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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, SPYV, DFUV, SPEM, and represent 51.61% of Walsh & Associates's stock portfolio.
Added to shares of these 10 stocks: ADX, DFUV, IWF, SPYG, DFAT, SPTM, WINN, SPEM, MDYG, IEFA.
Started 59 new stock positions in LIN, CLM, VST, FTS, SPTL, SHEL, XYZ, CHKP, BA, IPAY.
Reduced shares in these 10 stocks: MSFT, AMZN, SPYM, GOOGL, USMV, PAYX, IWD, LRCX, IVV, QQQ.
Sold out of its positions in BPRE, CAVA, DNP, GDS, MTUM, SOLS, VNET.
Walsh & Associates was a net buyer of stock by $2.2M.
Walsh & Associates has $101M in assets under management (AUM), dropping by -0.57%.
Central Index Key (CIK): 0002135144

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Portfolio Holdings for Walsh & Associates

Walsh & Associates holds 287 positions in its portfolio as reported in the March 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)	13.7	$14M		32k	426.40	View chart
State Street MF Closed and MF Open (SPYG)	13.1	$13M		135k	97.91	View chart
State Street MF Closed and MF Open (SPYV)	10.3	$10M		184k	56.58	View chart
Dimensional Us MF Closed and MF Open (DFUV)	9.0	$9.1M	+3%	187k	48.46	View chart
State Street MF Closed and MF Open (SPEM)	5.5	$5.6M		119k	46.91	View chart
State Street MF Closed and MF Open (SPDW)	2.9	$2.9M		63k	45.65	View chart
Dimensional Us MF Closed and MF Open (DFAT)	2.5	$2.6M	+5%	41k	62.45	View chart
Nvidia Corp Common Stock (NVDA)	2.4	$2.4M		14k	174.40	View chart
Apple Common Stock (AAPL)	2.3	$2.3M		9.0k	253.79	View chart
State Street MF Closed and MF Open (MDYG)	1.9	$2.0M	+4%	20k	95.96	View chart
Adams Diversified MF Closed and MF Open (ADX)	1.7	$1.7M	+1970%	80k	21.89	View chart
Ishares Core MF Closed and MF Open (ITOT)	1.7	$1.7M		12k	142.43	View chart
State Street MF Closed and MF Open (SPTM)	1.7	$1.7M	+7%	21k	79.06	View chart
State Street MF Closed and MF Open (SLYG)	1.5	$1.5M		16k	96.62	View chart
Ishares Russ MF Closed and MF Open (IWS)	1.3	$1.3M		9.1k	145.74	View chart
Ishares Russell MF Closed and MF Open (IWP)	1.2	$1.2M		9.7k	128.12	View chart
Ishares Russell MF Closed and MF Open (IWD)	1.2	$1.2M	-3%	5.7k	213.67	View chart
Proshares S&p MF Closed and MF Open (NOBL)	1.1	$1.1M	-2%	11k	106.01	View chart
Ishares Russell MF Closed and MF Open (IWO)	1.1	$1.1M		3.5k	313.82	View chart
Ishares Core MF Closed and MF Open (IEFA)	1.0	$1.0M	+5%	11k	90.53	View chart
Adams Natural MF Closed and MF Open (PEO)	1.0	$986k		36k	27.80	View chart
State Street MF Closed and MF Open (MDYV)	1.0	$981k		12k	85.15	View chart
Pepsico Common Stock (PEP)	0.9	$931k		6.0k	155.29	View chart
Procter & Gamble Common Stock (PG)	0.8	$790k		5.5k	144.44	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.8	$762k		1.3k	597.56	View chart
Harbor Long MF Closed and MF Open (WINN)	0.7	$754k	+18%	27k	27.73	View chart
State Street MF Closed and MF Open (XLI)	0.7	$708k	-3%	4.4k	161.73	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.7	$705k	-5%	1.2k	577.18	View chart
Ishares Core MF Closed and MF Open (IVV)	0.7	$659k	-6%	1.0k	653.07	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.6	$596k		2.8k	215.06	View chart
