Walkner Condon Financial Advisors LLC Reduced Holdings in Q4 2024

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-993
- 14.35%
$80.13 - $83.77 $79.6K - $83.2K
5.93K $475K
VO
Vanguard Mid Cap ETF

ETFs
-420
- 1.71%
$261.5 - $284.63 $110K - $120K
24.1K $6.36M
FTC
First Tr Lge Cap Growth

ETFs
-932
- 23.93%
$130.13 - $149.09 $121K - $139K
2.96K $407K
FAAR
First Trust Vii Alternative Ab

ETFs
-3.71K
- 13.18%
$27.44 - $28.42 $102K - $105K
24.4K $683K
EBND
Spdr Bloomberg Emerging Market

ETFs
-194
- 0.36%
$19.53 - $21.1 $3.79K - $4.09K
54.2K $1.06M
JNJ
Johnson & Johnson

Healthcare
-303
- 10.66%
$143.34 - $165.86 $43.4K - $50.3K
2.54K $367K
AMD
Advanced Micro Devices Inc

Technology
-84
- 4.35%
$118.88 - $172.8 $9.99K - $14.5K
1.85K $223K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-630
- 5.62%
$113.92 - $127.38 $71.8K - $80.2K
10.6K $1.22M
CAT
Caterpillar Inc

Industrials
-174
- 17.83%
$360.37 - $416.88 $62.7K - $72.5K
802 $290K
IGRO
Ishares Tr International Divid

ETFs
-800
- 16.63%
$67.76 - $74.48 $54.2K - $59.6K
4.01K $272K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-683
- 0.69%
$50.37 - $50.6 $34.4K - $34.6K
97.9K $4.93M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-1.79K
- 19.54%
$29.02 - $32.11 $52K - $57.6K
7.38K $214K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-68
- 0.84%
$75.65 - $83.47 $5.14K - $5.68K
8K $608K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-1.14K
- 20.66%
$59.58 - $63.93 $68K - $73K
4.39K $268K
HD
Home Depot, Inc.

Consumer Cyclical
-95
- 5.95%
$385.02 - $431.37 $36.6K - $41K
1.5K $584K
GLDM
World Gold Trust

ETFs
-911
- 1.07%
$50.76 - $55.23 $46.2K - $50.3K
84.3K $4.38M
HYLS
First Tr Tactical High Yield L

ETFs
-1.16K
- 7.02%
$41.29 - $42.03 $47.9K - $48.7K
15.4K $634K
MCD
Mcdonalds Corp

Consumer Cyclical
-102
- 5.29%
$288.47 - $316.54 $29.4K - $32.3K
1.83K $529K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.04K
- 6.78%
$50.67 - $50.9 $52.9K - $53.1K
14.4K $728K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-386
- 1.91%
$32.55 - $36.44 $12.6K - $14.1K
19.8K $671K
CGXU
Capital Group Intl Focus Equit

ETFs
-500
- 3.08%
$24.67 - $26.94 $12.3K - $13.5K
15.7K $387K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-400
- 4.07%
$98.41 - $98.98 $39.4K - $39.6K
9.44K $928K
IAU
Ishares Gold Trust

ETFs
-734
- 1.71%
$48.37 - $52.65 $35.5K - $38.6K
42.2K $2.09M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-654
- 9.49%
$45.17 - $47.23 $29.5K - $30.9K
6.24K $282K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-1.59K
- 8.88%
$18.41 - $18.97 $29.3K - $30.2K
16.4K $302K
PG
Procter & Gamble CO

Consumer Defensive
-93
- 2.36%
$161.05 - $179.7 $15K - $16.7K
3.84K $644K
FEX
First Tr Large Cap Core Alphde

ETFs
-324
- 5.78%
$103.29 - $112.88 $33.5K - $36.6K
5.28K $551K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-319
- 12.93%
$170.03 - $192.78 $54.2K - $61.5K
2.15K $397K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-33
- 1.23%
$87.1 - $98.49 $2.87K - $3.25K
2.65K $231K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-108
- 2.37%
$115.08 - $119.55 $12.4K - $12.9K
4.44K $513K
IBM
International Business Machines Corp

Technology
-125
- 5.11%
$204.9 - $238.04 $25.6K - $29.8K
2.32K $509K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.02K
- 10.59%
$23.29 - $23.93 $23.7K - $24.3K
8.59K $201K
VEU
Vanguard Ftse All World Ex Us

ETFs
-3
- 0.06%
$57.29 - $63.1 $172 - $189
4.67K $267K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-32
- 0.09%
$19.27 - $20.9 $617 - $669
35.6K $702K
VIG
Vanguard Dividend Appreciation

ETFs
-135
- 1.18%
N/A
11.3K $2.06M
DIAL
Columbia ETF Tr I Diversified

ETFs
-270
- 1.7%
$17.52 - $18.45 $4.73K - $4.98K
15.6K $273K
SUB
Ishares Short Term National Mu

ETFs
-19
- 0.08%
$104.94 - $106.2 $1.99K - $2.02K
24.8K $2.61M
FTA
First Tr Large Cap Value

ETFs
-45
- 0.99%
$75.21 - $83.49 $3.38K - $3.76K
4.49K $343K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-150
- 0.69%
$128.97 - $141.41 $19.3K - $21.2K
21.6K $2.82M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-22
- 0.53%
$80.93 - $85.66 $1.78K - $1.88K
4.11K $332K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-6
- 0.31%
$108.6 - $115.42 $652 - $693
1.95K $212K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-30
- 0.72%
$51.09 - $55.27 $1.53K - $1.66K
4.12K $210K
ORCL
Oracle Corp

Technology
-4
- 0.22%
$165.41 - $192.43 $662 - $770
1.82K $303K
TGRW
T Rowe Price Exchange Traded F

Technology
-900
- 6.23%
$37.03 - $41.54 $33.3K - $37.4K
13.5K $538K
OUNZ
Van Eck Merk Gold Trust

ETFs
-14
- 0.03%
$24.72 - $26.9 $346 - $377
41.6K $1.05M
Ishares Bitcoin Trust ETF
-400
- 3.25%
N/A
11.9K $0
FDN
First Tr Fd Dow Jones

ETFs
-186
- 12.49%
$210.5 - $257.24 $39.2K - $47.8K
1.3K $316K
BAC
Bank Of America Corp

Financial Services
-625
- 8.41%
$39.22 - $47.77 $24.5K - $29.9K
6.81K $299K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-7
- 0.13%
$118.0 - $127.04 $826 - $889
5.35K $650K
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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