The Analysis of Christensen, King & Associates Investment Services, Inc.'s Holdings

Currently, Christensen, King & Associates Investment Services, Inc. holds 106 types of securities in its portfolio with a total value $232.7M. In the most recent quarter, they have increased their positions in IBM (+1.3K shares, valued at $361.7K), MSFT (+685 shares, valued at $354.8K), AAPL (+1.3K shares, valued at $319.6K); decreased their positions in SCHX (-15.9K shares, valued at $418.0K), QQQ (-464 shares, valued at $278.5K), SCHD (-10.0K shares, valued at $273.8K); initiated new positions in IBM (+1.3K shares, valued at $361.7K), SPY (+372 shares, valued at $247.7K), HD (+523 shares, valued at $212.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR1.2M shares-1.33%2025-09-302025-10-21

SCHB SCHWAB STRATEGIC TR620.1K shares-0.68%2025-09-302025-10-21

SCHG SCHWAB STRATEGIC TR439.2K shares-0.50%2025-09-302025-10-21

SCHD SCHWAB STRATEGIC TR511.4K shares-1.92%2025-09-302025-10-21

SCHZ SCHWAB STRATEGIC TR511.2K shares2.70%2025-09-302025-10-21

SCHA SCHWAB STRATEGIC TR417.1K shares-0.70%2025-09-302025-10-21

SCHF SCHWAB STRATEGIC TR496.2K shares-1.05%2025-09-302025-10-21

SCHM SCHWAB STRATEGIC TR353.4K shares0.37%2025-09-302025-10-21

Sponsored

SCHV SCHWAB STRATEGIC TR280.9K shares-0.58%2025-09-302025-10-21

VOO VANGUARD INDEX FDS9.3K shares0.58%2025-09-302025-10-21

SCHR SCHWAB STRATEGIC TR212.1K shares-0.10%2025-09-302025-10-21

IEI ISHARES TR38.9K shares-4.55%2025-09-302025-10-21

SCHP SCHWAB STRATEGIC TR162.2K shares-2.56%2025-09-302025-10-21

SCHE SCHWAB STRATEGIC TR127.0K shares-1.72%2025-09-302025-10-21

SCHO SCHWAB STRATEGIC TR162.4K shares2.71%2025-09-302025-10-21

IOO ISHARES TR30.4K shares0.41%2025-09-302025-10-21

Sponsored

IEF ISHARES TR37.7K shares-0.85%2025-09-302025-10-21

VTI VANGUARD INDEX FDS10.6K shares-4.22%2025-09-302025-10-21

AAPL APPLE INC12.7K shares10.99%2025-09-302025-10-21

QQQ INVESCO QQQ TR4.6K shares-9.15%2025-09-302025-10-21

VGT VANGUARD WORLD FD3.6K shares0.00%2025-09-302025-10-21

NVDA NVIDIA CORPORATION14.2K shares5.75%2025-09-302025-10-21

AGG ISHARES TR24.7K shares0.81%2025-09-302025-10-21

SHY ISHARES TR28.9K shares0.56%2025-09-302025-10-21

Sponsored

SCHC SCHWAB STRATEGIC TR43.7K shares-1.50%2025-09-302025-10-21

MSFT MICROSOFT CORP3.7K shares22.98%2025-09-302025-10-21

TLT ISHARES TR20.3K shares3.57%2025-09-302025-10-21

VCSH VANGUARD SCOTTSDALE FDS22.0K shares-3.02%2025-09-302025-10-21

IVV ISHARES TR2.6K shares-0.27%2025-09-302025-10-21

VCIT VANGUARD SCOTTSDALE FDS17.7K shares2.53%2025-09-302025-10-21

VIG VANGUARD SPECIALIZED FUNDS6.2K shares13.14%2025-09-302025-10-21

GLD SPDR GOLD TR3.4K shares-2.31%2025-09-302025-10-21

Sponsored

IJR ISHARES TR9.9K shares3.30%2025-09-302025-10-21

IJH ISHARES TR17.3K shares1.18%2025-09-302025-10-21

VDC VANGUARD WORLD FD4.7K shares0.34%2025-09-302025-10-21

VHT VANGUARD WORLD FD3.7K shares-0.32%2025-09-302025-10-21

TIP ISHARES TR8.7K shares-3.61%2025-09-302025-10-21

AMZN AMAZON COM INC4.3K shares23.49%2025-09-302025-10-21

IJS ISHARES TR8.4K shares-0.38%2025-09-302025-10-21

IJT ISHARES TR6.4K shares-0.71%2025-09-302025-10-21

Sponsored

PLTR PALANTIR TECHNOLOGIES INC4.9K shares-10.13%2025-09-302025-10-21

LLY ELI LILLY & CO1.1K shares1.15%2025-09-302025-10-21

GME GAMESTOP CORP NEW31.0K shares8.29%2025-09-302025-10-21

VYM VANGUARD WHITEHALL FDS6.0K shares-0.03%2025-09-302025-10-21

BND VANGUARD BD INDEX FDS11.3K shares0.13%2025-09-302025-10-21

SPGM SPDR INDEX SHS FDS10.2K shares0.00%2025-09-302025-10-21

SCHH SCHWAB STRATEGIC TR34.4K shares0.12%2025-09-302025-10-21

