Walkner Condon Financial Advisors LLC Purchases in Q4 2024

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
257K
+ 236.5%
$24.19 - $50.58 $6.2M - $13M
365K $8.86M
VGLT
Vanguard Long Term Treasury Et

ETFs
43.5K
+ 172.72%
$55.1 - $61.74 $2.4M - $2.68M
68.7K $3.8M
JNK
Spdr Bloomberg High Yield Bond

ETFs
19.3K
+ 149.53%
$94.77 - $97.36 $1.83M - $1.88M
32.2K $3.08M
AAPL
Apple Inc.

Technology
356
+ 0.61%
$221.69 - $259.02 $78.9K - $92.2K
58.4K $14.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
33.4K
New
$32.65 - $33.68 $1.09M - $1.13M
33.4K $1.09M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.9K
+ 46.98%
$71.75 - $75.11 $1M - $1.05M
43.6K $3.13M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
47.2K
New
$15.05 - $16.03 $710K - $757K
47.2K $720K
SCHO
Schwab Short Term Us Treasury

ETFs
78.5K
+ 161.75%
$24.06 - $48.88 $1.89M - $3.84M
127K $3.06M
PDI
Pimco Dynamic Income Fund

Financial Services
35.9K
New
$18.33 - $20.85 $658K - $748K
35.9K $658K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
933
+ 0.23%
$66.77 - $71.52 $62.3K - $66.7K
409K $28.2M
AMZN
Amazon Com Inc

Consumer Cyclical
698
+ 6.5%
$180.88 - $232.93 $126K - $163K
11.4K $2.51M
GOOGL
Alphabet Inc.

Communication Services
149
+ 0.78%
$161.86 - $196.66 $24.1K - $29.3K
19.2K $3.63M
VV
Vanguard Large Cap ETF

ETFs
1.52K
+ 102.78%
$260.27 - $280.65 $395K - $426K
2.99K $807K
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 0.18%
$570.51 - $610.59 $33.1K - $35.4K
31.9K $18.8M
UFO
Procure ETF Tr Ii Procure Spac

ETFs
17.3K
New
$18.78 - $24.23 $325K - $419K
17.3K $402K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
10.7K
+ 35.14%
$35.45 - $40.33 $378K - $430K
41K $1.47M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
14.3K
New
$23.56 - $25.94 $336K - $370K
14.3K $346K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14.8K
New
$22.65 - $23.8 $336K - $353K
14.8K $336K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3K
+ 20.13%
$100.38 - $107.86 $301K - $324K
17.9K $1.85M
MSTR
Microstrategy Inc

Technology
1.12K
New
$162.69 - $473.83 $183K - $532K
1.12K $324K
PLTR
Palantir Technologies Inc.

Technology
4.01K
New
$36.46 - $82.38 $146K - $330K
4.01K $302K
SOFI
So Fi Technologies, Inc.

Financial Services
2.74K
+ 8.14%
$7.63 - $16.88 $20.9K - $46.2K
36.4K $559K
WEC
Wec Energy Group, Inc.

Utilities
2.88K
New
$92.94 - $101.82 $268K - $293K
2.88K $270K
FNDF
Schwab Fundamental Intl Large

ETFs
8.56K
+ 152.31%
$32.92 - $37.15 $282K - $318K
14.2K $470K
IEFA
Ishares Tr

ETFs
3.69K
New
$70.06 - $77.43 $259K - $286K
3.69K $259K
AVGO
Broadcom Inc.

Technology
245
+ 7.37%
$159.67 - $250.0 $39.1K - $61.3K
3.57K $827K
IWF
Ishares Russell 1000 Gr ETF

ETFs
459
+ 18.16%
$370.24 - $418.94 $170K - $192K
2.99K $1.2M
WFC
Wells Fargo & Company

Financial Services
3.51K
New
$54.98 - $77.35 $193K - $271K
3.51K $246K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.02K
New
$55.86 - $60.21 $224K - $242K
4.02K $229K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.91K
New
$47.29 - $84.74 $138K - $246K
2.91K $216K
BX
Blackstone Inc.

Financial Services
1.25K
New
$148.45 - $199.05 $186K - $249K
1.25K $215K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.17K
New
$99.04 - $109.59 $215K - $237K
2.17K $215K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
32.4K
New
$6.37 - $7.15 $206K - $231K
32.4K $214K
COF
Capital One Financial Corp

Financial Services
1.19K
New
$145.19 - $192.01 $173K - $229K
1.19K $212K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
3.73K
New
$56.27 - $69.89 $210K - $261K
3.73K $211K
TTD
Trade Desk, Inc.

Technology
1.75K
New
$108.7 - $139.51 $190K - $244K
1.75K $205K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.11K
+ 79.32%
$58.46 - $65.6 $240K - $269K
9.28K $542K
VT
Vanguard Total World Stk Index

ETFs
1.75K
+ 67.4%
$117.09 - $123.07 $205K - $215K
4.34K $509K
RDVY
First Trust Rising Dividend Ac

ETFs
3.39K
+ 6.44%
$58.65 - $64.37 $199K - $218K
56K $3.31M
BIT
Black Rock Multi Sector Income Trust

Financial Services
13.5K
New
$14.25 - $15.15 $192K - $205K
13.5K $197K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.88K
+ 12.86%
$67.29 - $73.38 $530K - $578K
69.2K $4.69M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
17.5K
New
$10.67 - $11.89 $187K - $208K
17.5K $191K
USB
Us Bancorp \De\

Financial Services
71
+ 0.08%
$43.98 - $53.66 $3.12K - $3.81K
88.2K $4.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
434
+ 23.83%
$442.29 - $483.08 $192K - $210K
2.26K $1.02M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.93K
+ 44.8%
$61.87 - $64.86 $182K - $190K
9.48K $587K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.77K
+ 20.82%
$91.29 - $91.8 $162K - $163K
10.3K $939K
NFLX
Netflix Inc

Communication Services
31
+ 4.41%
$687.65 - $936.56 $21.3K - $29K
734 $654K
CRM
Salesforce, Inc.

Technology
40
+ 1.91%
$270.87 - $367.87 $10.8K - $14.7K
2.13K $713K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.47K
+ 0.69%
$24.94 - $25.74 $36.7K - $37.9K
216K $5.52M
Activity Summary
Buys All Purchases 155 New Holdings 32 Increased Positions 123 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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