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
T Rowe Price ETF Inc
10.1K
New
N/A
10.1K $0
T Rowe Price ETF Inc
5.28K
+ 13.17%
N/A
45.4K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
15.3K
New
N/A
15.3K $0
ESIX
Ssga Active Tr Spdr S&P Smallc
2.53K
+ 22.19%
N/A
13.9K $0
Spdr Ser Tr
41.2K
New
N/A
41.2K $0
Invesco Exch Traded Fd Tr Ii
4.16K
New
N/A
4.16K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.5K
+ 200.0%
$27.54 - $83.04 $151K - $457K
8.25K $228K
Pimco ETF Tr
6.61K
+ 6.13%
N/A
115K $0
Amplify ETF Tr
1.93K
+ 20.28%
N/A
11.4K $0
Bitwise Bitcoin ETF Tr
1.39K
+ 10.97%
N/A
14K $0
Arista Networks Inc
24.2K
New
N/A
24.2K $0
SHYD
Vaneck Short High Yield Muni E

ETFs
89
+ 0.62%
$22.45 - $22.81 $2K - $2.03K
14.5K $326K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
49
+ 0.41%
$126.68 - $134.74 $6.21K - $6.6K
12.1K $1.55M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.1K
+ 98.4%
$25.33 - $51.16 $280K - $566K
22.3K $577K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
235
+ 6.01%
$119.34 - $127.78 $28K - $30K
4.15K $494K
LWLG
Lightwave Logic, Inc.

Basic Materials
7.59K
+ 25.01%
$1.78 - $4.08 $13.5K - $31K
37.9K $79K
EBLU
Ecofin Global Water Esg Fund

ETFs
227
+ 2.98%
$48.14 - $50.45 $10.9K - $11.5K
7.84K $377K
SPGI
S&P Global Inc.

Financial Services
5
+ 1.2%
$480.36 - $529.17 $2.4K - $2.65K
422 $210K
JPEM
Jp Morgan Diversified Return

ETFs
301
+ 6.91%
$51.88 - $57.84 $15.6K - $17.4K
4.66K $241K
CGGO
Capital Group Global Growth Eq

ETFs
690
+ 2.39%
$29.21 - $30.67 $20.2K - $21.2K
29.6K $864K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
21
+ 0.44%
$43.02 - $45.21 $903 - $949
4.77K $206K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
166
+ 1.96%
$42.79 - $44.9 $7.1K - $7.45K
8.64K $370K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
313
+ 1.43%
$50.02 - $51.24 $15.7K - $16K
22.2K $1.11M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
592
+ 2.74%
$46.52 - $48.32 $27.5K - $28.6K
22.2K $1.04M
QCOM
Qualcomm Inc

Technology
87
+ 5.77%
$150.4 - $178.04 $13.1K - $15.5K
1.6K $245K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
1.04K
+ 6.33%
$11.82 - $13.73 $12.3K - $14.2K
17.4K $209K
ABBV
Abb Vie Inc.

Healthcare
142
+ 7.43%
$164.99 - $203.87 $23.4K - $28.9K
2.05K $364K
IXC
Ishares Tr Global Energy ETF

ETFs
162
+ 1.41%
$36.95 - $43.06 $5.99K - $6.98K
11.7K $445K
FIW
First Trust Water ETF

ETFs
119
+ 2.63%
$102.02 - $110.91 $12.1K - $13.2K
4.65K $474K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.43K
+ 100.06%
$18.41 - $40.87 $99.9K - $222K
10.8K $200K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17
+ 0.36%
$58.88 - $64.8 $1K - $1.1K
4.78K $281K
RWO
Spdr Dow Jones Global Real Est

ETFs
2.42K
+ 8.41%
$42.41 - $47.31 $103K - $115K
31.2K $1.34M
RFDI
First Trust ETF Iii Riverfront

ETFs
8
+ 0.14%
$60.5 - $67.2 $484 - $538
5.62K $345K
SO
Southern CO

Utilities
140
+ 2.47%
$81.5 - $94.15 $11.4K - $13.2K
5.81K $478K
URA
Global X Uranium ETF

ETFs
135
+ 0.68%
$26.78 - $33.46 $3.62K - $4.52K
20.1K $537K
EMHC
Spdr Bloomberg Emerging Market
145
+ 0.51%
$23.7 - $25.01 $3.44K - $3.63K
28.3K $673K
KO
Coca Cola CO

Consumer Defensive
146
+ 3.15%
$61.74 - $71.71 $9.01K - $10.5K
4.78K $297K
SCHX
Schwab Strategic Tr Us Large C

ETFs
203K
+ 190.8%
$22.4 - $68.28 $4.55M - $13.9M
309K $7.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.2K
+ 194.79%
$26.93 - $84.95 $706K - $2.23M
39.7K $1.08M
UNH
Unitedhealth Group Inc

Healthcare
13
+ 1.55%
$485.52 - $625.25 $6.31K - $8.13K
854 $432K
EXAS
Exact Sciences Corp

Healthcare
534
+ 6.69%
$49.33 - $71.97 $26.3K - $38.4K
8.52K $478K
SCHP
Schwab Strategic Us Tips ETF

ETFs
11.7K
+ 85.75%
$25.74 - $53.78 $302K - $632K
25.4K $657K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.61K
+ 4.99%
$33.93 - $38.37 $54.6K - $61.7K
33.9K $1.16M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
833
+ 2.37%
$37.27 - $41.46 $31K - $34.5K
35.9K $1.34M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
100
+ 0.68%
$60.13 - $67.31 $6.01K - $6.73K
14.7K $894K
ICLN
Ishares

ETFs
3.13K
+ 6.73%
$11.35 - $14.51 $35.5K - $45.4K
49.6K $564K
XOM
Exxon Mobil Corp

Energy
40
+ 0.3%
$105.51 - $125.37 $4.22K - $5.01K
13.6K $1.46M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
613
+ 1.04%
$26.63 - $30.23 $16.3K - $18.5K
59.6K $1.59M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
46
+ 0.2%
$53.86 - $60.27 $2.48K - $2.77K
23.5K $1.27M
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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