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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
BBNBlackrock Tax Municpal Bd Tr
Recent Activity
Decreased -0.97%
0.51%
$816,266
50,637 shares@ $16.12 avg price
RSPCInvesco Exchange Traded Fd T
Recent Activity
Decreased -4.02%
0.49%
$783,881
22,917 shares@ $34.21 avg price
MOAltria Group Inc
Recent Activity
Decreased -10.16%
0.43%
$688,746
13,172 shares@ $52.29 avg price
PGFInvesco Exchange Traded Fd T
Recent Activity
Decreased -4.24%
0.37%
$600,333
41,260 shares@ $14.55 avg price
GBABGuggenheim Taxable Municp Bo
Recent Activity
Decreased -3.77%
0.36%
$580,844
38,213 shares@ $15.21 avg price
AMLPAlps Etf Tr
Recent Activity
Decreased -5.88%
0.35%
$561,835
11,666 shares@ $48.17 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.86%
0.3%
$483,083
527 shares@ $916.67 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.01%
0.3%
$479,470
8,099 shares@ $59.21 avg price
DHRDanaher Corporation
Recent Activity
Decreased -0.71%
0.22%
$352,268
1,535 shares@ $229.5 avg price
HYGIshares Tr
Recent Activity
Decreased -1.07%
0.21%
$327,125
4,159 shares@ $78.66 avg price