Christensen, King & Associates Investment Services, Inc. Reduced Holdings in Q3 2024

Christensen, King & Associates Investment Services, Inc.

  • $212 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-2.28K
- 13.53%
$98.91 - $134.91 $226K - $308K
14.6K $1.77B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-510
- 38.87%
$405.19 - $478.57 $207K - $244K
802 $369M
MSFT
Microsoft Corp

Technology
-223
- 7.0%
$395.15 - $467.56 $88.1K - $104K
2.96K $1.27B
VGT
Vanguard Information Technolog

ETFs
-222
- 5.49%
$514.43 - $606.85 $114K - $135K
3.82K $2.24B
GME
Game Stop Corp.

Consumer Cyclical
-1.64K
- 5.74%
$19.5 - $28.54 $31.9K - $46.7K
26.9K $616M
LLY
Eli Lilly & CO

Healthcare
-63
- 5.19%
$772.14 - $960.02 $48.6K - $60.5K
1.15K $1.02B
SCHO
Schwab Short Term Us Treasury

ETFs
-2.55K
- 3.23%
$47.93 - $49.06 $122K - $125K
76.6K $3.75B
XT
Ishares Tr Exponential Technol

ETFs
-913
- 11.51%
$54.51 - $61.59 $49.8K - $56.2K
7.02K $427M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.37K
- 5.65%
$96.25 - $101.98 $131K - $139K
22.8K $2.31B
AMZN
Amazon Com Inc

Consumer Cyclical
-34
- 0.9%
$161.02 - $200.0 $5.47K - $6.8K
3.75K $698M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.54K
- 6.98%
$28.11 - $29.42 $43.3K - $45.4K
20.6K $605M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-996
- 8.73%
$57.85 - $64.92 $57.6K - $64.7K
10.4K $675M
TIP
Ishares Tr Tips Bd ETF

ETFs
-492
- 4.8%
$105.92 - $110.83 $52.1K - $54.5K
9.75K $1.08B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-535
- 9.29%
$117.9 - $128.2 $63.1K - $68.6K
5.22K $670M
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 6.37%
$801.83 - $917.05 $29.7K - $33.9K
544 $483M
PG
Procter & Gamble CO

Consumer Defensive
-129
- 9.2%
$160.76 - $177.82 $20.7K - $22.9K
1.27K $220M
VUG
Vanguard Growth ETF

ETFs
-55
- 4.27%
$341.08 - $391.94 $18.8K - $21.6K
1.23K $473M
XOM
Exxon Mobil Corp

Energy
-124
- 2.93%
$109.72 - $119.0 $13.6K - $14.8K
4.11K $481M
MUB
Ishares National Muni Bond ETF

ETFs
-96
- 2.33%
$106.13 - $108.7 $10.2K - $10.4K
4.03K $437M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-54
- 0.63%
$48.09 - $49.69 $2.6K - $2.68K
8.52K $423M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-219
- 2.24%
$43.73 - $46.29 $9.58K - $10.1K
9.54K $440M
PFF
Ishares Trust Ishares Pfd And

ETFs
-697
- 3.53%
$31.18 - $33.5 $21.7K - $23.3K
19K $632M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-428
- 1.97%
$76.94 - $79.54 $32.9K - $34K
21.3K $1.69B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.55K
- 3.6%
$11.52 - $12.52 $17.8K - $19.4K
41.4K $512M
IWD
Ishares Russell 1000 Val ETF

ETFs
-9
- 0.73%
$173.36 - $189.8 $1.56K - $1.71K
1.22K $232M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-12
- 0.45%
$103.09 - $113.83 $1.24K - $1.37K
2.67K $298M
VTV
Vanguard Value ETF

ETFs
-76
- 3.33%
$159.75 - $174.57 $12.1K - $13.3K
2.21K $385M
IAU
Ishares Gold Trust

ETFs
-300
- 4.92%
$44.06 - $50.5 $13.2K - $15.2K
5.8K $288M
VT
Vanguard Total World Stk Index

ETFs
-128
- 2.46%
$107.72 - $119.96 $13.8K - $15.4K
5.09K $609M
VDC
Vanguard Consumer Staples ETF

ETFs
-224
- 4.62%
$201.77 - $221.32 $45.2K - $49.6K
4.62K $1.01B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-46
- 0.84%
$434.77 - $502.96 $20K - $23.1K
5.42K $2.64B
HD
Home Depot, Inc.

Consumer Cyclical
-28
- 4.53%
$333.64 - $405.2 $9.34K - $11.3K
590 $239M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-321
- 4.71%
$127.29 - $141.5 $40.9K - $45.4K
6.5K $906M
VB
Vanguard Small Cap ETF

ETFs
-39
- 1.81%
$214.77 - $237.72 $8.38K - $9.27K
2.12K $502M
XLU
Utilities Sector Spdr

ETFs
-215
- 5.33%
$67.67 - $80.78 $14.5K - $17.4K
3.82K $308M
VHT
Vanguard Health Care ETF

ETFs
-127
- 2.96%
$261.88 - $288.1 $33.3K - $36.6K
4.16K $1.17B
IWR
Ishares Russell Mid Cap ETF

ETFs
-7
- 0.14%
$79.92 - $88.19 $559 - $617
4.93K $434M
VPU
Vanguard Utilities ETF

ETFs
-350
- 8.68%
$146.64 - $174.54 $51.3K - $61.1K
3.68K $641M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-197
- 2.16%
$95.81 - $109.03 $18.9K - $21.5K
8.94K $962M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.61K
- 3.47%
$34.48 - $38.87 $55.3K - $62.4K
44.6K $1.72B
GLD
Spdr Gold Trust

ETFs
-50
- 1.42%
$215.56 - $246.98 $10.8K - $12.3K
3.48K $845M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.16K
- 1.26%
$51.58 - $53.79 $59.8K - $62.4K
91.2K $4.89B
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.52K
- 1.66%
$48.4 - $50.91 $73.3K - $77.1K
89.5K $4.53B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.35K
- 3.47%
$19.78 - $23.53 $26.7K - $31.8K
37.6K $872M
VTI
Vanguard Total Stock Market Et

ETFs
-82
- 0.78%
$255.18 - $283.2 $20.9K - $23.2K
10.4K $2.94B
AAPL
Apple Inc.

Technology
-427
- 3.35%
$207.23 - $234.82 $88.5K - $100K
12.3K $2.87B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.61K
- 1.93%
$25.45 - $29.53 $66.4K - $77K
133K $3.87B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-936
- 0.82%
$92.63 - $105.69 $86.7K - $98.9K
113K $11.8B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.24K
- 0.49%
$45.2 - $47.87 $56.1K - $59.5K
251K $11.9B
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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