Portfolio (Quarterly)
Guide ↗
Kingdom Financial Group LLC.
· CIK 0001962236| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 61 | $9K | 0.00% | SOLD |
| 62 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | Financial Services | 534 | $9K | 0.00% | SOLD |
| 63 | ABT | ABBOTT LABORATORIES | Healthcare | 75 | $8K | 0.00% | SOLD |
| 64 | DFIV | DIMENSIONAL ETF TRUST | — | 145 | $8K | 0.00% | SOLD |
| 65 | BMO | BANK MONTREAL MEDIUM | Financial Services | 54 | $7K | 0.00% | SOLD |
| 66 | BHP | BHP BILLITON LIMITED | Basic Materials | 97 | $7K | 0.00% | SOLD |
| 67 | — | INNOVATOR ETFS TRUST | — | 259 | $7K | 0.00% | SOLD |
| 68 | ING | ING GROEP N.V. | Financial Services | 257 | $7K | 0.00% | SOLD |
| 69 | IGM | ISHARES TR | — | 56 | $7K | 0.00% | SOLD |
| 70 | — | AIM ETF PRODUCTS TRUST | — | 234 | $7K | 0.00% | SOLD |
| 71 | PKST | PEAKSTONE REALTY TRUST | Real Estate | 297 | $6K | 0.00% | SOLD |
| 72 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 30 | $6K | 0.00% | SOLD |
| 73 | — | AIM ETF PRODUCTS TRUST | — | 219 | $6K | 0.00% | SOLD |
| 74 | — | AIM ETF PRODUCTS TRUST | — | 220 | $6K | 0.00% | SOLD |
| 75 | MLI | MUELLER INDS INC | Industrials | 54 | $6K | 0.00% | SOLD |
| 76 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 161 | $6K | 0.00% | SOLD |
| 77 | HYGV | FLEXSHARES TR | — | 141 | $6K | 0.00% | SOLD |
| 78 | RAVI | FLEXSHARES TR | — | 72 | $5K | 0.00% | SOLD |
| 79 | MMM | 3M CO | Industrials | 37 | $5K | 0.00% | SOLD |
| 80 | CCL | CARNIVAL CORP | Consumer Cyclical | 205 | $5K | 0.00% | SOLD |
Sector Allocation
Technology
33.2%
Financial Services
19.6%
Industrials
19.3%
Utilities
9.3%
Consumer Defensive
4.0%
Real Estate
3.7%
Healthcare
3.2%
Consumer Cyclical
3.0%
Communication Services
2.1%
Energy
1.6%