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
ITOT
Ishares Core S&P Total U.S. St

ETFs
237
+ 1.68%
$108.12 - $135.04 $25.6K - $32K
14.3K $1.93M
FTGC
First Trust Global Tactical CO

ETFs
11K
+ 14.95%
$23.09 - $25.91 $254K - $284K
84.4K $2.08M
CGDV
Capital Group Divid Value ETF

ETFs
4.09K
+ 49.28%
$31.93 - $39.49 $131K - $162K
12.4K $489K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
273
+ 1.52%
$120.49 - $141.16 $32.9K - $38.5K
18.2K $2.52M
FEMB
First Tr ETF Emerging Markets

ETFs
3.76K
+ 9.48%
$26.01 - $28.88 $97.8K - $109K
43.4K $1.25M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
588
+ 3.99%
$57.14 - $72.68 $33.6K - $42.7K
15.3K $1.11M
ORCL
Oracle Corp

Technology
105
+ 5.58%
$122.82 - $218.63 $12.9K - $23K
1.99K $434K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
6.47K
+ 21.44%
$24.98 - $25.66 $161K - $166K
36.6K $937K
OUNZ
Van Eck Merk Gold Trust

ETFs
2.05K
+ 4.92%
$28.68 - $33.09 $58.8K - $67.8K
43.7K $1.39M
BNDX
Vanguard Total International B

ETFs
2.63K
+ 53.6%
$48.77 - $49.55 $128K - $130K
7.52K $372K
MSTR
Microstrategy Inc

Technology
105
+ 13.82%
$237.95 - $421.61 $25K - $44.3K
865 $349K
IEFA
Ishares Tr

ETFs
1.05K
+ 27.2%
$67.83 - $84.09 $71.2K - $88.3K
4.91K $409K
VT
Vanguard Total World Stk Index

ETFs
622
+ 23.87%
$103.16 - $128.52 $64.2K - $79.9K
3.23K $414K
GS
Goldman Sachs Group Inc

Financial Services
32
+ 6.1%
$462.22 - $707.75 $14.8K - $22.6K
557 $394K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.51K
+ 8.03%
$33.38 - $40.81 $50.3K - $61.5K
20.3K $826K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.24K
+ 32.88%
$48.13 - $49.85 $108K - $111K
9.03K $442K
INDA
Ishares Msci India Index Fund

ETFs
1.57K
+ 38.89%
$49.13 - $55.86 $77K - $87.6K
5.6K $311K
EXAS
Exact Sciences Corp

Healthcare
142
+ 1.51%
$40.31 - $58.08 $5.72K - $8.25K
9.57K $508K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.02K
+ 21.2%
$54.19 - $67.22 $55.3K - $68.6K
5.84K $392K
DIS
Walt Disney CO

Communication Services
178
+ 6.2%
$81.72 - $124.01 $14.5K - $22.1K
3.05K $378K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.39K
+ 36.61%
$26.66 - $33.09 $63.7K - $79.1K
8.92K $294K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
291
+ 1.43%
$24.46 - $33.16 $7.12K - $9.65K
20.6K $673K
COF
Capital One Financial Corp

Financial Services
216
+ 16.53%
$150.57 - $212.76 $32.5K - $46K
1.52K $324K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.57K
+ 7.04%
$19.1 - $23.83 $29.9K - $37.4K
23.8K $568K
BAC
Bank Of America Corp

Financial Services
979
+ 13.34%
$34.39 - $47.46 $33.7K - $46.5K
8.32K $393K
FNDX
Schwab Fundamental U S Large C

ETFs
3K
+ 25.96%
$20.84 - $24.54 $62.5K - $73.6K
14.6K $357K
V
Visa Inc.

Financial Services
216
+ 13.78%
$308.27 - $373.31 $66.6K - $80.6K
1.78K $633K
CSCO
Cisco Systems, Inc.

Technology
479
+ 7.47%
$53.19 - $69.38 $25.5K - $33.2K
6.89K $478K
VTV
Vanguard Value ETF

ETFs
312
+ 4.98%
$153.67 - $176.74 $47.9K - $55.1K
6.57K $1.16M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
597
+ 3.5%
$36.58 - $40.39 $21.8K - $24.1K
17.7K $713K
ISRG
Intuitive Surgical Inc

Healthcare
92
+ 19.13%
$451.58 - $565.94 $41.5K - $52.1K
573 $311K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
48
+ 0.9%
$101.97 - $126.75 $4.89K - $6.08K
5.4K $684K
VZ
Verizon Communications Inc

Communication Services
1.87K
+ 29.83%
$41.67 - $45.62 $77.9K - $85.3K
8.14K $352K
XLK
Technology Sector Spdr

ETFs
58
+ 5.07%
$179.73 - $253.23 $10.4K - $14.7K
1.2K $304K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
66
+ 5.11%
$139.8 - $197.22 $9.23K - $13K
1.36K $267K
WMT
Walmart Inc.

Consumer Defensive
29
+ 0.52%
$81.79 - $99.98 $2.37K - $2.9K
5.63K $550K
WFC
Wells Fargo & Company

Financial Services
210
+ 5.56%
$60.98 - $80.12 $12.8K - $16.8K
3.99K $319K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
646
+ 6.86%
$61.25 - $63.4 $39.6K - $41K
10.1K $637K
EEM
Ishares Msci Emerging Markets

ETFs
355
+ 6.49%
$38.52 - $48.28 $13.7K - $17.1K
5.83K $281K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.03K
+ 4.2%
$48.46 - $50.2 $49.8K - $51.6K
25.5K $1.27M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
1.63K
+ 9.29%
$11.52 - $14.55 $18.8K - $23.7K
19.2K $272K
MA
Mastercard Inc

Financial Services
47
+ 5.15%
$479.92 - $590.74 $22.6K - $27.8K
959 $538K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
744
+ 4.68%
$50.52 - $50.92 $37.6K - $37.9K
16.6K $847K
IWD
Ishares Russell 1000 Val ETF

ETFs
62
+ 1.4%
$166.82 - $194.23 $10.3K - $12K
4.5K $873K
SCHG
Schwab Strategic Tr Us Large C

ETFs
22
+ 0.24%
$22.27 - $29.21 $490 - $643
9.01K $263K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
43
+ 0.91%
$55.73 - $68.72 $2.4K - $2.95K
4.77K $327K
KO
Coca Cola CO

Consumer Defensive
448
+ 8.72%
$68.37 - $73.9 $30.6K - $33.1K
5.59K $395K
CRM
Salesforce, Inc.

Technology
66
+ 3.0%
$236.26 - $291.15 $15.6K - $19.2K
2.27K $617K
IEMG
Ishares Inc

ETFs
429
+ 4.49%
N/A
9.97K $534K
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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