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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
WMTWalmart Inc
| 7.17% | $11.65M 128,948 shares@ $90.35 avg price | Increased 1.36% |
AAPLApple Inc
| 3.49% | $5.661M 22,605 shares@ $250.42 avg price | Increased 0.2% |
MSFTMicrosoft Corp
| 3.17% | $5.14M 12,194 shares@ $421.52 avg price | Increased 1.53% |
NVDANvidia Corporation
| 2.79% | $4.52M 33,661 shares@ $134.3 avg price | Increased 4.04% |
TMFCRbb Fd Inc
| 2.17% | $3.516M 58,491 shares@ $60.12 avg price | Increased 9.12% |
FPEFirst Tr Exch Traded Fd Iii
| 1.42% | $2.305M 130,235 shares@ $17.71 avg price | Increased 10.15% |
SBUXStarbucks Corp
| 1.28% | $2.079M 22,779 shares@ $91.26 avg price | Increased 0.71% |
PGProcter And Gamble Co
| 1.16% | $1.873M 11,174 shares@ $167.65 avg price | Increased 0.38% |
AMZNAmazon Com Inc
| 1.15% | $1.865M 8,502 shares@ $219.4 avg price | Increased 2.01% |
XOMExxon Mobil Corp
| 1.06% | $1.723M 16,020 shares@ $107.58 avg price | Increased 0.56% |