Christensen, King & Associates Investment Services, Inc. Portfolio Holdings by Sector
Christensen, King & Associates Investment Services, Inc.
- $212 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHX SCHD SCHB SCHZ SCHG SCHA SCHF SCHM 76 stocks |
$196 Million
92.69% of portfolio
|
  27  
|
  44  
|
  4  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.94 Million
1.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.87 Million
1.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$2.08 Million
0.98% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1.49 Million
0.7% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY ABBV 2 stocks |
$1.35 Million
0.64% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
GME WSM 2 stocks |
$827,336
0.39% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$745,556
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$698,365
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$482,654
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$369,129
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ITW 1 stocks |
$335,450
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$326,152
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$297,981
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$238,868
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$220,408
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$219,319
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|