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
RWO
Spdr Dow Jones Global Real Est

ETFs
2.42K
+ 8.41%
$42.41 - $47.31 $103K - $115K
31.2K $1.34M
RFDI
First Trust ETF Iii Riverfront

ETFs
8
+ 0.14%
$60.5 - $67.2 $484 - $538
5.62K $345K
SO
Southern CO

Utilities
140
+ 2.47%
$81.5 - $94.15 $11.4K - $13.2K
5.81K $478K
URA
Global X Uranium ETF

ETFs
135
+ 0.68%
$26.78 - $33.46 $3.62K - $4.52K
20.1K $537K
EMHC
Spdr Bloomberg Emerging Market
145
+ 0.51%
$23.7 - $25.01 $3.44K - $3.63K
28.3K $673K
KO
Coca Cola CO

Consumer Defensive
146
+ 3.15%
$61.74 - $71.71 $9.01K - $10.5K
4.78K $297K
SCHX
Schwab Strategic Tr Us Large C

ETFs
203K
+ 190.8%
$22.4 - $68.28 $4.55M - $13.9M
309K $7.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.2K
+ 194.79%
$26.93 - $84.95 $706K - $2.23M
39.7K $1.08M
UNH
Unitedhealth Group Inc

Healthcare
13
+ 1.55%
$485.52 - $625.25 $6.31K - $8.13K
854 $432K
EXAS
Exact Sciences Corp

Healthcare
534
+ 6.69%
$49.33 - $71.97 $26.3K - $38.4K
8.52K $478K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.61K
+ 4.99%
$33.93 - $38.37 $54.6K - $61.7K
33.9K $1.16M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
833
+ 2.37%
$37.27 - $41.46 $31K - $34.5K
35.9K $1.34M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
100
+ 0.68%
$60.13 - $67.31 $6.01K - $6.73K
14.7K $894K
ICLN
Ishares

ETFs
3.13K
+ 6.73%
$11.35 - $14.51 $35.5K - $45.4K
49.6K $564K
XOM
Exxon Mobil Corp

Energy
40
+ 0.3%
$105.51 - $125.37 $4.22K - $5.01K
13.6K $1.46M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
613
+ 1.04%
$26.63 - $30.23 $16.3K - $18.5K
59.6K $1.59M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
46
+ 0.2%
$53.86 - $60.27 $2.48K - $2.77K
23.5K $1.27M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
4.32K
+ 4.22%
$30.93 - $33.94 $134K - $147K
107K $3.31M
LGOV
First Tr ETF Iv Long Duration

ETFs
15.6K
+ 4.14%
$20.75 - $22.49 $324K - $351K
393K $8.18M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
317
+ 0.78%
$64.62 - $71.43 $20.5K - $22.6K
41.1K $2.65M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
675
+ 0.76%
$70.63 - $78.23 $47.7K - $52.8K
89K $6.33M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
21.4K
+ 5.04%
$34.13 - $37.35 $729K - $798K
445K $15.2M
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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