Christensen, King & Associates Investment Services, Inc. Portfolio Holdings

Christensen, King & Associates Investment Services, Inc.

  • $203 Billion
  • Q2 2024

Christensen, King & Associates Investment Services, Inc. has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $203 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $26B, Schwab Strategic Tr Us Dividen with a value of $14.7B, Schwab Strategic Tr Us Broad M with a value of $14.5B, Schwab Strategic Tr Us Large C with a value of $11.5B, and Schwab Us Aggregate Bond ETF with a value of $11.5B.

Examining the 13F form we can see an increase of $2.51B in the current position value, from $200B to 203B.

Christensen, King & Associates Investment Services, Inc. is based out at Richland, WA

Below you can find more details about Christensen, King & Associates Investment Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $203 Billion
ETFs: $190 Billion
Technology: $6.44 Billion
Consumer Cyclical: $1.92 Billion
Healthcare: $1.65 Billion
Energy: $768 Million
Consumer Defensive: $725 Million
Financial Services: $534 Million
Industrials: $303 Million
Other: $250 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26 Billion 12.83% of portfolio
404,713
Q2 2024 Reduced 1.38%
$0
$14.7 Billion 7.24% of portfolio
188,622
Q2 2024 Reduced 3.2%
$0
$14.5 Billion 7.17% of portfolio
231,288
Q2 2024 Reduced 1.32%
$0
$11.5 Billion 5.68% of portfolio
114,064
Q2 2024 Added 0.95%
$0
$11.5 Billion 5.66% of portfolio
251,820
Q2 2024 Reduced 0.02%
$0
$10.2 Billion 5.01% of portfolio
214,185
Q2 2024 Added 2.17%
$0
$9.82 Billion 4.84% of portfolio
255,581
Q2 2024 Added 3.5%
$0
$9.35 Billion 4.61% of portfolio
120,134
Q2 2024 Added 0.02%
$0
$6.99 Billion 3.45% of portfolio
94,309
Q2 2024 Added 0.76%
$0
$4.8 Billion 2.37% of portfolio
92,351
Q2 2024 Reduced 0.68%
$0
$4.44 Billion 2.19% of portfolio
91,063
Q2 2024 Reduced 2.61%
$0
$4.18 Billion 2.06% of portfolio
36,241
Q2 2024 Added 11.35%
$0
$4.13 Billion 2.04% of portfolio
8,250
Q2 2024 Added 10.13%
$0
$3.89 Billion 1.92% of portfolio
41,522
Q2 2024 Added 3.48%
$0
$3.81 Billion 1.88% of portfolio
79,156
Q2 2024 Added 0.8%
$0
$3.59 Billion 1.77% of portfolio
135,206
Q2 2024 Reduced 0.14%
$3.68T
$2.69 Billion 1.32% of portfolio
12,750
Q2 2024 Reduced 3.46%
$0
$2.64 Billion 1.3% of portfolio
27,345
Q2 2024 Added 7.1%
$0
$2.62 Billion 1.29% of portfolio
5,461
Q2 2024 Added 0.29%
$0
$2.35 Billion 1.16% of portfolio
24,179
Q2 2024 Reduced 5.05%
$0
$2.33 Billion 1.15% of portfolio
4,046
Q2 2024 Added 0.35%
$294B
$2.08 Billion 1.03% of portfolio
16,856
Q2 2024 Added 981.21%
$0
$1.77 Billion 0.88% of portfolio
21,737
Q2 2024 Reduced 1.3%
$0
$1.68 Billion 0.83% of portfolio
21,724
Q2 2024 Added 2.24%
$0
$1.64 Billion 0.81% of portfolio
46,229
Q2 2024 Reduced 0.55%
$0
$1.62 Billion 0.8% of portfolio
17,682
Q2 2024 Added 2.05%
$3.27T
$1.42 Billion 0.7% of portfolio
3,184
Q2 2024 Reduced 1.18%
$0
$1.24 Billion 0.61% of portfolio
15,547
Q2 2024 Added 5.99%
$0
$1.17 Billion 0.58% of portfolio
2,146
Q2 2024 Added 0.19%
$0
$1.14 Billion 0.56% of portfolio
4,288
Q2 2024 Reduced 8.24%
$869B
$1.1 Billion 0.54% of portfolio
1,215
Q1 2024 Reduced 4.78%
$0
$1.09 Billion 0.54% of portfolio
10,240
Q2 2024 Reduced 9.48%
$0
$984 Million 0.49% of portfolio
4,848
Q2 2024 Added 1.74%
$0
$888 Million 0.44% of portfolio
9,134
Q2 2024 Added 2.2%
$0
$876 Million 0.43% of portfolio
6,818
Q2 2024 Added 1.44%
$0
$851 Million 0.42% of portfolio
4,661
Q2 2024 Added 14.07%
$0
$813 Million 0.4% of portfolio
13,890
Q2 2024 Added 0.03%
$0
$785 Million 0.39% of portfolio
7,359
Q2 2024 Added 40.9%
$0
$764 Million 0.38% of portfolio
10,604
Q2 2024 Reduced 2.77%
$0
$778 Million 0.38% of portfolio
38,976
Q2 2024 Reduced 0.66%
$82.5B
$759 Million 0.37% of portfolio
3,528
Q2 2024 Reduced 1.4%
$1.93T
$731 Million 0.36% of portfolio
3,782
Q2 2024 Reduced 0.37%
$5.94B
$704 Million 0.35% of portfolio
28,515
Q2 2024 Reduced 2.88%
$0
$694 Million 0.34% of portfolio
11,415
Q2 2024 Added 1.61%
$0
$683 Million 0.34% of portfolio
5,759
Q2 2024 Added 13.48%
$0
$626 Million 0.31% of portfolio
22,103
Q2 2024 Added 1.01%
$0
$622 Million 0.31% of portfolio
19,721
Q2 2024 Reduced 3.34%
$0
$637 Million 0.31% of portfolio
12,719
Q2 2024 Added 3.34%
$0
$596 Million 0.29% of portfolio
4,031
Q1 2024 Reduced 1.87%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $203 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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