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Molly Crider

@Walker Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$162.579MTotal holdings134
Assets growth rate0.86%Assets growth rate (2-Q avg)4.69%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Walker Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Walker Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 162.579M in assets, with a quarterly growth rate of 0.86% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by Molly Crider, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp
Recent Activity
Exited
0%
$291,472
357 shares@ $816.45 avg price
ELLauder Estee Cos Inc
Recent Activity
Exited
0%
$264,179
2,650 shares@ $99.7 avg price
FXHFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$255,829
2,287 shares@ $111.87 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$227,186
9,684 shares@ $23.46 avg price
TLTIshares Tr
Recent Activity
Exited
0%
$220,038
2,243 shares@ $98.1 avg price
FPAFirst Tr Exch Trd Alphdx Fd
Recent Activity
Exited
0%
$212,339
6,946 shares@ $30.57 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$210,022
1,280 shares@ $164.08 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Exited
0%
$204,480
4,000 shares@ $51.12 avg price
FEPFirst Tr Exch Trd Alphdx Fd
Recent Activity
Exited
0%
$203,033
5,214 shares@ $38.94 avg price
UPSUnited Parcel Service Inc
Recent Activity
Exited
0%
$202,133
1,483 shares@ $136.31 avg price