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
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.58K
+ 7.61%
$21.23 - $23.75 $33.4K - $37.4K
22.3K $479K
BIT
Black Rock Multi Sector Income Trust

Financial Services
743
+ 5.5%
$14.43 - $14.85 $10.7K - $11K
14.2K $206K
BAC
Bank Of America Corp

Financial Services
536
+ 7.88%
$39.61 - $47.74 $21.2K - $25.6K
7.34K $306K
PEP
Pepsico Inc

Consumer Defensive
66
+ 3.84%
$142.64 - $156.42 $9.41K - $10.3K
1.79K $267K
GS
Goldman Sachs Group Inc

Financial Services
34
+ 6.92%
$524.81 - $672.19 $17.8K - $22.9K
525 $286K
VCIF
Vertical Capital Income Fund

Financial Services
433
+ 4.3%
N/A
10.5K $86K
DIV
Global X Superdividend Us ETF

ETFs
245
+ 1.5%
N/A
16.5K $283K
HD
Home Depot, Inc.

Consumer Cyclical
96
+ 6.39%
$347.25 - $424.87 $33.3K - $40.8K
1.6K $585K
ESIX
Ssga Active Tr Spdr S&P Smallc
3.47K
+ 24.87%
N/A
17.4K $0
J P Morgan Exchange Traded F
7.88K
New
N/A
7.88K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
4.87K
New
N/A
4.87K $0
EBLU
Ecofin Global Water Esg Fund

ETFs
12
+ 0.15%
N/A
7.85K $377K
Amplify ETF Tr
384
+ 3.36%
N/A
11.8K $0
CGXU
Capital Group Intl Focus Equit

ETFs
100
+ 0.64%
$24.48 - $26.59 $2.45K - $2.66K
15.8K $387K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
36.8K
New
N/A
36.8K $0
Tidal Tr Ii
11.9K
New
N/A
11.9K $0
PPTY
ETF Ser Solutions

ETFs
100
+ 0.89%
$30.67 - $33.06 $3.07K - $3.31K
11.3K $358K
FIW
First Trust Water ETF

ETFs
26
+ 0.56%
$99.48 - $106.74 $2.59K - $2.78K
4.68K $471K
XLK
Technology Sector Spdr

ETFs
77
+ 7.22%
$206.38 - $242.18 $15.9K - $18.6K
1.14K $236K
DIS
Walt Disney CO

Communication Services
182
+ 6.76%
$96.87 - $114.0 $17.6K - $20.7K
2.87K $283K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
773
+ 2.39%
$5.91 - $6.78 $4.57K - $5.24K
33.1K $195K
CAT
Caterpillar Inc

Industrials
13
+ 1.62%
$326.75 - $407.63 $4.25K - $5.3K
815 $268K
AXP
American Express CO

Financial Services
36
+ 2.72%
$255.39 - $325.87 $9.19K - $11.7K
1.36K $365K
META
Meta Platforms, Inc.

Communication Services
6
+ 0.24%
$576.36 - $736.67 $3.46K - $4.42K
2.53K $1.46M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
86
+ 5.31%
$165.25 - $224.62 $14.2K - $19.3K
1.71K $283K
ORCL
Oracle Corp

Technology
64
+ 3.52%
$139.81 - $186.47 $8.95K - $11.9K
1.88K $263K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
227
+ 2.95%
$77.67 - $90.15 $17.6K - $20.5K
7.93K $620K
SCHA
Schwab Strategic Tr Us Small C

ETFs
194
+ 0.87%
$23.16 - $27.04 $4.49K - $5.25K
22.5K $527K
URA
Global X Uranium ETF

ETFs
660
+ 3.29%
$22.92 - $30.98 $15.1K - $20.4K
20.7K $474K
EXAS
Exact Sciences Corp

Healthcare
913
+ 10.72%
$43.04 - $58.51 $39.3K - $53.4K
9.43K $408K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
521
+ 2.63%
$28.62 - $36.65 $14.9K - $19.1K
20.3K $581K
CRM
Salesforce, Inc.

Technology
67
+ 3.14%
$268.36 - $359.95 $18K - $24.1K
2.2K $590K
AVGO
Broadcom Inc.

Technology
335
+ 9.38%
$167.43 - $244.7 $56.1K - $82K
3.91K $653K
AMZN
Amazon Com Inc

Consumer Cyclical
514
+ 4.5%
$190.26 - $242.06 $97.8K - $124K
11.9K $2.27M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.2K
+ 1.36%
$21.75 - $24.28 $91.2K - $102K
313K $6.92M
IWM
Ishares Russell 2000 ETF

ETFs
234
+ 1.55%
$198.1 - $229.79 $46.4K - $53.8K
15.3K $3.05M
USB
Us Bancorp \De\

Financial Services
192
+ 0.22%
$40.92 - $50.9 $7.86K - $9.77K
88.4K $3.73M
GOOGL
Alphabet Inc.

Communication Services
783
+ 4.08%
$154.33 - $206.19 $121K - $161K
20K $3.09M
NVDA
Nvidia Corp

Technology
487
+ 1.77%
$106.98 - $149.43 $52.1K - $72.8K
28K $3.03M
MSFT
Microsoft Corp

Technology
302
+ 1.64%
$375.39 - $447.2 $113K - $135K
18.7K $7.03M
AAPL
Apple Inc.

Technology
1.24K
+ 2.12%
$209.68 - $247.1 $260K - $306K
59.7K $13.3M
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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