• 13F History

Kingdom Financial Group LLC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$146M
Signature - Title
Brett Pohl - Chief Compliance Officer
Location
Peoria, AZ
Summary
This page shows a list of all the recent 13F filings made by Kingdom Financial Group LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kingdom Financial Group LLC. reported 50 stock holdings with total value $146M as of Q4 2024. Top holdings included IWY, MUB, IWX, VMBS, and USIG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 50 $146M +$11.1M -$7.77M +$3.31M IWY, MUB, IWX, VMBS, USIG 13F-HR 2/10/2025, 02:47 PM
Q3 2024 49 $125M +$3.79M -$10.5M -$6.7M MUB, IWX, VMBS, USIG, VOO 13F-HR 11/12/2024, 12:05 PM
Q2 2024 52 $148M +$14.3M -$10.4M +$3.85M IWY, MUB, IWX, VMBS, USIG 13F-HR 8/6/2024, 05:41 PM
Q1 2024 62 $142M +$45.6M -$22M +$23.6M IWY, MUB, IWX, VMBS, VOO 13F-HR 5/15/2024, 01:24 PM
Q4 2023 74 $115M +$10.8M -$10.2M +$644K MUB, IWY, IWX, VMBS, USIG 13F-HR 1/17/2024, 10:01 AM
Q3 2023 73 $106M +$9.82M -$858K +$8.97M MUB, IWY, IWX, VMBS, USIG 13F-HR 10/16/2023, 10:18 AM
Q2 2023 63 $102M MUB, IWY, IWX, VMBS, USIG 13F-HR 7/31/2023, 01:27 PM