test

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