Kingdom Financial Group LLC. Top Holdings and 13F Report (2024) → These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad) About Kingdom Financial Group LLC.Investment ActivityKingdom Financial Group LLC. has $114.72 million in total holdings as of December 31, 2023.Kingdom Financial Group LLC. owns shares of 74 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 9.44% of the portfolio was purchased this quarter.About 8.88% of the portfolio was sold this quarter.This quarter, Kingdom Financial Group LLC. has purchased 73 new stocks and bought additional shares in 24 stocks.Kingdom Financial Group LLC. sold shares of 39 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares National Muni Bond ETF $12,450,753iShares Russell Top 200 Growth ETF $11,147,321iShares Russell Top 200 Value ETF $6,903,683Vanguard Mortgage-Backed Securities ETF $6,817,961iShares Broad USD Investment Grade Corporate Bond ETF $6,113,648 Largest New Holdings this Quarter Janus Henderson AAA CLO ETF $1,096,193 HoldingBondBloxx Bloomberg One Year Target Duration US Treasury ETF $750,424 HoldingiShares 0-3 Month Treasury Bond ETF $721,369 HoldingPIMCO Enhanced Short Maturity Exchange-Traded Fund $620,735 HoldingAllianzIM U.S. Large Cap Buffer20 Jan ETF $360,903 Holding Largest Purchases this Quarter Janus Henderson Short Duration Income ETF 58,003 shares (about $2.80M)Janus Henderson AAA CLO ETF 21,793 shares (about $1.10M)iShares Russell Mid-Cap Growth ETF 9,387 shares (about $980.57K)BondBloxx Bloomberg One Year Target Duration US Treasury ETF 15,075 shares (about $750.42K)iShares 0-3 Month Treasury Bond ETF 7,194 shares (about $721.37K) Largest Sales this Quarter iShares National Muni Bond ETF 7,945 shares (about $861.32K)Vanguard Russell 2000 ETF 8,423 shares (about $683.11K)Vanguard Short-Term Treasury Index ETF 7,807 shares (about $455.38K)iShares Russell Top 200 Growth ETF 2,072 shares (about $363.06K)iShares Core U.S. Aggregate Bond ETF 3,406 shares (about $338.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKingdom Financial Group LLC. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMUBiShares National Muni Bond ETF$12,450,753$861,316 ▼-6.5%114,84910.9%ETFIWYiShares Russell Top 200 Growth ETF$11,147,321$363,056 ▼-3.2%63,6199.7%ETFIWXiShares Russell Top 200 Value ETF$6,903,683$256,963 ▼-3.6%98,3856.0%ETFVMBSVanguard Mortgage-Backed Securities ETF$6,817,961$85,209 ▼-1.2%147,0665.9%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$6,113,648$267,476 ▼-4.2%119,2675.3%ManufacturingVOOVanguard S&P 500 ETF$5,958,759$286,538 ▼-4.6%13,6425.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,367,350$58,370 ▼-1.3%86,3453.8%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,883,223$149,368 ▼-3.7%65,4623.4%ETFIWSiShares Russell Mid-Cap Value ETF$3,741,520$235,720 ▼-5.9%32,1743.3%ETFEFViShares MSCI EAFE Value ETF$3,635,482$80,234 ▼-2.2%69,7793.2%ETFEFGiShares MSCI EAFE Growth ETF$3,614,351$114,283 ▼-3.1%37,3193.2%ETFVGSHVanguard Short-Term Treasury Index ETF$3,548,118$455,385 ▼-11.4%60,8283.1%ETFVNLAJanus Henderson Short Duration Income ETF$3,139,879$2,802,702 ▲831.2%64,9812.7%ETFAAPLApple$2,196,706$10,396 ▼-0.5%11,4101.9%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$2,188,236$980,570 ▲81.2%20,9481.9%ETFVTWOVanguard Russell 2000 ETF$1,990,602$683,106 ▼-25.5%24,5451.7%ETFVGLTVanguard Long-Term Treasury Index ETF$1,676,194$72,605 ▼-4.2%27,2421.5%ETFJNJJohnson & Johnson$1,448,893$3,762 ▼-0.3%9,2441.3%MedicalMSFTMicrosoft$1,414,981$75,205 ▼-5.0%3,7631.2%Computer and TechnologyUNHUnitedHealth Group$1,167,839$269,056 ▼-18.7%2,2181.0%MedicalXOMExxon Mobil$1,152,848$35,992 ▼-3.0%11,5311.0%Oils/EnergyILTBiShares Core 10+ Year USD Bond ETF$1,123,617$312,531 ▲38.5%21,3701.0%ETFSPBOSPDR Portfolio Corporate Bond ETF$1,113,893$319,801 ▲40.3%37,8751.0%ETFJAAAJanus Henderson AAA CLO ETF$1,096,193$1,096,193 ▲New Holding21,7931.0%ETFIDEViShares Core MSCI International Developed Markets ETF$988,916$32,276 ▼-3.2%15,5340.9%ETFAMZNAmazon.com$978,949$39,808 ▲4.2%6,4430.9%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$900,604$110,961 ▲14.1%16,1110.8%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$871,955$265,839 ▲43.9%19,8080.8%FinanceCVXChevron$850,342$99,040 ▼-10.4%5,7010.7%Oils/EnergyCHRWC.H. Robinson Worldwide$816,019$3,715 ▼-0.5%9,4460.7%TransportationGOVTiShares U.S. Treasury Bond ETF$757,298$152,455 ▲25.2%32,8690.7%ETFXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$750,424$750,424 ▲New Holding15,0750.