Christensen, King & Associates Investment Services, Inc. Purchases in Q1 2025

Christensen, King & Associates Investment Services, Inc.

  • $211 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22.6K
New
$77.7 - $78.94 $1.76M - $1.78M
22.6K $1.78B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.73K
+ 1.33%
$18.36 - $20.51 $124K - $138K
513K $10.5B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.37K
New
$51.26 - $52.53 $429K - $440K
8.37K $432M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.64K
+ 6.93%
$114.57 - $118.14 $302K - $312K
40.8K $4.79B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
554
+ 68.91%
$442.66 - $534.52 $245K - $296K
1.36K $718M
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.78K
+ 1.7%
$25.77 - $27.6 $123K - $132K
286K $7.67B
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.12K
+ 2.93%
$24.05 - $24.86 $147K - $152K
215K $5.31B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.52K
+ 9.84%
$81.83 - $82.73 $206K - $208K
28.1K $2.32B
CVX
Chevron Corp

Energy
1.28K
New
$146.71 - $167.97 $188K - $216K
1.28K $213M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.31K
New
$58.01 - $64.46 $192K - $213K
3.31K $211M
IVV
Ishares Core S&P 500 ETF

ETFs
410
+ 19.25%
$554.06 - $615.85 $227K - $252K
2.54K $1.47B
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.11K
+ 2.51%
$33.57 - $37.22 $37.2K - $41.2K
45.2K $1.67B
SCHO
Schwab Short Term Us Treasury

ETFs
4.13K
+ 2.66%
$24.1 - $24.34 $99.6K - $101K
159K $3.87B
VTI
Vanguard Total Stock Market Et

ETFs
734
+ 7.14%
$271.18 - $303.12 $199K - $222K
11K $3.13B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
385
+ 6.84%
$126.11 - $135.06 $48.6K - $52K
6.01K $777M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
86
+ 0.34%
$95.85 - $99.25 $8.24K - $8.54K
25.2K $2.48B
VEU
Vanguard Ftse All World Ex Us

ETFs
9
+ 0.11%
$56.51 - $62.98 $509 - $567
8.52K $531M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.06%
$169.2 - $216.66 $169 - $217
1.66K $333M
HDV
Ishares Core High Dividend ETF

ETFs
16
+ 0.31%
$110.86 - $121.12 $1.77K - $1.94K
5.2K $616M
ABT
Abbott Laboratories

Healthcare
24
+ 0.92%
$111.1 - $140.22 $2.67K - $3.37K
2.64K $331M
VUSB
Vanguard Bd Index Fds
401
+ 4.41%
N/A
9.5K $473M
IOO
Ishares Tr Global 100 ETF

ETFs
1.14K
+ 3.97%
$96.2 - $105.12 $110K - $120K
29.9K $2.99B
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
88
+ 0.37%
$21.77 - $22.56 $1.92K - $1.99K
23.6K $528M
VIG
Vanguard Dividend Appreciation

ETFs
129
+ 2.43%
N/A
5.43K $1.06B
VPU
Vanguard Utilities ETF

ETFs
11
+ 0.3%
$161.24 - $173.33 $1.77K - $1.91K
3.72K $619M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
31
+ 0.47%
$47.59 - $48.35 $1.48K - $1.5K
6.66K $321M
LQD
Ishares Iboxx $ Investment Gra

ETFs
11
+ 0.38%
$105.1 - $109.61 $1.16K - $1.21K
2.93K $317M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
25
+ 0.15%
$24.29 - $24.65 $607 - $616
17.2K $423M
BNDX
Vanguard Total International B

ETFs
174
+ 2.1%
$48.33 - $49.5 $8.41K - $8.61K
8.45K $411M
NEAR
Blackrock Short Maturity Bond

ETFs
19
+ 0.35%
$50.4 - $50.89 $958 - $967
5.48K $278M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
330
+ 0.74%
$11.22 - $11.8 $3.7K - $3.89K
44.8K $515M
Outlook Therapeutics Inc
1.33K
+ 12.61%
N/A
11.9K $16.7M
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.04%
$115.08 - $123.97 $230 - $248
5.09K $608M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.16%
$158.56 - $176.26 $317 - $353
1.28K $208M
VDC
Vanguard Consumer Staples ETF

ETFs
17
+ 0.37%
$206.54 - $226.16 $3.51K - $3.84K
4.6K $974M
ISCB
International Speedway Corp

ETFs
5
+ 0.09%
$53.73 - $61.7 $269 - $309
5.68K $319M
IJS
Ishares S&P Smallcap 600 Value

ETFs
143
+ 1.74%
$96.3 - $112.23 $13.8K - $16K
8.36K $836M
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.07%
$318.51 - $391.75 $319 - $392
1.38K $472M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
162
+ 1.82%
$507.05 - $563.67 $82.1K - $91.3K
9.06K $4.81B
GME
Game Stop Corp.

Consumer Cyclical
8
+ 0.03%
$21.73 - $33.37 $174 - $267
27.4K $696M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7
+ 0.0%
$23.16 - $27.04 $162 - $189
425K $10.4B
Activity Summary
Buys All Purchases 42 New Holdings 5 Increased Positions 37 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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