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 Market Cap. of $300 Millions to $2 Billions

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

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
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