Walker Financial Services, Inc. Portfolio Holdings by Sector

Walker Financial Services, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs TFLO SPSB SCHD FLOT STIP SCHB SPIB AGG 27 stocks	$260 Million 95.55% of portfolio	13	14	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2.72 Million 1.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.25 Million 0.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.82 Million 0.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$1.47 Million 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$870,771 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM 2 stocks	$660,182 0.24% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$541,065 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$489,953 0.18% of portfolio	1	1	1	-	0 Calls 0 Puts

Food Distribution \| Consumer Defensive SYY 1 stocks	$462,417 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$453,130 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$352,169 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Walker Financial Services, Inc., based on Form 13F filings with the SEC.

Stay updated on Walker Financial Services, Inc. with notifications on news.