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
IBM
International Business Machines Corp

Technology
156
+ 6.73%
$217.4 - $264.74 $33.9K - $41.3K
2.48K $615K
LLY
Eli Lilly & CO

Healthcare
77
+ 9.65%
$725.72 - $929.72 $55.9K - $71.6K
875 $722K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6K
+ 14.61%
$32.49 - $37.99 $195K - $228K
47K $1.58M
V
Visa Inc.

Financial Services
149
+ 10.5%
$306.92 - $362.71 $45.7K - $54K
1.57K $549K
ABBV
Abb Vie Inc.

Healthcare
160
+ 7.8%
$169.2 - $216.66 $27.1K - $34.7K
2.21K $463K
T
At&T Inc.

Communication Services
848
+ 7.32%
$21.56 - $28.28 $18.3K - $24K
12.4K $351K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.1K
+ 3.1%
$19.66 - $21.64 $21.7K - $23.9K
36.7K $787K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.01K
+ 1.69%
$25.81 - $28.52 $26.1K - $28.8K
60.7K $1.67M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.53K
+ 10.65%
$50.72 - $50.92 $77.6K - $77.9K
15.9K $808K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
400
+ 5.0%
$75.32 - $84.77 $30.1K - $33.9K
8.4K $685K
NFLX
Netflix Inc

Communication Services
47
+ 6.4%
$828.4 - $1058.6 $38.9K - $49.8K
781 $728K
GILD
Gilead Sciences, Inc.

Healthcare
31
+ 0.9%
$89.14 - $117.41 $2.76K - $3.64K
3.48K $390K
KO
Coca Cola CO

Consumer Defensive
365
+ 7.64%
$60.81 - $72.32 $22.2K - $26.4K
5.14K $368K
MA
Mastercard Inc

Financial Services
88
+ 10.68%
$504.67 - $576.31 $44.4K - $50.7K
912 $499K
JPM
Jpmorgan Chase & CO

Financial Services
189
+ 5.8%
$225.19 - $279.95 $42.6K - $52.9K
3.45K $846K
VTV
Vanguard Value ETF

ETFs
252
+ 4.2%
$167.73 - $179.21 $42.3K - $45.2K
6.26K $1.08M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
747
+ 2.08%
$36.46 - $39.46 $27.2K - $29.5K
36.7K $1.4M
RFDI
First Trust ETF Iii Riverfront

ETFs
511
+ 9.09%
$61.15 - $68.44 $31.2K - $35K
6.14K $407K
SCHC
Schwab Strategic Tr Intl Small

ETFs
233
+ 0.69%
$33.57 - $37.22 $7.82K - $8.67K
34.1K $1.22M
FEMB
First Tr ETF Emerging Markets

ETFs
901
+ 2.32%
$25.88 - $27.49 $23.3K - $24.8K
39.7K $1.07M
IXC
Ishares Tr Global Energy ETF

ETFs
105
+ 0.9%
$38.48 - $42.16 $4.04K - $4.43K
11.8K $495K
CSCO
Cisco Systems, Inc.

Technology
568
+ 9.72%
$58.74 - $64.87 $33.4K - $36.8K
6.41K $395K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
779
+ 1.96%
$27.01 - $28.54 $21K - $22.2K
40.4K $1.13M
WEC
Wec Energy Group, Inc.

Utilities
12
+ 0.42%
$92.12 - $108.98 $1.11K - $1.31K
2.89K $315K
VZ
Verizon Communications Inc

Communication Services
189
+ 3.11%
$37.81 - $46.49 $7.15K - $8.79K
6.27K $284K
MO
Altria Group, Inc.

Consumer Defensive
82
+ 1.77%
$50.81 - $60.02 $4.17K - $4.92K
4.71K $282K
PG
Procter & Gamble CO

Consumer Defensive
176
+ 4.58%
$158.56 - $176.26 $27.9K - $31K
4.02K $684K
PLTR
Palantir Technologies Inc.

Technology
38
+ 0.95%
$64.98 - $124.62 $2.47K - $4.74K
4.04K $341K
SPTL
Spdr Portfolio Long Term Treas

ETFs
477
+ 2.31%
$25.54 - $27.64 $12.2K - $13.2K
21.2K $576K
IEMG
Ishares Inc

ETFs
634
+ 7.12%
N/A
9.54K $511K
UNH
Unitedhealth Group Inc

Healthcare
36
+ 4.22%
$461.52 - $548.18 $16.6K - $19.7K
890 $466K
IEFA
Ishares Tr

ETFs
171
+ 4.63%
$69.57 - $78.65 $11.9K - $13.4K
3.86K $292K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
406
+ 2.88%
$38.89 - $41.6 $15.8K - $16.9K
14.5K $586K
WMT
Walmart Inc.

Consumer Defensive
517
+ 10.16%
$84.5 - $105.05 $43.7K - $54.3K
5.6K $491K
QCOM
Qualcomm Inc

Technology
213
+ 13.35%
$151.94 - $175.86 $32.4K - $37.5K
1.81K $277K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
740
+ 6.82%
$18.36 - $20.51 $13.6K - $15.2K
11.6K $229K
IWF
Ishares Russell 1000 Gr ETF

ETFs
414
+ 13.86%
$360.07 - $417.26 $149K - $173K
3.4K $1.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
150
+ 3.22%
$56.51 - $62.98 $8.48K - $9.45K
4.82K $292K
WFC
Wells Fargo & Company

Financial Services
271
+ 7.73%
$66.78 - $81.42 $18.1K - $22.1K
3.78K $271K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
332
+ 0.86%
$20.2 - $22.24 $6.71K - $7.38K
38.8K $835K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
121
+ 0.69%
$12.18 - $13.34 $1.47K - $1.61K
17.6K $232K
SPGI
S&P Global Inc.

Financial Services
38
+ 9.0%
$478.26 - $543.77 $18.2K - $20.7K
460 $233K
VIG
Vanguard Dividend Appreciation

ETFs
129
+ 1.14%
N/A
11.4K $2.08M
COF
Capital One Financial Corp

Financial Services
115
+ 9.65%
$163.87 - $209.82 $18.8K - $24.1K
1.31K $234K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
42
+ 0.35%
$126.11 - $135.06 $5.3K - $5.67K
12.2K $1.57M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.56K
+ 8.68%
$95.35 - $107.82 $148K - $168K
19.5K $1.87M
EEM
Ishares Msci Emerging Markets

ETFs
138
+ 2.59%
$40.81 - $45.34 $5.63K - $6.26K
5.47K $239K
EUSB
Ishares Tr Esg Advanced Total

Technology
29
+ 0.27%
$42.05 - $43.43 $1.22K - $1.26K
10.8K $466K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
201
+ 4.88%
$49.78 - $53.19 $10K - $10.7K
4.32K $220K
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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