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$721,369$721,369 ▲New Holding7,1940.6%ETFJPMJPMorgan Chase & Co.$627,839$170 ▲0.0%3,6910.5%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$620,735$620,735 ▲New Holding6,2200.5%ETFBRK.BBerkshire Hathaway$618,448$27,819 ▲4.7%1,7340.5%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$611,241$148,593 ▲32.1%11,9210.5%ManufacturingNVDANVIDIA$605,831$40,620 ▼-6.3%1,2230.5%Computer and TechnologyTSLATesla$561,068$19,630 ▲3.6%2,2580.5%Auto/Tires/TrucksGOOGLAlphabet$535,991$73,617 ▼-12.1%3,8370.5%Computer and TechnologyHONHoneywell International$527,211$61,655 ▼-10.5%2,5140.5%Multi-Sector ConglomeratesSKORFlexShares Credit-Scored US Corporate Bond Index Fund$513,524$112,001 ▲27.9%10,7060.4%ETFIAUMiShares Gold Trust Micro$507,069$61,553 ▲13.8%24,6150.4%ETFSPTLSPDR Portfolio Long Term Treasury ETF$505,624$63,381 ▲14.3%17,4230.4%ETFGDGeneral Dynamics$462,180$23,369 ▲5.3%1,7800.4%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$446,806$338,032 ▼-43.1%4,5020.4%FinanceIVViShares Core S&P 500 ETF$395,495$90,754 ▲29.8%8280.3%ETFQUALiShares MSCI USA Quality Factor ETF$385,519$35,756 ▲10.2%2,6200.3%ETFCMBSiShares CMBS ETF$377,347$100,782 ▲36.4%8,0650.3%ETFMETAMeta Platforms$369,180$6,725 ▼-1.8%1,0430.3%Computer and TechnologyJANWAllianzIM U.S. Large Cap Buffer20 Jan ETF$360,903$360,903 ▲New Holding11,9110.3%ETFSOSouthern$342,924$17,669 ▼-4.9%4,8910.3%UtilitiesPGProcter & Gamble$340,881$286,217 ▼-45.6%2,3260.3%Consumer StaplesFLDRFidelity Low Duration Bond Factor ETF$338,173$106,621 ▲46.0%6,7780.3%ETFPEPPepsiCo$336,795$33,629 ▼-9.1%1,9830.3%Consumer StaplesLLYEli Lilly and Company$333,075$59,499 ▲21.7%5710.3%MedicalAVGOBroadcom$321,719$25,693 ▲8.7%2880.3%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$304,631$11,887 ▼-3.8%6,6120.3%ManufacturingFIDUFidelity MSCI Industrials Index ETF$282,842$30,617 ▲12.1%4,6190.2%ETFCRMSalesforce$277,086$277,086 ▲New Holding1,0530.2%Computer and TechnologyTFLOiShares Treasury Floating Rate Bond ETF$276,869$42,949 ▼-13.4%5,4860.2%ETFHDHome Depot$268,202$77,966 ▼-22.5%7740.2%Retail/WholesaleGEGeneral Electric$259,109$4,467 ▼-1.7%2,0300.2%TransportationABBVAbbVie$255,458$109,903 ▼-30.1%1,6480.2%MedicalMCDMcDonald's$247,794$137,828 ▼-35.7%8360.2%Retail/WholesaleFMATFidelity MSCI Materials Index ETF$246,652$246,652 ▲New Holding5,0610.2%ETFJPSTJPMorgan Ultra-Short Income ETF$242,259$6,028 ▼-2.4%4,8230.2%ETFVEAVanguard FTSE Developed Markets ETF$228,944$718 ▲0.3%4,7800.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$221,365$221,365 ▲New Holding9,4680.2%ETFICEIntercontinental Exchange$218,020$218,020 ▲New Holding1,6980.2%FinanceUSMViShares MSCI USA Min Vol Factor ETF$216,691$139,831 ▼-39.2%2,7770.2%ETFHYGVFlexShares High Yield Value-Scored Bond Index Fund$212,442$212,442 ▲New Holding5,1980.2%ETFIBMInternational Business Machines$208,979$208,979 ▲New Holding1,2780.2%Computer and TechnologyDIVGlobal SuperDividend US ETF$176,115$21,183 ▼-10.7%10,2510.2%ETFHTRBHartford Total Return Bond ETF$0$2,114,425 ▼-100.0%00.0%ETFESEversource Energy$0$360,545 ▼-100.0%00.0%UtilitiesSCHPSchwab U.S. TIPS ETF$0$335,113 ▼-100.0%00.0%ETFTLTiShares 20+ Year Treasury Bond ETF$0$296,594 ▼-100.0%00.0%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$0$259,056 ▼-100.0%00.0%ETFIEFAiShares Core MSCI EAFE ETF$0$239,734 ▼-100.0%00.0%ETFMAMastercard$0$209,849 ▼-100.0%00.0%Business ServicesDOWDOW$0$205,668 ▼-100.0%00.0%Basic MaterialsADMArcher-Daniels-Midland$0$205,511 ▼-100.0%00.0%Consumer StaplesSIXJAllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF$0$45,621 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. 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