Walkner Condon Financial Advisors LLC Purchases in Q2 2025

Walkner Condon Financial Advisors LLC

  • $529 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FCX
Freeport Mcmoran Inc

Basic Materials
5.53K
New
$29.15 - $44.46 $161K - $246K
5.53K $239K
GUNR
Flexshares Tr Morningstar Glob

ETFs
3.75K
+ 5.79%
$33.77 - $41.16 $127K - $154K
68.5K $2.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 1.69%
$416.06 - $551.64 $17.9K - $23.7K
2.58K $1.42M
KLAC
Kla Corp

Technology
258
New
$576.53 - $902.94 $149K - $233K
258 $231K
ABT
Abbott Laboratories

Healthcare
1.68K
New
$123.95 - $138.08 $208K - $231K
1.68K $227K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.23K
+ 5.17%
$53.75 - $67.21 $66.1K - $82.7K
25K $1.66M
MS
Morgan Stanley

Financial Services
1.6K
New
$99.83 - $140.86 $159K - $225K
1.6K $224K
GE
General Electric CO

Industrials
865
New
$166.81 - $257.39 $144K - $223K
865 $222K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
517
+ 30.32%
$141.37 - $228.57 $73.1K - $118K
2.22K $503K
FKU
First Trust United Kingdom Alp

ETFs
4.7K
New
$35.99 - $46.89 $169K - $220K
4.7K $220K
ITOT
Ishares Core S&P Total U.S. St

ETFs
237
+ 1.68%
$108.12 - $135.04 $25.6K - $32K
14.3K $1.93M
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 2.33%
$908.13 - $1056.85 $68.1K - $79.3K
3.29K $3.26M
PFE
Pfizer Inc

Healthcare
8.91K
New
$21.59 - $24.84 $192K - $221K
8.91K $215K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.17K
New
$152.42 - $182.82 $178K - $213K
1.17K $213K
FTGC
First Trust Global Tactical CO

ETFs
11K
+ 14.95%
$23.09 - $25.91 $254K - $284K
84.4K $2.08M
FDN
First Tr Fd Dow Jones

ETFs
779
New
$200.29 - $269.33 $156K - $210K
779 $209K
INTU
Intuit Inc

Technology
258
New
$544.07 - $787.63 $140K - $203K
258 $203K
NOW
Service Now, Inc.

Technology
196
New
$721.65 - $1040.18 $141K - $204K
196 $201K
CGDV
Capital Group Divid Value ETF

ETFs
4.09K
+ 49.28%
$31.93 - $39.49 $131K - $162K
12.4K $489K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
273
+ 1.52%
$120.49 - $141.16 $32.9K - $38.5K
18.2K $2.52M
FEMB
First Tr ETF Emerging Markets

ETFs
3.76K
+ 9.48%
$26.01 - $28.88 $97.8K - $109K
43.4K $1.25M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
588
+ 3.99%
$57.14 - $72.68 $33.6K - $42.7K
15.3K $1.11M
ORCL
Oracle Corp

Technology
105
+ 5.58%
$122.82 - $218.63 $12.9K - $23K
1.99K $434K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.47K
+ 21.44%
$24.98 - $25.66 $161K - $166K
36.6K $937K
OUNZ
Van Eck Merk Gold Trust

ETFs
2.05K
+ 4.92%
$28.68 - $33.09 $58.8K - $67.8K
43.7K $1.39M
BNDX
Vanguard Total International B

ETFs
2.63K
+ 53.6%
$48.77 - $49.55 $128K - $130K
7.52K $372K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.43K
+ 11.94%
$91.43 - $91.74 $131K - $131K
13.4K $1.23M
MSTR
Microstrategy Inc

Technology
105
+ 13.82%
$237.95 - $421.61 $25K - $44.3K
865 $349K
IEFA
Ishares Tr

ETFs
1.05K
+ 27.2%
$67.83 - $84.09 $71.2K - $88.3K
4.91K $409K
VT
Vanguard Total World Stk Index

ETFs
622
+ 23.87%
$103.16 - $128.52 $64.2K - $79.9K
3.23K $414K
GS
Goldman Sachs Group Inc

Financial Services
32
+ 6.1%
$462.22 - $707.75 $14.8K - $22.6K
557 $394K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.51K
+ 8.03%
$33.38 - $40.81 $50.3K - $61.5K
20.3K $826K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.24K
+ 32.88%
$48.13 - $49.85 $108K - $111K
9.03K $442K
INDA
Ishares Msci India Index Fund

ETFs
1.57K
+ 38.89%
$49.13 - $55.86 $77K - $87.6K
5.6K $311K
EXAS
Exact Sciences Corp

Healthcare
142
+ 1.51%
$40.31 - $58.08 $5.72K - $8.25K
9.57K $508K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.02K
+ 21.2%
$54.19 - $67.22 $55.3K - $68.6K
5.84K $392K
DIS
Walt Disney CO

Communication Services
178
+ 6.2%
$81.72 - $124.01 $14.5K - $22.1K
3.05K $378K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.39K
+ 36.61%
$26.66 - $33.09 $63.7K - $79.1K
8.92K $294K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
291
+ 1.43%
$24.46 - $33.16 $7.12K - $9.65K
20.6K $673K
COF
Capital One Financial Corp

Financial Services
216
+ 16.53%
$150.57 - $212.76 $32.5K - $46K
1.52K $324K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.57K
+ 7.04%
$19.1 - $23.83 $29.9K - $37.4K
23.8K $568K
BAC
Bank Of America Corp

Financial Services
979
+ 13.34%
$34.39 - $47.46 $33.7K - $46.5K
8.32K $393K
FNDX
Schwab Fundamental U S Large C

ETFs
3K
+ 25.96%
$20.84 - $24.54 $62.5K - $73.6K
14.6K $357K
V
Visa Inc.

Financial Services
216
+ 13.78%
$308.27 - $373.31 $66.6K - $80.6K
1.78K $633K
CSCO
Cisco Systems, Inc.

Technology
479
+ 7.47%
$53.19 - $69.38 $25.5K - $33.2K
6.89K $478K
VTV
Vanguard Value ETF

ETFs
312
+ 4.98%
$153.67 - $176.74 $47.9K - $55.1K
6.57K $1.16M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
597
+ 3.5%
$36.58 - $40.39 $21.8K - $24.1K
17.7K $713K
ISRG
Intuitive Surgical Inc

Healthcare
92
+ 19.13%
$451.58 - $565.94 $41.5K - $52.1K
573 $311K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
48
+ 0.9%
$101.97 - $126.75 $4.89K - $6.08K
5.4K $684K
Activity Summary
Buys All Purchases 156 New Holdings 23 Increased Positions 133 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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