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Walsh & Associates

Latest statistics and disclosures from Walsh & Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWF, SPYG, DFUV, SPYV, SPEM, and represent 50.94% of Walsh & Associates's stock portfolio.
Added to shares of these 10 stocks: IWF (+$13M), DFUV, DFAT, WINN, MDYG, NOBL, SPDW, IWS, SPEM, VIG.
Started 19 new stock positions in VLO, BABA, BWXT, ICSH, VYMI, HONA, AFL, XYL, SPCX, LQD. ISTB, IXN, LMT, SCZ, HYG, ETN, EQIX, HON, DFAE.
Reduced shares in these 10 stocks: , PEO, SPYM, QQQ, XLF, AAPL, LRCX, DELL, SO, PAYX.
Sold out of its positions in LIDR, AMT, IPAY, AMAT, ATKR, BBVA, SAN, BLW, BA, CNXC.
Walsh & Associates was a net buyer of stock by $21M.
Walsh & Associates has $122M in assets under management (AUM), dropping by 21.41%.
Central Index Key (CIK): 0002135144

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Portfolio Holdings for Walsh & Associates

Walsh & Associates holds 245 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Russell MF Closed and MF Open (IWF)	13.9	$17M	+322%	137k	124.17	View chart
State Street MF Closed and MF Open (SPYG)	13.1	$16M		135k	118.99	View chart
Dimensional Us MF Closed and MF Open (DFUV)	9.4	$12M	+11%	209k	55.01	View chart
State Street MF Closed and MF Open (SPYV)	9.2	$11M		185k	60.79	View chart
State Street MF Closed and MF Open (SPEM)	5.4	$6.6M	+6%	127k	51.78	View chart
Dimensional Us MF Closed and MF Open (DFAT)	3.3	$4.1M	+42%	59k	69.90	View chart
State Street MF Closed and MF Open (SPDW)	3.0	$3.6M	+14%	72k	50.39	View chart
State Street MF Closed and MF Open (MDYG)	2.3	$2.9M	+25%	26k	112.09	View chart
Nvidia Corp Common Stock (NVDA)	2.3	$2.8M		14k	200.09	View chart
Apple Common Stock (AAPL)	2.1	$2.6M		8.9k	289.36	View chart
State Street MF Closed and MF Open (SLYG)	1.7	$2.1M	+11%	17k	119.13	View chart
State Street MF Closed and MF Open (SPTM)	1.7	$2.0M	+6%	23k	90.79	View chart
Adams Diversified MF Closed and MF Open (ADX)	1.7	$2.0M		80k	25.55	View chart
Ishares Core MF Closed and MF Open (ITOT)	1.6	$2.0M		12k	164.27	View chart
Ishares Russ MF Closed and MF Open (IWS)	1.6	$1.9M	+28%	12k	164.60	View chart
Harbor Long MF Closed and MF Open (WINN)	1.4	$1.8M	+98%	54k	32.47	View chart
Ishares Russell MF Closed and MF Open (IWP)	1.2	$1.5M	+6%	10k	146.42	View chart
Ishares Russell MF Closed and MF Open (IWD)	1.1	$1.4M		5.7k	242.41	View chart
Ishares Russell MF Closed and MF Open (IWO)	1.1	$1.4M		3.5k	393.98	View chart
State Street MF Closed and MF Open (MDYV)	1.0	$1.3M	+17%	14k	94.85	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.9	$1.1M	+3%	12k	96.58	View chart
Proshares S&p MF Closed and MF Open (NOBL)	0.9	$1.1M	+86%	20k	56.16	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.8	$965k	+47%	4.1k	236.59	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.7	$846k	-5%	1.1k	736.40	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.7	$841k	-3%	1.2k	686.82	View chart
Pepsico Common Stock (PEP)	0.7	$812k		6.0k	135.40	View chart
Procter & Gamble Common Stock (PG)	0.7	$802k		5.5k	146.64	View chart
State Street MF Closed and MF Open (XLI)	0.6	$792k	-2%	4.3k	185.23	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$785k	+3%	1.0k	748.73	View chart
