Portfolio (Quarterly)
Guide ↗
Kingdom Financial Group LLC.
· CIK 0001962236| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 541 | GEOS | GEOSPACE TECHNOLOGIES CORP | Energy | 194.0 | $3K | 0.00% | NEW | — | $16.91 | -59.8% |
| 542 | — | ELEVATION SERIES TRUST | — | 137.0 | $3K | 0.00% | NEW | — | $23.78 | — |
| 543 | KR | KROGER CO | Consumer Defensive | 52.0 | $3K | 0.00% | NEW | — | $62.33 | -5.6% |
| 544 | OXY | OCCIDENTAL PETE CORP | Energy | 78.0 | $3K | 0.00% | NEW | — | $41.23 | +33.1% |
| 545 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 20.0 | $3K | 0.00% | NEW | — | $160.40 | +45.8% |
| 546 | BIL | SPDR SERIES TRUST | — | 35.0 | $3K | 0.00% | NEW | — | $91.37 | +0.2% |
| 547 | FDX | FEDEX CORP | Industrials | 11.0 | $3K | 0.00% | NEW | — | $288.82 | +8.4% |
| 548 | SYY | SYSCO CORP | Consumer Defensive | 43.0 | $3K | 0.00% | NEW | — | $73.70 | +10.8% |
| 549 | PRU | PRUDENTIAL FINL INC | Financial Services | 27.0 | $3K | 0.00% | NEW | — | $112.89 | +5.5% |
| 550 | CRM | SALESFORCE INC | Technology | 11.0 | $3K | 0.00% | NEW | — | $274.18 | -37.7% |
| 551 | LRNZ | ELEVATION SERIES TRUST | — | 63.0 | $3K | 0.00% | NEW | — | $47.65 | +25.6% |
| 552 | EEMV | ISHARES INC | — | 47.0 | $3K | 0.00% | NEW | — | $63.64 | +11.5% |
| 553 | LIT | GLOBAL X FDS | — | 46.0 | $3K | 0.00% | NEW | — | $64.26 | +6.4% |
| 554 | UBER | UBER TECHNOLOGIES INC | Technology | 36.0 | $3K | 0.00% | NEW | — | $81.72 | -11.3% |
| 555 | TWLO | TWILIO INC | Communication Services | 20.0 | $3K | 0.00% | NEW | — | $142.25 | +45.4% |
| 556 | APPF | APPFOLIO INC | Technology | 12.0 | $3K | 0.00% | NEW | — | $232.67 | -22.8% |
| 557 | EBAY | EBAY INC. | Consumer Cyclical | 32.0 | $3K | 0.00% | NEW | — | $87.22 | +28.5% |
| 558 | SYF | SYNCHRONY FINANCIAL | Financial Services | 33.0 | $3K | 0.00% | NEW | — | $83.55 | -11.9% |
| 559 | — | AIM ETF PRODUCTS TRUST | — | 107.0 | $3K | 0.00% | NEW | — | $25.70 | — |
| 560 | WD | WALKER & DUNLOP INC | Financial Services | 45.0 | $3K | 0.00% | NEW | — | $60.16 | -16.7% |
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%