Jpmorgan Chase Common Stock (JPM)	0.6	$555k	-2%	1.9k	294.16	View chart
Microsoft Corp Common Stock (MSFT)	0.5	$539k	-17%	1.5k	370.11	View chart
Ishares Msci MF Closed and MF Open (EMXC)	0.5	$519k		6.6k	78.66	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.5	$476k		6.8k	69.75	View chart
Graco Common Stock (GGG)	0.5	$462k		5.5k	84.65	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.4	$420k		1.7k	248.00	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$396k		1.6k	244.44	View chart
Constellation Energy Common Stock (CEG)	0.4	$387k		1.4k	279.25	View chart
State Street MF Closed and MF Open (XLC)	0.4	$384k	-4%	3.5k	110.87	View chart
Amazon Common Stock (AMZN)	0.3	$310k	-25%	1.5k	208.27	View chart
Wec Energy Common Stock (WEC)	0.3	$288k		2.5k	115.77	View chart
Southern Company Common Stock (SO)	0.3	$282k		2.9k	96.52	View chart
Wells Fargo Common Stock (WFC)	0.3	$253k		3.2k	79.61	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.3	$253k		2.2k	113.11	View chart
State Street MF Closed and MF Open (SPY)	0.2	$249k		383.00	650.34	View chart
Alphabet Common Stock (GOOG)	0.2	$238k	-12%	831.00	286.86	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.2	$229k	-4%	2.4k	97.23	View chart
Alphabet Common Stock (GOOGL)	0.2	$227k	-19%	788.00	287.56	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.2	$224k		698.00	320.81	View chart
State Street MF Closed and MF Open (SPYM)	0.2	$217k	-24%	2.8k	76.54	View chart
Exelon Corp Common Stock (EXC)	0.2	$204k		4.2k	49.02	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$197k		1.3k	148.10	View chart
State Street MF Closed and MF Open (XLF)	0.2	$182k		3.7k	49.37	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.2	$178k		407.00	436.76	View chart
Ishares Russell MF Closed and MF Open (IWN)	0.2	$170k		894.00	189.59	View chart
Lpl Financial Common Stock (LPLA)	0.2	$163k		542.00	300.83	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.2	$159k		2.5k	64.08	View chart
Walmart Common Stock (WMT)	0.2	$156k		1.3k	124.30	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$150k	-7%	1.2k	124.31	View chart
Philip Morris Common Stock (PM)	0.1	$147k	-9%	887.00	165.34	View chart
Cummins Common Stock (CMI)	0.1	$142k		264.00	538.02	View chart
Abbvie Common Stock (ABBV)	0.1	$140k		643.00	217.49	View chart
Blackrock MF Closed and MF Open (BLW)	0.1	$139k		11k	12.59	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.1	$138k		702.00	196.31	View chart
Ishares S&p MF Closed and MF Open (IJK)	0.1	$133k		1.3k	100.62	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$128k		268.00	479.20	View chart
Ishares Core MF Closed and MF Open (IDEV)	0.1	$128k	-4%	1.5k	83.57	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$118k		1.7k	67.53	View chart
First Trust MF Closed and MF Open (CIBR)	0.1	$116k		1.9k	62.68	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.1	$116k		975.00	118.45	View chart
Chevron Corp Common Stock (CVX)	0.1	$114k		552.00	206.90	View chart
Public Storage Common Stock (PSA)	0.1	$108k		398.00	270.88	View chart
Dimensional Us MF Closed and MF Open (DFUS)	0.1	$107k		1.5k	70.91	View chart
Ishares S&p MF Closed and MF Open (IJJ)	0.1	$106k		803.00	132.50	View chart
