Walkner Condon Financial Advisors LLC Incresed Positions in Q1 2025

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
239K
+ 53.83%
$33.84 - $37.77 $8.1M - $9.04M
684K $24.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
160K
+ 134.16%
$48.31 - $49.23 $7.72M - $7.87M
279K $13.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
140K
+ 209.54%
$57.21 - $65.8 $8.01M - $9.22M
207K $12.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
99.6K
+ 34.27%
$45.56 - $47.23 $4.54M - $4.7M
390K $18.3M
RDVY
First Trust Rising Dividend Ac

ETFs
80.7K
+ 143.97%
$57.22 - $63.39 $4.62M - $5.11M
137K $8M
LGOV
First Tr ETF Iv Long Duration

ETFs
196K
+ 49.92%
$20.41 - $21.7 $4M - $4.25M
588K $12.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21.8K
+ 206.44%
$102.49 - $119.96 $2.24M - $2.62M
32.4K $3.39M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
66.2K
+ 15.63%
$24.5 - $24.95 $1.62M - $1.65M
490K $12.1M
GLDM
World Gold Trust

ETFs
10.8K
+ 12.84%
$52.19 - $61.89 $565K - $670K
95.1K $5.89M
SCHR
Schwab Intermediate Term Us Tr

ETFs
32.3K
+ 8.85%
$24.05 - $24.86 $777K - $803K
397K $9.88M
IAU
Ishares Gold Trust

ETFs
679
+ 1.61%
$49.74 - $58.96 $33.8K - $40K
42.9K $2.53M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
574
+ 3.3%
$111.19 - $129.47 $63.8K - $74.3K
18K $2.32M
VGLT
Vanguard Long Term Treasury Et

ETFs
3.5K
+ 5.1%
$53.99 - $58.43 $189K - $205K
72.2K $4.16M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.4K
+ 92.01%
$58.01 - $64.46 $255K - $284K
9.18K $570K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.94K
+ 24.17%
$57.44 - $59.4 $226K - $234K
20.2K $1.2M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.57K
+ 3.83%
$63.91 - $70.19 $101K - $110K
42.6K $2.87M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.16K
+ 1.31%
$69.87 - $75.62 $81.3K - $88K
90.2K $6.54M
OUNZ
Van Eck Merk Gold Trust

ETFs
7
+ 0.02%
$25.41 - $30.14 $178 - $211
41.6K $1.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
37
+ 1.64%
$442.66 - $534.52 $16.4K - $19.8K
2.29K $1.22M
XOM
Exxon Mobil Corp

Energy
203
+ 1.5%
$105.44 - $118.93 $21.4K - $24.1K
13.8K $1.64M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
304
+ 1.3%
$53.69 - $62.68 $16.3K - $19.1K
23.8K $1.43M
VTI
Vanguard Total Stock Market Et

ETFs
960
+ 14.15%
$271.18 - $303.12 $260K - $291K
7.75K $2.13M
FNDF
Schwab Fundamental Intl Large

ETFs
3.3K
+ 23.29%
$32.9 - $37.45 $109K - $124K
17.5K $631K
JNJ
Johnson & Johnson

Healthcare
637
+ 25.08%
$142.06 - $167.7 $90.5K - $107K
3.18K $526K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.69K
+ 16.49%
$91.45 - $91.75 $155K - $155K
12K $1.1M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
6.49K
+ 44.55%
$21.49 - $22.24 $140K - $144K
21.1K $467K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
401
+ 1.02%
$78.97 - $85.82 $31.7K - $34.4K
39.6K $3.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
248
+ 0.23%
$42.5 - $46.71 $10.5K - $11.6K
110K $4.97M
UDI
Uscf ETF Tr Divid Income Fd

ETFs
4.44K
+ 24.07%
$28.46 - $30.45 $126K - $135K
22.9K $673K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
1.37K
+ 14.48%
$98.43 - $98.88 $134K - $135K
10.8K $1.07M
BWX
Spdr Bloomberg International T

ETFs
3.52K
+ 3.92%
$20.94 - $22.04 $73.8K - $77.6K
93.4K $2.04M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.27K
+ 10.24%
$49.69 - $50.76 $113K - $115K
24.5K $1.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.22K
+ 48.33%
$49.25 - $50.66 $109K - $112K
6.8K $337K
LLY
Eli Lilly & CO

Healthcare
77
+ 9.65%
$725.72 - $929.72 $55.9K - $71.6K
875 $722K
IBM
International Business Machines Corp

Technology
156
+ 6.73%
$217.4 - $264.74 $33.9K - $41.3K
2.48K $615K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6K
+ 14.61%
$32.49 - $37.99 $195K - $228K
47K $1.58M
V
Visa Inc.

Financial Services
149
+ 10.5%
$306.92 - $362.71 $45.7K - $54K
1.57K $549K
ABBV
Abb Vie Inc.

Healthcare
160
+ 7.8%
$169.2 - $216.66 $27.1K - $34.7K
2.21K $463K
T
At&T Inc.

Communication Services
848
+ 7.32%
$21.56 - $28.28 $18.3K - $24K
12.4K $351K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.1K
+ 3.1%
$19.66 - $21.64 $21.7K - $23.9K
36.7K $787K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.01K
+ 1.69%
$25.81 - $28.52 $26.1K - $28.8K
60.7K $1.67M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.53K
+ 10.65%
$50.72 - $50.92 $77.6K - $77.9K
15.9K $808K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
400
+ 5.0%
$75.32 - $84.77 $30.1K - $33.9K
8.4K $685K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.24K
+ 5.56%
$46.26 - $47.48 $57.1K - $58.6K
23.4K $1.11M
NFLX
Netflix Inc

Communication Services
47
+ 6.4%
$828.4 - $1058.6 $38.9K - $49.8K
781 $728K
GILD
Gilead Sciences, Inc.

Healthcare
31
+ 0.9%
$89.14 - $117.41 $2.76K - $3.64K
3.48K $390K
KO
Coca Cola CO

Consumer Defensive
365
+ 7.64%
$60.81 - $72.32 $22.2K - $26.4K
5.14K $368K
MA
Mastercard Inc

Financial Services
88
+ 10.68%
$504.67 - $576.31 $44.4K - $50.7K
912 $499K
VTV
Vanguard Value ETF

ETFs
252
+ 4.2%
$167.73 - $179.21 $42.3K - $45.2K
6.26K $1.08M
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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