Portfolio (Quarterly)
Guide ↗
Kingdom Financial Group LLC.
· CIK 0001962236| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 535.0 | $77K | 0.02% | NEW | — | $143.41 | +4.6% |
| 222 | JUNT | AIM ETF PRODUCTS TRUST | — | 2,100.0 | $76K | 0.02% | NEW | — | $36.34 | +3.8% |
| 223 | IVT | INVENTRUST PPTYS CORP | Real Estate | 2,609.0 | $74K | 0.02% | NEW | — | $28.21 | +30.2% |
| 224 | NFLX | NETFLIX INC | Communication Services | 778.0 | $73K | 0.02% | NEW | — | $93.76 | -26.5% |
| 225 | CAT | CATERPILLAR INC | Industrials | 126.0 | $72K | 0.02% | NEW | — | $574.23 | +53.3% |
| 226 | GLD | SPDR GOLD TR | Financial Services | 182.0 | $72K | 0.02% | NEW | — | $396.31 | -7.0% |
| 227 | IEFA | ISHARES TR | — | 806.0 | $72K | 0.02% | NEW | — | $89.45 | +7.6% |
| 228 | CAH | CARDINAL HEALTH INC | Healthcare | 351.0 | $72K | 0.02% | NEW | — | $205.40 | +11.3% |
| 229 | LEG | LEGGETT & PLATT INC | Consumer Cyclical | 6,024.0 | $66K | 0.02% | NEW | — | $11.00 | +0.3% |
| 230 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 1,358.0 | $65K | 0.02% | NEW | — | $47.56 | -26.8% |
| 231 | ICVT | ISHARES TR | — | 651.0 | $64K | 0.02% | NEW | — | $98.56 | +15.4% |
| 232 | SYSB | ISHARES TR | — | 702.0 | $63K | 0.02% | NEW | — | $89.73 | -2.0% |
| 233 | BEN | FRANKLIN RESOURCES INC | Financial Services | 2,599.0 | $62K | 0.02% | NEW | — | $23.89 | +36.6% |
| 234 | GJUL | FIRST TR EXCHNG TRADED FD VI | — | 1,495.0 | $62K | 0.02% | NEW | — | $41.33 | +5.8% |
| 235 | AVMC | AMERICAN CENTY ETF TR | — | 872.0 | $62K | 0.02% | NEW | — | $70.62 | +11.8% |
| 236 | JANT | AIM ETF PRODUCTS TRUST | — | 1,486.0 | $61K | 0.02% | NEW | — | $41.23 | +6.8% |
| 237 | VNQ | VANGUARD INDEX FDS | — | 668.0 | $59K | 0.02% | NEW | — | $88.44 | +13.1% |
| 238 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 1,027.0 | $59K | 0.02% | NEW | — | $57.47 | +49.5% |
| 239 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 97.0 | $58K | 0.02% | NEW | — | $601.87 | +14.4% |
| 240 | VO | VANGUARD INDEX FDS | — | 201.0 | $58K | 0.02% | NEW | — | $290.20 | -72.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
25.7%
Financial Services
20.3%
Industrials
20.0%
Utilities
9.6%
Healthcare
4.7%
Consumer Defensive
4.5%
Real Estate
3.9%
Energy
3.7%
Consumer Cyclical
3.6%
Communication Services
3.5%