CARL JURGENS

@Walker Financial Services, Inc.

Latest period2024 - Q4

Reported3d ago

Managed Assets$172.052M

Total holdings33

Assets growth rate16.35%

Assets growth rate (2-Q avg)15.99%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Walker Financial Services, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Walker Financial Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 172.052M in assets, with a quarterly growth rate of 16.35% and a 2-quarter average growth rate of 15.99%. The portfolio is managed by CARL JURGENS, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMZNAmazon Com Inc Recent Activity New Position	0.15%	$249,666 1,138 shares@ $219.4 avg price	New Position
KRKroger Co Recent Activity New Position	0.13%	$207,140 3,387 shares@ $61.16 avg price	New Position
NVDANvidia Corporation Recent Activity New Position	0.12%	$206,031 1,534 shares@ $134.31 avg price	New Position
FFord Mtr Co Recent Activity New Position	0.07%	$106,922 10,800 shares@ $9.91 avg price	New Position