WC Walker & Associates, Inc.

13F Portfolio Filings

Latest 13F report
Q4 2022 - Feb 23, 2023
Value $
$184M
Signature - Title
WCWalker - President
Location
623 N. Harbor Blvd. Fullerton Ca 92832, Fullerton, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 70 $184M +$7.93M -$3.37M +$4.56M IWB, QQQ, HDV, IJR, AAPL 13F-HR 2/23/2023, 12:46 PM
Q3 2022 74 $175M +$14.6M -$5.35M +$9.26M IWB, QQQ, HDV, IJR, AAPL 13F-HR 10/27/2022, 12:41 PM
Q2 2022 68 $166M +$11M -$6.52M +$4.47M IWB, QQQ, IJR, TIP, HDV 13F-HR 7/18/2022, 03:19 PM
Q1 2022 72 $193M +$6.67M -$3.92M +$2.74M IWB, QQQ, IJR, AAPL, HDV 13F-HR 4/14/2022, 02:57 PM
Q4 2021 72 $202M +$13.2M -$7.24M +$5.99M IWB, QQQ, IJR, AAPL, DGRO 13F-HR 1/18/2022, 04:55 PM
Q3 2021 67 $187M +$7.16M -$4.31M +$2.85M IWB, QQQ, IJR, AAPL, IEFA 13F-HR 10/12/2021, 06:19 PM
Q2 2021 68 $191M +$9.61M -$5.42M +$4.19M QQQ, IWB, IJR, AAPL, DGRO 13F-HR 7/6/2021, 03:00 PM
Q1 2021 64 $176M +$2.34M -$2.7M -$356K QQQ, IWB, IJR, AAPL, DGRO 13F-HR 4/7/2021, 03:16 PM
Q4 2020 64 $174M $0 $0 QQQ, IWB, IJR, AAPL, DGRO 13F-HR 2/22/2021, 03:04 PM