Kingdom Financial Group LLC. Top Holdings and 13F Report (2024) About Kingdom Financial Group LLC.Investment ActivityKingdom Financial Group LLC. has $133.78 million in total holdings as of September 30, 2024.Kingdom Financial Group LLC. owns shares of 49 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.84% of the portfolio was purchased this quarter.About 8.14% of the portfolio was sold this quarter.This quarter, Kingdom Financial Group LLC. has purchased 52 new stocks and bought additional shares in 17 stocks.Kingdom Financial Group LLC. sold shares of 29 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares National Muni Bond ETF $16,710,779iShares Russell Top 200 Value ETF $13,638,377Vanguard Mortgage-Backed Securities ETF $11,741,366iShares Broad USD Investment Grade Corporate Bond ETF $11,171,020Vanguard S&P 500 ETF $9,812,191 Largest New Holdings this Quarter AIM ETF PRODUCTS TRUST $746,422 HoldingAIM ETF PRODUCTS TRUST $556,086 HoldingInternational Business Machines $223,457 Holding Largest Purchases this Quarter AIM ETF PRODUCTS TRUST 26,165 shares (about $746.42K)AIM ETF PRODUCTS TRUST 19,279 shares (about $556.09K)Vanguard Long-Term Treasury Index ETF 8,736 shares (about $537.62K)Vanguard Intermediate-Term Treasury Index ETF 8,776 shares (about $530.25K)Vanguard Russell 2000 ETF 3,360 shares (about $300.26K) Largest Sales this Quarter iShares Russell Top 200 Growth ETF 4,506 shares (about $393.38K)C.H. Robinson Worldwide 2,591 shares (about $285.97K)General Dynamics 874 shares (about $264.16K)iShares Core MSCI International Developed Markets ETF 2,623 shares (about $185.79K)Vanguard Mortgage-Backed Securities ETF 3,354 shares (about $158.34K) 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$16,710,779$144,043 ▲0.9%153,83212.5%ETFIWXiShares Russell Top 200 Value ETF$13,638,377$70,867 ▼-0.5%167,81610.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$11,741,366$158,342 ▼-1.3%248,7068.8%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$11,171,020$86,178 ▼-0.8%212,4588.4%ManufacturingVOOVanguard S&P 500 ETF$9,812,191$75,982 ▼-0.8%18,5967.3%ETFIWYiShares Russell Top 200 Growth ETF$8,677,709$393,382 ▼-4.3%99,3996.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$7,648,919$530,245 ▲7.4%126,5965.7%ETFEFGiShares MSCI EAFE Growth ETF$7,453,637$95,162 ▲1.3%69,2405.6%ETFVGSHVanguard Short-Term Treasury Index ETF$7,379,705$62,620 ▼-0.8%125,0385.5%ETFIWSiShares Russell Mid-Cap Value ETF$6,232,004$2,645 ▲0.0%47,1224.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$5,714,977$92,774 ▲1.7%99,5474.3%ETFIWPiShares Russell Mid-Cap Growth ETF$3,606,991$61,931 ▲1.7%30,7522.7%ETFVGLTVanguard Long-Term Treasury Index ETF$3,338,761$537,618 ▲19.2%54,2532.5%ETFVTWOVanguard Russell 2000 ETF$2,507,527$300,260 ▲13.6%28,0601.9%ETFSPLGSPDR Portfolio S&P 500 ETF$1,309,915$225,082 ▲20.7%19,4031.0%ETFJNJJohnson & Johnson$1,153,466$117,162 ▼-9.2%7,1180.9%MedicalIDEViShares Core MSCI International Developed Markets ETF$1,137,610$185,789 ▼-14.0%16,0610.9%ETFAAPLApple$1,136,877$14,913 ▼-1.3%4,8790.8%Computer and TechnologyUNHUnitedHealth Group$1,084,287$3,509 ▲0.3%1,8540.8%MedicalXOMExxon Mobil$939,326$107,261 ▼-10.2%8,0130.7%Oils/EnergyAGGiShares Core U.S. Aggregate Bond ETF$794,133$197,774 ▲33.2%7,8420.6%FinanceAIM ETF PRODUCTS TRUST$746,422$746,422 ▲New Holding26,1650.6%ALLIANZIM US LRGBILZPIMCO Ultra Short Government Active ETF$714,303$153,651 ▼-17.7%7,0570.5%ETFCHRWC.H. Robinson Worldwide$697,106$285,972 ▼-29.1%6,3160.5%TransportationIUSBiShares Core Total USD Bond Market ETF$651,206$33,408 ▲5.4%13,8200.5%ManufacturingAIM ETF PRODUCTS TRUST$556,086$556,086 ▲New Holding19,2790.4%ALLIANZIM US LRGMSFTMicrosoft$534,205$123,543 ▼-18.8%1,2410.4%Computer and TechnologyCVXChevron$443,629$109,434 ▼-19.8%3,0120.3%Oils/EnergyAMZNAmazon.com$440,298$132,108 ▼-23.1%2,3630.3%Retail/WholesaleAIM ETF PRODUCTS TRUST$409,937$9,539 ▲2.4%15,6000.3%ALLIANZIM U S LASPTLSPDR Portfolio Long Term Treasury ETF$399,678$57,761 ▼-12.6%13,7490.3%ETFQUALiShares MSCI USA Quality Factor ETF$392,031$94,331 ▼-19.4%2,1860.3%ETFGEGeneral Electric$384,391$566 ▲0.1%2,0380.3%TransportationBRK.BBerkshire Hathaway$341,513$46,026 ▼-11.9%7420.3%FinanceSOSouthern$332,107$90 ▼0.0%3,6830.2%UtilitiesCOSTCostco Wholesale$324,922$63,745 ▼-16.4%3670.2%Retail/WholesaleIVWiShares S&P 500 Growth ETF$315,494$119,687 ▼-27.5%3,2950.2%ETFTLTiShares 20+ Year Treasury Bond ETF$298,504$24,524 ▼-7.6%3,0430.2%ETFTUASimplify Short Term Treasury Futures Strategy ETF$258,917$28,853 ▲12.5%11,2620.2%ETFGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$255,945$3,613 ▲1.4%7,2260.2%ETFALLAllstate$252,346$1,517 ▲0.6%1,3310.2%FinanceJPMJPMorgan Chase & Co.$250,476$843 ▼-0.3%1,1880.2%FinanceVEAVanguard FTSE Developed Markets ETF$245,325$13,785 ▼-5.3%4,6450.2%ETFJULWAllianzIM U.S. Large Cap Buffer20 Jul ETF$244,394$15,784 ▼-6.1%7,0760.2%ETFSCHPSchwab U.S. TIPS ETF$234,303$43,385 ▼-15.6%4,3690.2%ETFGDGeneral Dynamics$225,477$264,165 ▼-54.0%7460.2%AerospaceIBMInternational Business Machines$223,457$223,457 ▲New Holding1,0110.2%Computer and TechnologyTSLATesla$216,891$123,751 ▼-36.3%8290.2%Auto/Tires/TrucksDYNFiShares U.S. Equity Factor Rotation Active ETF$203,816$66,834 ▼-24.7%4,1200.2%ETFEFViShares MSCI EAFE Value ETF$0$6,467,678 ▼-100.0%00.0%ETFJUNWAllianzIM U.S. Large Cap Buffer20 Jun ETF$0$467,566 ▼-100.0%00.0%ETFAPRWAllianzIM U.S. Large Cap Buffer20 Apr ETF$0$395,086 ▼-100.0%00.0%ETFIAUMiShares Gold Trust Micro$0$354,078 ▼-100.0%00.0%Finance, Insurance, And Real EstateDIVGlobal SuperDividend US ETF$0$177,875 ▼-100.0%00.0%ETFICCMIceCure Medical$0$12,580 ▼-100.0%00.0%MedicalShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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