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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
PGFInvesco Exchange Traded Fd T
Recent Activity
Decreased -4.24%
0.37%
$600,333
41,260 shares@ $14.55 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.21%
0.37%
$587,976
2,453 shares@ $239.7 avg price
EPDEnterprise Prods Partners L
Recent Activity
Increased 3.63%
0.36%
$583,963
18,621 shares@ $31.37 avg price
GBABGuggenheim Taxable Municp Bo
Recent Activity
Decreased -3.77%
0.36%
$580,844
38,213 shares@ $15.21 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 15.54%
0.36%
$579,633
989 shares@ $586.08 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 14.56%
0.36%
$569,293
3,007 shares@ $189.33 avg price
OKEOneok Inc New
Recent Activity
Increased 0.65%
0.35%
$566,839
5,646 shares@ $100.4 avg price
AMLPAlps Etf Tr
Recent Activity
Decreased -5.88%
0.35%
$561,835
11,666 shares@ $48.17 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 2.8%
0.34%
$546,867
5,076 shares@ $107.74 avg price
VZVerizon Communications Inc
Recent Activity
Increased 1.65%
0.34%
$543,764
13,598 shares@ $39.99 avg price