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Asset Manager ← All Institutions

Kingdom Financial Group LLC.

Q2 2025 · Filed 2025-08-11
Market Value
$113M
-17.2%
Holdings
71
+19
New Purchases
26
Added To
8
Closed
20
Reduced
17
Top 10 Concentration
79.6%
Turnover
64.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCEC 38.91% 0.00% +38.91% $44M
V 2.78% 0.00% +2.78% $3M
VNLA 1.29% 0.00% +1.29% $1M
NVDA 1.07% 0.00% +1.07% $1M
AAPL 1.50% 0.77% +0.72% $2M
JPM 0.55% 0.00% +0.55% $624K
MSFT 0.89% 0.35% +0.54% $1M
GOVT 0.54% 0.00% +0.54% $606K
AVIG 0.53% 0.00% +0.53% $602K
ILTB 0.51% 0.00% +0.51% $575K
META 0.51% 0.00% +0.51% $574K
UNH 0.68% 0.17% +0.51% $762K
SKOR 0.49% 0.00% +0.49% $556K
SPBO 0.46% 0.00% +0.46% $517K
GOOGL 0.46% 0.00% +0.46% $515K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VMBS 0.00% 7.64% -7.64% $0
USIG 0.00% 7.26% -7.26% $0
VOO 0.66% 6.43% -5.78% $743K
MUB 5.12% 10.50% -5.38% $6M
VGIT 0.00% 5.20% -5.20% $0
VGSH 0.52% 4.60% -4.08% $587K
IWX 6.48% 9.26% -2.78% $7M
IWY 11.09% 13.43% -2.35% $13M
VGLT 0.00% 2.32% -2.32% $0
IEMG 2.22% 4.27% -2.05% $3M
EFV 3.90% 5.45% -1.55% $4M
EFG 3.79% 4.71% -0.92% $4M
IDEV 0.00% 0.78% -0.78% $0
JNJ 0.18% 0.86% -0.68% $206K
IWP 1.66% 2.25% -0.59% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 21 $13M 11.3%
Large Cap 29 $40M 35.2%
Mid Cap 4 $9M 8.0%
Small Cap 12 $49M 43.3%
Micro Cap 5 $3M 2.3%

Portfolio Analytics

Avg Market Cap
$535.0B
Median Market Cap
$29.6B
Avg P/E
27.1
Median P/E
28.3
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
22
# ETFs / Funds
49

