Walker Asset Management, LLC Purchases in Q4 2024

Walker Asset Management, LLC

  • $150 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
1.73K
+ 1.36%
$79.1 - $95.7 $136K - $165K
129K $11.7M
NVDA
Nvidia Corp

Technology
1.31K
+ 4.03%
$117.0 - $148.88 $153K - $194K
33.7K $4.52M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
4.89K
+ 9.11%
$55.58 - $62.6 $272K - $306K
58.5K $3.52M
AAPL
Apple Inc.

Technology
45
+ 0.2%
$221.69 - $259.02 $9.98K - $11.7K
22.6K $5.66M
AMZN
Amazon Com Inc

Consumer Cyclical
167
+ 2.0%
$180.88 - $232.93 $30.2K - $38.9K
8.5K $1.87M
KMI
Kinder Morgan, Inc.

Energy
7.54K
New
$22.59 - $28.54 $170K - $215K
7.54K $206K
DIS
Walt Disney CO

Communication Services
1.82K
New
$92.39 - $117.6 $168K - $214K
1.82K $202K
AVGO
Broadcom Inc.

Technology
7
+ 0.24%
$159.67 - $250.0 $1.12K - $1.75K
2.93K $679K
FPE
First Tr Pfd Secs & Income ETF

ETFs
12K
+ 10.15%
$17.65 - $18.18 $212K - $218K
130K $2.31M
BX
Blackstone Inc.

Financial Services
38
+ 0.52%
$148.45 - $199.05 $5.64K - $7.56K
7.33K $1.26M
GOOGL
Alphabet Inc.

Communication Services
382
+ 14.55%
$161.86 - $196.66 $61.8K - $75.1K
3.01K $569K
LNG
Cheniere Energy, Inc.

Energy
3
+ 0.09%
$181.07 - $225.92 $543 - $678
3.53K $757K
ET
Energy Transfer LP

Energy
3.39K
+ 27.81%
$16.05 - $19.86 $54.5K - $67.4K
15.6K $305K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
155
+ 10.29%
$521.84 - $558.82 $80.9K - $86.6K
1.66K $895K
COP
Conocophillips

Energy
1.2K
+ 37.17%
$95.12 - $114.72 $114K - $137K
4.42K $438K
GS
Goldman Sachs Group Inc

Financial Services
44
+ 5.34%
$486.1 - $608.57 $21.4K - $26.8K
868 $497K
SPY
Spdr S&P 500 ETF Trust

ETFs
133
+ 15.54%
$567.81 - $607.81 $75.5K - $80.8K
989 $579K
JPM
Jpmorgan Chase & CO

Financial Services
53
+ 2.21%
$205.18 - $250.29 $10.9K - $13.3K
2.45K $588K
WFC
Wells Fargo & Company

Financial Services
22
+ 0.45%
$54.98 - $77.35 $1.21K - $1.7K
4.96K $348K
DFS
Discover Financial Services

Financial Services
5
+ 0.24%
$136.3 - $182.67 $682 - $913
2.07K $358K
EPD
Enterprise Products Partners L.P.

Energy
652
+ 3.63%
$28.66 - $34.43 $18.7K - $22.4K
18.6K $583K
OKE
Oneok Inc

Energy
36
+ 0.64%
$92.28 - $117.05 $3.32K - $4.21K
5.65K $566K
BAC
Bank Of America Corp

Financial Services
160
+ 1.65%
$39.22 - $47.77 $6.28K - $7.64K
9.84K $432K
WMB
Williams Companies, Inc.

Energy
47
+ 0.89%
$46.37 - $59.74 $2.18K - $2.81K
5.35K $289K
VUG
Vanguard Growth ETF

ETFs
27
+ 2.29%
$378.79 - $428.11 $10.2K - $11.6K
1.2K $494K
BMY
Bristol Myers Squibb CO

Healthcare
44
+ 0.55%
$51.92 - $59.94 $2.28K - $2.64K
7.99K $451K
AXP
American Express CO

Financial Services
3
+ 0.2%
$267.35 - $305.57 $802 - $917
1.49K $442K
F
Ford Motor CO

Consumer Cyclical
5.02K
+ 30.36%
$9.69 - $11.4 $48.7K - $57.3K
21.6K $213K
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.05%
$83.95 - $97.9 $168 - $196
4.41K $407K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.37%
$473.15 - $574.01 $946 - $1.15K
542 $288K
D
Dominion Energy, Inc

Utilities
889
+ 18.06%
$52.63 - $60.92 $46.8K - $54.2K
5.81K $312K
GLD
Spdr Gold Trust

ETFs
100
+ 10.58%
$236.59 - $257.5 $23.7K - $25.8K
1.05K $253K
RDVY
First Trust Rising Dividend Ac

ETFs
400
+ 2.04%
$58.65 - $64.37 $23.5K - $25.7K
20K $1.18M
META
Meta Platforms, Inc.

Communication Services
21
+ 4.6%
$554.08 - $632.68 $11.6K - $13.3K
478 $281K
USB
Us Bancorp \De\

Financial Services
15
+ 0.27%
$43.98 - $53.66 $660 - $805
5.59K $267K
FDX
Fedex Corp

Industrials
1
+ 0.07%
$260.5 - $305.15 $261 - $305
1.39K $391K
HYLS
First Tr Tactical High Yield L

ETFs
500
+ 2.76%
$41.29 - $42.03 $20.6K - $21K
18.6K $770K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 3.86%
$442.29 - $483.08 $9.73K - $10.6K
592 $268K
ATO
Atmos Energy Corp

Utilities
15
+ 0.59%
$136.41 - $151.43 $2.05K - $2.27K
2.55K $354K
PH
Parker Hannifin Corp

Industrials
1
+ 0.31%
$621.74 - $709.46 $622 - $709
320 $203K
Tidal Tr Ii
3.66K
+ 26.14%
N/A
17.7K $0
Lam Research Corp
3.58K
New
N/A
3.58K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
61
+ 0.96%
N/A
6.43K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
93
+ 1.45%
N/A
6.49K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
126
+ 1.5%
N/A
8.51K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
174
+ 1.09%
N/A
16.1K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
451
+ 1.12%
N/A
40.7K $0
EVRG
Evergy, Inc.

Utilities
37
+ 0.85%
$59.06 - $65.0 $2.19K - $2.41K
4.4K $270K
RGI
Invesco S&P 500 Equal Weight I

ETFs
264
+ 1.08%
N/A
24.7K $0
Activity Summary
Buys All Purchases 93 New Holdings 3 Increased Positions 90 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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