test

Robin Gould

@Christensen, King & Associates Investment Services, Inc.

Latest period2024 - Q4ReportedManaged Assets$213.3MTotal holdings92
Assets growth rate0.4%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Christensen, King & Associates Investment Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 92 positions.

Assets under management

The assets under management (AUM) of Christensen, King & Associates Investment Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 213.3M in assets, with a quarterly growth rate of 0.4% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Robin Gould, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ANGLVaneck Etf Trust
Recent Activity
Decreased -11.13%
0.25%
$526,055
18,272 shares@ $28.8 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.92%
0.2%
$423,952
3,985 shares@ $106.39 avg price
MUBIshares Tr
Recent Activity
Decreased -4.44%
0.2%
$408,434
3,848 shares@ $106.15 avg price
XTIshares Tr
Recent Activity
Decreased -4.87%
0.2%
$407,814
6,675 shares@ $61.1 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -0.86%
0.2%
$406,122
8,273 shares@ $49.1 avg price
IUSVIshares Tr
Recent Activity
Decreased -0.35%
0.19%
$398,840
4,243 shares@ $94.0 avg price
ISCBIshares Tr
Recent Activity
Decreased -1.14%
0.16%
$338,202
5,678 shares@ $59.57 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Decreased -0.85%
0.16%
$328,887
1,269 shares@ $259.18 avg price
FXHFirst Tr Exchange Traded Fd
Recent Activity
Decreased -4.54%
0.13%
$268,593
2,544 shares@ $105.58 avg price
EWCIshares Inc
Recent Activity
Decreased -1.07%
0.13%
$267,572
6,613 shares@ $40.47 avg price