State Street MF Closed and MF Open (SLYV)	0.1	$106k	+2%	1.1k	94.58	View chart
Nuveen Esg MF Closed and MF Open (NUSC)	0.1	$104k	+14%	2.3k	45.06	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$104k	+8%	540.00	191.81	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.1	$101k	-31%	1.1k	92.74	View chart
Exxon Mobil Common Stock (XOM)	0.1	$98k		579.00	169.66	View chart
Federal Signal Common Stock (FSS)	0.1	$98k	-24%	907.00	108.14	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$97k		399.00	242.62	View chart
Rtx Corp Common Stock (RTX)	0.1	$97k		501.00	192.90	View chart
Lam Research Common Stock (LRCX)	0.1	$96k	-30%	451.00	213.66	View chart
Broadcom Common Stock (AVGO)	0.1	$94k		303.00	309.51	View chart
Paychex Common Stock (PAYX)	0.1	$92k	-33%	993.00	92.12	View chart
Tesla Common Stock (TSLA)	0.1	$90k		242.00	371.75	View chart
Amgen Common Stock (AMGN)	0.1	$88k		250.00	351.86	View chart
Archer Daniels Common Stock (ADM)	0.1	$87k		1.2k	72.69	View chart
Meta Platforms Common Stock (META)	0.1	$80k		140.00	572.13	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$72k		231.00	310.79	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$71k		372.00	191.92	View chart
Ishares Core MF Closed and MF Open (AGG)	0.1	$70k		703.00	99.28	View chart
State Street MF Closed and MF Open (XLK)	0.1	$69k		518.00	132.93	View chart
Altria Group Common Stock (MO)	0.1	$68k		1.0k	65.99	View chart
Costco Wholesale Common Stock (COST)	0.1	$67k		67.00	996.43	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.1	$66k		1.7k	37.84	View chart
Cigna Group Common Stock (CI)	0.1	$64k		241.00	266.76	View chart
Vanguard Russell MF Closed and MF Open (VTWO)	0.1	$64k		636.00	100.17	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.1	$63k		1.1k	56.79	View chart
Micron Technology Common Stock (MU)	0.1	$63k		185.00	337.84	View chart
Caterpillar Common Stock (CAT)	0.1	$62k		88.00	708.45	View chart
Invesco S&p MF Closed and MF Open (RSPT)	0.1	$59k		1.3k	45.26	View chart
Walt Disney Common Stock (DIS)	0.1	$57k		594.00	96.38	View chart
State Street MF Closed and MF Open (SPMD)	0.1	$57k	+5%	956.00	59.20	View chart
First Trust MF Closed and MF Open (RDVY)	0.1	$55k		807.00	68.28	View chart
Grayscale Bitcoin Common Stock (GBTC)	0.1	$53k		1.0k	52.76	View chart
Cisco Systems Common Stock (CSCO)	0.1	$52k		672.00	77.59	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.1	$51k		525.00	97.13	View chart
State Street MF Closed and MF Open (ONEY)	0.0	$50k		415.00	120.05	View chart
Dell Technologies Common Stock (DELL)	0.0	$49k		300.00	164.13	View chart
State Street MF Closed and MF Open (SPSM)	0.0	$48k	+33%	988.00	48.33	View chart
Duke Energy Common Stock (DUK)	0.0	$47k		362.00	130.94	View chart
Home Depot Common Stock (HD)	0.0	$46k	-25%	141.00	328.90	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$46k	+7%	855.00	54.05	View chart
Huntington Bancshares Common Stock (HBAN)	0.0	$46k		2.9k	15.65	View chart
Ppl Corp Common Stock (PPL)	0.0	$46k		1.2k	38.20	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$45k		50.00	895.24	View chart
Travelers Cos Common Stock (TRV)	0.0	$44k		150.00	291.68	View chart
