Walkner Condon Financial Advisors LLC Incresed Positions in Q4 2024

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
257K
+ 236.5%
$24.19 - $50.58 $6.2M - $13M
365K $8.86M
VGLT
Vanguard Long Term Treasury Et

ETFs
43.5K
+ 172.72%
$55.1 - $61.74 $2.4M - $2.68M
68.7K $3.8M
JNK
Spdr Bloomberg High Yield Bond

ETFs
19.3K
+ 149.53%
$94.77 - $97.36 $1.83M - $1.88M
32.2K $3.08M
AAPL
Apple Inc.

Technology
356
+ 0.61%
$221.69 - $259.02 $78.9K - $92.2K
58.4K $14.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.9K
+ 46.98%
$71.75 - $75.11 $1M - $1.05M
43.6K $3.13M
SCHO
Schwab Short Term Us Treasury

ETFs
78.5K
+ 161.75%
$24.06 - $48.88 $1.89M - $3.84M
127K $3.06M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
933
+ 0.23%
$66.77 - $71.52 $62.3K - $66.7K
409K $28.2M
TSLA
Tesla, Inc.

Consumer Cyclical
392
+ 14.89%
$213.65 - $479.86 $83.8K - $188K
3.02K $1.22M
AMZN
Amazon Com Inc

Consumer Cyclical
698
+ 6.5%
$180.88 - $232.93 $126K - $163K
11.4K $2.51M
GOOGL
Alphabet Inc.

Communication Services
149
+ 0.78%
$161.86 - $196.66 $24.1K - $29.3K
19.2K $3.63M
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 0.18%
$570.51 - $610.59 $33.1K - $35.4K
31.9K $18.8M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.7K
+ 35.14%
$35.45 - $40.33 $378K - $430K
41K $1.47M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3K
+ 20.13%
$100.38 - $107.86 $301K - $324K
17.9K $1.85M
SOFI
So Fi Technologies, Inc.

Financial Services
2.74K
+ 8.14%
$7.63 - $16.88 $20.9K - $46.2K
36.4K $559K
FNDF
Schwab Fundamental Intl Large

ETFs
8.56K
+ 152.31%
$32.92 - $37.15 $282K - $318K
14.2K $470K
AVGO
Broadcom Inc.

Technology
245
+ 7.37%
$159.67 - $250.0 $39.1K - $61.3K
3.57K $827K
IWF
Ishares Russell 1000 Gr ETF

ETFs
459
+ 18.16%
$370.24 - $418.94 $170K - $192K
2.99K $1.2M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.11K
+ 79.32%
$58.46 - $65.6 $240K - $269K
9.28K $542K
VT
Vanguard Total World Stk Index

ETFs
1.75K
+ 67.4%
$117.09 - $123.07 $205K - $215K
4.34K $509K
RDVY
First Trust Rising Dividend Ac

ETFs
3.39K
+ 6.44%
$58.65 - $64.37 $199K - $218K
56K $3.31M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.88K
+ 12.86%
$67.29 - $73.38 $530K - $578K
69.2K $4.69M
USB
Us Bancorp \De\

Financial Services
71
+ 0.08%
$43.98 - $53.66 $3.12K - $3.81K
88.2K $4.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
434
+ 23.83%
$442.29 - $483.08 $192K - $210K
2.26K $1.02M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.93K
+ 44.8%
$61.87 - $64.86 $182K - $190K
9.48K $587K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.77K
+ 20.82%
$91.29 - $91.8 $162K - $163K
10.3K $939K
NFLX
Netflix Inc

Communication Services
31
+ 4.41%
$687.65 - $936.56 $21.3K - $29K
734 $654K
CRM
Salesforce, Inc.

Technology
40
+ 1.91%
$270.87 - $367.87 $10.8K - $14.7K
2.13K $713K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.47K
+ 0.69%
$24.94 - $25.74 $36.7K - $37.9K
216K $5.52M
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
58
+ 2.23%
$481.22 - $538.17 $27.9K - $31.2K
2.66K $1.36M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.02K
+ 2.51%
$44.33 - $49.55 $178K - $199K
164K $7.37M
IEMG
Ishares Inc

ETFs
1.6K
+ 21.87%
N/A
8.91K $477K
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
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
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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