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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
VTVVanguard Index Fds
Recent Activity
Increased 0.05%
0.18%
$377,926
2,206 shares@ $171.32 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.25%
0.18%
$368,763
804 shares@ $458.67 avg price
ISTBIshares Tr
Recent Activity
Increased 0.95%
0.15%
$315,926
6,629 shares@ $47.66 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.1%
0.15%
$315,065
1,072 shares@ $293.91 avg price
LQDIshares Tr
Recent Activity
Increased 1.64%
0.15%
$311,940
2,915 shares@ $107.02 avg price
ABTAbbott Labs
Recent Activity
Increased 0.04%
0.15%
$300,151
2,615 shares@ $114.79 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.07%
0.14%
$297,847
1,655 shares@ $179.97 avg price
IAUIshares Gold Tr
Recent Activity
Increased 1.38%
0.14%
$290,364
5,879 shares@ $49.4 avg price
NEARIshares U S Etf Tr
Recent Activity
Increased 0.8%
0.13%
$275,024
5,460 shares@ $50.38 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.48%
0.13%
$268,277
1,368 shares@ $196.11 avg price