Mckesson Corp Common Stock (MCK)	0.0	$43k		50.00	865.36	View chart
Ishares S&p MF Closed and MF Open (IJT)	0.0	$43k		295.00	144.71	View chart
Dimensional Us MF Closed and MF Open (DFAS)	0.0	$43k		600.00	71.13	View chart
Eli Lilly Common Stock (LLY)	0.0	$42k	+2%	46.00	919.78	View chart
Netflix Common Stock (NFLX)	0.0	$42k	-8%	440.00	96.15	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.0	$41k		660.00	61.32	View chart
Automatic Data Common Stock (ADP)	0.0	$38k		186.00	203.18	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.0	$38k	-4%	131.00	287.70	View chart
Trane Technologies Common Stock (TT)	0.0	$38k		90.00	416.74	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$38k		365.00	102.67	View chart
Capital One Common Stock (COF)	0.0	$37k		200.00	182.43	View chart
Mondelez International Common Stock (MDLZ)	0.0	$36k		626.00	57.64	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$36k	NEW	510.00	70.18	View chart
At&t Common Stock (T)	0.0	$34k		1.2k	28.99	View chart
Cencora Common Stock (COR)	0.0	$31k		100.00	314.14	View chart
Yum Brands Common Stock (YUM)	0.0	$31k		200.00	155.48	View chart
Phillips 66 Common Stock (PSX)	0.0	$31k		170.00	182.18	View chart
Wisdomtree Emerging MF Closed and MF Open (DGS)	0.0	$30k	-16%	505.00	60.10	View chart
American Express Common Stock (AXP)	0.0	$30k		100.00	302.48	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$28k		137.00	205.80	View chart
Carrier Global Common Stock (CARR)	0.0	$28k		500.00	56.31	View chart
Eaton Vance MF Closed and MF Open (ETY)	0.0	$28k		2.0k	13.79	View chart
Resmed Common Stock (RMD)	0.0	$27k		120.00	224.48	View chart
Prudential Financial Common Stock (PRU)	0.0	$27k		274.00	97.62	View chart
Flexshares Quality MF Closed and MF Open (QDEF)	0.0	$26k		328.00	79.82	View chart
Johnson Controls Common Stock (JCI)	0.0	$26k		198.00	130.95	View chart
Ishares Msci MF Closed and MF Open (IVLU)	0.0	$26k		650.00	39.68	View chart
Nike Common Stock (NKE)	0.0	$25k		472.00	52.82	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$25k	-6%	118.00	211.15	View chart
Tjx Cos Common Stock (TJX)	0.0	$25k		154.00	159.70	View chart
Thermo Fisher Common Stock (TMO)	0.0	$25k		50.00	491.54	View chart
Bank New York Common Stock (BK)	0.0	$24k		202.00	118.63	View chart
Elevance Health Common Stock (ELV)	0.0	$23k		78.00	292.76	View chart
Vanguard S&p MF Closed and MF Open (IVOG)	0.0	$23k		182.00	125.03	View chart
Honeywell Intl Common Stock (HON)	0.0	$23k		100.00	226.03	View chart
Bank America Common Stock (BAC)	0.0	$22k		458.00	48.75	View chart
Vanguard Small MF Closed and MF Open (VB)	0.0	$22k		84.00	263.27	View chart
Ishares Russell MF Closed and MF Open (IWV)	0.0	$20k		55.00	368.35	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.0	$20k		262.00	77.11	View chart
Advanced Micro Common Stock (AMD)	0.0	$20k	+2%	99.00	203.42	View chart
State Street MF Closed and MF Open (SPIB)	0.0	$20k		599.00	33.54	View chart
Illinois Tool Common Stock (ITW)	0.0	$20k		75.00	260.29	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.0	$20k		175.00	111.37	View chart
Dte Energy Common Stock (DTE)	0.0	$19k		133.00	146.22	View chart
