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Kingdom Financial Group LLC.

Q3 2023 · 13F-HR

Kingdom Financial Group LLC.holdings as filed

Filed 2023-10-16 · accession 0001962236-23-000002

$106.2M
Reported value
73
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288414MUBISHARES TR$12.6M11.9%122,794CommonNONE
464289438IWYISHARES TR$10.1M9.52%65,691CommonNONE
464289420IWXISHARES TR$6.7M6.28%102,047CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$6.5M6.14%148,904CommonNONE
464288620USIGISHARES TR$6.0M5.64%124,485CommonNONE
922908363VOOVANGUARD INDEX FDS$5.6M5.29%14,298CommonNONE
46434G103IEMGISHARES INC$4.2M3.92%87,499CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$4.0M3.72%68,635CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$3.9M3.66%67,980CommonNONE
464287473IWSISHARES TR$3.6M3.36%34,201CommonNONE
464288877EFVISHARES TR$3.5M3.29%71,319CommonNONE
464288885EFGISHARES TR$3.3M3.13%38,499CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2.4M2.22%32,968CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$2.1M1.99%65,890CommonNONE
037833100AAPLAPPLE INC$2.0M1.85%11,464CommonNONE
92206C847VGLTVANGUARD SCOTTSDALE FDS$1.6M1.49%28,422CommonNONE
478160104JNJJOHNSON JOHNSON$1.4M1.36%9,268CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M1.32%11,891CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M1.30%2,729CommonNONE
594918104MSFTMICROSOFT CORP$1.3M1.18%3,963CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M1.01%6,365CommonNONE
464287481IWPISHARES TR$1.1M0.99%11,561CommonNONE
46435G326IDEVISHARES TR$934,8850.88%16,041CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$817,2990.77%9,489CommonNONE
023135106AMZNAMAZON COM INC$785,7290.74%6,181CommonNONE
78464A144SPBOSPDR SER TR$744,6810.70%27,001CommonNONE
464287226AGGISHARES TR$743,6680.70%7,908CommonNONE
464289479ILTBISHARES TR$728,8580.69%15,426CommonNONE
78464A854SPYMSPDR SER TR$709,9540.67%14,126CommonNONE
742718109PGPROCTER AND GAMBLE CO$624,1580.59%4,279CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$580,0970.55%1,656CommonNONE
46429B267GOVTISHARES TR$578,5940.55%26,252CommonNONE
97717X511AGGYWISDOMTREE TR$571,5420.54%13,769CommonNONE
02079K305GOOGLALPHABET INC$571,0730.54%4,364CommonNONE
67066G104NVDANVIDIA CORPORATION$567,8100.53%1,305CommonNONE
88160R101TSLATESLA INC$545,2290.51%2,179CommonNONE
46625H100JPMJPMORGAN CHASE CO$535,0710.50%3,690CommonNONE
438516106HONHONEYWELL INTL INC$518,6770.49%2,808CommonNONE
464288646IGSBISHARES TR$449,6230.42%9,023CommonNONE
46436F103IAUMISHARES GOLD TR$399,0180.38%21,627CommonNONE
78464A664SPTLSPDR SER TR$398,5030.38%15,239CommonNONE
33939L761SKORFLEXSHARES TR$385,1320.36%8,371CommonNONE
369550108GDGENERAL DYNAMICS CORP$373,3640.35%1,690CommonNONE
713448108PEPPEPSICO INC$369,5730.35%2,181CommonNONE
30040W108ESEVERSOURCE ENERGY$360,5450.34%6,200CommonNONE
00287Y109ABBVABBVIE INC$351,3950.33%2,357CommonNONE
580135101MCDMCDONALDS CORP$342,7590.32%1,301CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$335,1130.32%6,637CommonNONE
47103U886VNLAJANUS DETROIT STR TR$334,7130.32%6,978CommonNONE
842587107SOSOUTHERN CO$332,8260.31%5,143CommonNONE
46429B697USMVISHARES TR$330,7350.31%4,569CommonNONE
46434V860TFLOISHARES TR$321,5480.30%6,337CommonNONE
30303M102METAMETA PLATFORMS INC$318,8230.30%1,062CommonNONE
46432F339QUALISHARES TR$313,2870.30%2,377CommonNONE
437076102HDHOME DEPOT INC$302,0080.28%999CommonNONE
46434V613IUSBISHARES TR$300,3390.28%6,870CommonNONE
464287432TLTISHARES TR$296,5940.28%3,344CommonNONE
464287200IVVISHARES TR$274,1770.26%638CommonNONE
46429B366CMBSISHARES TR$266,2310.25%5,911CommonNONE
464288281EMBISHARES TR$259,0560.24%3,139CommonNONE
532457108LLYELI LILLY CO$251,9080.24%469CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$248,0250.23%4,943CommonNONE
46432F842IEFAISHARES TR$239,7340.23%3,725CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$229,8950.22%4,641CommonNONE
369604301GEGENERAL ELECTRIC CO$228,2590.22%2,065CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$222,9220.21%4,119CommonNONE
11135F101AVGOBROADCOM INC$219,8220.21%265CommonNONE
57636Q104MAMASTERCARD INCORPORATED$209,8490.20%530CommonNONE
921943858VEAVANGUARD TAX MANAGED FDS$208,3400.20%4,765CommonNONE
260557103DOWDOW INC$205,6680.19%3,989CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$205,5110.19%2,725CommonNONE
37950E291DIVGLOBAL X FDS$185,9790.18%11,484CommonNONE
00888H869SIXJAIM ETF PRODUCTS TRUST$45,6210.04%1,859CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.