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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
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
XLGInvesco Exchange Traded Fd T
Recent Activity
Increased 3.19%
1.06%
$1.723M
34,479 shares@ $49.97 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 1.4%
1.03%
$1.662M
38,073 shares@ $43.65 avg price
CVXChevron Corp New
Recent Activity
Increased 0.47%
0.97%
$1.575M
10,872 shares@ $144.84 avg price
EMLPFirst Tr Exchange-traded Fd
Recent Activity
Decreased -5.39%
0.97%
$1.562M
43,824 shares@ $35.65 avg price
FPEIFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 1.22%
0.96%
$1.559M
83,390 shares@ $18.7 avg price
RSPFInvesco Exchange Traded Fd T
Recent Activity
Decreased -4.04%
0.83%
$1.347M
18,607 shares@ $72.38 avg price