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 Market Cap. of Under $50 Millions

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

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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