Walkner Condon Financial Advisors LLC Incresed Positions in Q3 2025

Walkner Condon Financial Advisors LLC

  • $612 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
121K
+ 16.53%
$39.8 - $42.86 $4.82M - $5.19M
854K $36.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
37.8K
+ 10.16%
$72.65 - $78.68 $2.74M - $2.97M
409K $32.1M
BWX
Spdr Bloomberg International T

ETFs
194K
+ 94.49%
$22.58 - $23.5 $4.38M - $4.56M
399K $9.19M
IVV
Ishares Core S&P 500 ETF

ETFs
3.48K
+ 11.02%
$620.67 - $670.08 $2.16M - $2.33M
35.1K $23.5M
AAPL
Apple Inc.

Technology
1.2K
+ 2.02%
$202.38 - $256.87 $243K - $308K
60.6K $15.4M
AVEM
American Centy ETF Tr Avantis

ETFs
32.9K
+ 28.59%
$68.33 - $75.41 $2.25M - $2.48M
148K $11.1M
LGOV
First Tr ETF Iv Long Duration

ETFs
139K
+ 25.9%
$20.98 - $22.03 $2.92M - $3.07M
677K $14.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
16.5K
+ 115.15%
$135.0 - $146.02 $2.23M - $2.41M
30.8K $4.49M
FTCS
First Trust Capital Strength E

ETFs
22K
+ 19.61%
$89.72 - $93.74 $1.98M - $2.06M
134K $12.6M
GLDM
World Gold Trust

ETFs
16K
+ 16.57%
$64.73 - $76.45 $1.04M - $1.22M
113K $8.61M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
69.7K
+ 14.91%
$24.73 - $25.29 $1.72M - $1.76M
537K $13.5M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
32.9K
+ 10.68%
$49.05 - $49.99 $1.61M - $1.64M
340K $16.9M
RDVY
First Trust Rising Dividend Ac

ETFs
16.8K
+ 11.63%
$62.38 - $67.29 $1.05M - $1.13M
161K $10.9M
EWJ
Ishares Msci Japan ETF

ETFs
18.1K
+ 32.27%
$71.69 - $81.49 $1.3M - $1.47M
74K $5.94M
GOOGL
Alphabet Inc.

Communication Services
1.18K
+ 6.18%
$174.36 - $254.72 $205K - $300K
20.2K $4.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.17K
+ 19.15%
$108.46 - $120.63 $777K - $864K
44.6K $5.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59
+ 0.23%
$567.77 - $614.76 $33.5K - $36.3K
26.2K $16.1M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
39.9K
+ 22.28%
$27.17 - $28.04 $1.08M - $1.12M
219K $6.09M
IEFA
Ishares Tr

ETFs
9.56K
+ 194.64%
$81.7 - $87.53 $781K - $837K
14.5K $1.26M
VEA
Vanguard Ftse Developed Market

ETFs
8.05K
+ 6.51%
$56.02 - $60.3 $451K - $486K
132K $7.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15.6K
+ 93.95%
$50.81 - $51.07 $794K - $798K
32.3K $1.65M
TSLA
Tesla, Inc.

Consumer Cyclical
759
+ 23.32%
$293.94 - $444.72 $223K - $338K
4.01K $1.79M
USRT
Ishares Core U.S. Reit ETF

ETFs
10.8K
+ 31.08%
$55.64 - $59.37 $603K - $643K
45.7K $2.68M
CGDV
Capital Group Divid Value ETF

ETFs
16.1K
+ 129.56%
$39.59 - $42.21 $636K - $678K
28.4K $1.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.23K
+ 1.83%
$75.26 - $80.19 $243K - $259K
180K $14.4M
VO
Vanguard Mid Cap ETF

ETFs
1.14K
+ 4.9%
$279.83 - $293.74 $319K - $335K
24.4K $7.17M
FTGC
First Trust Global Tactical CO

ETFs
21.2K
+ 25.17%
$24.67 - $26.32 $524K - $559K
106K $2.74M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.55K
+ 4.73%
$79.76 - $85.78 $283K - $305K
78.6K $6.65M
MSFT
Microsoft Corp

Technology
477
+ 2.49%
$491.09 - $535.64 $234K - $256K
19.6K $10.2M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.31K
+ 1.44%
$80.54 - $89.67 $105K - $117K
92.3K $8.11M
COST
Costco Wholesale Corp

Consumer Defensive
905
+ 27.49%
$915.95 - $994.57 $829K - $900K
4.2K $3.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.43K
+ 1.26%
$49.43 - $54.52 $70.7K - $78K
115K $6.24M
IEMG
Ishares Inc

ETFs
11.5K
+ 114.86%
N/A
21.4K $1.15M
AVGO
Broadcom Inc.

Technology
1.16K
+ 29.34%
$264.74 - $369.57 $306K - $428K
5.1K $1.68M
SLVP
Ishares Msci Global Silver And

ETFs
712
+ 1.19%
$17.43 - $27.37 $12.4K - $19.5K
60.8K $1.66M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
351
+ 1.93%
$138.31 - $165.45 $48.5K - $58.1K
18.6K $3.07M
XOM
Exxon Mobil Corp

Energy
4.22K
+ 34.05%
$105.83 - $117.22 $447K - $495K
16.6K $1.87M
IWM
Ishares Russell 2000 ETF

ETFs
214
+ 1.41%
$214.92 - $244.84 $46K - $52.4K
15.4K $3.73M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.46K
+ 20.7%
$132.9 - $142.03 $327K - $350K
14.4K $2.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.3K
+ 13.03%
$50.47 - $50.74 $419K - $421K
72K $3.65M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.81K
+ 9.78%
$57.15 - $62.12 $217K - $236K
42.7K $2.65M
LLY
Eli Lilly & CO

Healthcare
446
+ 49.89%
$625.65 - $812.69 $279K - $362K
1.34K $1.02M
PLTR
Palantir Technologies Inc.

Technology
777
+ 19.7%
$130.68 - $186.97 $102K - $145K
4.72K $861K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.1K
+ 4.57%
$30.13 - $33.37 $93.5K - $104K
71K $2.37M
HOOD
Robinhood Markets, Inc.

Technology
652
+ 14.4%
$91.27 - $143.18 $59.5K - $93.4K
5.18K $741K
META
Meta Platforms, Inc.

Communication Services
425
+ 16.17%
$695.21 - $791.73 $295K - $336K
3.05K $2.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
516
+ 22.19%
$459.11 - $506.91 $237K - $262K
2.84K $1.43M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
525
+ 2.17%
$133.48 - $144.38 $70.1K - $75.8K
24.7K $3.53M
USB
Us Bancorp \De\

Financial Services
54
+ 0.06%
$43.94 - $50.41 $2.37K - $2.72K
87.2K $4.21M
Activity Summary
Buys All Purchases 190 New Holdings 37 Increased Positions 153 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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