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Size ($ in 1000's)
At 03/31/2024: $121,720
At 12/31/2023: $96,710
Walker Financial Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Walker Financial Services Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Walker Financial Services Inc. top holdings by largest position size, as per the latest 13f filing made by Walker Financial Services Inc..
In the Walker Financial Services Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Walker Financial Services Inc. in that top holding, then the share count change between reporting periods, and finally the Walker Financial Services Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
324,280 |
+26,806 |
$26,147 | | SCHD | 324,280 | +26,806 | $26,147 | | SPDR SER TR (SPSB) |
768,154 |
+29,948 |
$22,868 | | SPSB | 768,154 | +29,948 | $22,868 | | ISHARES TR (AGG) |
217,685 |
+217,685 |
$21,320 | | AGG | 217,685 | +217,685 | $21,320 | | SCHWAB STRATEGIC TR |
229,660 |
+18,539 |
$11,979 | | SCHP | 229,660 | +18,539 | $11,979 | | ISHARES TR (STIP) |
102,783 |
-65,723 |
$10,220 | | STIP | 102,783 | -65,723 | $10,220 | | VANGUARD STAR FDS (VXUS) |
78,120 |
+5,717 |
$4,711 | | VXUS | 78,120 | +5,717 | $4,711 | | MICROSOFT CORP |
8,415 |
-308 |
$3,540 | | MSFT | 8,415 | -308 | $3,540 | | SPDR SER TR (SPIB) |
104,700 |
+7,986 |
$3,423 | | SPIB | 104,700 | +7,986 | $3,423 | | VANGUARD SCOTTSDALE FDS (VGIT) |
50,850 |
+50,850 |
$2,977 | | VGIT | 50,850 | +50,850 | $2,977 |  BERKSHIRE HATHAWAY INC DEL |
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$2,791 | | BRK.B | 6,637 | +149 | $2,791 | | INVESCO QQQ TR |
4,625 |
+32 |
$2,053 | | QQQ | 4,625 | +32 | $2,053 | | FIDELITY COVINGTON TRUST |
36,423 |
-12,853 |
$1,733 | | FSTA | 36,423 | -12,853 | $1,733 | | COCA COLA CO |
24,645 |
+1,468 |
$1,508 | | KO | 24,645 | +1,468 | $1,508 | | INTEL CORP |
33,737 |
+1,747 |
$1,490 | | INTC | 33,737 | +1,747 | $1,490 | | SCHWAB STRATEGIC TR |
14,235 |
-186 |
$883 | | SCHX | 14,235 | -186 | $883 | | WALMART INC |
8,818 |
+5,889 |
$531 | | WMT | 8,818 | +5,889 | $531 | | APPLE INC |
2,826 |
+78 |
$485 | | AAPL | 2,826 | +78 | $485 | | SCHWAB STRATEGIC TR |
10,259 |
+422 |
$472 | | SCHZ | 10,259 | +422 | $472 | | VERISK ANALYTICS INC |
2,000 |
+2,000 |
$471 | | VRSK | 2,000 | +2,000 | $471 | | UNITED PARCEL SERVICE INC |
2,216 |
+108 |
$349 | | UPS | 2,216 | +108 | $349 | | SPDR S&P 500 ETF TR (SPY) |
594 |
+19 |
$311 | | SPY | 594 | +19 | $311 | | CHEVRON CORP NEW |
1,750 |
+9 |
$276 | | CVX | 1,750 | +9 | $276 | | VANGUARD INDEX FDS (VOO) |
555 |
+555 |
$267 | | VOO | 555 | +555 | $267 | | ISHARES TR (IVV) |
505 |
+505 |
$265 | | IVV | 505 | +505 | $265 | | VANGUARD INDEX FDS (VB) |
1,050 |
+1,050 |
$240 | | VB | 1,050 | +1,050 | $240 | | COSTCO WHSL CORP NEW |
282 |
+282 |
$207 | | COST | 282 | +282 | $207 |
See Full List: All Stocks Held By Walker Financial Services Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Walker Financial Services Inc.
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