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CIK: 0001962236
Total reported value
$391.5M
$391.5M
49 檔
16.1%
The Q3 2024 SEC filing reveals that Kingdom Financial Group LLC. held a total portfolio value of $391.5M, covering 49 public equity positions.
During Q3 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 | MUB | Ishares National Muni Bond E | ETF-Other | 12.49% | +0.11% | +0.87% | |
| 2 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 10.19% | +1.00% | -0.52% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 8.78% | — | -1.33% | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-Other | 8.35% | — | -0.77% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.33% | -0.02% | -0.77% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 6.49% | +1.48% | -4.34% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.72% | -0.02% | +7.45% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.57% | +0.14% | +1.29% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.52% | -0.01% | -0.84% | |
| 10 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 4.66% | — | +0.04% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.27% | +0.40% | +1.65% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.70% | +0.29% | +1.75% | |
| 13 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 2.50% | -0.01% | +19.19% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.87% | +0.27% | +13.60% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.03% | +20.75% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | -0.16% | -9.22% | |
| 17 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.85% | -0.05% | -14.04% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.85% | +0.01% | -1.29% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | +0.01% | +0.32% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.44% | EXIT | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | -0.06% | +33.16% | |
| 22 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 0.56% | -0.22% | EXIT | |
| 23 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.53% | +0.08% | -17.70% | |
| 24 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.52% | — | NEW | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.49% | -0.02% | +5.41% | |
| 26 | AUGW | Alianzim US Eq Bfr20 Aug-usd | ETF-Other | 0.42% | — | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.40% | -0.01% | -18.78% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.05% | -19.79% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | -0.01% | -23.08% | |
| 30 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.31% | +0.26% | +2.38% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.30% | -0.08% | -12.63% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.29% | -0.08% | -19.40% | |
| 33 | GE | General Electric | Stock-Industrials | 0.29% | -0.04% | +0.15% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | — | -11.88% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.25% | +0.02% | -0.03% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | +0.02% | -16.40% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | +0.01% | -27.50% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.22% | +0.02% | -7.59% | |
| 39 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.19% | -0.03% | +12.54% | |
| 40 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.19% | — | +1.43% | |
| 41 | ALL | Allstate CORP | Stock-Financials | 0.19% | — | +0.60% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.02% | -0.34% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | +0.01% | -5.32% | |
| 44 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.18% | -0.18% | EXIT | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.18% | -0.29% | -15.62% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.17% | +0.05% | -53.95% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.17% | — | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | — | -36.33% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.15% | -0.01% | -24.69% |
According to official SEC Form 13F filings, Kingdom Financial Group LLC. reported a total U.S. public equity portfolio value of $391.5M across 49 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MUB, IWX, VMBS) accounted for 16.1% of total reported equity market value during Q3 2024.
During Q3 2024, Kingdom Financial Group LLC.'s top holdings by market value included MUB (12.5%)、IWX (10.2%)、VMBS (8.8%). The largest single position, MUB, represented 12.5% of total portfolio value.
In Q3 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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