Molly Crider

@Walker Asset Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$162.579M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLGInvesco Exchange Traded Fd T Recent Activity Increased 3.19%	1.06%	$1.723M 34,479 shares@ $49.97 avg price	Increased 3.19%
FVDFirst Tr Value Line Divid In Recent Activity Increased 1.4%	1.03%	$1.662M 38,073 shares@ $43.65 avg price	Increased 1.4%
CVXChevron Corp New Recent Activity Increased 0.47%	0.97%	$1.575M 10,872 shares@ $144.84 avg price	Increased 0.47%
FPEIFirst Tr Exch Traded Fd Iii Recent Activity Increased 1.22%	0.96%	$1.559M 83,390 shares@ $18.7 avg price	Increased 1.22%
BXBlackstone Inc Recent Activity Increased 0.53%	0.78%	$1.264M 7,331 shares@ $172.42 avg price	Increased 0.53%
HDHome Depot Inc Recent Activity Increased 0.98%	0.77%	$1.248M 3,208 shares@ $389.04 avg price	Increased 0.98%
RSPNInvesco Exchange Traded Fd T Recent Activity Increased 1.09%	0.77%	$1.238M 24,652 shares@ $50.2 avg price	Increased 1.09%
RSPHInvesco Exchange Traded Fd T Recent Activity Increased 1.13%	0.74%	$1.192M 40,695 shares@ $29.31 avg price	Increased 1.13%
RDVYFirst Tr Exchange-traded Fd Recent Activity Increased 2.04%	0.73%	$1.184M 20,021 shares@ $59.15 avg price	Increased 2.04%
LMTLockheed Martin Corp Recent Activity Increased 1.13%	0.68%	$1.09M 2,243 shares@ $486.02 avg price	Increased 1.13%