Walkner Condon Financial Advisors LLC Incresed Positions in Q1 2025

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
189
+ 5.8%
$225.19 - $279.95 $42.6K - $52.9K
3.45K $846K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
747
+ 2.08%
$36.46 - $39.46 $27.2K - $29.5K
36.7K $1.4M
RFDI
First Trust ETF Iii Riverfront

ETFs
511
+ 9.09%
$61.15 - $68.44 $31.2K - $35K
6.14K $407K
SCHC
Schwab Strategic Tr Intl Small

ETFs
233
+ 0.69%
$33.57 - $37.22 $7.82K - $8.67K
34.1K $1.22M
FEMB
First Tr ETF Emerging Markets

ETFs
901
+ 2.32%
$25.88 - $27.49 $23.3K - $24.8K
39.7K $1.07M
IXC
Ishares Tr Global Energy ETF

ETFs
105
+ 0.9%
$38.48 - $42.16 $4.04K - $4.43K
11.8K $495K
CSCO
Cisco Systems, Inc.

Technology
568
+ 9.72%
$58.74 - $64.87 $33.4K - $36.8K
6.41K $395K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
779
+ 1.96%
$27.01 - $28.54 $21K - $22.2K
40.4K $1.13M
WEC
Wec Energy Group, Inc.

Utilities
12
+ 0.42%
$92.12 - $108.98 $1.11K - $1.31K
2.89K $315K
VZ
Verizon Communications Inc

Communication Services
189
+ 3.11%
$37.81 - $46.49 $7.15K - $8.79K
6.27K $284K
PG
Procter & Gamble CO

Consumer Defensive
176
+ 4.58%
$158.56 - $176.26 $27.9K - $31K
4.02K $684K
PLTR
Palantir Technologies Inc.

Technology
38
+ 0.95%
$64.98 - $124.62 $2.47K - $4.74K
4.04K $341K
SPTL
Spdr Portfolio Long Term Treas

ETFs
477
+ 2.31%
$25.54 - $27.64 $12.2K - $13.2K
21.2K $576K
IEMG
Ishares Inc

ETFs
634
+ 7.12%
N/A
9.54K $511K
UNH
Unitedhealth Group Inc

Healthcare
36
+ 4.22%
$461.52 - $548.18 $16.6K - $19.7K
890 $466K
IEFA
Ishares Tr

ETFs
171
+ 4.63%
$69.57 - $78.65 $11.9K - $13.4K
3.86K $292K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
406
+ 2.88%
$38.89 - $41.6 $15.8K - $16.9K
14.5K $586K
QCOM
Qualcomm Inc

Technology
213
+ 13.35%
$151.94 - $175.86 $32.4K - $37.5K
1.81K $277K
WMT
Walmart Inc.

Consumer Defensive
517
+ 10.16%
$84.5 - $105.05 $43.7K - $54.3K
5.6K $491K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
740
+ 6.82%
$18.36 - $20.51 $13.6K - $15.2K
11.6K $229K
IWF
Ishares Russell 1000 Gr ETF

ETFs
414
+ 13.86%
$360.07 - $417.26 $149K - $173K
3.4K $1.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
150
+ 3.22%
$56.51 - $62.98 $8.48K - $9.45K
4.82K $292K
WFC
Wells Fargo & Company

Financial Services
271
+ 7.73%
$66.78 - $81.42 $18.1K - $22.1K
3.78K $271K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
332
+ 0.86%
$20.2 - $22.24 $6.71K - $7.38K
38.8K $835K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
121
+ 0.69%
$12.18 - $13.34 $1.47K - $1.61K
17.6K $232K
SPGI
S&P Global Inc.

Financial Services
38
+ 9.0%
$478.26 - $543.77 $18.2K - $20.7K
460 $233K
VIG
Vanguard Dividend Appreciation

ETFs
129
+ 1.14%
N/A
11.4K $2.08M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
42
+ 0.35%
$126.11 - $135.06 $5.3K - $5.67K
12.2K $1.57M
COF
Capital One Financial Corp

Financial Services
115
+ 9.65%
$163.87 - $209.82 $18.8K - $24.1K
1.31K $234K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.56K
+ 8.68%
$95.35 - $107.82 $148K - $168K
19.5K $1.87M
EEM
Ishares Msci Emerging Markets

ETFs
138
+ 2.59%
$40.81 - $45.34 $5.63K - $6.26K
5.47K $239K
EUSB
Ishares Tr Esg Advanced Total

Technology
29
+ 0.27%
$42.05 - $43.43 $1.22K - $1.26K
10.8K $466K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.58K
+ 7.61%
$21.23 - $23.75 $33.4K - $37.4K
22.3K $479K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
201
+ 4.88%
$49.78 - $53.19 $10K - $10.7K
4.32K $220K
BIT
Black Rock Multi Sector Income Trust

Financial Services
743
+ 5.5%
$14.43 - $14.85 $10.7K - $11K
14.2K $206K
BAC
Bank Of America Corp

Financial Services
536
+ 7.88%
$39.61 - $47.74 $21.2K - $25.6K
7.34K $306K
PEP
Pepsico Inc

Consumer Defensive
66
+ 3.84%
$142.64 - $156.42 $9.41K - $10.3K
1.79K $267K
GS
Goldman Sachs Group Inc

Financial Services
34
+ 6.92%
$524.81 - $672.19 $17.8K - $22.9K
525 $286K
DIV
Global X Superdividend Us ETF

ETFs
245
+ 1.5%
N/A
16.5K $283K
VCIF
Vertical Capital Income Fund

Financial Services
433
+ 4.3%
N/A
10.5K $86K
HD
Home Depot, Inc.

Consumer Cyclical
96
+ 6.39%
$347.25 - $424.87 $33.3K - $40.8K
1.6K $585K
CGXU
Capital Group Intl Focus Equit

ETFs
100
+ 0.64%
$24.48 - $26.59 $2.45K - $2.66K
15.8K $387K
EBLU
Ecofin Global Water Esg Fund

ETFs
12
+ 0.15%
N/A
7.85K $377K
Amplify ETF Tr
384
+ 3.36%
N/A
11.8K $0
ESIX
Ssga Active Tr Spdr S&P Smallc
3.47K
+ 24.87%
N/A
17.4K $0
PPTY
ETF Ser Solutions

ETFs
100
+ 0.89%
$30.67 - $33.06 $3.07K - $3.31K
11.3K $358K
FIW
First Trust Water ETF

ETFs
26
+ 0.56%
$99.48 - $106.74 $2.59K - $2.78K
4.68K $471K
XLK
Technology Sector Spdr

ETFs
77
+ 7.22%
$206.38 - $242.18 $15.9K - $18.6K
1.14K $236K
DIS
Walt Disney CO

Communication Services
182
+ 6.76%
$96.87 - $114.0 $17.6K - $20.7K
2.87K $283K
Activity Summary
Buys All Purchases 142 New Holdings 21 Increased Positions 121 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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