Walkner Condon Financial Advisors LLC Purchases in Q4 2024

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.13K
+ 5.31%
$57.53 - $60.83 $353K - $373K
122K $6.99M
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 0.82%
$873.59 - $994.69 $23.6K - $26.9K
3.33K $3.05M
BWX
Spdr Bloomberg International T

ETFs
12.3K
+ 15.8%
$21.39 - $23.3 $262K - $286K
89.8K $1.92M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.35K
+ 16.82%
$57.78 - $60.4 $136K - $142K
16.3K $945K
IWD
Ishares Russell 1000 Val ETF

ETFs
642
+ 16.93%
$183.23 - $199.79 $118K - $128K
4.43K $820K
SPMD
Spdr Portfolio

ETFs
1.81K
+ 1.6%
$54.13 - $59.56 $98.2K - $108K
115K $6.3M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.39K
+ 8.71%
$109.14 - $121.63 $152K - $169K
17.4K $1.91M
ITOT
Ishares Core S&P Total U.S. St

ETFs
420
+ 2.85%
$124.26 - $134.12 $52.2K - $56.3K
15.1K $1.95M
GLO
Clough Global Opportunities Fund

Financial Services
19K
New
$5.1 - $5.5 $96.9K - $105K
19K $97K
QQQ
Invesco Qqq Trust, Series 1

ETFs
58
+ 2.23%
$481.22 - $538.17 $27.9K - $31.2K
2.66K $1.36M
GLQ
Clough Global Equity Fund

Financial Services
13K
New
$6.57 - $7.12 $85.4K - $92.6K
13K $86K
IEMG
Ishares Inc

ETFs
1.6K
+ 21.87%
N/A
8.91K $477K
VCIF
Vertical Capital Income Fund

Financial Services
10.1K
New
N/A
10.1K $82K
UDI
Uscf ETF Tr Divid Income Fd

ETFs
3.22K
+ 21.19%
$28.96 - $31.38 $93.3K - $101K
18.4K $534K
DFAR
Dimensional ETF Tr Dimensional

ETFs
5.5K
+ 24.79%
$22.72 - $25.76 $125K - $142K
27.7K $644K
CGDV
Capital Group Divid Value ETF

ETFs
2.3K
+ 38.33%
$35.16 - $37.12 $80.9K - $85.4K
8.3K $292K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
190
+ 13.3%
$172.07 - $207.36 $32.7K - $39.4K
1.62K $319K
V
Visa Inc.

Financial Services
44
+ 3.2%
$273.87 - $320.91 $12.1K - $14.1K
1.42K $448K
IGR
Cbre Global Real Estate Income Fund

Financial Services
14.1K
New
$4.81 - $6.44 $68K - $91K
14.1K $67K
META
Meta Platforms, Inc.

Communication Services
29
+ 1.16%
$554.08 - $632.68 $16.1K - $18.3K
2.52K $1.49M
FVD
First Tr Value Line Divid Inde

ETFs
1.6K
+ 28.19%
$43.4 - $46.7 $69.2K - $74.5K
7.25K $316K
WMT
Walmart Inc.

Consumer Defensive
118
+ 2.37%
$79.1 - $95.7 $9.33K - $11.3K
5.09K $459K
MA
Mastercard Inc

Financial Services
57
+ 7.43%
$491.3 - $536.15 $28K - $30.6K
824 $433K
DIS
Walt Disney CO

Communication Services
146
+ 5.74%
$92.39 - $117.6 $13.5K - $17.2K
2.69K $299K
EUSB
Ishares Tr Esg Advanced Total

Technology
1.63K
+ 17.95%
$42.39 - $44.29 $69.2K - $72.3K
10.7K $455K
OXLC
Oxford Lane Capital Corp.

Financial Services
10.1K
New
$5.05 - $5.45 $51K - $55K
10.1K $51K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 1.45%
$486.1 - $608.57 $3.4K - $4.26K
491 $281K
DSI
Ishares Msci Kld 400 Social Et

ETFs
265
+ 5.87%
$107.41 - $115.71 $28.5K - $30.7K
4.78K $526K
GILD
Gilead Sciences, Inc.

Healthcare
56
+ 1.65%
$83.95 - $97.9 $4.7K - $5.48K
3.45K $318K
VTV
Vanguard Value ETF

ETFs
373
+ 6.62%
$168.32 - $181.87 $62.8K - $67.8K
6.01K $1.02M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
6.73K
+ 5.35%
$12.74 - $14.23 $85.8K - $95.8K
133K $1.72M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
291
+ 4.54%
$104.52 - $115.08 $30.4K - $33.5K
6.7K $706K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
96
+ 1.53%
$124.61 - $133.96 $12K - $12.9K
6.37K $820K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
595
+ 14.92%
$49.79 - $51.14 $29.6K - $30.4K
4.58K $229K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
288
+ 2.16%
$9.95 - $12.23 $2.87K - $3.52K
13.6K $159K
JPIE
J P Morgan Exchange Traded Fd
693
+ 5.66%
$45.59 - $46.25 $31.6K - $32.1K
12.9K $590K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
1.46K
+ 17.06%
$33.67 - $37.35 $49.3K - $54.6K
10K $340K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
260
+ 5.41%
$105.45 - $117.99 $27.4K - $30.7K
5.06K $536K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.75K
+ 299.78%
$25.93 - $105.3 $175K - $710K
9K $250K
SRLN
Ssga Active Trust

ETFs
326
+ 4.92%
$41.48 - $42.08 $13.5K - $13.7K
6.96K $290K
T
At&T Inc.

Communication Services
217
+ 1.91%
$21.22 - $23.88 $4.6K - $5.18K
11.6K $263K
FNDX
Schwab Fundamental U S Large C

ETFs
7.91K
+ 217.21%
$23.49 - $71.77 $186K - $568K
11.6K $273K
IWM
Ishares Russell 2000 ETF

ETFs
45
+ 0.3%
$216.13 - $242.4 $9.73K - $10.9K
15K $3.33M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.8K
+ 200.0%
$22.01 - $66.82 $304K - $922K
20.7K $469K
FMB
First Tr Exchange Traded Fd Ii

ETFs
343
+ 3.53%
$50.62 - $52.07 $17.4K - $17.9K
10.1K $513K
MO
Altria Group, Inc.

Consumer Defensive
14
+ 0.3%
$49.06 - $57.74 $687 - $808
4.63K $242K
VEEV
Veeva Systems Inc

Healthcare
8
+ 0.1%
$201.81 - $250.45 $1.61K - $2K
8.06K $1.69M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
82
+ 0.12%
$61.68 - $67.87 $5.06K - $5.57K
66.8K $4.16M
DIV
Global X Superdividend Us ETF

ETFs
220
+ 1.37%
N/A
16.3K $279K
Activity Summary
Buys All Purchases 155 New Holdings 32 Increased Positions 123 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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