VPU VANGUARD WORLD FD3.8K shares0.26%2025-09-302025-10-21

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2025-09-302025-10-21

VT VANGUARD INTL EQUITY INDEX F5.0K shares0.04%2025-09-302025-10-21

PGX INVESCO EXCH TRADED FD TR II55.3K shares-1.11%2025-09-302025-10-21

VEU VANGUARD INTL EQUITY INDEX F8.6K shares1.43%2025-09-302025-10-21

VUSB VANGUARD BD INDEX FDS12.2K shares25.82%2025-09-302025-10-21

SCHI SCHWAB STRATEGIC TR24.4K shares0.74%2025-09-302025-10-21

ANGL VANECK ETF TRUST18.4K shares0.72%2025-09-302025-10-21

ABBV ABBVIE INC2.3K shares21.42%2025-09-302025-10-21

Sponsored

VCR VANGUARD WORLD FD1.3K shares0.08%2025-09-302025-10-21

IVW ISHARES TR4.2K shares0.00%2025-09-302025-10-21

VUG VANGUARD INDEX FDS1.0K shares-2.47%2025-09-302025-10-21

IWR ISHARES TR5.0K shares8.05%2025-09-302025-10-21

VB VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-10-21

PFF ISHARES TR15.0K shares-4.30%2025-09-302025-10-21

COST COSTCO WHSL CORP NEW502 shares4.37%2025-09-302025-10-21

BNDX VANGUARD CHARLOTTE FDS8.9K shares5.91%2025-09-302025-10-21

Sponsored

MUNI PIMCO ETF TR8.4K shares0.00%2025-09-302025-10-21

XOM EXXON MOBIL CORP3.8K shares0.08%2025-09-302025-10-21

SCHJ SCHWAB STRATEGIC TR16.7K shares-1.86%2025-09-302025-10-21

IAU ISHARES GOLD TR5.5K shares-1.79%2025-09-302025-10-21

XT ISHARES TR5.5K shares-0.70%2025-09-302025-10-21

VTV VANGUARD INDEX FDS2.1K shares-5.53%2025-09-302025-10-21

IBM INTERNATIONAL BUSINESS MACHS1.3K sharesnew addition2025-09-302025-10-21

ISCB ISHARES TR5.7K shares0.11%2025-09-302025-10-21

Sponsored

MUB ISHARES TR3.4K shares-2.38%2025-09-302025-10-21

IUSV ISHARES TR3.6K shares-15.49%2025-09-302025-10-21

ABT ABBOTT LABS2.6K shares0.08%2025-09-302025-10-21

HDV ISHARES TR2.8K shares0.04%2025-09-302025-10-21

XLU SELECT SECTOR SPDR TR3.9K shares-1.49%2025-09-302025-10-21

ISTB ISHARES TR6.8K shares0.75%2025-09-302025-10-21

LQD ISHARES TR3.0K shares0.58%2025-09-302025-10-21

GOOGL ALPHABET INC1.3K shares2.37%2025-09-302025-10-21

Sponsored

EWC ISHARES INC6.3K shares0.00%2025-09-302025-10-21

ITW ILLINOIS TOOL WKS INC1.2K shares0.00%2025-09-302025-10-21

IYH ISHARES TR5.1K shares0.00%2025-09-302025-10-21

MCD MCDONALDS CORP969 shares0.10%2025-09-302025-10-21

TSLA TESLA INC645 shares1.10%2025-09-302025-10-21

NEAR ISHARES U S ETF TR5.5K shares0.51%2025-09-302025-10-21

V VISA INC824 shares0.00%2025-09-302025-10-21

FXH FIRST TR EXCHANGE TRADED FD2.5K shares0.08%2025-09-302025-10-21

Sponsored

IWD ISHARES TR1.3K shares8.39%2025-09-302025-10-21

ORCL ORACLE CORP958 shares0.00%2025-09-302025-10-21

AMD ADVANCED MICRO DEVICES INC1.6K shares6.56%2025-09-302025-10-21

IEFA ISHARES TR2.9K shares0.00%2025-09-302025-10-21

SPY SPDR S&P 500 ETF TR372 sharesnew addition2025-09-302025-10-21

XLV SELECT SECTOR SPDR TR1.8K shares0.00%2025-09-302025-10-21

VXUS VANGUARD STAR FDS3.3K shares0.00%2025-09-302025-10-21

WSM WILLIAMS SONOMA INC1.2K shares0.00%2025-09-302025-10-21

Sponsored

IDV ISHARES TR6.2K shares0.62%2025-09-302025-10-21

WMT WALMART INC2.1K shares0.05%2025-09-302025-10-21

IJJ ISHARES TR1.7K shares0.30%2025-09-302025-10-21

EFAV ISHARES TR2.5K shares0.00%2025-09-302025-10-21

GBTC GRAYSCALE BITCOIN TRUST ETF2.4K shares-5.96%2025-09-302025-10-21

HD HOME DEPOT INC523 sharesnew addition2025-09-302025-10-21

IXUS ISHARES TR2.5K sharesnew addition2025-09-302025-10-21

VWO VANGUARD INTL EQUITY INDEX F3.9K sharesnew addition2025-09-302025-10-21

Sponsored

FNDX SCHWAB STRATEGIC TR7.8K sharesnew addition2025-09-302025-10-21

OTLK OUTLOOK THERAPEUTICS INC27.2K shares11.83%2025-09-302025-10-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available