Eog Resources Common Stock (EOG)	0.0	$17k		118.00	144.57	View chart
Ingersoll Rand Common Stock (IR)	0.0	$16k		200.00	80.12	View chart
Ishares 3-7yr MF Closed and MF Open (IEI)	0.0	$16k		135.00	118.60	View chart
Uber Technologies Common Stock (UBER)	0.0	$15k		209.00	71.92	View chart
Invesco S&p MF Closed and MF Open (RSPS)	0.0	$15k		500.00	29.50	View chart
3m Company Common Stock (MMM)	0.0	$15k		100.00	145.23	View chart
Gilead Sciences Common Stock (GILD)	0.0	$14k	+3%	103.00	139.37	View chart
Conocophillips Common Stock (COP)	0.0	$13k		100.00	132.00	View chart
Motley Fool MF Closed and MF Open (TMFG)	0.0	$13k		461.00	28.26	View chart
Mfs Active MF Closed and MF Open (MFSI)	0.0	$13k		436.00	29.72	View chart
State Street MF Closed and MF Open (XLU)	0.0	$12k		252.00	45.89	View chart
Otis Worldwide Common Stock (OTIS)	0.0	$12k		150.00	77.08	View chart
Icon Common Stock (ICLR)	0.0	$11k		100.00	110.66	View chart
Invesco Bulletshares MF Closed and MF Open (BSCQ)	0.0	$11k		560.00	19.53	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$10k		115.00	88.70	View chart
Servicenow Common Stock (NOW)	0.0	$9.9k		95.00	104.55	View chart
Yum China Common Stock (YUMC)	0.0	$9.8k		200.00	48.78	View chart
Pimco Dynamic MF Closed and MF Open (PDI)	0.0	$9.7k		569.00	17.11	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.0	$9.4k		127.00	74.35	View chart
Lincoln Natl Corp In Common Stock (LNC)	0.0	$9.4k		265.00	35.50	View chart
Dt Midstream Common Stock (DTM)	0.0	$8.9k		66.00	134.67	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.0	$8.7k	-44%	184.00	47.55	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$8.7k		40.00	217.25	View chart
Nucor Corp Common Stock (NUE)	0.0	$8.5k		50.00	169.10	View chart
Knight Swift Common Stock (KNX)	0.0	$8.3k		144.00	57.58	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.0	$8.1k		44.00	184.27	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$6.3k		165.00	38.42	View chart
Invesco Total MF Closed and MF Open (GTO)	0.0	$6.1k		131.00	46.89	View chart
Grayscale Bitcoin Common Stock (BTC)	0.0	$6.0k		200.00	29.99	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.0	$5.2k	NEW	226.00	22.91	View chart
Schwab Us MF Closed and MF Open (SCHA)	0.0	$5.0k		172.00	29.08	View chart
United Parcel Common Stock (UPS)	0.0	$4.9k		50.00	98.38	View chart
Blackrock Fdg Common Stock (BLK)	0.0	$4.8k		5.00	961.80	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$4.5k		50.00	89.60	View chart
State Street MF Closed and MF Open (SPMB)	0.0	$4.5k	NEW	200.00	22.39	View chart
Northern Trust Common Stock (NTRS)	0.0	$4.5k		32.00	139.56	View chart
Kla Corp Common Stock (KLAC)	0.0	$4.4k		3.00	1472.33	View chart
GSK Common Stock (GSK)	0.0	$4.4k		80.00	55.20	View chart
Wisdomtree India MF Closed and MF Open (EPI)	0.0	$4.1k		100.00	40.80	View chart
Public Service Common Stock (PEG)	0.0	$3.9k		48.00	80.96	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.0	$3.6k	NEW	43.00	82.74	View chart
State Street MF Closed and MF Open (SPTL)	0.0	$3.5k	NEW	133.00	26.30	View chart
State Street MF Closed and MF Open (SDY)	0.0	$3.4k		23.00	145.96	View chart
Novo Nordisk Common Stock (NVO)	0.0	$3.3k	+8%	89.00	36.75	View chart
