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
NULV
Nuveen Esg Large Cap Value ETF

ETFs
47
+ 0.32%
$36.02 - $41.92 $1.69K - $1.97K
14.5K $609K
PG
Procter & Gamble CO

Consumer Defensive
408
+ 10.15%
$157.66 - $172.39 $64.3K - $70.3K
4.43K $705K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.34K
+ 9.96%
$10.79 - $14.14 $14.5K - $19K
14.8K $203K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
21
+ 0.07%
$77.94 - $79.5 $1.64K - $1.67K
32.1K $2.55M
HD
Home Depot, Inc.

Consumer Cyclical
42
+ 2.63%
$335.24 - $380.78 $14.1K - $16K
1.64K $601K
CVX
Chevron Corp

Energy
359
+ 23.92%
$133.73 - $168.51 $48K - $60.5K
1.86K $266K
DIAL
Columbia ETF Tr I Diversified

ETFs
490
+ 3.18%
$17.43 - $18.21 $8.54K - $8.92K
15.9K $289K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.87%
$438.31 - $527.29 $1.75K - $2.11K
464 $244K
VCIT
Vanguard Intermediate Term Cor

ETFs
9
+ 0.15%
$79.56 - $82.92 $716 - $746
5.9K $489K
ABBV
Abb Vie Inc.

Healthcare
321
+ 14.51%
$170.16 - $206.27 $54.6K - $66.2K
2.53K $470K
MO
Altria Group, Inc.

Consumer Defensive
228
+ 4.84%
$55.56 - $60.91 $12.7K - $13.9K
4.94K $289K
VCIF
Vertical Capital Income Fund

Financial Services
515
+ 4.9%
N/A
11K $90K
MFG
Mizuho Financial Group Inc

Financial Services
649
+ 3.13%
$4.25 - $5.66 $2.76K - $3.67K
21.4K $118K
DIV
Global X Superdividend Us ETF

ETFs
124
+ 0.75%
N/A
16.7K $286K
Amplify ETF Tr
219
+ 1.86%
N/A
12K $0
Arista Networks Inc
126
+ 0.69%
N/A
18.4K $0
Bitwise Bitcoin ETF Tr
1.47K
+ 10.49%
N/A
15.5K $0
Ishares Bitcoin Trust ETF
1.82K
+ 15.4%
N/A
13.6K $0
J P Morgan Exchange Traded F
547
+ 10.21%
N/A
5.9K $0
J P Morgan Exchange Traded F
6.25K
+ 79.37%
N/A
14.1K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
2K
+ 41.11%
N/A
6.87K $0
Pimco ETF Tr
18.6K
+ 16.43%
N/A
131K $0
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
1.34K
+ 4.04%
$5.25 - $5.92 $7.02K - $7.92K
34.5K $194K
MCD
Mcdonalds Corp

Consumer Cyclical
93
+ 5.42%
$285.55 - $321.23 $26.6K - $29.9K
1.81K $528K
AMGN
Amgen Inc

Healthcare
72
+ 8.36%
$262.28 - $309.85 $18.9K - $22.3K
933 $260K
WEC
Wec Energy Group, Inc.

Utilities
24
+ 0.83%
$102.24 - $109.76 $2.45K - $2.63K
2.92K $303K
SPTL
Spdr Portfolio Long Term Treas

ETFs
33
+ 0.16%
$25.48 - $27.78 $841 - $917
21.2K $563K
MRK
Merck & Co., Inc.

Healthcare
173
+ 5.62%
$73.47 - $87.12 $12.7K - $15.1K
3.25K $257K
JNJ
Johnson & Johnson

Healthcare
114
+ 3.59%
$146.36 - $159.82 $16.7K - $18.2K
3.29K $502K
LLY
Eli Lilly & CO

Healthcare
19
+ 2.17%
$713.71 - $898.95 $13.6K - $17.1K
894 $696K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
14
+ 0.09%
$38.81 - $44.28 $543 - $620
16.1K $682K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33
+ 1.44%
$483.48 - $539.8 $16K - $17.8K
2.33K $1.13M
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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