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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
PMPhilip Morris Intl Inc
Recent Activity
Decreased -4.04%
0.56%
$899,272
7,472 shares@ $120.36 avg price
VOOVanguard Index Fds
Recent Activity
Increased 10.29%
0.56%
$895,502
1,662 shares@ $538.81 avg price
CSXCsx Corp
Recent Activity
Increased 0.14%
0.52%
$831,889
25,779 shares@ $32.28 avg price
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
HYLSFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.76%
0.48%
$770,681
18,647 shares@ $41.34 avg price
LNGCheniere Energy Inc
Recent Activity
Increased 0.09%
0.47%
$757,927
3,527 shares@ $214.9 avg price
MOAltria Group Inc
Recent Activity
Decreased -10.16%
0.43%
$688,746
13,172 shares@ $52.29 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.24%
0.42%
$679,487
2,931 shares@ $231.83 avg price
GEGe Aerospace
Recent Activity
Increased 0.03%
0.42%
$676,550
4,056 shares@ $166.81 avg price