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 : 2023-12-31
  Total Value : $114,717,000
  Total Value Change : $8,562,000
  Securities Held Change : 1
   
All Securities Held : 74
  New Positions : 10
  Closed Positions : 10
  Increased Positions : 25
  Unchanged Positions : 0
  Decreased Positions : 39

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

   
Holdings Found : 24     View All Holdings Currently Viewing:  Increased 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
   (VNLA)1 Year Chart         VNLA Janus Short Duration Income... 13 - $48.38 $3,140,000 64,981 2.74% 2,805,000 58,003 0.119    N/A
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 15 - $112.01 $2,188,000 20,948 1.91% 1,132,000 9,387 0.003    Closed - End Fund - E...
   (ILTB)1 Year Chart         ILTB iShares Core Long Term US 22 - $49.80 $1,124,000 21,370 0.98% 395,000 5,944 0.304    Closed - End Fund - Debt
   (CBND)1 Year Chart         CBND Spdr Barclays Capital Issue... 23 - $28.71 $1,114,000 37,875 0.97% 369,000 10,874 0.042    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 26 - $184.70 $979,000 6,443 0.85% 193,000 262 0    Internet Software & S...
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 27 - $62.27 $901,000 16,111 0.79% 191,000 1,985 0.002    Closed - End Fund - E...
   (AGGY)1 Year Chart         AGGY Wisdomtree Trust 28 - $0.00 $872,000 19,808 0.76% 300,000 6,039 0.08    N/A
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 31 - $0.00 $757,000 32,869 0.66% 178,000 6,617 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 35 - $416.94 $618,000 1,734 0.54% 38,000 78 0    Property & Casualty I...
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 36 - $51.11 $611,000 11,921 0.53% 161,000 2,898 0.001    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 38 - $177.81 $561,000 2,258 0.49% 16,000 79 0    Auto Manufacturers
   (SKOR)1 Year Chart         SKOR Flexshares Credit Scored Us... 41 - $0.00 $514,000 10,706 0.45% 129,000 2,335 0.119    N/A
   (IAUM)1 Year Chart         IAUM Ishares Gold Trust Micro 42 - $0.00 $507,000 24,615 0.44% 108,000 2,988 0.054    N/A
   (TLO)1 Year Chart         TLO Talon Metals Corp 43 - $27.08 $506,000 17,423 0.44% 107,000 2,184 0.003    Closed - End Fund - E...
   (GD)1 Year Chart         GD General Dynamics Corp 44 - $299.02 $462,000 1,780 0.4% 89,000 90 0.001    Aerospace/Defense - M...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 46 - $532.13 $395,000 828 0.34% 121,000 190 0    Closed - End Fund - E...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 47 - $0.00 $386,000 2,620 0.34% 73,000 243 0    N/A
   (CMBS)1 Year Chart         CMBS iShares Barclays Cmbs Bond ... 48 - $46.11 $377,000 8,065 0.33% 111,000 2,154 0.009    N/A
   (FLDR)1 Year Chart         FLDR Fidelity Low Duration Bond ... 53 - $0.00 $338,000 6,778 0.29% 108,000 2,137 0.142    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 55 - $770.00 $333,000 571 0.29% 81,000 102 0    Drug Manufacturers - ...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 56 - $1,395.29 $322,000 288 0.28% 102,000 23 0    Semiconductor- Broad...
   (FIDU)1 Year Chart         FIDU Fidelity MSCI Industrials I... 58 - $67.24 $283,000 4,619 0.25% 60,000 500 0.044    N/A
   (FMAT)1 Year Chart         FMAT Fidelity Msci Materials Index 65 - $52.08 $247,000 5,061 0.22% 247,000 5,061 0.09    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 67 - $49.56 $229,000 4,780 0.2% 21,000 15 0    Closed - End Fund - F...

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