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Walkner Condon Financial Advisors

Latest statistics and disclosures from Walkner Condon Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, IVV, SPDW, VOO, JCPB, and represent 18.70% of Walkner Condon Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: UCON (+$5.5M), SPLG, JCPB, ANET, IJH, SUSL, RWO, VOO, PYLD, SPEM.
Started 21 new stock positions in FNDF, JIRE, ESIX, CGDV, SUSL, PFE, DHR, AGG, DNUT, SPGI. VTEB, ETHO, VCEB, DIS, EFG, UDI, IBIT, ANET, RWO, MOD, ETN.
Reduced shares in these 10 stocks: LMBS, VGIT, RDVY, SPDW, GUNR, FAAR, BUFD, NVDA, USXF, JNK.
Sold out of its positions in ARM, COF, DELL, FTGC, DNA, GBTC, SHV, SLV, EAGG, JMHI. ULST.
Walkner Condon Financial Advisors was a net seller of stock by $-300k.
Walkner Condon Financial Advisors has $490M in assets under management (AUM), dropping by 5.76%.
Central Index Key (CIK): 0001817494

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Portfolio Holdings for Walkner Condon Financial Advisors

Walkner Condon Financial Advisors holds 265 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	5.6	$28M	+10%	408k	67.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$18M		32k	576.82	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.2	$16M	-12%	424k	37.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$15M	+9%	29k	527.67	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	3.0	$15M	+19%	301k	48.24	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	2.9	$14M	-2%	156k	90.80	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.9	$14M	+5%	341k	41.28	View chart
Apple (AAPL)	2.8	$14M		58k	232.99	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.6	$13M		179k	71.11	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	2.3	$11M	+94%	453k	25.13	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	1.7	$8.4M	-4%	377k	22.40	View chart
Microsoft Corporation (MSFT)	1.6	$8.0M	+4%	19k	430.31	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.5	$7.3M	-5%	160k	45.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$7.2M	-3%	106k	67.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$7.2M	+4%	13k	573.71	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.4	$6.9M		88k	78.40	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.4	$6.9M	-2%	115k	59.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$6.5M	+3%	25k	263.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$6.5M	+3%	122k	52.83	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.3	$6.2M	+3%	113k	54.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$6.1M	+2%	26k	237.21	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.2	$5.9M	-41%	120k	49.41	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.1	$5.5M	+12%	109k	50.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	1.1	$5.4M	-22%	215k	25.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.1	$5.3M		112k	47.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$5.0M		99k	50.74	View chart
Spdr Ser Tr Bloomberg Short (BWZ)	1.0	$4.9M	+3%	180k	27.54	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.9	$4.5M	+5%	61k	73.42	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.9	$4.4M	+10%	85k	52.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$4.2M	+70%	67k	62.32	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.8	$4.1M		135k	30.44	View chart
Us Bancorp Del Com New (USB)	0.8	$4.0M		88k	45.73	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.8	$3.7M	-27%	76k	49.08	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.7	$3.6M	-5%	29k	125.96	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.7	$3.5M	+3%	103k	34.13	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.7	$3.5M	-3%	40k	88.28	View chart
NVIDIA Corporation (NVDA)	0.7	$3.5M	-29%	29k	121.45	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$3.3M		15k	220.89	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.7	$3.3M	-37%	80k	41.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.2M		19k	165.85	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.6	$3.1M	-49%	53k	59.21	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$3.0M	-5%	38k	79.42	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.6	$2.9M	-12%	41k	72.04	View chart
Costco Wholesale Corporation (COST)	0.6	$2.9M		3.3k	886.61	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.6	$2.9M	+46%	108k	26.65	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.6	$2.8M	+13%	22k	130.39	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$2.6M	-3%	13k	200.78	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$2.6M		25k	106.19	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$2.6M	+6%	11k	243.06	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.5	$2.5M		54k	46.91	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$2.4M	+14%	49k	48.98	View chart
Arista Networks (ANET)	0.5	$2.3M	NEW	6.0k	383.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$2.3M	-7%	11k	198.06	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$2.2M	+9%	30k	75.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.2M	-14%	13k	167.18	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$2.1M		43k	49.70	View chart
Amazon (AMZN)	0.4	$2.0M		11k	186.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.0M		6.9k	283.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.9M		15k	125.62	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.4	$1.8M	+10%	78k	23.36	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.4	$1.8M		16k	113.29	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$1.8M		15k	117.62	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.7M	-2%	4.5k	383.93	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.7M	+2%	59k	29.18	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$1.7M	+65%	126k	13.43	View chart
