Walker Financial Services, Inc. Top Holdings and 13F Report (2025) About Walker Financial Services, Inc.Investment ActivityWalker Financial Services, Inc. has $172.05 million in total holdings as of December 31, 2024.Walker Financial Services, Inc. owns shares of 33 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 29.44% of the portfolio was purchased this quarter.About 0.14% of the portfolio was sold this quarter.This quarter, Walker Financial Services, Inc. has purchased 29 new stocks and bought additional shares in 18 stocks.Walker Financial Services, Inc. sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $37,328,315Schwab US Dividend Equity ETF $35,734,498SPDR Portfolio Short Term Corporate Bond ETF $33,434,584Fidelity Total Bond ETF $16,222,673iShares 0-5 Year TIPS Bond ETF $14,137,688 Largest New Holdings this Quarter Amazon.com $249,666 HoldingKroger $207,140 HoldingNVIDIA $206,031 HoldingFord Motor $106,922 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 921,055 shares (about $25.16M)iShares Core U.S. Aggregate Bond ETF 85,830 shares (about $8.32M)SPDR Portfolio Short Term Corporate Bond ETF 232,276 shares (about $6.94M)iShares 0-5 Year TIPS Bond ETF 39,770 shares (about $4.00M)Fidelity Total Bond ETF 65,039 shares (about $2.92M) Largest Sales this Quarter Invesco QQQ 175 shares (about $89.48K)SPDR S&P 500 ETF Trust 89 shares (about $52.19K)United Parcel Service 306 shares (about $43.58K)Microsoft 91 shares (about $38.36K)Walmart 114 shares (about $10.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWalker Financial Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$37,328,315$8,316,930 ▲28.7%385,22521.7%FinanceSCHDSchwab US Dividend Equity ETF$35,734,498$25,163,237 ▲238.0%1,307,99720.8%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$33,434,584$6,935,764 ▲26.2%1,119,71119.4%ETFFBNDFidelity Total Bond ETF$16,222,673$2,918,302 ▲21.9%361,5489.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$14,137,688$4,000,881 ▲39.5%140,5338.2%ETFVXUSVanguard Total International Stock ETF$5,790,464$509,745 ▲9.7%98,2603.4%ETFVGITVanguard Intermediate-Term Treasury Index ETF$4,715,910$631,858 ▲15.5%81,3082.7%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,422,998$304,505 ▲7.4%135,0122.6%ETFMSFTMicrosoft$3,480,049$38,358 ▼-1.1%8,2562.0%Computer and TechnologyBRK.BBerkshire Hathaway$3,362,431$62,553 ▲1.9%7,4182.0%FinanceQQQInvesco QQQ$2,416,524$89,482 ▼-3.6%4,7261.4%FinanceKOCoca-Cola$1,846,257$91,650 ▲5.2%29,6531.1%Consumer StaplesFSTAFidelity MSCI Consumer Staples Index ETF$1,792,285$72,959 ▲4.2%36,2591.0%ETFSCHXSchwab US Large-Cap ETF$965,158$642,535 ▲199.2%41,6370.6%ETFAAPLApple$748,713$21,542 ▲3.0%2,9890.4%Computer and TechnologyWMTWalmart$719,267$10,301 ▼-1.4%7,9600.4%Retail/WholesaleVRSKVerisk Analytics$554,175$826 ▲0.1%2,0120.3%Business ServicesJPMJPMorgan Chase & Co.$432,847$5,036 ▲1.2%1,8050.3%FinanceSCHZSchwab U.S. Aggregate Bond ETF$410,641$203,970 ▲98.7%18,0890.2%ETFSYYSysco$341,0120.0%4,4600.2%Consumer StaplesSPYSPDR S&P 500 ETF Trust$308,436$52,188 ▼-14.5%5260.2%FinanceCVXChevron$300,125$2,752 ▲0.9%2,0720.2%Oils/EnergyVOOVanguard S&P 500 ETF$293,262$6,469 ▼-2.2%5440.2%ETFIVViShares Core S&P 500 ETF$287,658$589 ▼-0.2%4880.2%ETFCOSTCostco Wholesale$278,644$1,833 ▼-0.7%3040.2%Retail/WholesaleUPSUnited Parcel Service$272,014$43,579 ▼-13.8%1,9100.2%TransportationVBVanguard Small-Cap ETF$252,775$4,085 ▲1.6%1,0520.1%ETFAMZNAmazon.com$249,666$249,666 ▲New Holding1,1380.1%Retail/WholesaleHDHome Depot$219,659$2,337 ▼-1.1%5640.1%Retail/WholesaleCHDNChurchill Downs$213,1870.0%1,5960.1%Consumer DiscretionaryKRKroger$207,140$207,140 ▲New Holding3,3870.1%Retail/WholesaleNVDANVIDIA$206,031$206,031 ▲New Holding1,5340.1%Computer and TechnologyFFord Motor$106,922$106,922 ▲New Holding10,8000.1%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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