Walkner Condon Financial Advisors LLC Reduced Holdings in Q1 2025

Walkner Condon Financial Advisors LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-261K
- 78.38%
$37.07 - $40.63 $9.69M - $10.6M
72.1K $2.84M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-64.4K
- 15.74%
$64.88 - $72.1 $4.18M - $4.65M
345K $22.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-100K
- 60.98%
$40.03 - $46.81 $4.01M - $4.68M
64K $2.61M
FTCS
First Trust Capital Strength E

ETFs
-45.8K
- 30.36%
$86.39 - $91.35 $3.95M - $4.18M
105K $9.41M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-145K
- 66.92%
$24.66 - $26.1 $3.57M - $3.78M
71.5K $1.78M
SPMD
Spdr Portfolio

ETFs
-63.1K
- 54.81%
$50.21 - $57.73 $3.17M - $3.64M
52K $2.66M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-78K
- 73.01%
$30.35 - $33.16 $2.37M - $2.59M
28.8K $921K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-41.4K
- 42.25%
$50.39 - $50.66 $2.08M - $2.1M
56.5K $2.86M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-21.6K
- 17.81%
$56.17 - $59.71 $1.22M - $1.29M
99.9K $5.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.41K
- 12.5%
$551.42 - $612.93 $776K - $862K
9.85K $5.51M
RWO
Spdr Dow Jones Global Real Est

ETFs
-23.4K
- 74.88%
$41.41 - $45.24 $968K - $1.06M
7.85K $342K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-175
- 0.61%
$507.05 - $563.67 $88.7K - $98.6K
28.4K $14.6M
VB
Vanguard Small Cap ETF

ETFs
-1.02K
- 4.01%
$217.89 - $252.64 $222K - $258K
24.5K $5.42M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-57.1K
- 43.05%
$13.05 - $13.97 $745K - $797K
75.5K $1.03M
GOOG
Alphabet Inc.

Communication Services
-2.56K
- 33.19%
$156.06 - $207.71 $399K - $531K
5.15K $804K
TSLA
Tesla, Inc.

Consumer Cyclical
-191
- 6.32%
$222.15 - $428.22 $42.4K - $81.8K
2.83K $734K
FAAR
First Trust Vii Alternative Ab

ETFs
-15.4K
- 63.02%
$27.81 - $28.97 $428K - $446K
9.03K $261K
VO
Vanguard Mid Cap ETF

ETFs
-1.11K
- 4.6%
$251.87 - $277.95 $279K - $308K
23K $5.94M
USXF
Ishares Esg Advanced Msci Usa

Technology
-4.05K
- 5.68%
$46.38 - $52.65 $188K - $213K
67.4K $3.14M
USFR
Wisdomtree Floating Rate Treas

ETFs
-6.92K
- 37.84%
$50.29 - $50.5 $348K - $350K
11.4K $572K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.4K
- 58.97%
$128.74 - $138.67 $309K - $333K
1.67K $226K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.89K
- 25.95%
$42.4 - $44.11 $292K - $304K
19.7K $861K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.76K
- 10.49%
$77.7 - $78.94 $292K - $297K
32.1K $2.53M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.06K
- 6.99%
$120.29 - $134.6 $127K - $143K
14.1K $1.72M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-10.5K
- 13.96%
$36.6 - $39.56 $385K - $416K
64.8K $2.51M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.79K
- 19.86%
$51.45 - $58.51 $144K - $163K
11.3K $583K
VT
Vanguard Total World Stk Index

ETFs
-1.73K
- 39.94%
$115.08 - $123.97 $199K - $215K
2.61K $302K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-856
- 39.85%
$161.27 - $192.3 $138K - $165K
1.29K $208K
VBR
Vanguard Small Cap Value ETF

ETFs
-175
- 1.41%
$183.02 - $207.75 $32K - $36.4K
12.3K $2.28M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-3.46K
- 34.37%
$50.17 - $51.45 $174K - $178K
6.61K $333K
VUG
Vanguard Growth ETF

ETFs
-64
- 1.66%
$369.1 - $427.61 $23.6K - $27.4K
3.8K $1.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-118
- 4.44%
$468.34 - $539.52 $55.3K - $63.7K
2.54K $1.19M
UFO
Procure ETF Tr Ii Procure Spac

ETFs
-6.49K
- 37.46%
$22.07 - $26.06 $143K - $169K
10.8K $238K
SCHO
Schwab Short Term Us Treasury

ETFs
-7.53K
- 5.93%
$24.1 - $24.34 $181K - $183K
119K $2.91M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-422
- 1.95%
$122.86 - $137.9 $51.8K - $58.2K
21.2K $2.68M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-5.49K
- 15.41%
$24.73 - $25.62 $136K - $141K
30.2K $770K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-5.4K
- 21.23%
$25.69 - $26.89 $139K - $145K
20K $538K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-967
- 4.89%
$37.9 - $43.9 $36.6K - $42.5K
18.8K $720K
MSTR
Microstrategy Inc

Technology
-362
- 32.26%
$239.27 - $396.5 $86.6K - $144K
760 $219K
SHYD
Vaneck Short High Yield Muni E

ETFs
-4.51K
- 31.09%
$22.46 - $22.9 $101K - $103K
10K $224K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.75K
- 10.63%
$60.46 - $64.42 $106K - $113K
14.7K $908K
CGGO
Capital Group Global Growth Eq

ETFs
-2.6K
- 8.79%
$28.33 - $30.84 $73.7K - $80.2K
27K $764K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-968
- 6.43%
$37.84 - $44.02 $36.6K - $42.6K
14.1K $541K
TGRW
T Rowe Price Exchange Traded F

Technology
-1K
- 7.39%
$35.73 - $41.58 $35.7K - $41.6K
12.5K $448K
HYLS
First Tr Tactical High Yield L

ETFs
-1.89K
- 12.28%
$40.95 - $41.77 $77.3K - $78.8K
13.5K $553K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-1.78K
- 19.18%
$58.04 - $65.84 $103K - $117K
7.5K $477K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-816
- 3.04%
$110.75 - $119.78 $90.4K - $97.7K
26K $3.01M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-150
- 2.96%
$94.32 - $110.46 $14.1K - $16.6K
4.91K $474K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
-4.24K
- 7.73%
$21.08 - $22.48 $89.4K - $95.3K
50.6K $1.12M
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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