13FBOX
WC Walker & Associates, Inc. · 13F Holdings
Options Calculator Rankings

WC Walker & Associates, Inc.

No.10158 Data as of 2023Q1
Latest AUM (Q1 2023)
$188.8M
QoQ Change Q4 2022
+$277,104+0.1%
Holdings
70
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
70
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q1 2023 ValueQ1 2023 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES RUSSELLIWB
11.71%11.73%$22.1M100,376$22.1M100,37600.00%Unchanged
VVANGUARD INDEX FDSVOO
6.98%6.99%$13.2M44,807$13.2M44,80700.00%Unchanged
IISHARES TRHDV
6.57%6.58%$12.4M122,191$12.4M122,19100.00%Unchanged
IISHARES COREIJR
6.2%6.21%$11.7M114,335$11.7M114,33500.00%Unchanged
APPLE INCAAPL
5.04%5.04%$9.5M63,847$9.5M63,84700.00%Unchanged
IISHARES TRIEFA
4.67%4.68%$8.8M134,879$8.8M134,87900.00%Unchanged
IISHARES TRTIP
4.41%4.42%$8.3M77,911$8.3M77,91100.00%Unchanged
IISHARES TRDGRO
3.91%3.92%$7.4M147,214$7.4M147,21400.00%Unchanged
MICROSOFT CORPMSFT
2.7%2.7%$5.1M20,235$5.1M20,23500.00%Unchanged
MOTOROLA SOLUTIONS INCMSI
2.18%2.19%$4.1M15,596$4.1M15,59600.00%Unchanged
EATON CORP PLCETN
2.17%2.18%$4.1M23,954$4.1M23,95400.00%Unchanged
NVIDIA CORPORATIONNVDA
1.91%1.91%$3.6M17,358$3.6M17,35800.00%Unchanged
MERCK & CO INCMRK
1.81%1.81%$3.4M31,258$3.4M31,25800.00%Unchanged
IINVESCO NASDAQ 100 ETFQQQM
1.8%1.8%$3.4M28,109$3.4M28,10900.00%Unchanged
IISHARES COREIJH
1.73%1.73%$3.3M12,578$3.3M12,57800.00%Unchanged
CHUBB LIMITEDCB
1.71%1.71%$3.2M15,398$3.2M15,39800.00%Unchanged
HOME DEPOT INCHD
1.69%1.7%$3.2M10,794$3.2M10,79400.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
1.69%1.69%$3.2M8,013$3.2M8,01300.00%Unchanged
JPMORGAN CHASE & COJPM
1.61%1.62%$3.0M22,003$3.0M22,00300.00%Unchanged
VVANGUARD SCOTTSDALE FDSVGSH
1.59%1.59%$3.0M51,882$3.0M51,88200.00%Unchanged
AIR PRODUCTS AND CHEMICALS IAPD
1.53%1.54%$2.9M10,400$2.9M10,40000.00%Unchanged
WALMART INCWMT
1.52%1.53%$2.9M19,949$2.9M19,94900.00%Unchanged
AMAZON COM INCAMZN
1.42%1.43%$2.7M28,042$2.7M28,04200.00%Unchanged
AAlphabet Inc Class CGOOG
1.42%1.42%$2.7M29,254$2.7M29,25400.00%Unchanged
UNION PAC CORPUNP
1.4%1.4%$2.6M13,809$2.6M13,80900.00%Unchanged
CME GROUP INCCME
1.31%1.31%$2.5M13,233$2.5M13,23300.00%Unchanged
JOHNSON & JOHNSONJNJ
1.24%1.24%$2.3M14,867$2.3M14,86700.00%Unchanged
PPROSHARES TRNOBL
1.07%1.07%$2.0M22,091$2.0M22,09100.00%Unchanged
IISHARES TRIXUS
1.04%1.05%$2.0M32,415$2.0M32,41500.00%Unchanged
IISHARES INCIEMG
1%1%$1.9M38,996$1.9M38,99600.00%Unchanged
MEDTRONIC PLCMDT
0.93%0.93%$1.7M20,556$1.7M20,55600.00%Unchanged
COMCAST CORP NEW CL ACMCSA
0.88%0.88%$1.7M43,787$1.7M43,78700.00%Unchanged
VERIZON COMMUNICATIONS INCVZ
0.81%0.81%$1.5M38,755$1.5M38,75500.00%Unchanged
BBEST BUY INCBBY
0.81%0.81%$1.5M18,286$1.5M18,28600.00%Unchanged
MARATHON PETE CORPMPC
0.79%0.79%$1.5M12,205$1.5M12,20500.00%Unchanged
IISHARES U.S. INSURANCE ETFIAK
0.78%0.79%$1.5M54,794$1.5M54,79400.00%Unchanged
IISHARES TRSTIP
0.6%0.6%$1.1M11,618$1.1M11,61800.00%Unchanged
IISHARES RUSSELL MIDCAP ETFIWR
0.56%0.56%$1.1M14,861$1.1M14,86100.00%Unchanged
IISHARES FLOATING RATE BOND ETFFLOT
0.52%0.52%$979,21919,322$979,21919,32200.00%Unchanged
IISHARES TRIVV
0.47%0.47%$887,7932,218$887,7932,21800.00%Unchanged
IISHARES TRAGG
0.46%0.46%$867,1898,909$867,1898,90900.00%Unchanged
ALPHABET INCGOOGL
0.46%0.46%$859,7699,381$859,7699,38100.00%Unchanged
UNITEDHEALTH GROUP INCUNH
0.44%0.44%$828,9191,696$828,9191,69600.00%Unchanged
IISHARES 1-3 YEAR TREASURY BOND ETFSHY
0.38%0.38%$715,1278,822$715,1278,82200.00%Unchanged
TESLA INCTSLA
0.38%0.23%$714,8613,559$437,7573,55900.00%Unchanged
VVANGUARD SPECIALIZED FUNDSVIG
0.37%0.37%$693,6284,541$693,6284,54100.00%Unchanged
CISCO SYS INCCSCO
0.34%0.34%$645,10513,083$645,10513,08300.00%Unchanged
DEVON ENERGY CORP NEWDVN
0.31%0.31%$586,55210,945$586,55210,94500.00%Unchanged
IISHARES RUSSELLIWM
0.3%0.3%$568,6983,026$568,6983,02600.00%Unchanged
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
0.28%0.28%$520,5448,587$520,5448,58700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow