Walker Financial Services, Inc. Portfolio Holdings

Walker Financial Services, Inc.

  • $191 Billion
  • Q1 2025

Walker Financial Services, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $191 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $42.8B, Schwab Strategic Tr Us Dividen with a value of $39.4B, Spdr Portfolio Short Term Corp with a value of $37.3B, Fidelity Merrimack Str Tr Tota with a value of $18.4B, and Ishares Barclays 0 5 Year Tips with a value of $16.2B.

Examining the 13F form we can see an increase of $18.8B in the current position value, from $172B to 191B.

Walker Financial Services, Inc. is based out at Bowling Green, KY

Below you can find more details about Walker Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $191 Billion
ETFs: $178 Billion
Financial Services: $4.22 Billion
Technology: $3.61 Billion
Consumer Defensive: $3.49 Billion
Industrials: $600 Million
Consumer Cyclical: $419 Million
Energy: $291 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.8 Billion 22.42% of portfolio
432,524
Q1 2025 Added 12.28%
$0
$39.4 Billion 20.64% of portfolio
1,408,378
Q1 2025 Added 7.67%
$0
$37.3 Billion 19.57% of portfolio
1,240,617
Q1 2025 Added 10.8%
$0
$18.4 Billion 9.63% of portfolio
402,333
Q1 2025 Added 11.28%
$0
$16.2 Billion 8.49% of portfolio
156,640
Q1 2025 Added 11.46%
$0
$6.6 Billion 3.46% of portfolio
106,301
Q1 2025 Added 8.18%
$0
$5.3 Billion 2.78% of portfolio
89,287
Q1 2025 Added 9.81%
$0
$4.97 Billion 2.61% of portfolio
149,613
Q1 2025 Added 10.81%
$694B
$3.78 Billion 1.98% of portfolio
7,102
Q1 2025 Reduced 4.26%
$2.95T
$2.88 Billion 1.51% of portfolio
7,670
Q1 2025 Reduced 7.1%
$314B
$2.23 Billion 1.17% of portfolio
31,123
Q1 2025 Added 4.96%
$0
$2.04 Billion 1.07% of portfolio
4,345
Q1 2025 Reduced 8.06%
$0
$1.99 Billion 1.04% of portfolio
38,851
Q1 2025 Added 7.15%
$0
$901 Million 0.47% of portfolio
40,810
Q1 2025 Reduced 1.99%
$3.42T
$736 Million 0.39% of portfolio
3,312
Q1 2025 Added 10.81%
$264B
$700 Million 0.37% of portfolio
7,977
Q1 2025 Added 0.21%
$718B
$434 Million 0.23% of portfolio
1,771
Q1 2025 Reduced 1.88%
$0
$396 Million 0.21% of portfolio
17,078
Q1 2025 Reduced 5.59%
$36.2B
$335 Million 0.18% of portfolio
4,460
Q3 2024 New
$0
$330 Million 0.17% of portfolio
590
Q1 2025 Added 12.17%
$0
$280 Million 0.15% of portfolio
544
Q4 2024 Reduced 2.16%
$266B
$291 Million 0.15% of portfolio
1,739
Q1 2025 Reduced 16.07%
$0
$293 Million 0.15% of portfolio
1,065
Q1 2025 New
$0
$275 Million 0.14% of portfolio
489
Q1 2025 Added 0.2%
$0
$241 Million 0.13% of portfolio
4,853
Q1 2025 New
$0
$241 Million 0.13% of portfolio
4,748
Q1 2025 New
$0
$233 Million 0.12% of portfolio
1,052
Q4 2024 Added 1.64%
$51.7B
$230 Million 0.12% of portfolio
3,399
Q1 2025 Added 0.35%
$369B
$208 Million 0.11% of portfolio
568
Q1 2025 Added 0.71%
$1.88T
$211 Million 0.11% of portfolio
1,110
Q1 2025 Reduced 2.46%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $191 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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