Adams Natural MF Closed and MF Open (PEO)	0.6	$778k	-11%	32k	24.72	View chart
Ishares Msci MF Closed and MF Open (EMXC)	0.5	$670k		6.6k	102.30	View chart
Jpmorgan Chase Common Stock (JPM)	0.5	$655k	+6%	2.0k	327.33	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.5	$583k	+3%	7.0k	82.83	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$570k	+4%	1.5k	373.10	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.4	$533k	+4%	1.8k	300.45	View chart
Graco Common Stock (GGG)	0.3	$413k		5.5k	75.61	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$410k		1.6k	253.97	View chart
Amazon Common Stock (AMZN)	0.3	$408k	+14%	1.7k	238.34	View chart
State Street MF Closed and MF Open (XLC)	0.3	$357k	-3%	3.3k	107.14	View chart
Constellation Energy Common Stock (CEG)	0.3	$344k		1.4k	248.37	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.3	$324k	+824%	3.8k	86.15	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.3	$318k	+3%	2.3k	137.53	View chart
Wec Energy Common Stock (WEC)	0.2	$290k		2.5k	116.77	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.2	$287k	+11%	775.00	370.04	View chart
State Street MF Closed and MF Open (SPY)	0.2	$286k		383.00	746.77	View chart
Broadcom Common Stock (AVGO)	0.2	$284k	+147%	751.00	377.64	View chart
Alphabet Common Stock (GOOGL)	0.2	$279k		781.00	357.42	View chart
Alphabet Common Stock (GOOG)	0.2	$276k	-6%	781.00	353.33	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.2	$270k	+4%	2.5k	110.32	View chart
Wells Fargo Common Stock (WFC)	0.2	$254k	-3%	3.1k	82.64	View chart
Southern Company Common Stock (SO)	0.2	$241k	-13%	2.5k	95.71	View chart
Micron Technology Common Stock (MU)	0.2	$212k		184.00	1154.29	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$211k		1.3k	158.03	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$209k	+55%	418.00	500.39	View chart
Abbvie Common Stock (ABBV)	0.2	$203k	+25%	808.00	251.64	View chart
Exelon Corp Common Stock (EXC)	0.2	$194k		4.2k	46.62	View chart
State Street MF Closed and MF Open (SPYM)	0.2	$191k	-23%	2.2k	87.87	View chart
Cummins Common Stock (CMI)	0.2	$188k		264.00	713.21	View chart
Tesla Common Stock (TSLA)	0.1	$180k	+77%	429.00	420.60	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$179k		1.2k	148.31	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$177k		2.5k	71.25	View chart
Walmart Common Stock (WMT)	0.1	$176k	+23%	1.6k	113.25	View chart
Ishares Russell MF Closed and MF Open (IWN)	0.1	$176k	-11%	794.00	221.20	View chart
First Trust MF Closed and MF Open (CIBR)	0.1	$166k		1.9k	89.85	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$162k	+20%	2.1k	77.11	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.1	$153k		702.00	218.05	View chart
Lpl Financial Common Stock (LPLA)	0.1	$153k		542.00	281.68	View chart
Lam Research Common Stock (LRCX)	0.1	$152k	-22%	350.00	433.33	View chart
Ishares S&p MF Closed and MF Open (IJK)	0.1	$147k	-5%	1.3k	117.50	View chart
State Street MF Closed and MF Open (XLF)	0.1	$147k	-25%	2.7k	53.61	View chart
Ishares Core MF Closed and MF Open (AGG)	0.1	$143k	+105%	1.4k	98.99	View chart
Ishares Core MF Closed and MF Open (IDEV)	0.1	$143k	+4%	1.6k	89.03	View chart
