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
JPM
Jpmorgan Chase & CO

Financial Services
866
+ 31.25%
$194.9 - $224.8 $169K - $195K
3.64K $766K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.99K
New
$49.93 - $51.15 $199K - $204K
3.99K $203K
EFG
Msci Eafe Growth ETF

ETFs
1.86K
New
$96.84 - $108.77 $180K - $202K
1.86K $200K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
269
+ 1.71%
$101.06 - $115.49 $27.2K - $31.1K
16K $1.81M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
717
+ 6.84%
$105.53 - $118.34 $75.7K - $84.8K
11.2K $1.31M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.07K
+ 32.25%
$91.42 - $91.82 $190K - $190K
8.51K $780K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.94K
+ 10.73%
$32.65 - $36.69 $96.1K - $108K
30.4K $1.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.31K
+ 2.26%
$25.45 - $29.53 $33.3K - $38.6K
59K $1.72M
HD
Home Depot, Inc.

Consumer Cyclical
241
+ 17.77%
$333.64 - $405.2 $80.4K - $97.7K
1.6K $647K
SO
Southern CO

Utilities
1.38K
+ 32.18%
$77.0 - $90.52 $106K - $125K
5.67K $511K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.43K
+ 8.54%
$42.87 - $45.76 $104K - $111K
30.9K $1.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
395
+ 3.38%
$117.9 - $128.2 $46.6K - $50.6K
12.1K $1.55M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.85K
+ 41.42%
$51.0 - $52.05 $145K - $148K
9.72K $505K
SLVP
Ishares Msci Global Silver And

ETFs
3.76K
+ 6.7%
$11.23 - $14.2 $42.2K - $53.4K
59.9K $794K
PG
Procter & Gamble CO

Consumer Defensive
696
+ 21.49%
$160.76 - $177.82 $112K - $124K
3.94K $681K
AMGN
Amgen Inc

Healthcare
404
+ 31.66%
$309.38 - $337.38 $125K - $136K
1.68K $541K
FEMB
First Tr ETF Emerging Markets

ETFs
2.45K
+ 6.27%
$26.93 - $29.14 $65.9K - $71.3K
41.5K $1.2M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
687
+ 4.93%
$60.13 - $68.17 $41.3K - $46.8K
14.6K $990K
ITOT
Ishares Core S&P Total U.S. St

ETFs
225
+ 1.55%
$113.41 - $125.62 $25.5K - $28.3K
14.7K $1.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 3.06%
$405.19 - $478.57 $21.9K - $25.8K
1.82K $838K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.24K
+ 13.14%
$49.7 - $56.11 $112K - $126K
19.3K $1.06M
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.09%
$255.18 - $283.2 $1.53K - $1.7K
6.91K $1.96M
LLY
Eli Lilly & CO

Healthcare
138
+ 17.31%
$772.14 - $960.02 $107K - $132K
935 $828K
CAT
Caterpillar Inc

Industrials
153
+ 18.59%
$316.8 - $391.12 $48.5K - $59.8K
976 $381K
VZ
Verizon Communications Inc

Communication Services
1.95K
+ 38.41%
$38.89 - $45.0 $75.8K - $87.7K
7.02K $315K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
138
+ 1.04%
$77.02 - $85.06 $10.6K - $11.7K
13.5K $1.14M
UNH
Unitedhealth Group Inc

Healthcare
68
+ 8.8%
$488.01 - $604.18 $33.2K - $41.1K
841 $491K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
603
+ 2.39%
$35.6 - $38.62 $21.5K - $23.3K
25.8K $992K
DFAR
Dimensional ETF Tr Dimensional

ETFs
568
+ 2.63%
$21.91 - $26.03 $12.4K - $14.8K
22.2K $569K
WMT
Walmart Inc.

Consumer Defensive
324
+ 6.98%
$66.91 - $81.4 $21.7K - $26.4K
4.97K $401K
ABBV
Abb Vie Inc.

Healthcare
216
+ 12.75%
$163.84 - $199.33 $35.4K - $43.1K
1.91K $377K
VT
Vanguard Total World Stk Index

ETFs
582
+ 28.96%
$107.72 - $119.96 $62.7K - $69.8K
2.59K $310K
VTV
Vanguard Value ETF

ETFs
6
+ 0.11%
$159.75 - $174.57 $959 - $1.05K
5.63K $983K
EBND
Spdr Bloomberg Emerging Market

ETFs
283
+ 0.52%
$19.74 - $21.39 $5.59K - $6.05K
54.4K $1.16M
KO
Coca Cola CO

Consumer Defensive
645
+ 16.19%
$62.69 - $73.01 $40.4K - $47.1K
4.63K $332K
MSFT
Microsoft Corp

Technology
866
+ 4.88%
$395.15 - $467.56 $342K - $405K
18.6K $8M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
1.46K
+ 20.46%
$34.48 - $37.66 $50.2K - $54.9K
8.58K $320K
GILD
Gilead Sciences, Inc.

Healthcare
286
+ 9.2%
$66.59 - $83.99 $19K - $24K
3.4K $284K
ORCL
Oracle Corp

Technology
76
+ 4.35%
$125.9 - $170.35 $9.57K - $12.9K
1.82K $310K
JNJ
Johnson & Johnson

Healthcare
121
+ 4.45%
$145.48 - $167.38 $17.6K - $20.3K
2.84K $460K
FTA
First Tr Large Cap Value

ETFs
523
+ 13.04%
$72.76 - $79.13 $38.1K - $41.4K
4.53K $358K
URA
Global X Uranium ETF

ETFs
2.23K
+ 12.58%
$23.18 - $31.26 $51.6K - $69.6K
19.9K $570K
FVD
First Tr Value Line Divid Inde

ETFs
729
+ 14.79%
$40.45 - $45.49 $29.5K - $33.2K
5.66K $257K
MA
Mastercard Inc

Financial Services
33
+ 4.5%
$429.6 - $500.99 $14.2K - $16.5K
767 $378K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
413
+ 11.11%
$75.88 - $83.21 $31.3K - $34.4K
4.13K $343K
CSCO
Cisco Systems, Inc.

Technology
396
+ 6.98%
$44.74 - $53.22 $17.7K - $21.1K
6.07K $322K
NFLX
Netflix Inc

Communication Services
33
+ 4.93%
$598.55 - $722.26 $19.8K - $23.8K
703 $498K
SOFI
So Fi Technologies, Inc.

Financial Services
89
+ 0.27%
$6.32 - $8.19 $562 - $729
33.6K $264K
SUB
Ishares Short Term National Mu

ETFs
10
+ 0.04%
$104.3 - $106.3 $1.04K - $1.06K
24.8K $2.63M
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
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