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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.3 Billion 12.85% of portfolio
402,426
Q3 2024 Reduced 0.57%
$0
$15.4 Billion 7.26% of portfolio
182,354
Q3 2024 Reduced 3.32%
$0
$15 Billion 7.06% of portfolio
225,483
Q3 2024 Reduced 2.51%
$0
$11.9 Billion 5.6% of portfolio
250,578
Q3 2024 Reduced 0.49%
$0
$11.8 Billion 5.55% of portfolio
113,128
Q3 2024 Reduced 0.82%
$0
$10.8 Billion 5.08% of portfolio
209,486
Q3 2024 Reduced 2.19%
$0
$10.3 Billion 4.83% of portfolio
249,681
Q3 2024 Reduced 2.31%
$0
$9.79 Billion 4.61% of portfolio
117,867
Q3 2024 Reduced 1.89%
$0
$7.48 Billion 3.52% of portfolio
93,080
Q3 2024 Reduced 1.3%
$0
$4.89 Billion 2.3% of portfolio
91,191
Q3 2024 Reduced 1.26%
$0
$4.54 Billion 2.14% of portfolio
8,613
Q3 2024 Added 4.4%
$0
$4.53 Billion 2.13% of portfolio
89,548
Q3 2024 Reduced 1.66%
$0
$4.47 Billion 2.11% of portfolio
37,407
Q3 2024 Added 3.22%
$0
$4.29 Billion 2.02% of portfolio
43,740
Q3 2024 Added 5.34%
$0
$3.87 Billion 1.82% of portfolio
132,598
Q3 2024 Reduced 1.93%
$0
$3.75 Billion 1.77% of portfolio
76,602
Q3 2024 Reduced 3.23%
$4.03T
$2.87 Billion 1.35% of portfolio
12,323
Q3 2024 Reduced 3.35%
$0
$2.79 Billion 1.31% of portfolio
28,173
Q3 2024 Added 3.03%
$0
$2.64 Billion 1.24% of portfolio
5,415
Q3 2024 Reduced 0.84%
$0
$2.31 Billion 1.09% of portfolio
22,814
Q3 2024 Reduced 5.65%
$0
$2.24 Billion 1.06% of portfolio
3,824
Q3 2024 Reduced 5.49%
$0
$1.81 Billion 0.85% of portfolio
21,745
Q3 2024 Added 0.04%
$0
$1.78 Billion 0.84% of portfolio
18,149
Q3 2024 Added 2.64%
$329B
$1.77 Billion 0.83% of portfolio
14,576
Q3 2024 Reduced 13.53%
$0
$1.72 Billion 0.81% of portfolio
44,624
Q3 2024 Reduced 3.47%
$0
$1.69 Billion 0.8% of portfolio
21,296
Q3 2024 Reduced 1.97%
$0
$1.32 Billion 0.62% of portfolio
15,713
Q3 2024 Added 1.07%
$3.37T
$1.27 Billion 0.6% of portfolio
2,961
Q3 2024 Reduced 7.0%
$0
$1.24 Billion 0.58% of portfolio
2,147
Q3 2024 Added 0.05%
$0
$1.16 Billion 0.55% of portfolio
9,907
Q3 2024 Added 34.62%
$0
$1.17 Billion 0.55% of portfolio
4,161
Q3 2024 Reduced 2.96%
$0
$1.08 Billion 0.51% of portfolio
9,748
Q3 2024 Reduced 4.8%
$0
$1.01 Billion 0.48% of portfolio
4,624
Q3 2024 Reduced 4.62%
$740B
$1.02 Billion 0.48% of portfolio
1,152
Q3 2024 Reduced 5.19%
$0
$1.03 Billion 0.48% of portfolio
16,526
Q3 2024 Added 18.98%
$0
$962 Million 0.45% of portfolio
8,937
Q3 2024 Reduced 2.16%
$0
$954 Million 0.45% of portfolio
12,706
Q3 2024 Added 19.82%
$0
$944 Million 0.44% of portfolio
4,766
Q3 2024 Added 2.25%
$0
$906 Million 0.43% of portfolio
6,497
Q3 2024 Reduced 4.71%
$0
$872 Million 0.41% of portfolio
37,625
Q3 2024 Reduced 3.47%
$84.5B
$845 Million 0.4% of portfolio
3,478
Q3 2024 Reduced 1.42%
$2.37T
$698 Million 0.33% of portfolio
3,748
Q3 2024 Reduced 0.9%
$0
$675 Million 0.32% of portfolio
10,419
Q3 2024 Reduced 8.73%
$0
$670 Million 0.32% of portfolio
5,224
Q3 2024 Reduced 9.29%
$0
$651 Million 0.31% of portfolio
12,727
Q3 2024 Added 0.06%
$0
$632 Million 0.3% of portfolio
19,024
Q3 2024 Reduced 3.53%
$0
$641 Million 0.3% of portfolio
3,681
Q3 2024 Reduced 8.68%
$0
$613 Million 0.29% of portfolio
5,213
Q3 2024 Added 0.46%
$8.97B
$616 Million 0.29% of portfolio
26,879
Q3 2024 Reduced 5.74%

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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