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Size ($ in 1000's)
At 12/31/2023: $114,717
At 09/30/2023: $106,155
Kingdom Financial Group LLC. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kingdom Financial Group LLC. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Kingdom Financial Group LLC. top holdings by largest position size, as per the latest 13f filing made by Kingdom Financial Group LLC..
In the Kingdom Financial Group LLC.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kingdom Financial Group LLC. in that top holding, then the share count change between reporting periods, and finally the Kingdom Financial Group LLC. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (MUB) |
114,849 |
-7,945 |
$12,451 | | MUB | 114,849 | -7,945 | $12,451 | | ISHARES TR (IWY) |
63,619 |
-2,072 |
$11,147 | | IWY | 63,619 | -2,072 | $11,147 | | ISHARES TR (IWX) |
98,385 |
-3,662 |
$6,904 | | IWX | 98,385 | -3,662 | $6,904 | | VANGUARD SCOTTSDALE FDS (VMBS) |
147,066 |
-1,838 |
$6,818 | | VMBS | 147,066 | -1,838 | $6,818 | | ISHARES TR (USIG) |
119,267 |
-5,218 |
$6,114 | | USIG | 119,267 | -5,218 | $6,114 | | VANGUARD INDEX FDS (VOO) |
13,642 |
-656 |
$5,959 | | VOO | 13,642 | -656 | $5,959 | | ISHARES INC (IEMG) |
86,345 |
-1,154 |
$4,367 | | IEMG | 86,345 | -1,154 | $4,367 | | VANGUARD SCOTTSDALE FDS (VGIT) |
65,462 |
-2,518 |
$3,883 | | VGIT | 65,462 | -2,518 | $3,883 | | ISHARES TR (IWS) |
32,174 |
-2,027 |
$3,742 | | IWS | 32,174 | -2,027 | $3,742 | | ISHARES TR (EFV) |
69,779 |
-1,540 |
$3,635 | | EFV | 69,779 | -1,540 | $3,635 | | ISHARES TR (EFG) |
37,319 |
-1,180 |
$3,614 | | EFG | 37,319 | -1,180 | $3,614 | | VANGUARD SCOTTSDALE FDS (VGSH) |
60,828 |
-7,807 |
$3,548 | | VGSH | 60,828 | -7,807 | $3,548 | | JANUS DETROIT STR TR |
64,981 |
+58,003 |
$3,140 | | VNLA | 64,981 | +58,003 | $3,140 | | APPLE INC |
11,410 |
-54 |
$2,197 | | AAPL | 11,410 | -54 | $2,197 | | ISHARES TR (IWP) |
20,948 |
+9,387 |
$2,188 | | IWP | 20,948 | +9,387 | $2,188 | | VANGUARD SCOTTSDALE FDS (VTWO) |
24,545 |
-8,423 |
$1,991 | | VTWO | 24,545 | -8,423 | $1,991 | | VANGUARD SCOTTSDALE FDS (VGLT) |
27,242 |
-1,180 |
$1,676 | | VGLT | 27,242 | -1,180 | $1,676 | | JOHNSON & JOHNSON |
9,244 |
-24 |
$1,449 | | JNJ | 9,244 | -24 | $1,449 | | MICROSOFT CORP |
3,763 |
-200 |
$1,415 | | MSFT | 3,763 | -200 | $1,415 | | UNITEDHEALTH GROUP INC |
2,218 |
-511 |
$1,168 | | UNH | 2,218 | -511 | $1,168 | | EXXON MOBIL CORP |
11,531 |
-360 |
$1,153 | | XOM | 11,531 | -360 | $1,153 | | ISHARES TR (ILTB) |
21,370 |
+5,944 |
$1,124 | | ILTB | 21,370 | +5,944 | $1,124 | | SPDR SER TR (SPBO) |
37,875 |
+10,874 |
$1,114 | | SPBO | 37,875 | +10,874 | $1,114 | | JANUS DETROIT STR TR |
21,793 |
+21,793 |
$1,096 | | JAAA | 21,793 | +21,793 | $1,096 | | ISHARES TR (IDEV) |
15,534 |
-507 |
$989 | | IDEV | 15,534 | -507 | $989 | | AMAZON COM INC |
6,443 |
+262 |
$979 | | AMZN | 6,443 | +262 | $979 | | SPDR SER TR (SPLG) |
16,111 |
+1,985 |
$901 | | SPLG | 16,111 | +1,985 | $901 | | WISDOMTREE TR |
19,808 |
+6,039 |
$872 | | AGGY | 19,808 | +6,039 | $872 | | CHEVRON CORP NEW |
5,701 |
-664 |
$850 | | CVX | 5,701 | -664 | $850 | | C H ROBINSON WORLDWIDE INC |
9,446 |
-43 |
$816 | | CHRW | 9,446 | -43 | $816 | | ISHARES TR (GOVT) |
32,869 |
+6,617 |
$757 | | GOVT | 32,869 | +6,617 | $757 | | BONDBLOXX ETF TRUST (XONE) |
15,075 |
+15,075 |
$750 | | XONE | 15,075 | +15,075 | $750 | | ISHARES TR (SGOV) |
7,194 |
+7,194 |
$721 | | SGOV | 7,194 | +7,194 | $721 | | JPMORGAN CHASE & CO |
3,691 |
+1 |
$628 | | JPM | 3,691 | +1 | $628 | | PIMCO ETF TR (MINT) |
6,220 |
+6,220 |
$621 | | MINT | 6,220 | +6,220 | $621 |  BERKSHIRE HATHAWAY INC DEL |
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$618 | | BRK.B | 1,734 | +78 | $618 | | ISHARES TR (IGSB) |
11,921 |
+2,898 |
$611 | | IGSB | 11,921 | +2,898 | $611 | | NVIDIA CORPORATION |
1,223 |
-82 |
$606 | | NVDA | 1,223 | -82 | $606 | | TESLA INC |
2,258 |
+79 |
$561 | | TSLA | 2,258 | +79 | $561 | | ALPHABET INC |
3,837 |
-527 |
$536 | | GOOGL | 3,837 | -527 | $536 | | HONEYWELL INTL INC |
2,514 |
-294 |
$527 | | HON | 2,514 | -294 | $527 | | FLEXSHARES TR (SKOR) |
10,706 |
+2,335 |
$514 | | SKOR | 10,706 | +2,335 | $514 | | ISHARES GOLD TR (IAUM) |
24,615 |
+2,988 |
$507 | | IAUM | 24,615 | +2,988 | $507 | | SPDR SER TR (SPTL) |
17,423 |
+2,184 |
$506 | | SPTL | 17,423 | +2,184 | $506 | | GENERAL DYNAMICS CORP |
1,780 |
+90 |
$462 | | GD | 1,780 | +90 | $462 | | ISHARES TR (AGG) |
4,502 |
-3,406 |
$447 | | AGG | 4,502 | -3,406 | $447 | | ISHARES TR (IVV) |
828 |
+190 |
$395 | | IVV | 828 | +190 | $395 | | ISHARES TR (QUAL) |
2,620 |
+243 |
$386 | | QUAL | 2,620 | +243 | $386 | | ISHARES TR (CMBS) |
8,065 |
+2,154 |
$377 | | CMBS | 8,065 | +2,154 | $377 | | META PLATFORMS INC |
1,043 |
-19 |
$369 | | META | 1,043 | -19 | $369 |
See Full List: All Stocks Held By Kingdom Financial Group LLC.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kingdom Financial Group LLC.
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