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
DSI
Ishares Msci Kld 400 Social Et

ETFs
-214
- 4.48%
$101.98 - $115.66 $21.8K - $24.8K
4.57K $467K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-1.26K
- 6.23%
$46.06 - $46.94 $58K - $59.1K
18.9K $877K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-100
- 1.49%
$96.85 - $111.39 $9.69K - $11.1K
6.6K $651K
SO
Southern CO

Utilities
-1.18K
- 20.35%
$80.96 - $92.96 $95.8K - $110K
4.63K $425K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-64
- 1.0%
$120.24 - $134.3 $7.7K - $8.6K
6.31K $768K
ICLN
Ishares

ETFs
-4.13K
- 8.33%
$10.94 - $11.86 $45.2K - $49K
45.5K $519K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-453
- 11.03%
$78.0 - $84.37 $35.3K - $38.2K
3.66K $291K
VV
Vanguard Large Cap ETF

ETFs
-10
- 0.33%
$253.32 - $282.66 $2.53K - $2.83K
2.98K $766K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-444
- 9.99%
$114.57 - $118.14 $50.9K - $52.5K
4K $472K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-2.22K
- 8.03%
$22.35 - $24.52 $49.7K - $54.5K
25.5K $605K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-696
- 4.88%
$41.74 - $43.57 $29.1K - $30.3K
13.6K $571K
VNQ
Vanguard Specialized Funds Van

ETFs
-656
- 4.09%
$85.55 - $94.34 $56.1K - $61.9K
15.4K $1.39M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-635
- 11.84%
$59.63 - $64.37 $37.9K - $40.9K
4.73K $294K
INDA
Ishares Msci India Index Fund

ETFs
-487
- 10.78%
$47.8 - $53.4 $23.3K - $26K
4.03K $207K
MRK
Merck & Co., Inc.

Healthcare
-3
- 0.1%
$83.01 - $101.02 $249 - $303
3.08K $276K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-18
- 0.43%
$113.13 - $127.79 $2.04K - $2.3K
4.13K $466K
FTSL
First Trust Senior Ln Fund

ETFs
-473
- 6.16%
$45.65 - $46.48 $21.6K - $22K
7.21K $329K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3
- 0.03%
$24.91 - $29.02 $74.7 - $87.1
8.99K $225K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-636
- 7.36%
$42.36 - $43.8 $26.9K - $27.9K
8K $347K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.2K
- 2.74%
$71.17 - $73.66 $85K - $88K
42.4K $3.11M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-275
- 4.44%
N/A
5.93K $443K
FTC
First Tr Lge Cap Growth

ETFs
-1
- 0.03%
$127.87 - $148.89 $128 - $149
2.96K $389K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-136
- 3.1%
$58.38 - $64.16 $7.94K - $8.73K
4.25K $251K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-133
- 1.61%
$25.58 - $29.24 $3.4K - $3.89K
8.11K $212K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-150
- 4.02%
$53.81 - $62.59 $8.07K - $9.39K
3.58K $200K
FSIG
First Tr ETF Iv LTD Duration I
-628
- 4.36%
$18.74 - $19.04 $11.8K - $12K
13.8K $261K
COST
Costco Wholesale Corp

Consumer Defensive
-112
- 3.36%
$890.62 - $1076.86 $99.7K - $121K
3.22K $3.04M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-197
- 2.67%
$28.11 - $30.42 $5.54K - $5.99K
7.19K $210K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
-146
- 3.06%
$42.64 - $44.05 $6.23K - $6.43K
4.63K $202K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-993
- 9.89%
$33.37 - $38.01 $33.1K - $37.7K
9.05K $339K
T Rowe Price ETF Inc
-342
- 3.4%
N/A
9.73K $0
T Rowe Price ETF Inc
-325
- 0.72%
N/A
45.1K $0
Ishares Bitcoin Trust ETF
-75
- 0.63%
N/A
11.8K $0
Arista Networks Inc
-5.88K
- 24.31%
N/A
18.3K $0
Pimco ETF Tr
-1.59K
- 1.39%
N/A
113K $0
Destiny Tech100 Inc
-6.3K
- 50.4%
N/A
6.2K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-1.95K
- 12.79%
N/A
13.3K $0
DIAL
Columbia ETF Tr I Diversified

ETFs
-220
- 1.41%
$17.36 - $17.95 $3.82K - $3.95K
15.4K $275K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-68
- 0.72%
$61.23 - $63.33 $4.16K - $4.31K
9.42K $592K
VCIT
Vanguard Intermediate Term Cor

ETFs
-38
- 0.64%
$79.17 - $82.04 $3.01K - $3.12K
5.89K $481K
MCD
Mcdonalds Corp

Consumer Cyclical
-111
- 6.08%
$279.74 - $321.29 $31.1K - $35.7K
1.72K $535K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
-5.5K
- 3.34%
$25.07 - $26.54 $138K - $146K
159K $4.18M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-446
- 2.55%
$35.88 - $37.91 $16K - $16.9K
17.1K $638K
MFG
Mizuho Financial Group Inc

Financial Services
-782
- 3.64%
$4.83 - $6.04 $3.78K - $4.72K
20.7K $114K
NUDM
Nuveen Esg International Devel

ETFs
-188
- 1.34%
$29.75 - $33.12 $5.59K - $6.23K
13.9K $442K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-158
- 1.16%
$11.66 - $14.98 $1.84K - $2.37K
13.5K $183K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-287
- 0.54%
$38.22 - $41.19 $11K - $11.8K
53.1K $2.15M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-5
- 0.03%
$59.28 - $66.1 $296 - $331
14.7K $935K
HDV
Ishares Core High Dividend ETF

ETFs
-15
- 0.11%
$110.86 - $121.12 $1.66K - $1.82K
13.1K $1.59M
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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