Portfolio (Quarterly)
Guide ↗
Kingdom Financial Group LLC.
· CIK 0001962236| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | QGRO | AMERICAN CENTY ETF TR | — | 350.0 | $40K | 0.01% | NEW | — | $114.36 | +0.2% |
| 282 | BOTZ | GLOBAL X FDS | — | 1,091.0 | $40K | 0.01% | NEW | — | $36.22 | -5.0% |
| 283 | AVLV | AMERICAN CENTY ETF TR | — | 515.0 | $39K | 0.01% | NEW | — | $75.74 | +21.0% |
| 284 | NUBD | NUSHARES ETF TR | — | 1,744.0 | $39K | 0.01% | NEW | — | $22.36 | -1.8% |
| 285 | IWM | ISHARES TR | — | 156.0 | $38K | 0.01% | NEW | — | $245.99 | +19.5% |
| 286 | PDP | INVESCO EXCHANGE TRADED FD T | — | 328.0 | $38K | 0.01% | NEW | — | $116.41 | +16.0% |
| 287 | JAAA | JANUS DETROIT STR TR | — | 743.0 | $38K | 0.01% | NEW | — | $50.58 | +0.0% |
| 288 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 959.0 | $37K | 0.01% | NEW | — | $38.99 | -25.3% |
| 289 | NULG | NUSHARES ETF TR | — | 378.0 | $37K | 0.01% | NEW | — | $97.81 | +14.7% |
| 290 | DGRO | ISHARES TR | — | 531.0 | $37K | 0.01% | NEW | — | $69.38 | +11.2% |
| 291 | RNR | RENAISSANCERE HLDGS LTD | Financial Services | 129.0 | $36K | 0.01% | NEW | — | $281.49 | +14.8% |
| 292 | PGR | PROGRESSIVE CORP | Financial Services | 151.0 | $34K | 0.01% | NEW | — | $227.34 | -8.5% |
| 293 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 123.0 | $34K | 0.01% | NEW | — | $278.92 | +2.9% |
| 294 | SPSM | SPDR SERIES TRUST | — | 731.0 | $34K | 0.01% | NEW | — | $46.85 | +21.2% |
| 295 | SO | SOUTHERN CO | Utilities | 383.0 | $33K | 0.01% | NEW | — | $87.31 | +9.2% |
| 296 | PAYX | PAYCHEX INC | Industrials | 297.0 | $33K | 0.01% | NEW | — | $112.29 | +1.9% |
| 297 | DUK | DUKE ENERGY CORP NEW | Utilities | 283.0 | $33K | 0.01% | NEW | — | $117.33 | +6.5% |
| 298 | MCK | MCKESSON CORP | Healthcare | 40.0 | $33K | 0.01% | NEW | — | $829.02 | +1.5% |
| 299 | SPTM | SPDR SERIES TRUST | — | 395.0 | $33K | 0.01% | NEW | — | $82.50 | +9.4% |
| 300 | PULS | PGIM ETF TR | — | 654.0 | $32K | 0.01% | NEW | — | $49.56 | +0.2% |
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%