Walker Financial Services, Inc. Portfolio Holdings by Sector
Walker Financial Services, Inc.
- $148 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHD AGG SPSB FBND STIP VXUS VGIT SPIB 16 stocks |
$135 Million
91.27% of portfolio
|
  13  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$3.59 Million
2.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3.35 Million
2.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$2.03 Million
1.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$923,009
0.62% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$676,460
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
VRSK 1 stocks |
$538,386
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$376,184
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$348,148
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$328,008
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$302,320
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$231,142
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
CHDN 1 stocks |
$215,853
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|