U S Bancorp De Common Stock (USB)	0.0	$3.0k	-87%	57.00	52.02	View chart
Blackstone Common Stock (BX)	0.0	$2.5k	+15%	22.00	115.00	View chart
Ishares MF Closed and MF Open (SHYG)	0.0	$2.5k	NEW	58.00	42.31	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$2.4k	+75%	7.00	338.00	View chart
Schwab Us MF Closed and MF Open (SCHB)	0.0	$2.1k		84.00	25.10	View chart
Northrop Grumman Common Stock (NOC)	0.0	$2.0k		3.00	682.33	View chart
Nextera Energy Common Stock (NEE)	0.0	$1.9k		20.00	92.90	View chart
Kinsale Capital Common Stock (KNSL)	0.0	$1.7k		5.00	341.60	View chart
Ge Aerospace Common Stock (GE)	0.0	$1.7k	+50%	6.00	283.83	View chart
Aeye Common Stock (LIDR)	0.0	$1.6k		907.00	1.81	View chart
State Street MF Closed and MF Open (SPSB)	0.0	$1.3k	NEW	44.00	30.07	View chart
Haleon Common Stock (HLN)	0.0	$1.0k		100.00	10.02	View chart
Hubspot Common Stock (HUBS)	0.0	$976.000000		4.00	244.00	View chart
Gamestop Corp Common Stock (GME)	0.0	$897.998400		39.00	23.03	View chart
Ge Vernova Common Stock (GEV)	0.0	$873.000000		1.00	873.00	View chart
Viking Holdings Common Stock (VIK)	0.0	$735.000000		10.00	73.50	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$706.000000		8.00	88.25	View chart
Toyota Motor Common Stock (TM)	0.0	$618.000000	NEW	3.00	206.00	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.0	$605.000000		2.00	302.50	View chart
Visa Common Stock (V)	0.0	$604.000000	NEW	2.00	302.00	View chart
Janus Henderson MF Closed and MF Open (JBBB)	0.0	$558.999600	NEW	12.00	46.58	View chart
Pjt Partners Common Stock (PJT)	0.0	$558.000000		4.00	139.50	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$541.000000	NEW	2.00	270.50	View chart
Janus Henderson MF Closed and MF Open (JAAA)	0.0	$504.000000	NEW	10.00	50.40	View chart
Mastercard Common Stock (MA)	0.0	$500.000000	NEW	1.00	500.00	View chart
Linde Common Stock (LIN)	0.0	$496.000000	NEW	1.00	496.00	View chart
Merck & Company Common Stock (MRK)	0.0	$481.000000	NEW	4.00	120.25	View chart
Totalenergies Se Common Stock (TTE)	0.0	$455.000000	NEW	5.00	91.00	View chart
Charter Communications Common Stock (CHTR)	0.0	$432.000000		2.00	216.00	View chart
Banco Bilbao Common Stock (BBVA)	0.0	$411.999800	NEW	19.00	21.68	View chart
Boeing Company Common Stock (BA)	0.0	$398.000000	NEW	2.00	199.00	View chart
Fortis Common Stock (FTS)	0.0	$390.999700	NEW	7.00	55.86	View chart
Banco Santander Common Stock (SAN)	0.0	$383.999400	NEW	34.00	11.29	View chart
Danaher Corp Common Stock (DHR)	0.0	$379.000000	NEW	2.00	189.50	View chart
Salesforce Common Stock (CRM)	0.0	$373.000000	NEW	2.00	186.50	View chart
Shell Common Stock (SHEL)	0.0	$372.000000	NEW	4.00	93.00	View chart
Oneok Common Stock (OKE)	0.0	$362.000000	NEW	4.00	90.50	View chart
Freeport Mcmoran Common Stock (FCX)	0.0	$352.999800	NEW	6.00	58.83	View chart
American Tower Common Stock (AMT)	0.0	$345.000000	NEW	2.00	172.50	View chart
Applied Materials Common Stock (AMAT)	0.0	$342.000000	NEW	1.00	342.00	View chart
Fortinet Common Stock (FTNT)	0.0	$327.000000	NEW	4.00	81.75	View chart
Royal Bank Common Stock (RY)	0.0	$324.000000	NEW	2.00	162.00	View chart
Pfizer Common Stock (PFE)	0.0	$308.999900	NEW	11.00	28.09	View chart
