Walkner Condon Financial Advisors LLC Sells in Q4 2025

Walkner Condon Financial Advisors LLC

  • $686 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-9.84K
- 31.92%
$142.79 - $150.05 $1.4M - $1.48M
21K $3.07M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-5.9K
- 48.74%
$127.15 - $133.03 $751K - $785K
6.21K $807K
META
Meta Platforms, Inc.

Communication Services
-499
- 16.34%
$609.01 - $751.67 $304K - $375K
2.56K $1.56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.66K
- 57.11%
$99.87 - $101.27 $565K - $573K
4.25K $425K
VGLT
Vanguard Long Term Treasury Et

ETFs
-8.38K
- 10.63%
$56.44 - $58.38 $473K - $489K
70.4K $3.99M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-6.31K
- 9.18%
$56.0 - $57.6 $353K - $363K
62.4K $3.54M
NVDA
Nvidia Corp

Technology
-1.89K
- 6.91%
$179.83 - $207.04 $340K - $392K
25.5K $4.76M
IEFA
Ishares Tr

ETFs
-3.66K
- 25.28%
$86.09 - $89.88 $315K - $329K
10.8K $959K
IEMG
Ishares Inc

ETFs
-5.14K
- 23.97%
N/A
16.3K $873K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-659
- 2.51%
$600.51 - $631.95 $396K - $416K
25.6K $15.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-266
- 6.63%
$401.99 - $468.37 $107K - $125K
3.75K $1.53M
VO
Vanguard Mid Cap ETF

ETFs
-208
- 0.85%
$286.27 - $296.23 $59.5K - $61.6K
24.2K $6.95M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-8.68K
- 49.64%
$23.07 - $24.16 $200K - $210K
8.8K $206K
COST
Costco Wholesale Corp

Consumer Defensive
-164
- 3.91%
$910.94 - $954.99 $149K - $157K
4.03K $3.68M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-3.64K
- 9.43%
$44.43 - $46.12 $162K - $168K
35K $1.58M
PH
Parker Hannifin Corp

Industrials
-224
- 47.76%
$716.66 - $857.93 $161K - $192K
245 $203K
VTI
Vanguard Total Stock Market Et

ETFs
-486
- 4.35%
$321.8 - $337.95 $156K - $164K
10.7K $3.53M
IVV
Ishares Core S&P 500 ETF

ETFs
-519
- 1.48%
$656.2 - $690.71 $341K - $358K
34.6K $23.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.57K
- 2.29%
$25.85 - $27.19 $196K - $206K
322K $8.56M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-932
- 6.49%
$137.47 - $143.13 $128K - $133K
13.4K $1.89M
PLTR
Palantir Technologies Inc.

Technology
-519
- 10.99%
$172.14 - $207.18 $89.3K - $108K
4.2K $731K
HOOD
Robinhood Markets, Inc.

Technology
-175
- 3.38%
$121.53 - $152.46 $21.3K - $26.7K
5K $612K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.62K
- 4.31%
$74.09 - $75.1 $120K - $122K
35.9K $2.67M
FEX
First Tr Large Cap Core Alphde

ETFs
-1.03K
- 19.65%
$113.91 - $118.65 $118K - $123K
4.23K $488K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.41K
- 10.22%
$213.04 - $254.0 $300K - $358K
12.4K $2.9M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
-20.3K
- 56.86%
$4.79 - $5.29 $97.4K - $108K
15.4K $73K
ORCL
Oracle Corp

Technology
-6
- 0.38%
$217.57 - $313.0 $1.31K - $1.88K
1.58K $346K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-446
- 32.6%
$219.27 - $238.71 $97.8K - $106K
922 $207K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-7.51K
- 13.15%
$13.16 - $13.86 $98.8K - $104K
49.6K $677K
IWM
Ishares Russell 2000 ETF

ETFs
-20
- 0.13%
$236.79 - $250.33 $4.74K - $5.01K
15.4K $3.66M
URA
Global X Uranium ETF

ETFs
-281
- 1.36%
$44.75 - $58.11 $12.6K - $16.3K
20.4K $910K
SPY
Spdr S&P 500 ETF Trust

ETFs
-99
- 1.08%
$653.02 - $687.39 $64.6K - $68.1K
9.11K $6.06M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.08K
- 11.64%
$72.17 - $75.74 $77.7K - $81.6K
8.18K $612K
PG
Procter & Gamble CO

Consumer Defensive
-190
- 4.41%
$145.5 - $153.18 $27.6K - $29.1K
4.12K $600K
TGRW
T Rowe Price Exchange Traded F

Technology
-1.33K
- 13.79%
$44.65 - $48.03 $59.2K - $63.6K
8.29K $378K
VBR
Vanguard Small Cap Value ETF

ETFs
-118
- 1.27%
$201.42 - $211.15 $23.8K - $24.9K
9.17K $1.88M
CGXU
Capital Group Intl Focus Equit

ETFs
-1.88K
- 13.86%
$29.32 - $31.03 $55K - $58.2K
11.7K $349K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-704
- 16.57%
$67.42 - $70.73 $47.5K - $49.8K
3.55K $246K
T
At&T Inc.

Communication Services
-368
- 3.05%
$24.44 - $27.55 $8.99K - $10.1K
11.7K $297K
UNH
Unitedhealth Group Inc

Healthcare
-19
- 1.8%
$320.52 - $369.92 $6.09K - $7.03K
1.04K $331K
DIS
Walt Disney CO

Communication Services
-32
- 1.05%
$105.69 - $116.65 $3.38K - $3.73K
3.03K $320K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-705
- 1.94%
$88.45 - $91.41 $62.4K - $64.4K
35.7K $3.23M
CVX
Chevron Corp

Energy
-168
- 6.91%
$148.9 - $157.72 $25K - $26.5K
2.27K $350K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-800
- 4.49%
$26.75 - $27.15 $21.4K - $21.7K
17K $456K
VXF
Vanguard Extended Market ETF

ETFs
-64
- 3.53%
$204.22 - $215.05 $13.1K - $13.8K
1.75K $356K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-80
- 1.03%
$97.52 - $102.52 $7.8K - $8.2K
7.69K $751K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-559
- 1.42%
$26.44 - $27.53 $14.8K - $15.4K
38.9K $1.06M
HDV
Ishares Core High Dividend ETF

ETFs
-110
- 1.11%
$118.22 - $122.79 $13K - $13.5K
9.79K $1.2M
FKU
First Trust United Kingdom Alp

ETFs
-175
- 3.12%
$46.85 - $48.84 $8.2K - $8.55K
5.43K $256K
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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