Walkner Condon Financial Advisors LLC Reduced Holdings in Q3 2025

Walkner Condon Financial Advisors LLC

  • $612 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
-45.4K
- 79.48%
$48.32 - $49.13 $2.19M - $2.23M
11.7K $574K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.91K
- 10.33%
$55.61 - $57.37 $440K - $454K
68.7K $3.92M
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-8.67K
- 26.47%
$42.5 - $45.6 $369K - $395K
24.1K $1.09M
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.82K
- 16.02%
$58.97 - $60.36 $284K - $291K
25.3K $1.52M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-3.4K
- 17.67%
$108.03 - $117.04 $367K - $397K
15.8K $1.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.09K
- 10.54%
$617.65 - $666.84 $670K - $724K
9.21K $6.13M
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.17K
- 47.24%
$50.23 - $50.48 $209K - $210K
4.65K $233K
SCHO
Schwab Short Term Us Treasury

ETFs
-8.06K
- 9.8%
$24.23 - $24.42 $195K - $197K
74.2K $1.81M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-3.75K
- 18.22%
$47.21 - $48.3 $177K - $181K
16.8K $810K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-2.78K
- 27.26%
$46.88 - $47.56 $130K - $132K
7.42K $352K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.04K
- 5.15%
$72.57 - $74.72 $148K - $152K
37.6K $2.79M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.5K
- 33.43%
$78.11 - $79.07 $117K - $119K
2.99K $235K
CRM
Salesforce, Inc.

Technology
-153
- 6.75%
$231.66 - $273.65 $35.4K - $41.9K
2.11K $500K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.56K
- 10.75%
$88.47 - $93.24 $138K - $145K
12.9K $1.18M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-4.55K
- 20.66%
$22.9 - $24.1 $104K - $110K
17.5K $416K
VGLT
Vanguard Long Term Treasury Et

ETFs
-2.67K
- 3.27%
$54.21 - $57.41 $145K - $153K
78.8K $4.48M
FIW
First Trust Water ETF

ETFs
-891
- 20.98%
$107.54 - $115.08 $95.8K - $103K
3.36K $376K
AMD
Advanced Micro Devices Inc

Technology
-762
- 35.39%
$134.8 - $184.42 $103K - $141K
1.39K $225K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.74K
- 9.43%
$43.36 - $44.8 $75.4K - $78K
16.7K $741K
ISRG
Intuitive Surgical Inc

Healthcare
-12
- 2.09%
$433.66 - $544.47 $5.2K - $6.53K
561 $250K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-396
- 1.08%
$86.07 - $90.74 $34.1K - $35.9K
36.4K $3.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-299
- 11.58%
$546.99 - $602.2 $164K - $180K
2.28K $1.37M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-1.54K
- 11.35%
$44.57 - $46.53 $68.5K - $71.6K
12K $559K
PG
Procter & Gamble CO

Consumer Defensive
-121
- 2.73%
$150.47 - $161.22 $18.2K - $19.5K
4.31K $661K
COF
Capital One Financial Corp

Financial Services
-182
- 11.95%
$207.29 - $229.74 $37.7K - $41.8K
1.34K $285K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-725
- 11.01%
$69.02 - $73.57 $50K - $53.3K
5.86K $430K
KO
Coca Cola CO

Consumer Defensive
-109
- 1.95%
$65.67 - $71.67 $7.16K - $7.81K
5.48K $363K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.85K
- 10.59%
$39.84 - $43.15 $73.7K - $79.8K
15.6K $671K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.21K
- 6.37%
$26.44 - $27.1 $32.1K - $32.9K
17.8K $480K
HDV
Ishares Core High Dividend ETF

ETFs
-670
- 6.34%
$118.16 - $123.66 $79.2K - $82.9K
9.9K $1.21M
CGGO
Capital Group Global Growth Eq

ETFs
-1.82K
- 9.64%
$31.71 - $34.17 $57.7K - $62.2K
17.1K $582K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.6K
- 10.99%
$24.38 - $26.34 $39K - $42.1K
13K $340K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-2.12K
- 11.03%
$14.12 - $15.3 $29.9K - $32.4K
17.1K $259K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-175
- 3.12%
N/A
5.44K $407K
EUSB
Ishares Tr Esg Advanced Total

Technology
-312
- 3.09%
$42.97 - $44.2 $13.4K - $13.8K
9.77K $429K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-475
- 8.41%
$53.81 - $57.52 $25.6K - $27.3K
5.17K $297K
SUB
Ishares Short Term National Mu

ETFs
-168
- 0.78%
$106.17 - $107.3 $17.8K - $18K
21.5K $2.29M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-2.43K
- 4.58%
$26.52 - $27.64 $64.5K - $67.2K
50.7K $1.4M
BNDX
Vanguard Total International B

ETFs
-105
- 1.4%
$49.0 - $49.51 $5.15K - $5.2K
7.42K $366K
KLAC
Kla Corp

Technology
-49
- 18.99%
$843.9 - $1078.6 $41.4K - $52.9K
209 $225K
AMGN
Amgen Inc

Healthcare
-27
- 2.89%
$271.18 - $309.22 $7.32K - $8.35K
906 $255K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-492
- 6.73%
$28.15 - $30.13 $13.8K - $14.8K
6.82K $202K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-62
- 2.35%
$85.01 - $90.35 $5.27K - $5.6K
2.58K $230K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-700
- 2.13%
$20.76 - $21.78 $14.5K - $15.2K
32.1K $693K
Ishares Bitcoin Trust ETF
-868
- 6.36%
N/A
12.8K $0
VDE
Vanguard Energy ETF

ETFs
-112
- 5.41%
$118.37 - $129.65 $13.3K - $14.5K
1.96K $246K
Lam Research Corp
-47
- 2.06%
N/A
2.24K $0
Spdr Series Trust
-399
- 5.4%
N/A
6.99K $0
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-152
- 0.72%
$21.91 - $22.57 $3.33K - $3.43K
20.9K $469K
Activity Summary
Buys All Purchases 190 New Holdings 37 Increased Positions 153 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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