Walkner Condon Financial Advisors LLC Portfolio Holdings
Walkner Condon Financial Advisors LLC
- $482 Million
- Q1 2025
Walkner Condon Financial Advisors LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $482 Million distributed in 267 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $24.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.7M, J P Morgan Exchange Traded Fd with a value of $18.3M, Ishares Core S&P 500 ETF with a value of $17.7M, and Vanguard Index Fds S&P 500 ETF with a value of $14.6M.
Examining the 13F form we can see an increase of $2.43M in the current position value, from $480M to 482M.
Below you can find more details about Walkner Condon Financial Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 267
- Current Value $482 Million
- Prior Value $480 Million
- Filing
- Period Q1 2025
- Filing Date April 22, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 21 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks