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  Name: Kingdom Financial Group LLC.
  City: PEORIA
  State: AZ
  Zip: 85022
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,208,000
  Total Value Change : $27,491,000
  Securities Held Change : -12
   
All Securities Held : 62
  New Positions : 16
  Closed Positions : 29
  Increased Positions : 26
  Unchanged Positions : 0
  Decreased Positions : 20

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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BILZ)1 Year Chart         BILZ Pimco Ultra Short Governmen... 29 New $100.82 $596,000 5,892 0.42% 596,000 5,892 0.065    N/A
   (AZBA)1 Year Chart         AZBA Allianzim Us Large Cap Buff... 32 New $0.00 $457,000 15,117 0.32% 457,000 15,117 0.168    N/A
   (FEBW)1 Year Chart         FEBW Allianzim Us Large Cap Buff... 34 New $0.00 $439,000 15,176 0.31% 439,000 15,176 0.748    N/A
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 35 New $88.97 $414,000 4,903 0.29% 414,000 4,903 0.001    Closed - End Fund - E...
   (COST)1 Year Chart         COST Costco Wholesale Corp 40 New $845.58 $348,000 475 0.24% 348,000 475 0    Discount, Variety Stores
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 47 New $0.00 $279,000 1,490 0.2% 279,000 1,490 0    N/A
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 49 New $91.22 $251,000 2,719 0.18% 251,000 2,719 0    Closed - End Fund - E...
   (IBDP)1 Year Chart         IBDP Ishares Ibonds Dec 2024 Ter... 52 New $25.05 $241,000 9,613 0.17% 241,000 9,613 0.002    N/A
   (T)1 Year Chart         T AT&T Corp 53 New $18.10 $240,000 13,617 0.17% 240,000 13,617 0    Long Distance Carriers
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 56 New $76.29 $229,000 2,987 0.16% 229,000 2,987 0    Closed - End Fund - E...
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 54 New $45.79 $229,000 5,158 0.16% 229,000 5,158 0.058    N/A
   (ALL)1 Year Chart         ALL Allstate Corp 57 New $165.06 $228,000 1,316 0.16% 228,000 1,316 0    Property & Casualty I...
   (KO)1 Year Chart         KO Coca-Cola Co 58 New $63.91 $219,000 3,583 0.15% 219,000 3,583 0    Beverage Soft Drinks...
   (FGD)1 Year Chart         FGD First Trust Dow Jones Globa... 59 New $23.27 $205,000 9,003 0.14% 205,000 9,003 0.051    N/A
   (WDIV)1 Year Chart         WDIV Spdr S&P Global Dividend 61 New $60.60 $201,000 3,358 0.14% 201,000 3,358 0.113    N/A
   (ICCM)1 Year Chart         ICCM Icecure Medical Ord Shs 62 New $0.00 $18,000 15,250 0.01% 18,000 15,250 0.048    N/A

      16 Records Found
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