Christensen, King & Associates Investment Services, Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 101 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 $29.1B, Schwab Strategic Tr Us Broad M with a value of $14.9B, Schwab Strategic Tr Us Dividen with a value of $13.8B, Schwab Strategic Tr Us Large C with a value of $12.9B, and Schwab Us Aggregate Bond ETF with a value of $11.6B.

Examining the 13F form we can see an increase of $7.41B in the current position value, from $211B to 218B.

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 $218 Billion
ETFs: $204 Billion
Technology: $7.12 Billion
Consumer Cyclical: $2.16 Billion
Healthcare: $1.58 Billion
Financial Services: $952 Million
Consumer Defensive: $890 Million
Energy: $408 Million
Industrials: $286 Million
Other: $231 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $218 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

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

Follow Christensen, King & Associates Investment Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Christensen, King & Associates Investment Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Christensen, King & Associates Investment Services, Inc. with notifications on news.