Intel Corp Common Stock (INTC)	0.1	$140k	+14185%	1.0k	139.63	View chart
Philip Morris Common Stock (PM)	0.1	$139k	-13%	767.00	180.91	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.1	$133k		975.00	136.68	View chart
Meta Platforms Common Stock (META)	0.1	$129k	+62%	228.00	563.50	View chart
Public Storage Common Stock (PSA)	0.1	$127k		398.00	318.31	View chart
Dimensional Us MF Closed and MF Open (DFUS)	0.1	$124k		1.5k	81.94	View chart
Nuveen Esg MF Closed and MF Open (NUSC)	0.1	$120k		2.3k	52.12	View chart
State Street MF Closed and MF Open (SLYV)	0.1	$120k		1.1k	109.11	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$119k		540.00	219.43	View chart
Ishares S&p MF Closed and MF Open (IJJ)	0.1	$115k	-3%	778.00	147.73	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$109k		399.00	272.00	View chart
Federal Signal Common Stock (FSS)	0.1	$105k	-9%	817.00	128.49	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.1	$105k		1.1k	96.46	View chart
Chevron Corp Common Stock (CVX)	0.1	$103k	+12%	621.00	165.67	View chart
Costco Wholesale Common Stock (COST)	0.1	$100k	+59%	107.00	935.95	View chart
State Street MF Closed and MF Open (XLK)	0.1	$99k		518.00	190.56	View chart
Advanced Micro Common Stock (AMD)	0.1	$97k	+68%	167.00	580.91	View chart
Rtx Corp Common Stock (RTX)	0.1	$95k		500.00	189.73	View chart
Caterpillar Common Stock (CAT)	0.1	$93k		87.00	1064.90	View chart
Archer Daniels Common Stock (ADM)	0.1	$92k		1.2k	76.40	View chart
Amgen Common Stock (AMGN)	0.1	$91k		250.00	362.12	View chart
Dell Technologies Common Stock (DELL)	0.1	$86k	-33%	200.00	431.46	View chart
Invesco S&p MF Closed and MF Open (RSPT)	0.1	$84k		1.3k	64.50	View chart
Cisco Systems Common Stock (CSCO)	0.1	$81k	+3%	693.00	117.46	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$79k		372.00	212.77	View chart
Exxon Mobil Common Stock (XOM)	0.1	$79k		574.00	136.72	View chart
Vanguard Russell MF Closed and MF Open (VTWO)	0.1	$77k		636.00	121.42	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.1	$75k		1.1k	68.41	View chart
Altria Group Common Stock (MO)	0.1	$74k		1.0k	71.95	View chart
Home Depot Common Stock (HD)	0.1	$74k	+49%	211.00	351.94	View chart
State Street MF Closed and MF Open (SPMD)	0.1	$68k	+5%	1.0k	67.54	View chart
Cigna Group Common Stock (CI)	0.1	$66k		241.00	275.68	View chart
First Trust MF Closed and MF Open (RDVY)	0.1	$65k		807.00	81.06	View chart
Lockheed Martin Common Stock (LMT)	0.1	$65k	NEW	128.00	508.93	View chart
Paychex Common Stock (PAYX)	0.1	$63k	-35%	643.00	98.33	View chart
State Street MF Closed and MF Open (SPSM)	0.1	$63k	+10%	1.1k	57.68	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$62k		230.00	270.31	View chart
Eaton Corp Common Stock (ETN)	0.0	$59k	NEW	137.00	427.29	View chart
Walt Disney Common Stock (DIS)	0.0	$57k		594.00	96.25	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$57k	-11%	1.5k	36.76	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$55k		525.00	103.88	View chart
Eli Lilly Common Stock (LLY)	0.0	$54k	-2%	45.00	1199.42	View chart
State Street MF Closed and MF Open (ONEY)	0.0	$53k		415.00	128.10	View chart
Ishares S&p MF Closed and MF Open (IJT)	0.0	$53k		295.00	178.60	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$52k	+2%	875.00	59.72	View chart
