.64% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.40% | -0.02% | -6.28% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.05% | -9.08% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.39% | -0.06% | -47.70% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.32% | +0.05% | +0.56% | |
| 30 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-Other | 0.32% | +0.23% | NEW | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.31% | -0.08% | -29.70% | |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.29% | -0.08% | -5.51% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | -7.30% | |
| 34 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-Other | 0.27% | — | -16.03% | |
| 35 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.26% | +0.26% | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | +0.02% | -7.58% | |
| 37 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.24% | -0.04% | -3.05% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | — | -12.20% | |
| 39 | GE | General Electric | Stock-Industrials | 0.22% | -0.04% | -3.14% | |
| 40 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.20% | +0.02% | +4.84% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.19% | +0.02% | -6.73% | |
| 42 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.18% | -0.29% | -45.56% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.17% | — | -29.28% | |
| 44 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.17% | -0.01% | +6.07% | |
| 45 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.17% | -0.18% | EXIT | |
| 46 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.16% | — | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | +0.01% | -37.98% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | -0.02% | -1.41% | |
| 49 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.14% | -0.03% | — | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.14% | — | +0.53% |
According to official SEC Form 13F filings, Kingdom Financial Group LLC. reported a total U.S. public equity portfolio value of $391.5M across 52 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWY, MUB, IWX) accounted for 18.7% of total reported equity market value during Q2 2024.
During Q2 2024, Kingdom Financial Group LLC.'s top holdings by market value included IWY (15.1%)、MUB (11.0%)、IWX (8.5%). The largest single position, IWY, represented 15.1% of total portfolio value.
In Q2 2024, Kingdom Financial Group LLC. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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