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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-326
- 8.92%
$71.28 - $83.74 $23.2K - $27.3K
3.33K $278K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-915
- 12.2%
$56.88 - $70.77 $52K - $64.8K
6.59K $466K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-14
- 0.53%
$83.97 - $92.85 $1.18K - $1.3K
2.64K $232K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-252
- 3.15%
$42.51 - $43.7 $10.7K - $11K
7.75K $338K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.04K
- 11.27%
$55.54 - $69.09 $57.5K - $71.5K
8.15K $562K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-800
- 9.86%
$22.92 - $28.05 $18.3K - $22.4K
7.31K $205K
VB
Vanguard Small Cap ETF

ETFs
-1.6K
- 6.54%
$193.73 - $237.37 $310K - $380K
22.9K $5.42M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.09K
- 7.75%
$33.46 - $41.33 $36.5K - $45.1K
13K $537K
QCOM
Qualcomm Inc

Technology
-86
- 4.75%
$124.66 - $159.48 $10.7K - $13.7K
1.72K $274K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-41
- 1.03%
$116.93 - $119.39 $4.79K - $4.89K
3.96K $471K
T Rowe Price ETF Inc
-4.81K
- 10.68%
N/A
40.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-3.55K
- 26.69%
N/A
9.75K $0
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-849
- 11.81%
$25.97 - $33.21 $22K - $28.2K
6.34K $210K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
-3.9K
- 10.64%
$34.17 - $42.88 $133K - $167K
32.8K $1.4M
CGXU
Capital Group Intl Focus Equit

ETFs
-1.4K
- 8.85%
$21.44 - $27.35 $30K - $38.3K
14.4K $391K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-13
- 0.3%
$45.11 - $52.34 $586 - $680
4.3K $225K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-250
- 2.76%
$33.19 - $40.78 $8.3K - $10.2K
8.8K $349K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-293
- 2.4%
$114.78 - $133.31 $33.6K - $39.1K
11.9K $1.59M
GOOG
Alphabet Inc.

Communication Services
-533
- 10.35%
$146.58 - $180.01 $78.1K - $95.9K
4.62K $818K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-127
- 1.1%
$17.76 - $22.1 $2.26K - $2.81K
11.5K $253K
EFG
Msci Eafe Growth ETF

ETFs
-15
- 0.62%
$89.8 - $112.0 $1.35K - $1.68K
2.4K $268K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.84K
- 7.18%
$75.29 - $91.16 $214K - $259K
36.8K $3.31M
RFDI
First Trust ETF Iii Riverfront

ETFs
-82
- 1.34%
$58.95 - $73.36 $4.83K - $6.02K
6.05K $441K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
-1
- 0.01%
$42.93 - $53.52 $42.9 - $53.5
8.01K $428K
FEX
First Tr Large Cap Core Alphde

ETFs
-11
- 0.21%
$90.17 - $109.96 $992 - $1.21K
5.27K $579K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-223
- 2.66%
$73.02 - $90.22 $16.3K - $20.1K
8.17K $729K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-163
- 3.57%
$91.62 - $116.16 $14.9K - $18.9K
4.4K $511K
NUDM
Nuveen Esg International Devel

ETFs
-146
- 1.05%
$28.66 - $35.49 $4.18K - $5.18K
13.7K $487K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-262
- 4.15%
$108.06 - $135.3 $28.3K - $35.4K
6.04K $817K
AXP
American Express CO

Financial Services
-9
- 0.66%
$231.39 - $318.98 $2.08K - $2.87K
1.35K $430K
ICLN
Ishares

ETFs
-150
- 0.33%
$10.56 - $13.31 $1.58K - $2K
45.3K $594K
VV
Vanguard Large Cap ETF

ETFs
-1
- 0.03%
$228.25 - $285.3 $228 - $285
2.98K $850K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-114
- 2.76%
$101.69 - $139.02 $11.6K - $15.8K
4.01K $557K
PICB
Invesco ETF Tr Ii Intl Corp Bd

ETFs
-176
- 0.35%
$22.08 - $24.18 $3.89K - $4.26K
50.4K $1.22M
GLD
Spdr Gold Trust

ETFs
-4
- 0.04%
$273.71 - $316.29 $1.09K - $1.27K
9.03K $2.75M
PLTR
Palantir Technologies Inc.

Technology
-99
- 2.45%
$74.01 - $144.25 $7.33K - $14.3K
3.94K $537K
USB
Us Bancorp \De\

Financial Services
-1.26K
- 1.43%
$36.4 - $45.76 $45.9K - $57.7K
87.1K $3.94M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-257
- 1.32%
$86.12 - $108.35 $22.1K - $27.8K
19.2K $2.08M
IWM
Ishares Russell 2000 ETF

ETFs
-62
- 0.41%
$174.82 - $215.79 $10.8K - $13.4K
15.2K $3.28M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.83K
- 7.04%
$104.23 - $134.39 $191K - $246K
24.2K $3.25M
GOOGL
Alphabet Inc.

Communication Services
-924
- 4.62%
$144.7 - $178.6 $134K - $165K
19.1K $3.36M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-451
- 0.85%
$37.77 - $46.15 $17K - $20.8K
52.7K $2.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.19K
- 7.71%
$456.74 - $568.03 $999K - $1.24M
26.2K $14.9M
URA
Global X Uranium ETF

ETFs
-126
- 0.61%
$20.26 - $38.81 $2.55K - $4.89K
20.6K $799K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-783
- 0.44%
$62.73 - $78.42 $49.1K - $61.4K
177K $13.7M
NVDA
Nvidia Corp

Technology
-266
- 0.95%
$94.31 - $157.99 $25.1K - $42K
27.7K $4.38M
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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