Walker Financial Services, Inc. Portfolio Holdings

Walker Financial Services, Inc.

  • $128 Billion
  • Q2 2024

Walker Financial Services, Inc. has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $128 Billion distributed in 26 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 $27.5B, Ishares Core U.S. Aggregate Bo with a value of $25B, Spdr Portfolio Short Term Corp with a value of $23.9B, Schwab Strategic Us Tips ETF with a value of $12.6B, and Ishares Barclays 0 5 Year Tips with a value of $9.28B.

Examining the 13F form we can see an increase of $6.19B in the current position value, from $122B to 128B.

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 $128 Billion
ETFs: $117 Billion
Technology: $4.27 Billion
Financial Services: $2.85 Billion
Consumer Defensive: $2.47 Billion
Industrials: $868 Million
Energy: $288 Million
Consumer Cyclical: $223 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $128 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 15, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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