Walker Financial Services, Inc. Portfolio Holdings

Walker Financial Services, Inc.

  • $148 Billion
  • Q3 2024

Walker Financial Services, Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $32.7B, Ishares Core U.S. Aggregate Bo with a value of $30.3B, Spdr Portfolio Short Term Corp with a value of $26.9B, Fidelity Merrimack Str Tr Tota with a value of $13.9B, and Ishares Barclays 0 5 Year Tips with a value of $10.2B.

Examining the 13F form we can see an increase of $20B in the current position value, from $128B to 148B.

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 $148 Billion
ETFs: $135 Billion
Technology: $4.27 Billion
Financial Services: $3.73 Billion
Consumer Defensive: $3.3 Billion
Industrials: $866 Million
Consumer Cyclical: $447 Million
Energy: $302 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.7 Billion 22.12% of portfolio
386,942
Q3 2024 Added 9.24%
$0
$30.3 Billion 20.5% of portfolio
299,395
Q3 2024 Added 16.34%
$0
$26.9 Billion 18.17% of portfolio
887,435
Q3 2024 Added 10.37%
$0
$13.9 Billion 9.37% of portfolio
296,509
Q3 2024 New
$0
$10.2 Billion 6.9% of portfolio
100,763
Q3 2024 Added 8.01%
$0
$5.8 Billion 3.92% of portfolio
89,610
Q3 2024 Added 7.48%
$0
$4.25 Billion 2.88% of portfolio
70,414
Q3 2024 Added 14.0%
$0
$4.24 Billion 2.87% of portfolio
125,717
Q3 2024 Added 9.12%
$3.09T
$3.59 Billion 2.43% of portfolio
8,347
Q3 2024 Added 0.94%
$612B
$3.35 Billion 2.27% of portfolio
7,280
Q3 2024 Added 3.81%
$0
$2.39 Billion 1.62% of portfolio
4,901
Q3 2024 Added 3.51%
$267B
$2.03 Billion 1.37% of portfolio
28,181
Q3 2024 Added 5.62%
$0
$1.78 Billion 1.2% of portfolio
34,783
Q3 2024 Added 6.23%
$0
$944 Million 0.64% of portfolio
13,918
Q3 2024 Added 1.16%
$3.62T
$676 Million 0.46% of portfolio
2,903
Q3 2024 Added 6.26%
$229B
$652 Million 0.44% of portfolio
8,074
Q3 2024 Added 2.1%
$0
$433 Million 0.29% of portfolio
9,104
Q3 2024 Reduced 8.78%
$720B
$376 Million 0.25% of portfolio
1,784
Q3 2024 New
$38B
$348 Million 0.24% of portfolio
4,460
Q3 2024 New
$0
$353 Million 0.24% of portfolio
615
Q3 2024 Added 3.36%
$97.8B
$328 Million 0.22% of portfolio
2,216
Q3 2024 Added 0.5%
$316B
$302 Million 0.2% of portfolio
2,053
Q3 2024 Added 11.58%
$0
$293 Million 0.2% of portfolio
556
Q3 2024 Added 0.18%
$0
$282 Million 0.19% of portfolio
489
Q2 2024 Reduced 3.17%
$401B
$271 Million 0.18% of portfolio
306
Q3 2024 Added 8.9%
$0
$246 Million 0.17% of portfolio
1,035
Q3 2024 Reduced 1.43%
$418B
$231 Million 0.16% of portfolio
570
Q3 2024 New
$5.2B
$216 Million 0.15% of portfolio
1,596
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $148 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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