Top Holdings (71 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCEC 38.91% 1,739,013 $44M $25.27 +1,739,013 NEW
2 IWY 11.09% 50,793 $13M $246.51 -$6M -36,069 -41.5%
3 IWX 6.48% 86,942 $7M $84.19 -$5M -66,853 -43.5%
4 MUB 5.12% 55,332 $6M $104.48 -$9M -80,471 -59.3%
5 EFV 3.90% 69,340 $4M $63.48 -$3M -56,827 -45.0%
6 EFG 3.79% 38,211 $4M $112.00 -$2M -26,019 -40.5%
7 IWS 3.60% 30,768 $4M $132.14 -$1M -12,647 -29.1%
8 V 2.78% 8,845 $3M $355.09 +8,845 NEW
9 IEMG 2.22% 41,859 $3M $60.03 -$3M -66,077 -61.2%
10 IWP 1.66% 13,525 $2M $138.69 -$1M -12,625 -48.3%
11 AAPL 1.50% 8,237 $2M $205.15 $635K +3,488 +73.5%
12 VNLA 1.29% 29,700 $1M $49.20 +29,700 NEW
13 VTWO 1.20% 15,533 $1M $87.22 -$434K -6,641 -29.9%
14 NVDA 1.07% 7,682 $1M $158.00 +7,682 NEW
15 MSFT 0.89% 2,023 $1M $497.60 $534K +764 +60.7%
16 AMZN 0.68% 3,497 $767K $219.39 $324K +1,170 +50.3%
17 UNH 0.68% 2,444 $762K $311.96 $532K +2,005 +456.7%
18 VOO 0.66% 1,307 $743K $568.13 -$8M -15,774 -92.3%
19 DECW 0.65% 23,391 $739K $31.60 -$179K -7,272 -23.7%
20 AZBO 0.62% 19,017 $704K $37.01 $396K +10,254 +117.0%
21 SPLG 0.59% 9,101 $662K $72.69 -$230K -4,461 -32.9%
22 JPM 0.55% 2,154 $624K $289.88 +2,154 NEW
23 GOVT 0.54% 26,379 $606K $22.98 +26,379 NEW
24 AVIG 0.53% 14,464 $602K $41.62 +14,464 NEW
25 VGSH 0.52% 9,992 $587K $58.78 -$6M -96,986 -90.7%
26 TUA 0.52% 26,481 $583K $22.03 -$89K -4,119 -13.5%
27 ILTB 0.51% 11,640 $575K $49.42 +11,640 NEW
28 META 0.51% 778 $574K $738.17 +778 NEW
29 SKOR 0.49% 11,392 $556K $48.78 +11,392 NEW
30 AZBJ 0.48% 15,598 $545K $34.93 -$301K -9,880 -38.8%
31 SIXO 0.46% 15,852 $525K $33.11 $138K +3,595 +29.3%
32 SPBO 0.46% 17,693 $517K $29.22 +17,693 NEW
33 GOOGL 0.46% 2,923 $515K $176.33 +2,923 NEW
34 JAAA 0.44% 9,788 $497K $50.75 +9,788 NEW
35 BILZ 0.42% 4,717 $477K $101.21 +4,717 NEW
36 GDEC 0.39% 12,623 $444K $35.16 $210K +5,551 +78.5%
37 AVGO 0.36% 1,485 $410K $275.85 +1,485 NEW
38 MINT 0.33% 3,732 $375K $100.53 +3,732 NEW
39 TYA 0.30% 25,439 $343K $13.49 $127K +9,068 +55.4%
40 SPY 0.25% 454 $280K $617.72 +454 NEW
41 FLDR 0.21% 4,797 $240K $50.08 +4,797 NEW
42 GOOG 0.21% 1,335 $237K $177.33 +1,335 NEW
43 XONE 0.21% 4,671 $232K $49.63 +4,671 NEW
44 CMBS 0.20% 4,597 $224K $48.71 +4,597 NEW
45 ORCL 0.20% 1,018 $223K $218.69 +1,018 NEW
46 FIDU 0.19% 2,762 $214K $77.56 +2,762 NEW
47 XOM 0.19% 1,976 $213K $107.74 -$740K -6,037 -75.3%
48 JNJ 0.18% 1,348 $206K $152.68 -$966K -5,718 -80.9%
49 WFC 0.18% 2,550 $204K $80.11 +2,550 NEW
50 ET 0.17% 10,502 $190K $18.13 +10,502 NEW
51 BTZ 0.15% 15,745 $172K $10.92 +15,745 NEW
52 SO —% -$228K -2,485 -100.0% SOLD
53 VGIT —% -$7M -119,401 -100.0% SOLD
54 GE —% -$409K -2,044 -100.0% SOLD
55 VMBS —% -$10M -224,907 -100.0% SOLD
56 USIG —% -$10M -193,777 -100.0% SOLD
57 BRK-B —% -$395K -742 -100.0% SOLD
58 SPTL —% -$349K -12,794 -100.0% SOLD
59 AGG —% -$724K -7,323 -100.0% SOLD
60 TLT —% -$210K -2,303 -100.0% SOLD
61 IUSB —% -$464K -10,064 -100.0% SOLD
62 IAUM —% -$278K -8,925 -100.0% SOLD
63 USMV —% -$234K -2,496 -100.0% SOLD
64 QUAL —% -$379K -2,218 -100.0% SOLD
65 CVX —% -$504K -3,012 -100.0% SOLD
66 IVW —% -$301K -3,240 -100.0% SOLD
67 VEA —% -$224K -4,399 -100.0% SOLD
68 ALL —% -$278K -1,343 -100.0% SOLD
69 CHRW —% -$647K -6,316 -100.0% SOLD
70 IDEV —% -$1M -15,506 -100.0% SOLD
71 VGLT —% -$3M -54,981 -100.0% SOLD

New Positions

SymbolValue% Port
SCEC $44M 38.91%
V $3M 2.78%
VNLA $1M 1.29%
NVDA $1M 1.07%
JPM $624K 0.55%
GOVT $606K 0.54%
AVIG $602K 0.53%
ILTB $575K 0.51%
META $574K 0.51%
SKOR $556K 0.49%
SPBO $517K 0.46%
GOOGL $515K 0.46%
JAAA $497K 0.44%
BILZ $477K 0.42%
AVGO $410K 0.36%

Sold Out Positions

SymbolValue% Port
CVX —%
ALL —%
GE —%
SO —%
CHRW —%
USMV —%
VEA —%
AGG —%
SPTL —%
USIG —%
IDEV —%
TLT —%
IAUM —%
IVW —%
IUSB —%
View SEC EDGAR Filings for Kingdom Financial Group LLC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms