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
NSCNorfolk Southn Corp Recent Activity Decreased -9.4%	0.2%	$323,197 1,377 shares@ $234.72 avg price	Decreased -9.4%
UNHUnitedhealth Group Inc Recent Activity Decreased -23.47%	0.2%	$316,908 626 shares@ $506.25 avg price	Decreased -23.47%
RSPMInvesco Exchange Traded Fd T Recent Activity Decreased -3.81%	0.18%	$284,369 8,731 shares@ $32.58 avg price	Decreased -3.81%
NOMNuveen Missouri Qlt Mun Inc Recent Activity Decreased -66.53%	0.1%	$148,376 12,375 shares@ $11.99 avg price	Decreased -66.53%
WBDWarner Bros Discovery Inc Recent Activity Decreased -3.88%	0.08%	$118,321 11,194 shares@ $10.58 avg price	Decreased -3.88%