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
QUAL
Ishares Msci Usa Quality Facto

ETFs
-46
- 3.94%
$182.33 - $194.5 $8.39K - $8.95K
1.12K $218K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-261
- 6.5%
$138.08 - $151.2 $36K - $39.5K
3.75K $566K
CGXU
Capital Group Intl Focus Equit

ETFs
-900
- 6.24%
$26.49 - $29.62 $23.8K - $26.7K
13.5K $400K
ORCL
Oracle Corp

Technology
-407
- 20.47%
$218.96 - $328.33 $89.1K - $134K
1.58K $444K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-112
- 1.77%
$33.05 - $35.83 $3.7K - $4.01K
6.23K $222K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-200
- 0.65%
$20.34 - $21.61 $4.07K - $4.32K
30.5K $657K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-146
- 1.0%
$41.5 - $43.83 $6.06K - $6.4K
14.4K $630K
NUDM
Nuveen Esg International Devel

ETFs
-181
- 1.32%
$34.72 - $37.63 $6.28K - $6.81K
13.6K $509K
IXC
Ishares Tr Global Energy ETF

ETFs
-159
- 1.35%
$39.45 - $42.95 $6.27K - $6.83K
11.6K $484K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-138
- 3.13%
$115.96 - $125.95 $16K - $17.4K
4.27K $537K
XLK
Technology Sector Spdr

ETFs
-25
- 2.08%
$250.97 - $282.66 $6.27K - $7.07K
1.18K $331K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-158
- 1.99%
$92.97 - $100.18 $14.7K - $15.8K
7.77K $772K
VT
Vanguard Total World Stk Index

ETFs
-2
- 0.06%
$128.41 - $138.03 $257 - $276
3.23K $444K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-19
- 0.29%
$105.03 - $112.54 $2K - $2.14K
6.58K $725K
FEX
First Tr Large Cap Core Alphde

ETFs
-11
- 0.21%
$110.0 - $117.08 $1.21K - $1.29K
5.26K $614K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
-21
- 0.26%
$53.47 - $59.57 $1.12K - $1.25K
7.99K $473K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-3
- 0.02%
$41.34 - $45.65 $124 - $137
13K $585K
DGRO
Ishares Core Dividend Growth E

ETFs
-18
- 0.15%
$64.12 - $68.08 $1.15K - $1.23K
12K $813K
ICLN
Ishares

ETFs
-2.55K
- 5.62%
$13.22 - $15.48 $33.7K - $39.4K
42.8K $662K
VBR
Vanguard Small Cap Value ETF

ETFs
-263
- 2.75%
$195.41 - $212.37 $51.4K - $55.9K
9.29K $1.94M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-1.98K
- 9.61%
$32.78 - $42.61 $64.9K - $84.4K
18.6K $781K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-61
- 1.75%
$420.11 - $472.68 $25.6K - $28.8K
3.42K $1.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.55K
- 4.1%
$42.67 - $46.91 $109K - $120K
59.6K $2.79M
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.17K
- 1.74%
$53.69 - $57.31 $63K - $67.2K
66.3K $3.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-325
- 0.62%
$42.26 - $47.16 $13.7K - $15.3K
52.2K $2.42M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-403
- 0.59%
$40.15 - $43.86 $16.2K - $17.7K
68.1K $2.98M
GOOG
Alphabet Inc.

Communication Services
-270
- 5.85%
$175.16 - $255.24 $47.3K - $68.9K
4.35K $1.06M
VB
Vanguard Small Cap ETF

ETFs
-601
- 2.63%
$237.58 - $259.17 $143K - $156K
22.3K $5.66M
GLD
Spdr Gold Trust

ETFs
-180
- 1.99%
$300.96 - $355.47 $54.2K - $64K
8.85K $3.15M
IAU
Ishares Gold Trust

ETFs
-146
- 0.38%
$61.62 - $72.77 $9K - $10.6K
38.8K $2.82M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.22K
- 1.85%
$24.46 - $26.5 $152K - $165K
330K $8.69M
NVDA
Nvidia Corp

Technology
-361
- 1.3%
$153.3 - $186.58 $55.3K - $67.4K
27.4K $5.11M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-198
- 0.09%
$62.09 - $66.51 $12.3K - $13.2K
230K $15M
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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