Walker Financial Services, Inc. Top Holdings and 13F Report (2024) About Walker Financial Services, Inc.Investment ActivityWalker Financial Services, Inc. has $147.89 million in total holdings as of September 30, 2024.Walker Financial Services, Inc. owns shares of 29 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 18.25% of the portfolio was purchased this quarter.About 8.56% of the portfolio was sold this quarter.This quarter, Walker Financial Services, Inc. has purchased 26 new stocks and bought additional shares in 21 stocks.Walker Financial Services, Inc. sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Dividend Equity ETF $32,708,169iShares Core U.S. Aggregate Bond ETF $30,319,733SPDR Portfolio Short Term Corporate Bond ETF $26,871,528Fidelity Total Bond ETF $13,858,831iShares 0-5 Year TIPS Bond ETF $10,209,343 Largest New Holdings this Quarter Fidelity Total Bond ETF $13,858,831 HoldingJPMorgan Chase & Co. $376,184 HoldingSysco $348,148 HoldingHome Depot $231,142 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 296,509 shares (about $13.86M)iShares Core U.S. Aggregate Bond ETF 42,049 shares (about $4.26M)Schwab US Dividend Equity ETF 32,725 shares (about $2.77M)SPDR Portfolio Short Term Corporate Bond ETF 83,413 shares (about $2.53M)iShares 0-5 Year TIPS Bond ETF 7,472 shares (about $757.07K) Largest Sales this Quarter Schwab U.S. Aggregate Bond ETF 876 shares (about $41.63K)Vanguard Small-Cap ETF 15 shares (about $3.56K) 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 PortfolioSectorSCHDSchwab US Dividend Equity ETF$32,708,169$2,766,241 ▲9.2%386,94222.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$30,319,733$4,258,302 ▲16.3%299,39520.5%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$26,871,528$2,525,745 ▲10.4%887,43518.2%ETFFBNDFidelity Total Bond ETF$13,858,831$13,858,831 ▲New Holding296,5099.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$10,209,343$757,066 ▲8.0%100,7636.9%ETFVXUSVanguard Total International Stock ETF$5,801,338$403,847 ▲7.5%89,6103.9%ETFVGITVanguard Intermediate-Term Treasury Index ETF$4,254,417$522,513 ▲14.0%70,4142.9%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,237,931$354,360 ▲9.1%125,7172.9%ETFMSFTMicrosoft$3,591,588$33,562 ▲0.9%8,3472.4%Computer and TechnologyBRK.BBerkshire Hathaway$3,350,693$122,889 ▲3.8%7,2802.3%FinanceQQQInvesco QQQ$2,392,264$81,028 ▲3.5%4,9011.6%FinanceKOCoca-Cola$2,025,066$107,789 ▲5.6%28,1811.4%Consumer StaplesFSTAFidelity MSCI Consumer Staples Index ETF$1,775,685$104,194 ▲6.2%34,7831.2%ETFSCHXSchwab US Large-Cap ETF$944,325$10,788 ▲1.2%13,9180.6%ETFAAPLApple$676,460$39,847 ▲6.3%2,9030.5%Computer and TechnologyWMTWalmart$651,948$13,404 ▲2.1%8,0740.4%Retail/WholesaleVRSKVerisk Analytics$538,386$804 ▲0.1%2,0090.4%Business ServicesSCHZSchwab U.S. Aggregate Bond ETF$432,629$41,628 ▼-8.8%9,1040.3%ETFJPMJPMorgan Chase & Co.$376,184$376,184 ▲New Holding1,7840.3%FinanceSPYSPDR S&P 500 ETF Trust$352,771$11,472 ▲3.4%6150.2%FinanceSYYSysco$348,148$348,148 ▲New Holding4,4600.2%Consumer StaplesUPSUnited Parcel Service$328,008$1,628 ▲0.5%2,2160.2%TransportationCVXChevron$302,320$31,366 ▲11.6%2,0530.2%Oils/EnergyVOOVanguard S&P 500 ETF$293,142$527 ▲0.2%5560.2%ETFIVViShares Core S&P 500 ETF$281,8440.0%4890.2%ETFCOSTCostco Wholesale$271,061$22,146 ▲8.9%3060.2%Retail/WholesaleVBVanguard Small-Cap ETF$245,512$3,558 ▼-1.4%1,0350.2%ETFHDHome Depot$231,142$231,142 ▲New Holding5700.2%Retail/WholesaleCHDNChurchill Downs$215,8530.0%1,5960.1%Consumer DiscretionarySCHPSchwab U.S. TIPS ETF$0$12,612,363 ▼-100.0%00.0%ETFShowing 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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