Walker Financial Services, Inc. Purchases in Q2 2025

Walker Financial Services, Inc.

  • $220 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TBUX
T Rowe Price Exchange Traded F

ETFs
78.4K
+ 1615.6%
$49.52 - $49.9 $3.88M - $3.91M
83.3K $4.14B
TFLO
Ishares Treasury Floating Rate

ETFs
76.8K
+ 1617.46%
$50.47 - $50.66 $3.88M - $3.89M
81.5K $4.13B
SHV
Ishares Tr

ETFs
25.2K
New
$110.06 - $110.46 $2.78M - $2.79M
25.2K $2.79B
SPSB
Spdr Portfolio Short Term Corp

ETFs
88K
+ 7.09%
$29.82 - $30.19 $2.62M - $2.66M
1.33M $40.1B
VUSB
Vanguard Bd Index Fds
55.2K
New
N/A
55.2K $2.75B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25.3K
+ 5.84%
$96.84 - $99.46 $2.45M - $2.51M
458K $45.4B
SPTS
Spdr Portfolio Short Term Trea

ETFs
77.2K
New
$29.07 - $29.38 $2.24M - $2.27M
77.2K $2.26B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
29.7K
+ 7.37%
$44.68 - $45.96 $1.33M - $1.36M
432K $19.8B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
11.5K
+ 7.35%
$102.02 - $103.5 $1.17M - $1.19M
168K $17.3B
MSFT
Microsoft Corp

Technology
84
+ 1.1%
$354.56 - $497.45 $29.8K - $41.8K
7.75K $3.86B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.88K
+ 1.77%
$55.54 - $69.09 $104K - $130K
108K $7.47B
AAPL
Apple Inc.

Technology
3.41K
+ 102.81%
$172.42 - $223.89 $587K - $762K
6.72K $1.38B
QQQ
Invesco Qqq Trust, Series 1

ETFs
172
+ 3.96%
$416.06 - $551.64 $71.6K - $94.9K
4.52K $2.49B
SPIB
Spdr Portfolio Intermediate Te

ETFs
11K
+ 7.36%
$32.62 - $33.58 $359K - $370K
161K $5.39B
NVDA
Nvidia Corp

Technology
1.6K
New
$94.31 - $157.99 $151K - $253K
1.6K $253M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.35K
+ 3.76%
$58.63 - $59.9 $197K - $201K
92.6K $5.54B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.02K
New
$45.88 - $54.4 $185K - $219K
4.02K $219M
XOM
Exxon Mobil Corp

Energy
1.95K
New
$99.93 - $119.04 $195K - $233K
1.95K $211M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.68K
New
$51.14 - $57.0 $188K - $210K
3.68K $209M
SYY
Sysco Corp

Consumer Defensive
1.77K
+ 39.69%
$68.0 - $75.91 $120K - $134K
6.23K $472M
KO
Coca Cola CO

Consumer Defensive
2.1K
+ 6.73%
$68.37 - $73.9 $143K - $155K
33.2K $2.35B
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.87K
+ 4.82%
$47.94 - $52.5 $89.8K - $98.3K
40.7K $2.08B
WMT
Walmart Inc.

Consumer Defensive
38
+ 0.48%
$81.79 - $99.98 $3.11K - $3.8K
8.02K $784M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.11%
$210.28 - $289.91 $421 - $580
1.77K $514M
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 3.22%
$496.48 - $617.85 $9.43K - $11.7K
609 $376M
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 0.15%
$277.03 - $321.33 $831 - $964
2.02K $629M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
100
+ 0.59%
$22.68 - $23.28 $2.27K - $2.33K
17.2K $399M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.53%
$335.24 - $380.78 $1.01K - $1.14K
571 $209M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
218
+ 3.07%
$483.48 - $539.8 $105K - $118K
7.32K $3.56B
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Walker Financial Services, Inc. Portfolio

Follow Walker Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walker Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Walker Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email