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
VZ
Verizon Communications Inc

Communication Services
1.87K
+ 29.83%
$41.67 - $45.62 $77.9K - $85.3K
8.14K $352K
XLK
Technology Sector Spdr

ETFs
58
+ 5.07%
$179.73 - $253.23 $10.4K - $14.7K
1.2K $304K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
66
+ 5.11%
$139.8 - $197.22 $9.23K - $13K
1.36K $267K
WMT
Walmart Inc.

Consumer Defensive
29
+ 0.52%
$81.79 - $99.98 $2.37K - $2.9K
5.63K $550K
WFC
Wells Fargo & Company

Financial Services
210
+ 5.56%
$60.98 - $80.12 $12.8K - $16.8K
3.99K $319K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
646
+ 6.86%
$61.25 - $63.4 $39.6K - $41K
10.1K $637K
EEM
Ishares Msci Emerging Markets

ETFs
355
+ 6.49%
$38.52 - $48.28 $13.7K - $17.1K
5.83K $281K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.03K
+ 4.2%
$48.46 - $50.2 $49.8K - $51.6K
25.5K $1.27M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
1.63K
+ 9.29%
$11.52 - $14.55 $18.8K - $23.7K
19.2K $272K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
744
+ 4.68%
$50.52 - $50.92 $37.6K - $37.9K
16.6K $847K
IWD
Ishares Russell 1000 Val ETF

ETFs
62
+ 1.4%
$166.82 - $194.23 $10.3K - $12K
4.5K $873K
SCHG
Schwab Strategic Tr Us Large C

ETFs
22
+ 0.24%
$22.27 - $29.21 $490 - $643
9.01K $263K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
43
+ 0.91%
$55.73 - $68.72 $2.4K - $2.95K
4.77K $327K
CRM
Salesforce, Inc.

Technology
66
+ 3.0%
$236.26 - $291.15 $15.6K - $19.2K
2.27K $617K
KO
Coca Cola CO

Consumer Defensive
448
+ 8.72%
$68.37 - $73.9 $30.6K - $33.1K
5.59K $395K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
47
+ 0.32%
$36.02 - $41.92 $1.69K - $1.97K
14.5K $609K
IEMG
Ishares Inc

ETFs
429
+ 4.49%
N/A
9.97K $534K
PG
Procter & Gamble CO

Consumer Defensive
408
+ 10.15%
$157.66 - $172.39 $64.3K - $70.3K
4.43K $705K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.34K
+ 9.96%
$10.79 - $14.14 $14.5K - $19K
14.8K $203K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
21
+ 0.07%
$77.94 - $79.5 $1.64K - $1.67K
32.1K $2.55M
HD
Home Depot, Inc.

Consumer Cyclical
42
+ 2.63%
$335.24 - $380.78 $14.1K - $16K
1.64K $601K
CVX
Chevron Corp

Energy
359
+ 23.92%
$133.73 - $168.51 $48K - $60.5K
1.86K $266K
DIAL
Columbia ETF Tr I Diversified

ETFs
490
+ 3.18%
$17.43 - $18.21 $8.54K - $8.92K
15.9K $289K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.87%
$438.31 - $527.29 $1.75K - $2.11K
464 $244K
VCIT
Vanguard Intermediate Term Cor

ETFs
9
+ 0.15%
$79.56 - $82.92 $716 - $746
5.9K $489K
GILD
Gilead Sciences, Inc.

Healthcare
103
+ 2.96%
$96.91 - $113.0 $9.98K - $11.6K
3.59K $397K
MO
Altria Group, Inc.

Consumer Defensive
228
+ 4.84%
$55.56 - $60.91 $12.7K - $13.9K
4.94K $289K
ABBV
Abb Vie Inc.

Healthcare
321
+ 14.51%
$170.16 - $206.27 $54.6K - $66.2K
2.53K $470K
MFG
Mizuho Financial Group Inc

Financial Services
649
+ 3.13%
$4.25 - $5.66 $2.76K - $3.67K
21.4K $118K
VCIF
Vertical Capital Income Fund

Financial Services
515
+ 4.9%
N/A
11K $90K
DIV
Global X Superdividend Us ETF

ETFs
124
+ 0.75%
N/A
16.7K $286K
Blackrock Inc
235
New
N/A
235 $0
Amplify ETF Tr
219
+ 1.86%
N/A
12K $0
Bitwise Bitcoin ETF Tr
1.47K
+ 10.49%
N/A
15.5K $0
Blackrock ETF Trust Ii
19.1K
New
N/A
19.1K $0
Arista Networks Inc
126
+ 0.69%
N/A
18.4K $0
Microstrategy Inc
2.59K
New
N/A
2.59K $0
Pimco ETF Tr
18.6K
+ 16.43%
N/A
131K $0
J P Morgan Exchange Traded F
6.25K
+ 79.37%
N/A
14.1K $0
J P Morgan Exchange Traded F
547
+ 10.21%
N/A
5.9K $0
Ishares Bitcoin Trust ETF
1.82K
+ 15.4%
N/A
13.6K $0
Spdr Series Trust
7.38K
New
N/A
7.38K $0
Lam Research Corp
2.28K
New
N/A
2.28K $0
Linde PLC
444
New
N/A
444 $0
SPYI
Shp ETF Tr Neos S&P 500 High I
2K
+ 41.11%
N/A
6.87K $0
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1.34K
+ 4.04%
$5.25 - $5.92 $7.02K - $7.92K
34.5K $194K
MCD
Mcdonalds Corp

Consumer Cyclical
93
+ 5.42%
$285.55 - $321.23 $26.6K - $29.9K
1.81K $528K
AMGN
Amgen Inc

Healthcare
72
+ 8.36%
$262.28 - $309.85 $18.9K - $22.3K
933 $260K
WEC
Wec Energy Group, Inc.

Utilities
24
+ 0.83%
$102.24 - $109.76 $2.45K - $2.63K
2.92K $303K
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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