Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WC Walker & Associates, Inc. (CIK 1847258) reported $188.8M across 70 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: IWB ($22.1M, 11.71%), QQQ ($13.2M, 6.98%), HDV ($12.4M, 6.57%), IJR ($11.7M, 6.20%), AAPL ($9.5M, 5.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $22.1M | 11.71% | 100,376 | Added |
| 2 | QQQ | INVESCO QQQ TR | $13.2M | 6.98% | 44,807 | Trimmed |
| 3 | HDV | ISHARES TR | $12.4M | 6.57% | 122,191 | Added |
| 4 | IJR | ISHARES TR | $11.7M | 6.20% | 114,335 | Added |
| 5 | AAPL | APPLE INC | $9.5M | 5.04% | 63,847 | Added |
| 6 | IEFA | ISHARES TR | $8.8M | 4.67% | 134,879 | Added |
| 7 | TIP | ISHARES TR | $8.3M | 4.41% | 77,911 | Trimmed |
| 8 | DGRO | ISHARES TR | $7.4M | 3.91% | 147,214 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $5.1M | 2.70% | 20,235 | Added |
| 10 | MSI | MOTOROLA SOLUTIONS INC | $4.1M | 2.18% | 15,596 | Trimmed |
| 11 | ETN | EATON CORP PLC | $4.1M | 2.17% | 23,954 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $3.6M | 1.91% | 17,358 | Added |
| 13 | MRK | MERCK & CO INC | $3.4M | 1.81% | 31,258 | Added |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | $3.4M | 1.80% | 28,109 | Added |
| 15 | IJH | ISHARES TR | $3.3M | 1.73% | 12,578 | Added |
| 16 | CB | CHUBB LIMITED | $3.2M | 1.71% | 15,398 | Added |
| 17 | SPY | SPDR S&P 500 ETF TR | $3.2M | 1.69% | 8,013 | Trimmed |
| 18 | HD | HOME DEPOT INC | $3.2M | 1.69% | 10,794 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.61% | 22,003 | Added |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $3.0M | 1.59% | 51,882 | Added |
| 21 | APD | AIR PRODS & CHEMS INC | $2.9M | 1.53% | 10,400 | Trimmed |
| 22 | WMT | WALMART INC | $2.9M | 1.52% | 19,949 | Added |
| 23 | GOOG | ALPHABET INC | $2.7M | 1.42% | 29,254 | Added |
| 24 | AMZN | AMAZON COM INC | $2.7M | 1.42% | 28,042 | Added |
| 25 | UNP | UNION PAC CORP | $2.6M | 1.40% | 13,809 | Added |
Source: SEC Form 13F filings · as of 2022-12-31