Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Kingdom Financial Group LLC.
  City: PEORIA
  State: AZ
  Zip: 85022
   
Achive data
  View Filing Period:
  
 
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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 20     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 18 - $147.08 $1,240,000 7,838 0.87% -209,000 -1,406 0    Drug Manufacturers - ...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 20 - $112.75 $1,085,000 9,332 0.76% -68,000 -2,199 0    Integrated Oil & Gas
   (AAPL)1 Year Chart         AAPL Apple Inc 21 - $196.89 $1,084,000 6,319 0.76% -1,113,000 -5,091 0    Personal Computers
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 22 - $490.69 $926,000 1,872 0.65% -242,000 -346 0    Health Care Plans
   (MSFT)1 Year Chart         MSFT Microsoft Corp 23 - $423.85 $775,000 1,841 0.54% -640,000 -1,922 0    Application Software
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 24 - $184.30 $681,000 3,776 0.48% -298,000 -2,667 0    Internet Software & S...
   (CHRW)1 Year Chart         CHRW CH Robinson Worldwide Inc 25 - $86.98 $678,000 8,907 0.48% -138,000 -539 0.007    AirDelivery & Freight...
   (CVX)1 Year Chart         CVX Chevron Corp 26 - $156.08 $651,000 4,130 0.46% -199,000 -1,571 0    Integrated Oil & Gas
   (TLO)1 Year Chart         TLO Talon Metals Corp 31 - $27.10 $465,000 16,653 0.33% -41,000 -770 0.003    Closed - End Fund - E...
   (GD)1 Year Chart         GD General Dynamics Corp 33 - $299.14 $455,000 1,611 0.32% -7,000 -169 0.001    Aerospace/Defense - M...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 36 - $413.72 $403,000 959 0.28% -215,000 -775 0    Property & Casualty I...
   (IAUM)1 Year Chart         IAUM Ishares Gold Trust Micro 39 - $0.00 $349,000 15,742 0.25% -158,000 -8,873 0.031    N/A
   (HON)1 Year Chart         HON Honeywell International Inc 41 - $208.78 $348,000 1,694 0.24% -179,000 -820 0    Conglomerates
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 42 - $536.73 $347,000 660 0.24% -48,000 -168 0    Closed - End Fund - E...
   (AZBJ)1 Year Chart         AZBJ Allianzim Us Large Cap Buff... 43 - $0.00 $326,000 10,382 0.23% -35,000 -1,529 0.012    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 44 - $177.81 $324,000 1,841 0.23% -237,000 -417 0    Auto Manufacturers
   (SO)1 Year Chart         SO Southern Co 46 - $77.94 $283,000 3,950 0.2% -60,000 -941 0    Electric Utilities
   (PG)1 Year Chart         PG Procter & Gamble Co 48 - $167.06 $274,000 1,690 0.19% -67,000 -636 0    Cleaning Products
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 51 - $199.95 $242,000 1,209 0.17% -386,000 -2,482 0    Domestic Money Center...
   (IBM)1 Year Chart         IBM International Business Mach... 55 - $170.01 $229,000 1,198 0.16% 20,000 -80 0    Diversified Computer ...

      20 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results