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

Christensen, King & Associates Investment Services, Inc.

  • $212 Billion
  • Q3 2024

Christensen, King & Associates Investment Services, Inc. has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $212 Billion distributed in 99 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 $27.3B, Schwab Strategic Tr Us Dividen with a value of $15.4B, Schwab Strategic Tr Us Broad M with a value of $15B, Schwab Us Aggregate Bond ETF with a value of $11.9B, and Schwab Strategic Tr Us Large C with a value of $11.8B.

Examining the 13F form we can see an increase of $9.78B in the current position value, from $203B to 212B.

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 $212 Billion
ETFs: $199 Billion
Technology: $6.44 Billion
Consumer Cyclical: $2.09 Billion
Healthcare: $1.65 Billion
Energy: $746 Million
Consumer Defensive: $703 Million
Financial Services: $369 Million
Industrials: $335 Million
Other: $219 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$2.87 Billion 1.35% of portfolio
12,323
Q3 2024 Reduced 3.35%
$371B
$1.77 Billion 0.83% of portfolio
14,576
Q3 2024 Reduced 13.53%
$3.17T
$1.27 Billion 0.6% of portfolio
2,961
Q3 2024 Reduced 7.0%
$758B
$1.02 Billion 0.48% of portfolio
1,152
Q3 2024 Reduced 5.19%
$2.14T
$698 Million 0.33% of portfolio
3,748
Q3 2024 Reduced 0.9%
$7.14B
$616 Million 0.29% of portfolio
26,879
Q3 2024 Reduced 5.74%
$505B
$481 Million 0.23% of portfolio
4,105
Q3 2024 Reduced 2.93%
$405B
$483 Million 0.23% of portfolio
544
Q3 2024 Reduced 6.37%
-
$429 Million 0.2% of portfolio
-
Q3 2024 Added 1.18%
$599B
$369 Million 0.17% of portfolio
802
Q3 2024 Reduced 38.87%
$83.8B
$335 Million 0.16% of portfolio
1,280
Q2 2024 Reduced 11.85%
$355B
$327 Million 0.15% of portfolio
1,654
Q3 2024 Added 0.06%
$217B
$326 Million 0.15% of portfolio
1,071
Q3 2024 Added 0.09%
$202B
$298 Million 0.14% of portfolio
2,614
Q3 2024 Added 0.08%
$242B
$307 Million 0.14% of portfolio
1,871
Q3 2024 Added 22.77%
$307B
$264 Million 0.12% of portfolio
1,795
Q2 2024 Reduced 4.52%
$387B
$220 Million 0.1% of portfolio
1,273
Q3 2024 Reduced 9.2%
$110B
$213 Million 0.1% of portfolio
5,723
Q3 2024 New
$1.08T
$219 Million 0.1% of portfolio
1,322
Q3 2024 Reduced 3.78%
$8.93B
$211 Million 0.1% of portfolio
1,362
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $212 Billion
  • Prior Value $203 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 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.

Choose your preferred platform and Sign Up 👇 Telegram Email