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

Christensen, King & Associates Investment Services, Inc.

  • $211 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-21.6K
- 55.71%
$79.17 - $82.04 $1.71M - $1.77M
17.2K $1.4B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-11.4K
- 0.94%
$21.75 - $24.28 $247K - $276K
1.2M $27.5B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.72K
- 1.49%
$24.91 - $29.02 $167K - $195K
442K $11.7B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-18.5K
- 2.8%
$21.23 - $23.75 $393K - $439K
641K $14.3B
AAPL
Apple Inc.

Technology
-284
- 2.34%
$209.68 - $247.1 $59.5K - $70.2K
11.9K $2.65B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.78K
- 0.78%
$25.58 - $29.24 $71K - $81.2K
355K $9.62B
NVDA
Nvidia Corp

Technology
-699
- 4.79%
$106.98 - $149.43 $74.8K - $104K
13.9K $1.68B
VGT
Vanguard Information Technolog

ETFs
-22
- 0.6%
$542.38 - $646.34 $11.9K - $14.2K
3.65K $2.11B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-52
- 0.99%
$468.34 - $539.52 $24.4K - $28.1K
5.21K $2.57B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-655
- 6.43%
$102.49 - $119.96 $67.1K - $78.6K
9.52K $1.02B
AMZN
Amazon Com Inc

Consumer Cyclical
-55
- 1.54%
$190.26 - $242.06 $10.5K - $13.3K
3.52K $724M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-123
- 1.91%
$121.0 - $142.28 $14.9K - $17.5K
6.32K $808M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-454
- 2.61%
$57.21 - $65.8 $26K - $29.9K
17K $1.02B
COST
Costco Wholesale Corp

Consumer Defensive
-64
- 11.74%
$890.62 - $1076.86 $57K - $68.9K
481 $447M
XT
Ishares Tr Exponential Technol

ETFs
-1.14K
- 17.03%
$57.56 - $64.0 $65.4K - $72.8K
5.54K $335M
GOOGL
Alphabet Inc.

Communication Services
-103
- 7.53%
$154.33 - $206.19 $15.9K - $21.2K
1.27K $216M
VUG
Vanguard Growth ETF

ETFs
-10
- 0.81%
$369.1 - $427.61 $3.69K - $4.28K
1.22K $479M
WSM
Williams Sonoma Inc

Consumer Cyclical
-122
- 8.96%
$158.1 - $217.71 $19.3K - $26.6K
1.24K $210M
VB
Vanguard Small Cap ETF

ETFs
-66
- 3.12%
$217.89 - $252.64 $14.4K - $16.7K
2.05K $472M
IWR
Ishares Russell Mid Cap ETF

ETFs
-311
- 6.31%
$82.81 - $92.93 $25.8K - $28.9K
4.62K $403M
IEF
Ishares Barclays

ETFs
-1.42K
- 3.54%
$91.17 - $95.39 $129K - $135K
38.6K $3.65B
ITW
Illinois Tool Works Inc

Industrials
-114
- 8.98%
$244.9 - $274.48 $27.9K - $31.3K
1.16K $295M
IVW
Ishares S&P 500 Growth ETF

ETFs
-24
- 0.57%
$92.45 - $106.69 $2.22K - $2.56K
4.17K $407M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-150
- 8.21%
$117.4 - $131.02 $17.6K - $19.7K
1.68K $204M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.51K
- 4.2%
$20.2 - $22.24 $30.6K - $33.7K
34.5K $737M
IWD
Ishares Russell 1000 Val ETF

ETFs
-114
- 8.51%
$182.82 - $196.21 $20.8K - $22.4K
1.23K $232M
PFF
Ishares Trust Ishares Pfd And

ETFs
-482
- 2.5%
$30.73 - $32.26 $14.8K - $15.5K
18.8K $588M
MUB
Ishares National Muni Bond ETF

ETFs
-101
- 2.62%
$104.71 - $107.69 $10.6K - $10.9K
3.75K $395M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-106
- 1.03%
$61.91 - $66.79 $6.56K - $7.08K
10.2K $658M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-6
- 0.14%
$90.0 - $96.32 $540 - $578
4.24K $393M
IYH
Ishares Tr

ETFs
-150
- 2.85%
$58.32 - $62.76 $8.75K - $9.41K
5.11K $311M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-184
- 1.63%
$71.17 - $73.66 $13.1K - $13.6K
11.1K $814M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-106
- 0.58%
$28.55 - $29.09 $3.03K - $3.08K
18.2K $527M
VTV
Vanguard Value ETF

ETFs
-18
- 0.82%
$167.73 - $179.21 $3.02K - $3.23K
2.19K $381M
VHT
Vanguard Health Care ETF

ETFs
-109
- 2.7%
$254.06 - $273.83 $27.7K - $29.8K
3.92K $1.04B
TIP
Ishares Tr Tips Bd ETF

ETFs
-161
- 1.7%
$106.22 - $111.09 $17.1K - $17.9K
9.3K $1.02B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-36
- 0.19%
$85.29 - $92.57 $3.07K - $3.33K
19K $1.7B
XOM
Exxon Mobil Corp

Energy
-67
- 1.68%
$105.44 - $118.93 $7.06K - $7.97K
3.92K $457M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.77K
- 0.7%
$27.01 - $28.54 $102K - $108K
534K $14.9B
PLTR
Palantir Technologies Inc.

Technology
-492
- 8.34%
$64.98 - $124.62 $32K - $61.3K
5.41K $522M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.64K
- 1.95%
$25.81 - $28.52 $68K - $75.2K
132K $3.72B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.61K
- 0.92%
$25.69 - $26.89 $41.5K - $43.4K
174K $4.62B
GLD
Spdr Gold Trust

ETFs
-41
- 1.16%
$243.19 - $288.14 $9.97K - $11.8K
3.5K $974M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-358
- 0.07%
$22.46 - $23.26 $8.04K - $8.33K
498K $11.5B
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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