Portfolio (Quarterly)
Guide ↗
Kingdom Financial Group LLC.
· CIK 0001962236| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | FIVA | FIDELITY COVINGTON TRUST | — | 39 | $1K | — | SOLD |
| 62 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 18 | $1K | — | SOLD |
| 63 | AXON | AXON ENTERPRISE INC | Industrials | 2 | $1K | — | SOLD |
| 64 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 22 | $1K | — | SOLD |
| 65 | FSMD | FIDELITY COVINGTON TRUST | — | 22 | $974.0 | — | SOLD |
| 66 | PMTS | CPI CARD GROUP INC | Financial Services | 46 | $675.0 | — | SOLD |
| 67 | BOND | PIMCO ETF TR | — | 7 | $652.0 | — | SOLD |
| 68 | TCBX | THIRD COAST BANCSHARES INC | Financial Services | 15 | $570.0 | — | SOLD |
| 69 | ILCG | ISHARES TR | — | 5 | $520.0 | — | SOLD |
| 70 | FIDU | FIDELITY COVINGTON TRUST | — | 6 | $504.0 | — | SOLD |
| 71 | FMAT | FIDELITY COVINGTON TRUST | — | 8 | $435.0 | — | SOLD |
| 72 | CVE | CENOVUS ENERGY INC | Energy | 25 | $426.0 | — | SOLD |
| 73 | UNP | UNION PAC CORP | Industrials | 1 | $237.0 | — | SOLD |
| 74 | OMC | OMNICOM GROUP INC | Communication Services | 2 | $162.0 | — | SOLD |
| 75 | GIS | GENERAL MLS INC | Consumer Defensive | 3 | $140.0 | — | SOLD |
| 76 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 8 | $139.0 | — | SOLD |
| 77 | ILMN | ILLUMINA INC | Healthcare | 1 | $131.0 | — | SOLD |
| 78 | — | ASTRAZENECA PLC | — | — | $40.0 | — | SOLD |
| 79 | — | OLYMPIC STEEL INC | — | — | $11.0 | — | SOLD |
| 80 | — | VICARIOUS SURGICAL INC | — | 3 | $7.0 | — | SOLD |
Sector Allocation
Technology
27.4%
Financial Services
19.6%
Industrials
18.5%
Utilities
9.6%
Healthcare
4.8%
Energy
4.7%
Consumer Defensive
4.2%
Real Estate
3.8%
Consumer Cyclical
3.3%
Communication Services
2.7%