StockDriftsStockDriftsTop 50 Wc Walker & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 11.71% | 100.4K | $22.1M | +2.14%(+2.10K) | — | 2022-12-31 | |
| QQQ | INVESCO QQQ TR | 6.98% | 44.8K | $13.2M | -2.47%(-1.14K) | — | 2022-12-31 | |
| HDV | ISHARES TR | 6.57% | 122.2K | $12.4M | +7.17%(+8.18K) | — | 2022-12-31 | |
| IJR | ISHARES TR | 6.2% | 114.3K | $11.7M | +2.91%(+3.23K) | — | 2022-12-31 | |
| AAPL | APPLE INC | 5.04% | 63.8K | $9.5M | +4.27%(+2.62K) | — | 2022-12-31 | |
| IEFA | ISHARES TR | 4.67% | 134.9K | $8.8M | +25.98%(+27.82K) | — | 2022-12-31 | |
| TIP | ISHARES TR | 4.41% | 77.9K | $8.3M | -1.70%(-1.35K) | — | 2022-12-31 | |
| DGRO | ISHARES TR | 3.91% | 147.2K | $7.4M | -0.55%(-816) | — | 2022-12-31 | |
| MSFT | MICROSOFT CORP | 2.7% | 20.2K | $5.1M | +7.24%(+1.37K) | — | 2022-12-31 | |
| MSI | MOTOROLA SOLUTIONS INC | 2.18% | 15.6K | $4.1M | -0.62%(-98) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wc Walker & Associates, Inc. reports $188.77M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are IWB (11.7%), QQQ (7.0%) and HDV (6.6%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wc Walker & Associates, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1847258). View Wc Walker & Associates, Inc.’s 13F filings on SEC