Walkner Condon Financial Advisors LLC Purchases in Q4 2025

Walkner Condon Financial Advisors LLC

  • $686 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
270K
+ 31.55%
$42.26 - $44.28 $11.4M - $11.9M
1.12M $49.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
96.3K
+ 23.52%
$76.84 - $80.86 $7.4M - $7.79M
506K $40M
AVEM
American Centy ETF Tr Avantis

ETFs
50.7K
+ 34.25%
$73.09 - $78.36 $3.71M - $3.97M
199K $15.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
80.5K
+ 23.66%
$49.78 - $50.16 $4.01M - $4.04M
421K $21M
JCPB
J P Morgan Exchange Traded Fd

ETFs
84.2K
+ 19.2%
$47.34 - $48.01 $3.99M - $4.04M
523K $24.8M
LGOV
First Tr ETF Iv Long Duration

ETFs
165K
+ 24.35%
$21.78 - $22.24 $3.59M - $3.67M
842K $18.4M
FTCS
First Trust Capital Strength E

ETFs
41.6K
+ 30.95%
$90.55 - $93.84 $3.77M - $3.9M
176K $16.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
57.5K
+ 25.03%
$63.25 - $66.24 $3.64M - $3.81M
287K $18.4M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
132K
+ 24.51%
$25.17 - $25.38 $3.31M - $3.34M
668K $16.8M
RDVY
First Trust Rising Dividend Ac

ETFs
43.5K
+ 26.92%
$65.02 - $68.31 $2.83M - $2.97M
205K $13.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.7K
+ 517.1%
$100.37 - $100.72 $2.38M - $2.39M
28.3K $2.84M
EWJ
Ishares Msci Japan ETF

ETFs
23.4K
+ 31.65%
$78.36 - $84.34 $1.84M - $1.98M
97.5K $8.19M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
42.6K
+ 131.96%
$50.85 - $51.0 $2.16M - $2.17M
74.8K $3.81M
GLDM
World Gold Trust

ETFs
12.7K
+ 11.27%
$76.32 - $86.69 $969K - $1.1M
125K $10.1M
GOOGL
Alphabet Inc.

Communication Services
2.04K
+ 10.09%
$236.57 - $291.31 $483K - $595K
22.3K $6.16M
BWX
Spdr Bloomberg International T

ETFs
60.9K
+ 15.25%
$22.52 - $23.03 $1.37M - $1.4M
460K $10.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.7K
+ 24.08%
$114.27 - $121.15 $1.23M - $1.3M
55.3K $6.46M
FTGC
First Trust Global Tactical CO

ETFs
36.7K
+ 34.71%
$25.56 - $27.34 $937K - $1M
142K $3.83M
CGDV
Capital Group Divid Value ETF

ETFs
18.6K
+ 65.38%
$41.33 - $43.47 $769K - $808K
47K $2.02M
VGIT
Vanguard Intermediate Term Tre

ETFs
13K
+ 51.66%
$59.84 - $60.54 $781K - $790K
38.3K $2.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
13.8K
+ 30.11%
$56.64 - $59.67 $780K - $821K
59.5K $3.44M
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
24.4K
+ 73.17%
$21.52 - $23.21 $525K - $566K
57.7K $1.33M
VEA
Vanguard Ftse Developed Market

ETFs
6.05K
+ 4.59%
$59.18 - $62.09 $358K - $376K
138K $8.45M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.8K
+ 15.01%
$50.57 - $50.77 $546K - $548K
82.8K $4.19M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.56K
+ 1.98%
$79.18 - $82.25 $281K - $292K
183K $14.9M
GOOG
Alphabet Inc.

Communication Services
1.15K
+ 26.56%
$237.49 - $291.74 $274K - $337K
5.5K $1.57M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3.29K
+ 87.69%
$149.52 - $158.91 $492K - $523K
7.04K $1.08M
LLY
Eli Lilly & CO

Healthcare
111
+ 8.28%
$799.57 - $1025.28 $88.8K - $114K
1.45K $1.48M
MCK
Mckesson Corp

Healthcare
540
New
$738.06 - $859.37 $399K - $464K
540 $454K
LMT
Lockheed Martin Corp

Industrials
945
New
$452.1 - $514.24 $427K - $486K
945 $444K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.46K
New
$77.73 - $78.84 $425K - $431K
5.46K $425K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.92K
+ 8.93%
$74.84 - $78.22 $293K - $307K
47.8K $3.65M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.2K
+ 13.1%
$79.55 - $80.13 $334K - $337K
36.3K $2.89M
XLK
Technology Sector Spdr

ETFs
1.1K
+ 93.2%
$278.39 - $304.13 $305K - $334K
2.27K $655K
FFBC
First Financial Bancorp

Financial Services
13.9K
New
$23.26 - $26.07 $323K - $362K
13.9K $322K
ADP
Automatic Data Processing Inc

Industrials
1.2K
New
$250.9 - $292.94 $302K - $353K
1.2K $302K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
14.2K
+ 6.47%
$27.08 - $27.79 $384K - $394K
233K $6.36M
VGSH
Vanguard

ETFs
4.26K
New
$58.64 - $58.96 $250K - $251K
4.26K $250K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.56K
+ 16.89%
$27.41 - $27.93 $235K - $239K
59.3K $1.65M
MSFT
Microsoft Corp

Technology
884
+ 4.51%
$496.82 - $542.07 $439K - $479K
20.5K $10.4M
JPIE
J P Morgan Exchange Traded Fd
5.25K
New
$46.18 - $46.47 $243K - $244K
5.25K $242K
NVS
Novartis Ag

Healthcare
1.76K
New
$121.8 - $132.39 $215K - $234K
1.76K $232K
DHR
Danaher Corp

Healthcare
1.05K
New
$202.46 - $223.01 $212K - $233K
1.05K $230K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
5.76K
+ 19.7%
$36.33 - $37.89 $209K - $218K
35K $1.32M
EXAS
Exact Sciences Corp

Healthcare
1.59K
+ 16.49%
$56.19 - $69.63 $89.2K - $111K
11.2K $751K
UDI
Uscf ETF Tr Divid Income Fd

ETFs
7.18K
New
$30.32 - $31.43 $218K - $226K
7.18K $225K
APH
Amphenol Corp

Technology
1.67K
New
$121.7 - $143.85 $203K - $241K
1.67K $223K
VOD
Vodafone Group Public LTD CO

Communication Services
17.5K
New
$11.17 - $12.67 $196K - $222K
17.5K $215K
VIG
Vanguard Dividend Appreciation

ETFs
1.18K
+ 9.82%
N/A
13.1K $2.39M
Activity Summary
Buys All Purchases 200 New Holdings 22 Increased Positions 178 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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