Huntington Bancshares Common Stock (HBAN)	0.0	$52k		2.9k	17.73	View chart
Travelers Cos Common Stock (TRV)	0.0	$50k		150.00	330.12	View chart
Dimensional Us MF Closed and MF Open (DFAS)	0.0	$49k		600.00	82.34	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$49k		50.00	978.12	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.0	$48k		660.00	72.28	View chart
Duke Energy Common Stock (DUK)	0.0	$46k		362.00	126.58	View chart
Grayscale Bitcoin Common Stock (GBTC)	0.0	$46k		1.0k	45.52	View chart
Trane Technologies Common Stock (TT)	0.0	$44k		90.00	491.16	View chart
Ppl Corp Common Stock (PPL)	0.0	$44k		1.2k	36.35	View chart
Automatic Data Common Stock (ADP)	0.0	$42k		186.00	223.95	View chart
Ishares Global MF Closed and MF Open (IXN)	0.0	$39k	NEW	272.00	144.65	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$39k		510.00	75.79	View chart
Mckesson Corp Common Stock (MCK)	0.0	$38k		50.00	755.60	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$37k	+38%	164.00	227.05	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$37k	+12%	410.00	90.74	View chart
Visa Common Stock (V)	0.0	$37k	+5300%	108.00	343.80	View chart
Carrier Global Common Stock (CARR)	0.0	$37k		500.00	73.35	View chart
Mondelez International Common Stock (MDLZ)	0.0	$36k		626.00	57.84	View chart
Vanguard Intl MF Closed and MF Open (VYMI)	0.0	$34k	NEW	350.00	98.32	View chart
American Express Common Stock (AXP)	0.0	$34k		100.00	338.25	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$34k		137.00	246.21	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.0	$33k	+216%	415.00	80.55	View chart
Prudential Financial Common Stock (PRU)	0.0	$33k	+9%	301.00	107.96	View chart
Ishares Core MF Closed and MF Open (ISTB)	0.0	$32k	NEW	670.00	48.25	View chart
Yum Brands Common Stock (YUM)	0.0	$32k		200.00	159.86	View chart
Netflix Common Stock (NFLX)	0.0	$31k		440.00	71.40	View chart
Elevance Health Common Stock (ELV)	0.0	$30k		78.00	386.73	View chart
Capital One Common Stock (COF)	0.0	$30k	-25%	150.00	200.62	View chart
Bank New York Common Stock (BNY)	0.0	$29k		202.00	144.61	View chart
Eaton Vance MF Closed and MF Open (ETY)	0.0	$29k		2.0k	14.54	View chart
Phillips 66 Common Stock (PSX)	0.0	$29k		170.00	169.05	View chart
Cencora Common Stock (COR)	0.0	$28k		100.00	282.98	View chart
Ishares Msci MF Closed and MF Open (IVLU)	0.0	$27k		650.00	41.82	View chart
Vanguard S&p MF Closed and MF Open (IVOG)	0.0	$27k		182.00	146.30	View chart
Valero Energy Common Stock (VLO)	0.0	$26k	NEW	100.00	261.72	View chart
Bank America Common Stock (BAC)	0.0	$26k		450.00	56.98	View chart
Space Exploration Common Stock (SPCX)	0.0	$26k	NEW	150.00	170.86	View chart
Thermo Fisher Common Stock (TMO)	0.0	$25k		50.00	501.36	View chart
At&t Common Stock (T)	0.0	$25k		1.2k	20.70	View chart
Aflac Common Stock (AFL)	0.0	$24k	NEW	201.00	117.30	View chart
Resmed Common Stock (RMD)	0.0	$23k		120.00	194.88	View chart
Ishares Russell MF Closed and MF Open (IWV)	0.0	$23k		55.00	424.65	View chart
Tjx Cos Common Stock (TJX)	0.0	$23k		154.00	151.50	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.0	$22k		175.00	124.42	View chart
Flexshares Quality MF Closed and MF Open (QDEF)	0.0	$22k	-23%	250.00	87.02	View chart
