Portfolio (Quarterly)
Guide ↗
Kingdom Financial Group LLC.
· CIK 0001962236| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | — | BLACKROCK ETF TRUST | — | 2,406.0 | $66K | 0.02% | NEW | — | $27.29 | — |
| 242 | BLCR | BLACKROCK ETF TRUST | — | 1,586.0 | $65K | 0.02% | NEW | — | $41.06 | +19.3% |
| 243 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | — | 1,630.0 | $64K | 0.02% | -208.0 | -11.3% | $39.46 | +15.4% |
| 244 | AVMC | AMERICAN CENTY ETF TR | — | 874.0 | $63K | 0.02% | — | — | $72.20 | +5.9% |
| 245 | SYSB | ISHARES TR | — | 702.0 | $62K | 0.02% | — | — | $88.98 | -5.4% |
| 246 | — | BERKSHIRE HATHAWAY INC DEL | — | 127.0 | $61K | 0.02% | +73.0 | +135.2% | $479.20 | — |
| 247 | RSP | INVESCO EXCHANGE TRADED FD T | — | 315.0 | $60K | 0.02% | +249.0 | +377.3% | $191.95 | +8.8% |
| 248 | EFA | ISHARES TR | — | 621.0 | $60K | 0.02% | NEW | — | $97.13 | +7.4% |
| 249 | CAH | CARDINAL HEALTH INC | Healthcare | 284.0 | $60K | 0.02% | -67.0 | -19.1% | $210.97 | +5.0% |
| 250 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 819.0 | $60K | 0.02% | -208.0 | -20.2% | $72.72 | +9.8% |
| 251 | BND | VANGUARD BD INDEX FDS | — | 796.0 | $59K | 0.02% | +212.0 | +36.3% | $73.66 | -4.8% |
| 252 | JANT | AIM ETF PRODUCTS TRUST | — | 1,447.0 | $58K | 0.02% | -39.0 | -2.6% | $40.12 | +12.8% |
| 253 | TYA | SIMPLIFY EXCHANGE TRADED FUN | — | 4,399.0 | $58K | 0.02% | -4K | -50.0% | $13.13 | -16.6% |
| 254 | PEP | PEPSICO INC | Consumer Defensive | 371.0 | $58K | 0.02% | -2.0 | -0.5% | $155.12 | -17.2% |
| 255 | AMD | ADVANCED MICRO DEVICES INC | Technology | 282.0 | $57K | 0.02% | +53.0 | +23.1% | $203.43 | +200.8% |
| 256 | TGT | TARGET CORP | Consumer Defensive | 472.0 | $57K | 0.02% | -54.0 | -10.3% | $121.28 | +29.3% |
| 257 | IGEB | ISHARES TR | — | 1,263.0 | $57K | 0.02% | NEW | — | $45.06 | -5.1% |
| 258 | ZROZ | PIMCO ETF TR | — | 887.0 | $57K | 0.02% | +32.0 | +3.7% | $63.98 | -15.2% |
| 259 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 696.0 | $56K | 0.02% | +5.0 | +0.7% | $80.97 | -16.8% |
| 260 | NOC | NORTHROP GRUMMAN CORP | Industrials | 82.0 | $56K | 0.02% | — | — | $683.13 | -26.1% |
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
27.9%
Financial Services
19.8%
Industrials
18.7%
Utilities
9.7%
Healthcare
4.9%
Energy
4.7%
Consumer Defensive
4.3%
Consumer Cyclical
3.3%
Real Estate
2.9%
Communication Services
2.4%