Walkner Condon Financial Advisors LLC Portfolio Holdings
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
Walkner Condon Financial Advisors LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $484 Million distributed in 265 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $27.6M, Ishares Core S&P 500 ETF with a value of $18.4M, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.9M, Vanguard Index Fds S&P 500 ETF with a value of $15.3M, and J P Morgan Exchange Traded Fd with a value of $14.5M.
Examining the 13F form we can see an increase of $24.9M in the current position value, from $459M to 484M.
Below you can find more details about Walkner Condon Financial Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 265
- Current Value $484 Million
- Prior Value $459 Million
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 21 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks