Christensen, King & Associates Investment Services, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $213 Billion distributed in 93 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 $28.9B, Schwab Strategic Tr Us Broad M with a value of $15.3B, Schwab Strategic Tr Us Dividen with a value of $14.8B, Schwab Strategic Tr Us Large C with a value of $13B, and Schwab Us Aggregate Bond ETF with a value of $11.3B.

Examining the 13F form we can see an increase of $840M in the current position value, from $212B to 213B.

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 $213 Billion
ETFs: $200 Billion
Technology: $6.95 Billion
Consumer Cyclical: $2.48 Billion
Healthcare: $1.49 Billion
Consumer Defensive: $738 Million
Financial Services: $596 Million
Energy: $424 Million
Industrials: $329 Million
Other: $268 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $213 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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