Walkner Condon Financial Advisors LLC Purchases in Q3 2024

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
220K
+ 94.58%
$24.39 - $25.28 $5.37M - $5.57M
453K $11.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
37.8K
+ 10.2%
$60.84 - $67.51 $2.3M - $2.55M
408K $27.6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
48.5K
+ 19.18%
$45.87 - $48.53 $2.22M - $2.35M
301K $14.5M
ANET
Arista Networks, Inc.

Technology
6.04K
New
$311.42 - $388.21 $1.88M - $2.34M
6.04K $2.32M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.53K
+ 9.55%
$475.2 - $527.7 $1.2M - $1.33M
29K $15.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.7K
+ 5.8%
$36.02 - $41.68 $674K - $780K
341K $14.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.6K
+ 70.29%
$57.32 - $62.65 $1.58M - $1.73M
66.8K $4.16M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
14.9K
New
$91.41 - $101.59 $1.36M - $1.52M
14.9K $1.51M
AAPL
Apple Inc.

Technology
742
+ 1.29%
$207.23 - $234.82 $154K - $174K
58.1K $13.5M
RWO
Spdr Dow Jones Global Real Est

ETFs
28.8K
New
$41.23 - $48.48 $1.19M - $1.4M
28.8K $1.37M
GLDM
World Gold Trust

ETFs
8.31K
+ 10.81%
$46.2 - $53.01 $384K - $441K
85.2K $4.44M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
454
+ 0.25%
$65.06 - $71.72 $29.5K - $32.6K
179K $12.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
11.6K
+ 12.01%
$48.4 - $50.91 $563K - $592K
108K $5.49M
VO
Vanguard Mid Cap ETF

ETFs
916
+ 3.88%
$237.84 - $263.83 $218K - $242K
24.5K $6.47M
VGLT
Vanguard Long Term Treasury Et

ETFs
10.5K
+ 72.01%
$56.52 - $63.23 $596K - $666K
25.2K $1.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
558
+ 4.67%
$517.38 - $573.86 $289K - $320K
12.5K $7.18M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
49.7K
+ 65.2%
$12.67 - $14.36 $629K - $713K
126K $1.69M
VEA
Vanguard Ftse Developed Market

ETFs
3.96K
+ 3.35%
$47.6 - $53.31 $189K - $211K
122K $6.45M
VB
Vanguard Small Cap ETF

ETFs
540
+ 2.15%
$214.77 - $237.72 $116K - $128K
25.7K $6.09M
SPMD
Spdr Portfolio

ETFs
4.22K
+ 3.87%
$50.29 - $54.92 $212K - $232K
113K $6.2M
USB
Us Bancorp \De\

Financial Services
66
+ 0.07%
$39.04 - $47.23 $2.58K - $3.12K
88.1K $4.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.38K
+ 1.26%
$41.9 - $48.26 $57.9K - $66.7K
112K $5.34M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.11K
+ 5.34%
$66.31 - $74.08 $206K - $230K
61.3K $4.5M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
6.48K
+ 3.74%
$25.59 - $27.67 $166K - $179K
180K $4.95M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
2.52K
+ 13.08%
$119.93 - $131.26 $302K - $331K
21.8K $2.84M
CGGO
Capital Group Global Growth Eq

ETFs
15.4K
+ 114.8%
$27.25 - $30.52 $421K - $471K
28.9K $871K
UDI
Uscf ETF Tr Divid Income Fd

ETFs
15.2K
New
$26.84 - $29.99 $408K - $456K
15.2K $454K
GLD
Spdr Gold Trust

ETFs
652
+ 6.58%
$215.56 - $246.98 $141K - $161K
10.6K $2.57M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
6.55K
New
$61.6 - $65.13 $403K - $427K
6.55K $424K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
419
+ 0.48%
$69.61 - $79.56 $29.2K - $33.3K
88.4K $6.93M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
3.27K
+ 3.3%
$30.27 - $34.42 $99.1K - $113K
102K $3.5M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
32.2K
New
$9.2 - $12.4 $297K - $400K
32.2K $346K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
5.18K
New
$60.25 - $66.85 $312K - $346K
5.18K $341K
SCHO
Schwab Short Term Us Treasury

ETFs
6.15K
+ 14.52%
$47.93 - $49.06 $295K - $302K
48.5K $2.38M
BWX
Spdr Bloomberg International T

ETFs
7.65K
+ 10.94%
$21.34 - $23.47 $163K - $180K
77.6K $1.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.86K
New
$96.25 - $101.98 $275K - $292K
2.86K $289K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.56K
+ 9.43%
$71.45 - $75.64 $183K - $193K
29.7K $2.23M
MOD
Modine Manufacturing CO

Consumer Cyclical
2K
New
$94.6 - $133.72 $189K - $268K
2K $265K
PFE
Pfizer Inc

Healthcare
8.88K
New
$27.7 - $31.39 $246K - $279K
8.88K $257K
MCD
Mcdonalds Corp

Consumer Cyclical
618
+ 47.18%
$245.82 - $304.51 $152K - $188K
1.93K $587K
DIS
Walt Disney CO

Communication Services
2.55K
New
$85.6 - $98.61 $218K - $251K
2.55K $244K
ETN
Eaton Corp PLC

Industrials
728
New
$272.52 - $333.02 $198K - $242K
728 $241K
PEP
Pepsico Inc

Consumer Defensive
1.36K
+ 77.56%
$161.9 - $179.3 $221K - $244K
3.12K $530K
META
Meta Platforms, Inc.

Communication Services
119
+ 5.02%
$453.41 - $572.44 $54K - $68.1K
2.49K $1.43M
VEEV
Veeva Systems Inc

Healthcare
8
+ 0.1%
$180.43 - $223.9 $1.44K - $1.79K
8.05K $1.69M
CGDV
Capital Group Divid Value ETF

ETFs
6K
New
$32.96 - $36.48 $198K - $219K
6K $218K
SPGI
S&P Global Inc.

Financial Services
417
New
$446.32 - $527.38 $186K - $220K
417 $215K
DHR
Danaher Corp

Healthcare
769
New
$239.25 - $280.76 $184K - $216K
769 $213K
FNDF
Schwab Fundamental Intl Large

ETFs
5.62K
New
$33.67 - $37.71 $189K - $212K
5.62K $209K
Activity Summary
Buys All Purchases 129 New Holdings 21 Increased Positions 108 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email