Christensen, King & Associates Investment Services, Inc. Portfolio Holdings

Christensen, King & Associates Investment Services, Inc.

  • $211 Billion
  • Q1 2025

Christensen, King & Associates Investment Services, Inc. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $211 Billion distributed in 97 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 $27.5B, Schwab Strategic Tr Us Dividen with a value of $14.9B, Schwab Strategic Tr Us Broad M with a value of $14.3B, Schwab Strategic Tr Us Large C with a value of $11.7B, and Schwab Us Aggregate Bond ETF with a value of $11.5B.

Examining the 13F form we can see an decrease of $2.51B in the current position value, from $213B to 211B.

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 $211 Billion
ETFs: $198 Billion
Technology: $6.01 Billion
Consumer Cyclical: $2.17 Billion
Healthcare: $1.62 Billion
Financial Services: $962 Million
Energy: $670 Million
Consumer Defensive: $655 Million
Industrials: $295 Million
Other: $216 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$2.65 Billion 1.26% of portfolio
11,851
Q1 2025 Reduced 2.34%
$253B
$1.68 Billion 0.79% of portfolio
13,882
Q1 2025 Reduced 4.79%
$2.74T
$1.16 Billion 0.55% of portfolio
2,928
Q1 2025 Reduced 0.37%
$798B
$960 Million 0.46% of portfolio
1,126
Q4 2024 Reduced 2.26%
$687B
$718 Million 0.34% of portfolio
1,358
Q1 2025 Added 68.91%
$1.76T
$724 Million 0.34% of portfolio
3,520
Q1 2025 Reduced 1.54%
$8.16B
$696 Million 0.33% of portfolio
27,405
Q1 2025 Added 0.03%
$184B
$522 Million 0.25% of portfolio
5,405
Q1 2025 Reduced 8.34%
-
$473 Million 0.22% of portfolio
-
Q1 2025 Added 4.41%
$446B
$457 Million 0.22% of portfolio
3,918
Q1 2025 Reduced 1.68%
$440B
$447 Million 0.21% of portfolio
481
Q1 2025 Reduced 11.74%
$306B
$333 Million 0.16% of portfolio
1,656
Q1 2025 Added 0.06%
$229B
$329 Million 0.16% of portfolio
1,072
Q4 2024 Added 0.09%
$229B
$331 Million 0.16% of portfolio
2,639
Q1 2025 Added 0.92%
$70.9B
$295 Million 0.14% of portfolio
1,155
Q1 2025 Reduced 8.98%
$539B
$244 Million 0.12% of portfolio
708
Q4 2024 New
$931B
$216 Million 0.1% of portfolio
1,265
Q1 2025 Reduced 7.53%
$270B
$213 Million 0.1% of portfolio
1,284
Q1 2025 New
$9.29B
$210 Million 0.1% of portfolio
1,240
Q1 2025 Reduced 8.96%
$363B
$213 Million 0.1% of portfolio
590
Q3 2024 Reduced 4.53%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $211 Billion
  • Prior Value $213 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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