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| Happy Holidays!! thanks for using AUM13F!! |
| Walker Asset Management LLC
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| CRD # | 284951 |
| SEC # | 801-108310 |
| CIK # | 0001923053 |
| AUM | $284.2 M (2025-03-20) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 417-235-9125 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001923053 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Henry Jack & Associates Inc | 41.2 | ||
| O Reilly Automotive Inc | 13.2 | ||
| Wal Mart Stores Inc | 12.7 | ||
| Microsoft Corp | 6.0 | ||
| Nvidia Corp | 5.3 | ||
| Apple Inc | 4.6 | ||
| Tesla Motors Inc | 3.5 | ||
| Starbucks Corp | 2.1 | ||
| Amazon Com Inc | 1.9 | ||
| Procter & Gamble Co | 1.8 | ||
| Exxon Mobil Corp | 1.7 | ||
| Chevron Corp | 1.6 | ||
| Philip Morris International Inc | 1.4 | ||
| AT&T Inc | 1.4 | ||
| Oracle Corp | 1.2 | ||
| Home Depot Inc | 1.2 | ||
| Cheniere Energy Inc | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 46.3 |
| (b) Individuals (high net worth individuals) | 55 | 234.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 429 | 284.2 |
| By Discretionary | ||
| Discretionary | 429 | 284.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 429 | 284.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.2 | |
| Total | 429 | 284.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001923053] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aspen Investment Management Inc
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|
MI | 0.3 |
|
Legacy Financial Advisors Corporation
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|
MN | 0.3 |
|
Blue Oak Capital LLC
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CA | 0.3 |
|
AllSquare Wealth Management LLC
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|
NY | 0.3 |
|
Solitude Financial Services Inc
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|
VA | 0.3 |
|
Taylor Securities Inc
✚
|
TN | 0.3 |
|
Trisperity Advisors LLC
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|
TX | 0.3 |
|
Boothe Investment Group Inc
✚
|
DE | 0.3 |
|
Theory Financial LLC
✚
|
CO | 0.3 |
|
Retirement Planning Group LLC
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|
NY | 0.3 |