Walkner Condon Financial Advisors LLC Incresed Positions in Q2 2025

Walkner Condon Financial Advisors LLC

  • $529 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
48.9K
+ 7.14%
$32.66 - $40.75 $1.6M - $1.99M
733K $29.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.9K
+ 7.79%
$58.41 - $72.69 $1.57M - $1.95M
372K $27M
BWX
Spdr Bloomberg International T

ETFs
112K
+ 119.9%
$21.87 - $23.49 $2.45M - $2.63M
205K $4.82M
MSFT
Microsoft Corp

Technology
410
+ 2.19%
$354.56 - $497.45 $145K - $204K
19.1K $9.52M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23K
+ 11.14%
$51.16 - $62.02 $1.18M - $1.43M
230K $14.3M
IVV
Ishares Core S&P 500 ETF

ETFs
34
+ 0.11%
$498.8 - $620.9 $17K - $21.1K
31.6K $19.6M
AVEM
American Centy ETF Tr Avantis

ETFs
12.1K
+ 11.79%
$53.08 - $68.54 $644K - $832K
115K $7.89M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
28.5K
+ 10.21%
$48.5 - $49.35 $1.38M - $1.41M
308K $15.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
22.8K
+ 7.28%
$19.6 - $24.44 $447K - $558K
336K $8.22M
VTI
Vanguard Total Stock Market Et

ETFs
3.43K
+ 44.24%
$243.75 - $303.93 $835K - $1.04M
11.2K $3.4M
RDVY
First Trust Rising Dividend Ac

ETFs
7.9K
+ 5.78%
$51.6 - $62.74 $408K - $496K
145K $9.07M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
13.8K
+ 55.15%
$48.22 - $60.41 $667K - $836K
38.9K $2.32M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
792
+ 0.88%
$65.04 - $82.18 $51.5K - $65.1K
91K $7.48M
EWJ
Ishares Msci Japan ETF

ETFs
8.18K
+ 17.1%
$61.32 - $75.28 $501K - $615K
56K $4.2M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
20.1K
+ 12.61%
$26.27 - $28.07 $527K - $563K
179K $5.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
442
+ 4.49%
$496.48 - $617.85 $219K - $273K
10.3K $6.36M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.69K
+ 6.66%
$65.84 - $80.81 $309K - $379K
75K $6.01M
FTCS
First Trust Capital Strength E

ETFs
7.3K
+ 6.95%
$81.6 - $92.39 $596K - $675K
112K $10.2M
SCHR
Schwab Intermediate Term Us Tr

ETFs
28.1K
+ 7.08%
$24.54 - $25.07 $690K - $705K
425K $10.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.01K
+ 15.47%
$90.56 - $109.49 $454K - $549K
37.4K $4.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.91K
+ 3.56%
$39.89 - $49.46 $156K - $193K
114K $5.62M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.83K
+ 48.57%
$58.63 - $59.9 $576K - $589K
30.1K $1.8M
JPIB
Jpmorgan International Bond Op

ETFs
11K
+ 23.93%
$47.18 - $48.62 $520K - $536K
57.1K $2.78M
VO
Vanguard Mid Cap ETF

ETFs
292
+ 1.27%
$228.54 - $279.83 $66.7K - $81.7K
23.3K $6.51M
AMZN
Amazon Com Inc

Consumer Cyclical
876
+ 7.33%
$167.32 - $223.3 $147K - $196K
12.8K $2.81M
USXF
Ishares Esg Advanced Msci Usa

Technology
139
+ 0.21%
$41.54 - $53.93 $5.77K - $7.5K
67.5K $3.64M
META
Meta Platforms, Inc.

Communication Services
104
+ 4.12%
$484.66 - $738.09 $50.4K - $76.8K
2.63K $1.94M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.89K
+ 1.4%
$26.38 - $32.66 $49.8K - $61.7K
137K $4.46M
GLDM
World Gold Trust

ETFs
1.5K
+ 1.58%
$58.96 - $67.97 $88.3K - $102K
96.6K $6.33M
AVGO
Broadcom Inc.

Technology
38
+ 0.97%
$146.29 - $275.65 $5.56K - $10.5K
3.94K $1.09M
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.42K
+ 12.95%
$32.41 - $42.59 $143K - $188K
38.5K $1.64M
VGLT
Vanguard Long Term Treasury Et

ETFs
9.34K
+ 12.95%
$53.66 - $58.71 $501K - $548K
81.5K $4.57M
JPM
Jpmorgan Chase & CO

Financial Services
820
+ 23.77%
$210.28 - $289.91 $172K - $238K
4.27K $1.24M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
979
+ 2.3%
$59.98 - $74.92 $58.7K - $73.3K
43.6K $3.25M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.28K
+ 11.99%
$24.38 - $30.18 $177K - $220K
67.9K $2.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.13K
+ 12.6%
$50.36 - $50.68 $359K - $361K
63.7K $3.23M
NFLX
Netflix Inc

Communication Services
32
+ 4.1%
$855.86 - $1339.13 $27.4K - $42.9K
813 $1.09M
USRT
Ishares Core U.S. Reit ETF

ETFs
6.4K
+ 22.5%
$50.37 - $57.97 $323K - $371K
34.9K $1.97M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.88K
+ 1.76%
$45.9 - $47.2 $316K - $325K
397K $18.7M
VUG
Vanguard Growth ETF

ETFs
157
+ 4.13%
$329.49 - $438.4 $51.7K - $68.8K
3.96K $1.73M
TSLA
Tesla, Inc.

Consumer Cyclical
422
+ 14.9%
$221.86 - $362.89 $93.6K - $153K
3.26K $1.03M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
3.01K
+ 27.85%
$98.34 - $98.77 $296K - $297K
13.8K $1.36M
SLVP
Ishares Msci Global Silver And

ETFs
7.27K
+ 13.78%
$12.77 - $18.26 $92.9K - $133K
60.1K $1.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
83
+ 2.44%
$320.42 - $424.58 $26.6K - $35.2K
3.48K $1.48M
GUNR
Flexshares Tr Morningstar Glob

ETFs
3.75K
+ 5.79%
$33.77 - $41.16 $127K - $154K
68.5K $2.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 1.69%
$416.06 - $551.64 $17.9K - $23.7K
2.58K $1.42M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.23K
+ 5.17%
$53.75 - $67.21 $66.1K - $82.7K
25K $1.66M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
517
+ 30.32%
$141.37 - $228.57 $73.1K - $118K
2.22K $503K
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 2.33%
$908.13 - $1056.85 $68.1K - $79.3K
3.29K $3.26M
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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