Intel Corp Common Stock (INTC)	0.0	$309.000300	NEW	7.00	44.14	View chart
Coca Cola Company Common Stock (KO)	0.0	$304.000000	-96%	4.00	76.00	View chart
Vistra Corp Common Stock (VST)	0.0	$301.000000	NEW	2.00	150.50	View chart
Atkore Common Stock (ATKR)	0.0	$295.000000	NEW	5.00	59.00	View chart
Oracle Corp Common Stock (ORCL)	0.0	$294.000000	NEW	2.00	147.00	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$293.000000	NEW	2.00	146.50	View chart
Kimberly Clark Common Stock (KMB)	0.0	$288.999900	NEW	3.00	96.33	View chart
Royal Caribbean Common Stock (RCL)	0.0	$275.000000	NEW	1.00	275.00	View chart
Thomson Reuters Common Stock (TRI)	0.0	$270.000000	NEW	3.00	90.00	View chart
Delta Airlines Common Stock (DAL)	0.0	$266.000000		4.00	66.50	View chart
Vital Farms Common Stock (VITL)	0.0	$253.999800		18.00	14.11	View chart
Patterson Uti Common Stock (PTEN)	0.0	$249.000300	NEW	23.00	10.83	View chart
TPG Common Stock (TPG)	0.0	$243.000000	NEW	6.00	40.50	View chart
Intl Business Common Stock (IBM)	0.0	$242.000000	NEW	1.00	242.00	View chart
Block Common Stock (XYZ)	0.0	$241.000000	NEW	4.00	60.25	View chart
Shopify Common Stock (SHOP)	0.0	$237.000000	NEW	2.00	118.50	View chart
Unilever Common Stock (UL)	0.0	$228.000000	NEW	4.00	57.00	View chart
Concentrix Corp Common Stock (CNXC)	0.0	$219.000000	NEW	8.00	27.38	View chart
Pdd Holdings Common Stock (PDD)	0.0	$204.000000	NEW	2.00	102.00	View chart
Progressive Corp Common Stock (PGR)	0.0	$198.000000	NEW	1.00	198.00	View chart
Dicks Sporting Common Stock (DKS)	0.0	$198.000000	NEW	1.00	198.00	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.0	$198.000000		8.00	24.75	View chart
Meritage Homes Common Stock (MTH)	0.0	$186.000000	NEW	3.00	62.00	View chart
Sba Communications Common Stock (SBAC)	0.0	$172.000000	NEW	1.00	172.00	View chart
Medical Properties Common Stock (MPT)	0.0	$162.001000	NEW	35.00	4.63	View chart
Snowflake Common Stock (SNOW)	0.0	$151.000000	NEW	1.00	151.00	View chart
Vanguard Total MF Closed and MF Open (BND)	0.0	$147.000000	NEW	2.00	73.50	View chart
Check Point Common Stock (CHKP)	0.0	$143.000000	NEW	1.00	143.00	View chart
Robinhood Markets Common Stock (HOOD)	0.0	$139.000000	NEW	2.00	69.50	View chart
Betterware De Common Stock (BWMX)	0.0	$84.000000	NEW	5.00	16.80	View chart
Cornerstone Strategic MF Closed and MF Open (CLM)	0.0	$79.999700	NEW	11.00	7.27	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$71.000000		1.00	71.00	View chart
Warner Bros Common Stock (WBD)	0.0	$55.000000	NEW	2.00	27.50	View chart
Trump Media Common Stock (DJT)	0.0	$46.000000		5.00	9.20	View chart
Amplify Tr MF Closed and MF Open (IPAY)	0.0	$43.000000	NEW	1.00	43.00	View chart
Rekor Systems Common Stock (REKR)	0.0	$41.000000		50.00	0.82	View chart
Gamestop Corp Rights and Bearer Warrants; Warrants (except Bearer) (GME.WS)	0.0	$12.000000		3.00	4.00	View chart
Liberty Latin Common Stock (LILA)	0.0	$9.000000		1.00	9.00	View chart

Past Filings by Walsh & Associates

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

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

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