Walker Financial Services, Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $37.3B, Schwab Strategic Tr Us Dividen with a value of $35.7B, Spdr Portfolio Short Term Corp with a value of $33.4B, Fidelity Merrimack Str Tr Tota with a value of $16.2B, and Ishares Barclays 0 5 Year Tips with a value of $14.1B.
Examining the 13F form we can see an increase of $24.2B in the current position value, from $148B to 172B.
Walker Financial Services, Inc. is based out at Bowling Green, KY
Below you can find more details about Walker Financial Services, Inc. portfolio as well as his latest detailed transactions.