Wisdomtree Emerging MF Closed and MF Open (DGS)	0.0	$21k	-34%	330.00	64.71	View chart
Ishares Iboxx MF Closed and MF Open (HYG)	0.0	$21k	NEW	263.00	79.97	View chart
Equinix Common Stock (EQIX)	0.0	$21k	NEW	20.00	1047.30	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.0	$20k	NEW	186.00	109.07	View chart
Illinois Tool Common Stock (ITW)	0.0	$20k		75.00	270.47	View chart
Dte Energy Common Stock (DTE)	0.0	$20k		133.00	152.37	View chart
State Street MF Closed and MF Open (SPIB)	0.0	$20k		599.00	33.46	View chart
Vanguard Small MF Closed and MF Open (VB)	0.0	$20k	-23%	64.00	305.19	View chart
Nike Common Stock (NKE)	0.0	$19k		472.00	41.05	View chart
Alibaba Group Common Stock (BABA)	0.0	$19k	NEW	200.00	95.98	View chart
Honeywell Intl Common Stock (HON)	0.0	$18k	NEW	80.00	224.36	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.0	$18k	NEW	442.00	40.24	View chart
Honeywell Aerospace Common Stock (HONA)	0.0	$18k	NEW	80.00	221.07	View chart
Icon Common Stock (ICLR)	0.0	$17k		100.00	173.71	View chart
3m Company Common Stock (MMM)	0.0	$16k		100.00	161.91	View chart
Ishares 3-7yr MF Closed and MF Open (IEI)	0.0	$16k		135.00	117.45	View chart
Eog Resources Common Stock (EOG)	0.0	$15k		118.00	129.73	View chart
Uber Technologies Common Stock (UBER)	0.0	$15k		209.00	72.16	View chart
Invesco S&p MF Closed and MF Open (RSPS)	0.0	$15k		500.00	29.98	View chart
Motley Fool MF Closed and MF Open (TMFG)	0.0	$14k		461.00	30.75	View chart
Mfs Active MF Closed and MF Open (MFSI)	0.0	$14k		436.00	32.48	View chart
Blackstone Common Stock (BX)	0.0	$14k	+445%	120.00	117.62	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.0	$14k	-39%	159.00	85.49	View chart
Gilead Sciences Common Stock (GILD)	0.0	$13k	-2%	100.00	126.34	View chart
Xylem Common Stock (XYL)	0.0	$12k	NEW	100.00	118.65	View chart
State Street MF Closed and MF Open (XLU)	0.0	$11k		252.00	45.34	View chart
Knight Swift Common Stock (KNX)	0.0	$11k		144.00	77.87	View chart
Nucor Corp Common Stock (NUE)	0.0	$11k		50.00	222.76	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$11k		115.00	96.43	View chart
Invesco Bulletshares MF Closed and MF Open (BSCQ)	0.0	$11k		560.00	19.52	View chart
Conocophillips Common Stock (COP)	0.0	$10k		100.00	103.96	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.0	$9.9k		184.00	54.05	View chart
Bwx Technologies Common Stock (BWXT)	0.0	$9.7k	NEW	50.00	194.92	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.0	$9.7k		127.00	76.55	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$9.7k		40.00	243.00	View chart
Dt Midstream Common Stock (DTM)	0.0	$9.7k		66.00	146.74	View chart
Pimco Dynamic MF Closed and MF Open (PDI)	0.0	$9.5k		569.00	16.70	View chart
Servicenow Common Stock (NOW)	0.0	$9.4k		95.00	99.28	View chart
Lincoln Natl Corp In Common Stock (LNC)	0.0	$9.4k		265.00	35.35	View chart
Kla Corp Common Stock (KLAC)	0.0	$9.1k	+900%	30.00	301.70	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.0	$8.7k		44.00	197.59	View chart
Yum China Common Stock (YUMC)	0.0	$8.2k		200.00	40.87	View chart
Schwab Us MF Closed and MF Open (SCHA)	0.0	$6.2k		172.00	36.13	View chart
Invesco Total MF Closed and MF Open (GTO)	0.0	$6.1k		131.00	46.93	View chart
