Walkner Condon Financial Advisors LLC Reduced Holdings in Q2 2025

Walkner Condon Financial Advisors LLC

  • $529 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-23.3K
- 23.37%
$51.14 - $57.0 $1.19M - $1.33M
76.6K $4.35M
LGOV
First Tr ETF Iv Long Duration

ETFs
-50.4K
- 8.57%
$20.73 - $21.92 $1.04M - $1.1M
538K $11.5M
AAPL
Apple Inc.

Technology
-266
- 0.45%
$172.42 - $223.89 $45.9K - $59.6K
59.4K $12.2M
SCHO
Schwab Short Term Us Treasury

ETFs
-37.2K
- 31.15%
$24.19 - $24.45 $900K - $910K
82.3K $2.01M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-17.1K
- 36.41%
$29.52 - $35.31 $505K - $605K
29.9K $1.06M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-22.7K
- 4.63%
$24.48 - $24.9 $555K - $565K
467K $11.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.7K
- 22.04%
$162.76 - $195.77 $439K - $529K
9.55K $1.86M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-8.75K
- 46.17%
$44.39 - $49.11 $388K - $430K
10.2K $484K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-4.11K
- 19.39%
$111.3 - $134.5 $458K - $553K
17.1K $2.3M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-18.4K
- 25.73%
$23.45 - $26.56 $432K - $489K
53.1K $1.41M
HDV
Ishares Core High Dividend ETF

ETFs
-2.55K
- 19.44%
$108.41 - $120.51 $276K - $307K
10.6K $1.24M
XOM
Exxon Mobil Corp

Energy
-1.37K
- 9.97%
$99.93 - $119.04 $137K - $163K
12.4K $1.34M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-18.9K
- 25.03%
$12.21 - $13.9 $231K - $263K
56.6K $738K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-5.62K
- 49.88%
$45.88 - $54.4 $258K - $306K
5.65K $307K
SUB
Ishares Short Term National Mu

ETFs
-2.73K
- 11.21%
$104.77 - $106.34 $286K - $291K
21.6K $2.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-11.7K
- 51.8%
$20.42 - $25.3 $238K - $295K
10.9K $274K
UNH
Unitedhealth Group Inc

Healthcare
-68
- 7.64%
$274.35 - $599.47 $18.7K - $40.8K
822 $256K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.79K
- 6.58%
$72.02 - $73.82 $201K - $206K
39.6K $2.92M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.61K
- 11.39%
$24.32 - $27.87 $112K - $128K
35.8K $949K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.89K
- 13.71%
$34.72 - $42.74 $343K - $423K
62.2K $2.66M
CGGO
Capital Group Global Growth Eq

ETFs
-8.1K
- 30.02%
$25.31 - $32.17 $205K - $261K
18.9K $603K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-5.98K
- 16.29%
$19.55 - $21.78 $117K - $130K
30.7K $637K
DGRO
Ishares Core Dividend Growth E

ETFs
-2.73K
- 18.59%
$55.22 - $63.94 $151K - $175K
12K $765K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-6.02K
- 15.49%
$18.94 - $21.67 $114K - $130K
32.8K $694K
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.56K
- 22.48%
$50.28 - $50.47 $129K - $129K
8.82K $443K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-2.84K
- 12.13%
$46.47 - $47.67 $132K - $136K
20.6K $982K
UDI
Uscf ETF Tr Divid Income Fd

ETFs
-4.59K
- 20.07%
$26.07 - $29.97 $120K - $138K
18.3K $547K
VNQ
Vanguard Specialized Funds Van

ETFs
-908
- 5.91%
$79.79 - $91.42 $72.4K - $83K
14.5K $1.29M
IAU
Ishares Gold Trust

ETFs
-3.96K
- 9.22%
$56.1 - $64.74 $222K - $256K
38.9K $2.43M
VIG
Vanguard Dividend Appreciation

ETFs
-543
- 4.75%
N/A
10.9K $1.98M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-3.45K
- 13.54%
$20.99 - $23.93 $72.4K - $82.5K
22K $516K
SPMD
Spdr Portfolio

ETFs
-4.6K
- 8.84%
$44.89 - $54.38 $207K - $250K
47.4K $2.58M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-6.04K
- 20.96%
$28.98 - $37.18 $175K - $225K
22.8K $847K
PEP
Pepsico Inc

Consumer Defensive
-244
- 13.67%
$128.02 - $151.37 $31.2K - $36.9K
1.54K $203K
T
At&T Inc.

Communication Services
-2.3K
- 18.49%
$26.33 - $28.94 $60.5K - $66.5K
10.1K $293K
SO
Southern CO

Utilities
-563
- 12.16%
$84.91 - $92.56 $47.8K - $52.1K
4.07K $373K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.22K
- 6.19%
$42.72 - $44.24 $51.9K - $53.8K
18.4K $809K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-500
- 7.9%
$100.35 - $100.71 $50.2K - $50.4K
5.83K $586K
TGRW
T Rowe Price Exchange Traded F

Technology
-2.93K
- 23.33%
$31.94 - $42.04 $93.4K - $123K
9.61K $404K
JPEM
Jp Morgan Diversified Return

ETFs
-903
- 19.39%
$48.41 - $56.7 $43.7K - $51.2K
3.75K $211K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-725
- 11.62%
$45.2 - $46.6 $32.8K - $33.8K
5.52K $255K
IXC
Ishares Tr Global Energy ETF

ETFs
-9
- 0.08%
$34.69 - $42.32 $312 - $381
11.8K $462K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1K
- 5.0%
$26.18 - $26.93 $26.2K - $27K
19K $507K
HYLS
First Tr Tactical High Yield L

ETFs
-904
- 6.71%
$39.8 - $41.84 $36K - $37.8K
12.6K $525K
VXF
Vanguard Extended Market ETF

ETFs
-350
- 17.69%
$150.43 - $192.71 $52.7K - $67.4K
1.63K $313K
EUSB
Ishares Tr Esg Advanced Total

Technology
-678
- 6.3%
$42.54 - $43.56 $28.8K - $29.5K
10.1K $439K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-310
- 5.23%
N/A
5.62K $420K
EBLU
Ecofin Global Water Esg Fund

ETFs
-999
- 12.73%
$51.6 - $52.91 $51.5K - $52.9K
6.85K $362K
FIW
First Trust Water ETF

ETFs
-432
- 9.23%
$90.26 - $108.05 $39K - $46.7K
4.25K $458K
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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