Christensen, King & Associates Investment Services, Inc. Purchases in Q4 2024

Christensen, King & Associates Investment Services, Inc.

  • $213 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
23K
+ 146.48%
$80.13 - $83.77 $1.84M - $1.93M
38.7K $3.05B
SCHX
Schwab Strategic Tr Us Large C

ETFs
814K
+ 202.23%
$22.4 - $68.28 $18.2M - $55.6M
1.22M $28.9B
SCHG
Schwab Strategic Tr Us Large C

ETFs
336K
+ 297.08%
$25.93 - $105.3 $8.71M - $35.4M
449K $13B
SCHR
Schwab Intermediate Term Us Tr

ETFs
119K
+ 133.18%
$24.19 - $50.58 $2.88M - $6.03M
209K $5.06B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
287
+ 3.33%
$521.84 - $558.82 $150K - $160K
8.9K $4.92B
SCHA
Schwab Strategic Tr Us Small C

ETFs
215K
+ 102.74%
$25.33 - $51.16 $5.45M - $11M
425K $11.1B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
434K
+ 192.38%
$22.01 - $66.82 $9.55M - $29M
659K $15.3B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.82K
+ 17.57%
$81.68 - $82.93 $312K - $317K
25.6K $2.09B
NVDA
Nvidia Corp

Technology
5
+ 0.03%
$117.0 - $148.88 $585 - $744
14.6K $2.04B
PLTR
Palantir Technologies Inc.

Technology
174
+ 3.04%
$36.46 - $82.38 $6.34K - $14.3K
5.9K $486M
GME
Game Stop Corp.

Consumer Cyclical
518
+ 1.93%
$20.5 - $32.99 $10.6K - $17.1K
27.4K $853M
V
Visa Inc.

Financial Services
708
New
$273.87 - $320.91 $194K - $227K
708 $227M
IOO
Ishares Tr Global 100 ETF

ETFs
617
+ 2.19%
$97.46 - $103.45 $60.1K - $63.8K
28.8K $2.97B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.27K
+ 9.97%
$96.64 - $101.23 $220K - $230K
25.1K $2.43B
VIG
Vanguard Dividend Appreciation

ETFs
532
+ 11.16%
N/A
5.3K $1.06B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
13.9K
+ 146.09%
$22.02 - $46.16 $307K - $644K
23.5K $518M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
890
+ 5.39%
$61.68 - $67.87 $54.9K - $60.4K
17.4K $1.1B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
404
+ 7.73%
$126.68 - $134.74 $51.2K - $54.4K
5.63K $726M
GOOGL
Alphabet Inc.

Communication Services
46
+ 3.48%
$161.86 - $196.66 $7.45K - $9.05K
1.37K $268M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.02%
$94.43 - $105.47 $94.4 - $105
4.2K $441M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.18%
$873.59 - $994.69 $874 - $995
545 $522M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
272
+ 2.75%
$113.92 - $127.38 $31K - $34.6K
10.2K $1.19B
VUSB
Vanguard Bd Index Fds
503
+ 5.85%
N/A
9.09K $451M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
140
+ 8.3%
$121.89 - $135.52 $17.1K - $19K
1.83K $230M
IWD
Ishares Russell 1000 Val ETF

ETFs
116
+ 9.48%
$183.23 - $199.79 $21.3K - $23.2K
1.34K $251M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.05%
$233.76 - $261.58 $234 - $262
2.12K $516M
VEU
Vanguard Ftse All World Ex Us

ETFs
895
+ 11.75%
$57.29 - $63.1 $51.3K - $56.5K
8.51K $493M
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.04%
$87.25 - $95.52 $175 - $191
4.93K $443M
GLD
Spdr Gold Trust

ETFs
60
+ 1.73%
$236.59 - $257.5 $14.2K - $15.5K
3.54K $854M
ABT
Abbott Laboratories

Healthcare
1
+ 0.04%
$111.93 - $119.39 $112 - $119
2.62K $300M
IAU
Ishares Gold Trust

ETFs
80
+ 1.38%
$48.37 - $52.65 $3.87K - $4.21K
5.88K $290M
VT
Vanguard Total World Stk Index

ETFs
5
+ 0.1%
$117.09 - $123.07 $585 - $615
5.09K $609M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3.06K
+ 7.38%
$11.42 - $12.5 $34.9K - $38.2K
44.5K $512M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.25%
$442.29 - $483.08 $885 - $966
804 $369M
NEAR
Blackrock Short Maturity Bond

ETFs
43
+ 0.79%
$50.28 - $51.08 $2.16K - $2.2K
5.46K $275M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
62
+ 0.94%
$47.58 - $48.56 $2.95K - $3.01K
6.63K $316M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
8.65K
+ 101.5%
$24.31 - $49.53 $210K - $428K
17.2K $417M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.08%
$161.05 - $179.7 $161 - $180
1.27K $215M
VTV
Vanguard Value ETF

ETFs
1
+ 0.05%
$168.32 - $181.87 $168 - $182
2.21K $378M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.09%
$288.47 - $316.54 $288 - $317
1.07K $315M
LQD
Ishares Iboxx $ Investment Gra

ETFs
47
+ 1.64%
$106.56 - $113.11 $5.01K - $5.32K
2.92K $312M
SCHO
Schwab Short Term Us Treasury

ETFs
78.5K
+ 102.54%
$24.06 - $48.88 $1.89M - $3.84M
155K $3.74B
IEFA
Ishares Tr

ETFs
2
+ 0.07%
$70.06 - $77.43 $140 - $155
2.93K $207M
PFF
Ishares Trust Ishares Pfd And

ETFs
228
+ 1.2%
$31.23 - $33.51 $7.12K - $7.64K
19.3K $606M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.06%
$164.99 - $203.87 $165 - $204
1.66K $298M
VPU
Vanguard Utilities ETF

ETFs
23
+ 0.62%
$160.52 - $179.11 $3.69K - $4.12K
3.7K $611M
Outlook Therapeutics Inc
300
+ 2.92%
N/A
10.6K $15.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
188K
+ 202.03%
$25.79 - $80.4 $4.85M - $15.1M
281K $7.4B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
710
+ 1.9%
$115.08 - $119.55 $81.7K - $84.9K
38.1K $4.39B
Activity Summary
Buys All Purchases 56 New Holdings 1 Increased Positions 55 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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