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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$2.87 Billion 1.35% of portfolio
12,323
Q3 2024 Reduced 3.35%
$339B
$1.77 Billion 0.83% of portfolio
14,576
Q3 2024 Reduced 13.53%
$3.12T
$1.27 Billion 0.6% of portfolio
2,961
Q3 2024 Reduced 7.0%
$717B
$1.02 Billion 0.48% of portfolio
1,152
Q3 2024 Reduced 5.19%
$2.05T
$698 Million 0.33% of portfolio
3,748
Q3 2024 Reduced 0.9%
$500B
$481 Million 0.23% of portfolio
4,105
Q3 2024 Reduced 2.93%
$425B
$483 Million 0.23% of portfolio
544
Q3 2024 Reduced 6.37%
$620B
$369 Million 0.17% of portfolio
802
Q3 2024 Reduced 38.87%
$313B
$327 Million 0.15% of portfolio
1,654
Q3 2024 Added 0.06%
$218B
$326 Million 0.15% of portfolio
1,071
Q3 2024 Added 0.09%
$207B
$298 Million 0.14% of portfolio
2,614
Q3 2024 Added 0.08%
$228B
$307 Million 0.14% of portfolio
1,871
Q3 2024 Added 22.77%
$314B
$264 Million 0.12% of portfolio
1,795
Q2 2024 Reduced 4.52%
$439B
$239 Million 0.11% of portfolio
590
Q3 2024 Reduced 4.53%
$420B
$220 Million 0.1% of portfolio
1,273
Q3 2024 Reduced 9.2%
$984B
$219 Million 0.1% of portfolio
1,322
Q3 2024 Reduced 3.78%

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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