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
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.01%
$303.93 - $329.86 $304 - $330
11.2K $3.67M
JPM
Jpmorgan Chase & CO

Financial Services
504
+ 11.8%
$282.78 - $316.06 $143K - $159K
4.77K $1.51M
OUNZ
Van Eck Merk Gold Trust

ETFs
632
+ 1.45%
$31.49 - $37.19 $19.9K - $23.5K
44.3K $1.65M
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.1K
+ 68.42%
$33.13 - $36.31 $202K - $222K
15K $543K
ABBV
Abb Vie Inc.

Healthcare
557
+ 21.99%
$184.85 - $231.54 $103K - $129K
3.09K $715K
SPMD
Spdr Portfolio

ETFs
1.86K
+ 3.92%
$54.43 - $58.29 $101K - $108K
49.3K $2.82M
VUG
Vanguard Growth ETF

ETFs
157
+ 3.97%
$433.97 - $484.08 $68.1K - $76K
4.11K $1.97M
HD
Home Depot, Inc.

Consumer Cyclical
372
+ 22.68%
$357.4 - $423.42 $133K - $158K
2.01K $815K
AMZN
Amazon Com Inc

Consumer Cyclical
963
+ 7.51%
$211.65 - $238.24 $204K - $229K
13.8K $3.03M
NUSC
Nuveen Esg Small Cap ETF

ETFs
3.19K
+ 15.71%
$40.43 - $44.52 $129K - $142K
23.5K $1.04M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.2K
+ 10.7%
$35.42 - $38.65 $113K - $124K
33.1K $1.26M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.98K
+ 29.62%
$62.49 - $64.56 $186K - $192K
13K $837K
VIG
Vanguard Dividend Appreciation

ETFs
1.08K
+ 9.87%
N/A
12K $2.18M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
133
+ 0.78%
$132.51 - $145.94 $17.6K - $19.4K
17.2K $2.48M
URA
Global X Uranium ETF

ETFs
39
+ 0.19%
$36.45 - $50.4 $1.42K - $1.97K
20.6K $983K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.69K
+ 6.74%
$64.17 - $68.19 $108K - $115K
26.7K $1.82M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
1.62K
+ 11.75%
$98.41 - $98.89 $160K - $160K
15.4K $1.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
157
+ 7.07%
$224.68 - $282.71 $35.3K - $44.4K
2.38K $664K
VTV
Vanguard Value ETF

ETFs
475
+ 7.23%
$175.51 - $186.57 $83.4K - $88.6K
7.05K $1.31M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
509
+ 14.23%
$67.16 - $93.48 $34.2K - $47.6K
4.09K $380K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.43K
+ 10.66%
$91.44 - $91.77 $131K - $131K
14.8K $1.36M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.18K
+ 8.55%
$49.09 - $50.58 $107K - $110K
27.7K $1.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.49K
+ 25.48%
$66.38 - $71.68 $98.7K - $107K
7.32K $522K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.59K
+ 10.02%
$26.38 - $27.95 $94.7K - $100K
39.4K $1.08M
SCHC
Schwab Strategic Tr Intl Small

ETFs
116
+ 0.3%
$42.28 - $45.71 $4.9K - $5.3K
38.7K $1.76M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.11K
+ 13.59%
$68.24 - $73.73 $75.5K - $81.6K
9.25K $679K
CVX
Chevron Corp

Energy
573
+ 30.81%
$145.57 - $161.83 $83.4K - $92.7K
2.43K $377K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.59K
+ 0.61%
$24.69 - $25.26 $64K - $65.5K
428K $10.8M
UNH
Unitedhealth Group Inc

Healthcare
232
+ 28.22%
$237.77 - $353.61 $55.2K - $82K
1.05K $363K
MRK
Merck & Co., Inc.

Healthcare
1.02K
+ 31.23%
$77.6 - $87.37 $78.8K - $88.8K
4.27K $358K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.48K
+ 9.51%
$25.21 - $25.99 $87.8K - $90.5K
40.1K $1.04M
MO
Altria Group, Inc.

Consumer Defensive
881
+ 17.83%
$57.75 - $67.68 $50.9K - $59.6K
5.82K $384K
VNQI
Vanguard Global Ex U.S. Real

ETFs
167
+ 0.32%
$45.22 - $48.34 $7.55K - $8.07K
52.8K $2.52M
VV
Vanguard Large Cap ETF

ETFs
68
+ 2.28%
$285.05 - $309.14 $19.4K - $21K
3.05K $938K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
294
+ 1.92%
$72.04 - $77.35 $21.2K - $22.7K
15.6K $1.2M
PEP
Pepsico Inc

Consumer Defensive
507
+ 32.9%
$133.81 - $152.16 $67.8K - $77.1K
2.05K $287K
CAT
Caterpillar Inc

Industrials
16
+ 1.96%
$390.92 - $477.15 $6.25K - $7.63K
831 $396K
VZ
Verizon Communications Inc

Communication Services
1.66K
+ 20.41%
$40.84 - $45.06 $67.8K - $74.8K
9.8K $430K
V
Visa Inc.

Financial Services
301
+ 16.87%
$332.09 - $358.86 $100K - $108K
2.09K $711K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
259
+ 0.59%
$71.6 - $76.11 $18.5K - $19.7K
43.9K $3.32M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.48K
+ 26.78%
$45.72 - $47.27 $67.5K - $69.8K
6.99K $328K
GE
General Electric CO

Industrials
103
+ 11.91%
$244.75 - $305.63 $25.2K - $31.5K
968 $291K
VXF
Vanguard Extended Market ETF

ETFs
183
+ 11.24%
$193.58 - $213.07 $35.4K - $39K
1.81K $379K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
13
+ 0.22%
$134.94 - $145.86 $1.75K - $1.9K
6.06K $881K
VGT
Vanguard Information Technolog

ETFs
34
+ 7.93%
$656.44 - $753.15 $22.3K - $25.6K
463 $345K
FEMB
First Tr ETF Emerging Markets

ETFs
1.31K
+ 3.01%
$28.3 - $29.79 $37K - $39K
44.7K $1.31M
WMT
Walmart Inc.

Consumer Defensive
274
+ 4.86%
$94.4 - $104.27 $25.9K - $28.6K
5.91K $608K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 1.08%
$696.56 - $806.32 $4.18K - $4.84K
563 $448K
IWD
Ishares Russell 1000 Val ETF

ETFs
59
+ 1.31%
$192.76 - $203.86 $11.4K - $12K
4.55K $927K
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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