William B. Walkup & Associates, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $162 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Autozone Inc with a value of $19.6B, Valero Energy Corp with a value of $9.87B, Home Depot, Inc. with a value of $8.11B, Jpmorgan Chase & CO with a value of $6.47B, and Unitedhealth Group Inc with a value of $5.99B.

Examining the 13F form we can see an increase of $8.97B in the current position value, from $153B to 162B.

William B. Walkup & Associates, Inc. is based out at Columbia, SC

Below you can find more details about William B. Walkup & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $162 Billion
Consumer Cyclical: $38.1 Billion
Financial Services: $29.1 Billion
Healthcare: $27.8 Billion
Energy: $21.3 Billion
Industrials: $12.1 Billion
Basic Materials: $10.7 Billion
Consumer Defensive: $9.02 Billion
Technology: $7.02 Billion
Other: $4 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $162 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
Track This Portfolio

Track William B. Walkup & Associates, Inc. Portfolio

Follow William B. Walkup & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of William B. Walkup & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on William B. Walkup & Associates, Inc. with notifications on news.