Walker Financial Services, Inc. Portfolio Holdings by Sector

Walker Financial Services, Inc.

$172 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs AGG SCHD SPSB FBND STIP VXUS VGIT SPIB 16 stocks	$159 Million 92.13% of portfolio	12	4	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$3.48 Million 2.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3.36 Million 1.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$1.85 Million 1.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$997,911 0.58% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$748,713 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$554,175 0.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$432,847 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$341,012 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$300,125 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$272,014 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$249,666 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$219,659 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$213,187 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$207,140 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$206,031 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$106,922 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts

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