Walker Asset Management, LLC Portfolio Holdings
Walker Asset Management, LLC
- $148 Million
- Q3 2024
Walker Asset Management, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $148 Million distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Henry Jack & Associates Inc with a value of $42.3M, O Reilly Automotive Inc with a value of $11.1M, Walmart Inc. with a value of $10.3M, Apple Inc. with a value of $5.25M, and Microsoft Corp with a value of $5.17M.
Examining the 13F form we can see an increase of $12M in the current position value, from $136M to 148M.
Below you can find more details about Walker Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$148 Million
Technology: $61.3 Million
ETFs: $21.9 Million
Consumer Cyclical: $20.1 Million
Consumer Defensive: $16.8 Million
Financial Services: $7.02 Million
Energy: $6.24 Million
Industrials: $4.61 Million
Healthcare: $4.38 Million
Other: $6.12 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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