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CARL JURGENS

@Walker Financial Services, Inc.

Latest period2024 - Q4ReportedManaged Assets$172.052MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -14.47%
0.18%
$308,436
526 shares@ $586.39 avg price
CVXChevron Corp New
Recent Activity
Increased 0.93%
0.18%
$300,125
2,072 shares@ $144.85 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -2.15%
0.18%
$293,262
544 shares@ $539.09 avg price
IVVIshares Tr
Recent Activity
Decreased -0.2%
0.17%
$287,658
488 shares@ $589.47 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.65%
0.17%
$278,644
304 shares@ $916.6 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -13.8%
0.16%
$272,014
1,910 shares@ $142.42 avg price
VBVanguard Index Fds
Recent Activity
Increased 1.65%
0.15%
$252,775
1,052 shares@ $240.29 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.15%
$249,666
1,138 shares@ $219.4 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.05%
0.13%
$219,659
564 shares@ $389.47 avg price
CHDNChurchill Downs Inc
Recent Activity
0.13%
$213,187
1,596 shares@ $133.58 avg price