Portfolio (Quarterly)
Guide ↗
Kingdom Financial Group LLC.
· CIK 0001962236| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 191.0 | $55K | 0.02% | -2.0 | -1.0% | $290.52 | -4.0% |
| 262 | LEG | LEGGETT & PLATT INC | Consumer Cyclical | 5,607.0 | $55K | 0.02% | -417.0 | -6.9% | $9.88 | -6.9% |
| 263 | FRT | FEDERAL RLTY INVT TR NEW | Real Estate | 518.0 | $55K | 0.02% | -45.0 | -8.0% | $106.15 | +2.6% |
| 264 | SCHG | SCHWAB STRATEGIC TR | — | 1,879.0 | $55K | 0.02% | +373.0 | +24.8% | $29.13 | +23.4% |
| 265 | BEN | FRANKLIN RESOURCES INC | Financial Services | 2,301.0 | $54K | 0.02% | -298.0 | -11.5% | $23.62 | +37.8% |
| 266 | EEM | ISHARES TR | — | 947.0 | $54K | 0.01% | NEW | — | $56.79 | +18.6% |
| 267 | JULT | AIM ETF PRODUCTS TRUST | — | 1,220.0 | $54K | 0.01% | — | — | $43.96 | +11.1% |
| 268 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 552.0 | $53K | 0.01% | +133.0 | +31.7% | $96.54 | +2.4% |
| 269 | XEL | XCEL ENERGY INC | Utilities | 670.0 | $53K | 0.01% | +488.0 | +268.1% | $79.49 | -11.5% |
| 270 | NVO | NOVO-NORDISK A S | Healthcare | 1,441.0 | $53K | 0.01% | +640.0 | +79.9% | $36.75 | +4.0% |
| 271 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 402.0 | $53K | 0.01% | NEW | — | $131.08 | -9.3% |
| 272 | — | FS SPECIALTY LENDING FD | — | 4,021.0 | $50K | 0.01% | +51.0 | +1.3% | $12.51 | — |
| 273 | ARKQ | ARK ETF TR | — | 445.0 | $50K | 0.01% | — | — | $112.49 | +7.8% |
| 274 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 1,358.0 | $50K | 0.01% | — | — | $36.81 | +23.3% |
| 275 | WELL | WELLTOWER INC | Real Estate | 248.0 | $49K | 0.01% | NEW | — | $197.71 | +17.4% |
| 276 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 638.0 | $49K | 0.01% | +537.0 | +531.7% | $76.11 | -26.5% |
| 277 | VGT | VANGUARD WORLD FD | — | 69.0 | $48K | 0.01% | +33.0 | +91.7% | $697.61 | -82.1% |
| 278 | FPE | FIRST TR EXCH TRADED FD III | — | 2,686.0 | $48K | 0.01% | NEW | — | $17.75 | -3.7% |
| 279 | ARTY | ISHARES TR | — | 1,019.0 | $47K | 0.01% | -10K | -90.8% | $46.53 | +68.7% |
| 280 | APP | APPLOVIN CORP | Technology | 118.0 | $47K | 0.01% | -268.0 | -69.4% | $398.00 | -22.9% |
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%