Wc Walker & Associates, Inc. has filed its 13F form on February 23, 2023 for Q4 2022 where it was disclosed a total value porftolio of $181 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $21.1M, Ishares Core High Dividend ETF with a value of $12.7M, Invesco Qqq Trust, Series 1 with a value of $11.9M, Ishares Core S&P Sm Cap ETF with a value of $10.8M, and Ishares Tr with a value of $8.31M.

Examining the 13F form we can see an increase of $5.26M in the current position value, from $176M to 181M.

Below you can find more details about Wc Walker & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $181 Million
ETFs: $109 Million
Technology: $21.1 Million
Healthcare: $8.95 Million
Financial Services: $8.95 Million
Consumer Cyclical: $8.15 Million
Industrials: $7.99 Million
Communication Services: $6.82 Million
Consumer Defensive: $3.58 Million
Other: $6.26 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $181 Million
  • Prior Value $176 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 23, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 0 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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