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CIK: 0001965479
Total reported value
$323.3M
$323.3M
33 檔
42.3%
According to the latest 13F quarterly dataset, Walker Financial Services, Inc. managed an equity portfolio of $323.3M at the end of Q4 2024, spanning 33 distinct U.S. exchange-listed positions.
In Q4 2024, Walker Financial Services, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 21.70% | -0.82% | +28.67% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 20.77% | -1.08% | +238.03% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 19.43% | -0.70% | +26.17% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.43% | -0.51% | +21.93% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 8.22% | +0.03% | +39.47% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.37% | -0.31% | +9.65% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.74% | -0.26% | +15.47% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.57% | -0.18% | +7.39% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.12% | -1.09% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.95% | -0.15% | +1.90% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | -0.06% | -3.57% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.07% | -0.10% | +5.22% | |
| 13 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.04% | -0.10% | +4.24% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.56% | — | +199.16% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.44% | -0.08% | +2.96% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | +0.18% | -1.41% | |
| 17 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.32% | -0.13% | EXIT | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | — | +1.18% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.24% | -0.02% | +98.69% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 0.20% | +0.01% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | -14.47% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.17% | -0.04% | +0.93% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | -2.16% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | -0.04% | -0.20% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | — | -0.65% | |
| 26 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.16% | — | -13.81% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.15% | — | +1.64% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | — | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | -0.01% | -1.05% | |
| 30 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.12% | — | — | |
| 31 | KR | Kroger Co | Stock-Consumer Staples | 0.12% | -0.08% | EXIT | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | -0.08% | EXIT | |
| 33 | F | Ford Motor Co | Stock-Consumer Disc | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STIP | Ishares 0-5 Year Tips Bond E | +1.3% | +39.47% | Add |
| 2 | SPSB | Ss Spdr P St C CORP ETF | +1.3% | +26.17% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +1.2% | +28.67% | Add |
| 4 | AMZN | Amazon.com Inc | +0.2% | NEW | New buy |
| 5 | KR | Kroger Co | +0.1% | NEW | New buy |
| 6 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 7 | FBND | Fidelity Total Bond ETF | +0.1% | +21.93% | Add |
| 8 | F | Ford Motor Co | +0.1% | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | +1.18% | Add |
| 10 | AAPL | Apple Inc | 0% | +2.96% | Add |
| 11 | WMT | Walmart Inc | 0% | -1.41% | Trim |
| 12 | COST | Costco Wholesale CORP | 0% | -0.65% | Trim |
| 13 | VB | Vanguard Small-cap ETF | 0% | +1.64% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | 0% | -0.20% | Trim |
| 15 | HD | Home Depot Inc | 0% | -1.05% | Trim |
| 16 | CHDN | Churchill Downs Inc | 0% | — | Unchanged |
| 17 | CVX | Chevron CORP | 0% | +0.93% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | -2.16% | Trim |
| 19 | VRSK | Verisk Analytics Inc | 0% | +0.15% | Add |
| 20 | SYY | Sysco CORP | 0% | — | Unchanged |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | +98.69% | Add |
| 22 | UPS | United Parcel Service-cl B | -0.1% | -13.81% | Trim |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -14.47% | Trim |
| 24 | SCHX | Schwab US Large-cap ETF | -0.1% | +199.16% | Add |
| 25 | VGIT | Vanguard Intermediate-term T | -0.1% | +15.47% | Add |
| 26 | FSTA | Fidelity Msci Cons Stap Indx | -0.2% | +4.24% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -3.57% | Trim |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | -0.3% | +7.39% | Add |
| 29 | KO | Coca-cola Co/the | -0.3% | +5.22% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +1.90% | Add |
| 31 | MSFT | Microsoft CORP | -0.4% | -1.09% | Trim |
| 32 | VXUS | Vanguard Total Intl Stock | -0.6% | +9.65% | Add |
| 33 | SCHD | Schwab US Dvd Equity ETF | -1.4% | +238.03% | Add |
According to official SEC Form 13F filings, Walker Financial Services, Inc. reported a total U.S. public equity portfolio value of $323.3M across 33 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, SCHD, SPSB) accounted for 42.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
AMZN
市值: $249.7K
Top Position Liquidated / Trimmed
MSFT
前期市值: $3.6M
During Q4 2024, Walker Financial Services, Inc.'s top holdings by market value included AGG (21.7%)、SCHD (20.8%)、SPSB (19.4%). The largest single position, AGG, represented 21.7% of total portfolio value.
In Q4 2024, Walker Financial Services, Inc. made 31 total portfolio adjustments, initiating 4 new buys, adding to 18 positions, trimming 9 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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