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
EUSB
Ishares Tr Esg Advanced Total

Technology
1.63K
+ 17.95%
$42.39 - $44.29 $69.2K - $72.3K
10.7K $455K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 1.45%
$486.1 - $608.57 $3.4K - $4.26K
491 $281K
DSI
Ishares Msci Kld 400 Social Et

ETFs
265
+ 5.87%
$107.41 - $115.71 $28.5K - $30.7K
4.78K $526K
GILD
Gilead Sciences, Inc.

Healthcare
56
+ 1.65%
$83.95 - $97.9 $4.7K - $5.48K
3.45K $318K
VTV
Vanguard Value ETF

ETFs
373
+ 6.62%
$168.32 - $181.87 $62.8K - $67.8K
6.01K $1.02M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
6.73K
+ 5.35%
$12.74 - $14.23 $85.8K - $95.8K
133K $1.72M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
291
+ 4.54%
$104.52 - $115.08 $30.4K - $33.5K
6.7K $706K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
96
+ 1.53%
$124.61 - $133.96 $12K - $12.9K
6.37K $820K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
595
+ 14.92%
$49.79 - $51.14 $29.6K - $30.4K
4.58K $229K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
288
+ 2.16%
$9.95 - $12.23 $2.87K - $3.52K
13.6K $159K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
1.46K
+ 17.06%
$33.67 - $37.35 $49.3K - $54.6K
10K $340K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
260
+ 5.41%
$105.45 - $117.99 $27.4K - $30.7K
5.06K $536K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.75K
+ 299.78%
$25.93 - $105.3 $175K - $710K
9K $250K
T
At&T Inc.

Communication Services
217
+ 1.91%
$21.22 - $23.88 $4.6K - $5.18K
11.6K $263K
SRLN
Ssga Active Trust

ETFs
326
+ 4.92%
$41.48 - $42.08 $13.5K - $13.7K
6.96K $290K
FNDX
Schwab Fundamental U S Large C

ETFs
7.91K
+ 217.21%
$23.49 - $71.77 $186K - $568K
11.6K $273K
IWM
Ishares Russell 2000 ETF

ETFs
45
+ 0.3%
$216.13 - $242.4 $9.73K - $10.9K
15K $3.33M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.8K
+ 200.0%
$22.01 - $66.82 $304K - $922K
20.7K $469K
FMB
First Tr Exchange Traded Fd Ii

ETFs
343
+ 3.53%
$50.62 - $52.07 $17.4K - $17.9K
10.1K $513K
MO
Altria Group, Inc.

Consumer Defensive
14
+ 0.3%
$49.06 - $57.74 $687 - $808
4.63K $242K
VEEV
Veeva Systems Inc

Healthcare
8
+ 0.1%
$201.81 - $250.45 $1.61K - $2K
8.06K $1.69M
DIV
Global X Superdividend Us ETF

ETFs
220
+ 1.37%
N/A
16.3K $279K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
82
+ 0.12%
$61.68 - $67.87 $5.06K - $5.57K
66.8K $4.16M
Amplify ETF Tr
1.93K
+ 20.28%
N/A
11.4K $0
T Rowe Price ETF Inc
5.28K
+ 13.17%
N/A
45.4K $0
Bitwise Bitcoin ETF Tr
1.39K
+ 10.97%
N/A
14K $0
Pimco ETF Tr
6.61K
+ 6.13%
N/A
115K $0
ESIX
Ssga Active Tr Spdr S&P Smallc
2.53K
+ 22.19%
N/A
13.9K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.5K
+ 200.0%
$27.54 - $83.04 $151K - $457K
8.25K $228K
SHYD
Vaneck Short High Yield Muni E

ETFs
89
+ 0.62%
$22.45 - $22.81 $2K - $2.03K
14.5K $326K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
49
+ 0.41%
$126.68 - $134.74 $6.21K - $6.6K
12.1K $1.55M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.1K
+ 98.4%
$25.33 - $51.16 $280K - $566K
22.3K $577K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
235
+ 6.01%
$119.34 - $127.78 $28K - $30K
4.15K $494K
EBLU
Ecofin Global Water Esg Fund

ETFs
227
+ 2.98%
$48.14 - $50.45 $10.9K - $11.5K
7.84K $377K
LWLG
Lightwave Logic, Inc.

Basic Materials
7.59K
+ 25.01%
$1.78 - $4.08 $13.5K - $31K
37.9K $79K
JPEM
Jp Morgan Diversified Return

ETFs
301
+ 6.91%
$51.88 - $57.84 $15.6K - $17.4K
4.66K $241K
SPGI
S&P Global Inc.

Financial Services
5
+ 1.2%
$480.36 - $529.17 $2.4K - $2.65K
422 $210K
CGGO
Capital Group Global Growth Eq

ETFs
690
+ 2.39%
$29.21 - $30.67 $20.2K - $21.2K
29.6K $864K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
21
+ 0.44%
$43.02 - $45.21 $903 - $949
4.77K $206K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
166
+ 1.96%
$42.79 - $44.9 $7.1K - $7.45K
8.64K $370K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
592
+ 2.74%
$46.52 - $48.32 $27.5K - $28.6K
22.2K $1.04M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
313
+ 1.43%
$50.02 - $51.24 $15.7K - $16K
22.2K $1.11M
QCOM
Qualcomm Inc

Technology
87
+ 5.77%
$150.4 - $178.04 $13.1K - $15.5K
1.6K $245K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
1.04K
+ 6.33%
$11.82 - $13.73 $12.3K - $14.2K
17.4K $209K
ABBV
Abb Vie Inc.

Healthcare
142
+ 7.43%
$164.99 - $203.87 $23.4K - $28.9K
2.05K $364K
IXC
Ishares Tr Global Energy ETF

ETFs
162
+ 1.41%
$36.95 - $43.06 $5.99K - $6.98K
11.7K $445K
FIW
First Trust Water ETF

ETFs
119
+ 2.63%
$102.02 - $110.91 $12.1K - $13.2K
4.65K $474K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.43K
+ 100.06%
$18.41 - $40.87 $99.9K - $222K
10.8K $200K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17
+ 0.36%
$58.88 - $64.8 $1K - $1.1K
4.78K $281K
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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