Kingdom-Financial-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "ALL", null, null, null, null, null, null, null, "MUB", "IVW", null, null, "IWS", null, "MSFT", "GE", "EFG", "VGIT", "VGSH", "IEMG", "UNH", "AAPL", null, null, "SPLG", null, null, null, "IWP", null, "AMZN", "VEA", "VGLT", "VTWO", "VOO", "SO", null, null, "BRK-B", "CHRW", "CVX", "USMV", "XOM", "JNJ", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-24
- Total Holdings
- 45
- Total Value
- 136416326
- Accession Number
- 0001962236-25-000002
- Form Type
- 13F-HR
- Manager Name
- Kingdom-Financial-Group
Data Enrichment
60% identified27 identified18 unidentified
Holdings
45 positions • $136.4M total value
Manager:
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82889N798
Shares:16.4K
Value:$216.6K
% of Portfolio:0.2% ($216.6K/$136.4M)
464287432
Shares:2.3K
Value:$209.6K
% of Portfolio:0.2% ($209.6K/$136.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 439 | All Managers (Combined) | $230.0K | 0.2% ($230.0K/$136.4M) | |||
SOUTHERN CO(SOcusip842587107) | 2.5K | All Managers (Combined) | $228.5K | 0.2% ($228.5K/$136.4M) | ||
| 4.4K | All Managers (Combined) | $223.6K | 0.2% ($223.6K/$136.4M) | |||
(cusip82889N798)✕ | 16.4K | QoQ NEW(+16.4K) YoY NEW(+16.4K) | All Managers (Combined) | $216.6K | 0.2% ($216.6K/$136.4M) | QoQ NEW(+$216.6K) YoY NEW(+$216.6K) |
(cusip464287432)✕ | 2.3K | All Managers (Combined) | $209.6K | 0.2% ($209.6K/$136.4M) |