Walkner Condon Financial Advisors LLC Purchases in Q1 2025

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
239K
+ 53.83%
$33.84 - $37.77 $8.1M - $9.04M
684K $24.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
160K
+ 134.16%
$48.31 - $49.23 $7.72M - $7.87M
279K $13.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
140K
+ 209.54%
$57.21 - $65.8 $8.01M - $9.22M
207K $12.1M
AVEM
American Centy ETF Tr Avantis

ETFs
103K
New
$57.11 - $62.4 $5.88M - $6.43M
103K $6.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
99.6K
+ 34.27%
$45.56 - $47.23 $4.54M - $4.7M
390K $18.3M
RDVY
First Trust Rising Dividend Ac

ETFs
80.7K
+ 143.97%
$57.22 - $63.39 $4.62M - $5.11M
137K $8M
LGOV
First Tr ETF Iv Long Duration

ETFs
196K
+ 49.92%
$20.41 - $21.7 $4M - $4.25M
588K $12.7M
EWJ
Ishares Msci Japan ETF

ETFs
47.8K
New
$65.24 - $71.7 $3.12M - $3.43M
47.8K $3.28M
JPIB
Jpmorgan International Bond Op

ETFs
46.1K
New
$46.97 - $48.35 $2.17M - $2.23M
46.1K $2.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21.8K
+ 206.44%
$102.49 - $119.96 $2.24M - $2.62M
32.4K $3.39M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
66.2K
+ 15.63%
$24.5 - $24.95 $1.62M - $1.65M
490K $12.1M
USRT
Ishares Core U.S. Reit ETF

ETFs
28.5K
New
$55.14 - $60.29 $1.57M - $1.72M
28.5K $1.64M
GLDM
World Gold Trust

ETFs
10.8K
+ 12.84%
$52.19 - $61.89 $565K - $670K
95.1K $5.89M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
25.1K
New
$47.66 - $57.45 $1.2M - $1.44M
25.1K $1.36M
SCHR
Schwab Intermediate Term Us Tr

ETFs
32.3K
+ 8.85%
$24.05 - $24.86 $777K - $803K
397K $9.88M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.33K
New
$100.34 - $100.68 $635K - $637K
6.33K $637K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.19K
+ 1.72%
$67.08 - $76.14 $79.9K - $90.7K
70.3K $5.18M
IAU
Ishares Gold Trust

ETFs
679
+ 1.61%
$49.74 - $58.96 $33.8K - $40K
42.9K $2.53M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
574
+ 3.3%
$111.19 - $129.47 $63.8K - $74.3K
18K $2.32M
VGLT
Vanguard Long Term Treasury Et

ETFs
3.5K
+ 5.1%
$53.99 - $58.43 $189K - $205K
72.2K $4.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.4K
+ 92.01%
$58.01 - $64.46 $255K - $284K
9.18K $570K
AMGN
Amgen Inc

Healthcare
861
New
$258.59 - $327.36 $223K - $282K
861 $268K
RING
Ishares Inc Msci Global Gold M

ETFs
6.81K
New
$28.64 - $38.36 $195K - $261K
6.81K $261K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.94K
+ 24.17%
$57.44 - $59.4 $226K - $234K
20.2K $1.2M
CVX
Chevron Corp

Energy
1.5K
New
$146.71 - $167.97 $220K - $252K
1.5K $251K
EFG
Msci Eafe Growth ETF

ETFs
2.41K
New
$96.1 - $106.37 $232K - $256K
2.41K $241K
BNDX
Vanguard Total International B

ETFs
4.9K
New
$48.33 - $49.5 $237K - $242K
4.9K $239K
ISRG
Intuitive Surgical Inc

Healthcare
481
New
$476.63 - $610.45 $229K - $294K
481 $238K
BCAT
Black Rock Capital Allocation Trust

ETFs
16.2K
New
$14.35 - $15.88 $233K - $257K
16.2K $233K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.57K
+ 3.83%
$63.91 - $70.19 $101K - $110K
42.6K $2.87M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
8.22K
New
$25.39 - $26.03 $209K - $214K
8.22K $213K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.16K
+ 1.31%
$69.87 - $75.62 $81.3K - $88K
90.2K $6.54M
OUNZ
Van Eck Merk Gold Trust

ETFs
7
+ 0.02%
$25.41 - $30.14 $178 - $211
41.6K $1.25M
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.53K
New
$28.11 - $32.0 $184K - $209K
6.53K $201K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
37
+ 1.64%
$442.66 - $534.52 $16.4K - $19.8K
2.29K $1.22M
XOM
Exxon Mobil Corp

Energy
203
+ 1.5%
$105.44 - $118.93 $21.4K - $24.1K
13.8K $1.64M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
304
+ 1.3%
$53.69 - $62.68 $16.3K - $19.1K
23.8K $1.43M
VTI
Vanguard Total Stock Market Et

ETFs
960
+ 14.15%
$271.18 - $303.12 $260K - $291K
7.75K $2.13M
FNDF
Schwab Fundamental Intl Large

ETFs
3.3K
+ 23.29%
$32.9 - $37.45 $109K - $124K
17.5K $631K
JNJ
Johnson & Johnson

Healthcare
637
+ 25.08%
$142.06 - $167.7 $90.5K - $107K
3.18K $526K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.69K
+ 16.49%
$91.45 - $91.75 $155K - $155K
12K $1.1M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
6.49K
+ 44.55%
$21.49 - $22.24 $140K - $144K
21.1K $467K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
401
+ 1.02%
$78.97 - $85.82 $31.7K - $34.4K
39.6K $3.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
248
+ 0.23%
$42.5 - $46.71 $10.5K - $11.6K
110K $4.97M
UDI
Uscf ETF Tr Divid Income Fd

ETFs
4.44K
+ 24.07%
$28.46 - $30.45 $126K - $135K
22.9K $673K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
1.37K
+ 14.48%
$98.43 - $98.88 $134K - $135K
10.8K $1.07M
BWX
Spdr Bloomberg International T

ETFs
3.52K
+ 3.92%
$20.94 - $22.04 $73.8K - $77.6K
93.4K $2.04M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.27K
+ 10.24%
$49.69 - $50.76 $113K - $115K
24.5K $1.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.22K
+ 48.33%
$49.25 - $50.66 $109K - $112K
6.8K $337K
Activity Summary
Buys All Purchases 142 New Holdings 21 Increased Positions 121 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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