Walker Financial Services, Inc. Incresed Positions in Q3 2024

Walker Financial Services, Inc.

  • $148 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
42K
+ 16.34%
$96.25 - $101.98 $4.05M - $4.29M
299K $30.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.7K
+ 9.24%
$77.02 - $85.06 $2.52M - $2.78M
387K $32.7B
SPSB
Spdr Portfolio Short Term Corp

ETFs
83.4K
+ 10.37%
$29.58 - $30.31 $2.47M - $2.53M
887K $26.9B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.47K
+ 8.01%
$98.99 - $101.51 $740K - $758K
101K $10.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.24K
+ 7.48%
$58.03 - $65.37 $362K - $408K
89.6K $5.8B
VGIT
Vanguard Intermediate Term Tre

ETFs
8.65K
+ 14.0%
$57.8 - $60.8 $500K - $526K
70.4K $4.25B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
267
+ 3.81%
$405.19 - $478.57 $108K - $128K
7.28K $3.35B
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.5K
+ 9.12%
$32.36 - $33.78 $340K - $355K
126K $4.24B
KO
Coca Cola CO

Consumer Defensive
1.5K
+ 5.62%
$62.69 - $73.01 $94K - $110K
28.2K $2.03B
FSTA
Fidelity Covington Tr Msci Con

ETFs
2.04K
+ 6.23%
$47.12 - $51.72 $96.2K - $106K
34.8K $1.78B
WMT
Walmart Inc.

Consumer Defensive
166
+ 2.1%
$66.91 - $81.4 $11.1K - $13.5K
8.07K $652M
AAPL
Apple Inc.

Technology
171
+ 6.26%
$207.23 - $234.82 $35.4K - $40.2K
2.9K $676M
SCHX
Schwab Strategic Tr Us Large C

ETFs
159
+ 1.16%
$61.11 - $67.85 $9.72K - $10.8K
13.9K $944M
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 8.9%
$801.83 - $917.05 $20K - $22.9K
306 $271M
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 3.36%
$517.38 - $573.86 $10.3K - $11.5K
615 $353M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.18%
$475.2 - $527.7 $475 - $528
556 $293M
CVX
Chevron Corp

Energy
213
+ 11.58%
$137.88 - $161.97 $29.4K - $34.5K
2.05K $302M
UPS
United Parcel Service Inc

Industrials
11
+ 0.5%
$123.32 - $147.38 $1.36K - $1.62K
2.22K $328M
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 0.15%
$260.31 - $285.99 $781 - $858
2.01K $538M
MSFT
Microsoft Corp

Technology
78
+ 0.94%
$395.15 - $467.56 $30.8K - $36.5K
8.35K $3.59B
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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