Northern Trust Common Stock (NTRS)	0.0	$5.6k		32.00	173.84	View chart
Ishares Msci MF Closed and MF Open (SCZ)	0.0	$5.5k	NEW	67.00	82.27	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$5.5k		165.00	33.29	View chart
United Parcel Common Stock (UPS)	0.0	$5.4k		50.00	107.50	View chart
Grayscale Bitcoin Common Stock (BTC)	0.0	$5.2k		200.00	25.95	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$5.1k		50.00	102.20	View chart
Blackrock Fdg Common Stock (BLK)	0.0	$4.8k		5.00	961.60	View chart
Wisdomtree India MF Closed and MF Open (EPI)	0.0	$4.3k		100.00	42.79	View chart
GSK Common Stock (GSK)	0.0	$4.2k		80.00	52.42	View chart
Public Service Common Stock (PEG)	0.0	$3.9k		48.00	81.17	View chart
Otis Worldwide Common Stock (OTIS)	0.0	$3.6k	-66%	50.00	71.60	View chart
Coca Cola Company Common Stock (KO)	0.0	$3.5k	+975%	43.00	80.37	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.0	$2.4k		84.00	28.96	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$1.9k	-42%	4.00	477.50	View chart
Nextera Energy Common Stock (NEE)	0.0	$1.8k		20.00	87.75	View chart
Kinsale Capital Common Stock (KNSL)	0.0	$1.6k		5.00	329.80	View chart
Northrop Grumman Common Stock (NOC)	0.0	$1.5k		3.00	509.33	View chart
Ge Aerospace Common Stock (GE)	0.0	$1.5k	-33%	4.00	373.75	View chart
Ge Vernova Common Stock (GEV)	0.0	$1.2k		1.00	1175.00	View chart
Viking Holdings Common Stock (VIK)	0.0	$1.0k		10.00	104.70	View chart
Haleon Common Stock (HLN)	0.0	$934.000000		100.00	9.34	View chart
Ishares Ultra MF Closed and MF Open (ICSH)	0.0	$910.000800	NEW	18.00	50.56	View chart
Gamestop Corp Common Stock (GME)	0.0	$860.999100		39.00	22.08	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$788.000000		8.00	98.50	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.0	$731.000000		2.00	365.50	View chart
Hubspot Common Stock (HUBS)	0.0	$730.000000		4.00	182.50	View chart
Pjt Partners Common Stock (PJT)	0.0	$604.000000		4.00	151.00	View chart
Delta Airlines Common Stock (DAL)	0.0	$375.000000		4.00	93.75	View chart
Charter Communications Common Stock (CHTR)	0.0	$284.000000		2.00	142.00	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.0	$222.000000		8.00	27.75	View chart
Vital Farms Common Stock (VITL)	0.0	$208.999800		18.00	11.61	View chart
Vanguard Total MF Closed and MF Open (BND)	0.0	$147.000000		2.00	73.50	View chart
Cornerstone Strategic MF Closed and MF Open (CLM)	0.0	$83.000500		11.00	7.55	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$64.000000		1.00	64.00	View chart
Warner Bros Common Stock (WBD)	0.0	$53.000000		2.00	26.50	View chart
Trump Media Common Stock (DJT)	0.0	$39.000000		5.00	7.80	View chart
Rekor Systems Common Stock (REKR)	0.0	$35.000000		50.00	0.70	View chart
Gamestop Corp Rights and Bearer Warrants; Warrants (except Bearer) (GME.WS)	0.0	$9.000000		3.00	3.00	View chart
Liberty Latin Common Stock (LILA)	0.0	$8.000000		1.00	8.00	View chart

Past Filings by Walsh & Associates

SEC 13F filings are viewable for Walsh & Associates going back to 2025

Walsh & Associates 2026 Q2 filed July 21, 2026
Walsh & Associates 2026 Q1 filed May 15, 2026
Walsh & Associates 2025 Q4 filed May 14, 2026

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