Veeva Sys Cl A Com (VEEV)	0.3	$1.7M		8.1k	209.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.6M		17k	97.42	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.6M	-5%	14k	117.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.6M	+3%	12k	128.20	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$1.5M	+72%	25k	61.54	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$1.5M	NEW	15k	101.52	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.5M	-2%	24k	62.69	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$1.4M	-6%	23k	60.93	View chart
Meta Platforms Cl A (META)	0.3	$1.4M	+5%	2.5k	572.42	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.3	$1.4M		35k	40.52	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$1.4M	+8%	31k	45.24	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.3	$1.4M	NEW	29k	47.53	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$1.3M	+4%	40k	33.25	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.3	$1.3M	-3%	56k	23.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.3M	+6%	11k	116.92	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$1.3M	-7%	49k	26.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.3M	-4%	2.6k	488.07	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.3	$1.3M	-48%	13k	97.79	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.3	$1.2M		32k	38.55	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.2	$1.2M		46k	26.59	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.2	$1.2M	+6%	42k	28.98	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$1.2M	-43%	24k	50.22	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.2	$1.2M		54k	21.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.1M		14k	84.53	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.1M	-28%	22k	51.27	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$1.1M	+10%	30k	36.38	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$1.1M	-41%	38k	29.07	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.2	$1.1M	-21%	23k	47.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$1.1M	+13%	19k	54.93	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.2	$1.1M	-3%	42k	25.41	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.2	$1.0M	-7%	22k	48.34	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.2	$992k	+2%	26k	38.47	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$990k	+4%	15k	67.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$984k		5.6k	174.57	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$982k	-6%	42k	23.17	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.2	$974k	-15%	9.8k	98.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$949k	-2%	2.5k	375.38	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$939k	-38%	22k	42.84	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$871k	+114%	29k	30.15	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$843k	-81%	14k	60.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$838k	+3%	1.8k	460.26	View chart
Eli Lilly & Co. (LLY)	0.2	$829k	+17%	935.00	886.09	View chart
Ishares Msci Glb Slv&mtl (SLVP)	0.2	$796k	+6%	60k	13.28	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$792k		6.3k	126.18	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$785k	-15%	15k	50.94	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.2	$782k	-69%	28k	27.83	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$781k	+32%	8.5k	91.81	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$771k		9.3k	82.63	View chart
JPMorgan Chase & Co. (JPM)	0.2	$767k	+31%	3.6k	210.84	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$735k	-10%	14k	53.63	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$734k		16k	45.65	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$731k		32k	22.70	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$728k	+3%	36k	20.44	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$724k	-3%	20k	35.91	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$720k	-4%	3.8k	189.80	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.1	$708k		28k	25.11	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$693k	-11%	17k	41.96	View chart
Tesla Motors (TSLA)	0.1	$689k	-8%	2.6k	261.57	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$684k	-2%	16k	41.72	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$682k		47k	14.67	View chart
Procter & Gamble Company (PG)	0.1	$682k	+21%	3.9k	173.20	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$679k		8.1k	84.17	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$677k		6.4k	105.63	View chart
Home Depot (HD)	0.1	$647k	+17%	1.6k	405.25	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$645k		5.4k	120.37	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$631k	-9%	7.8k	80.48	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$630k	-3%	15k	41.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$595k		14k	41.74	View chart
McDonald's Corporation (MCD)	0.1	$587k	+47%	1.9k	304.49	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$584k		5.6k	104.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$580k	-9%	6.9k	83.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$579k	-2%	11k	51.50	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$578k	-5%	4.1k	142.04	View chart
Broadcom (AVGO)	0.1	$574k	+886%	3.3k	172.50	View chart
salesforce (CRM)	0.1	$573k		2.1k	273.65	View chart
Global X Fds Global X Uranium (URA)	0.1	$570k	+12%	20k	28.62	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$569k	+2%	22k	25.64	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$569k	NEW	9.5k	59.91	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$568k		12k	46.39	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$558k		17k	33.65	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$544k	+3%	4.6k	119.59	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$544k		14k	37.67	View chart
Amgen (AMGN)	0.1	$541k	+31%	1.7k	322.13	View chart
International Business Machines (IBM)	0.1	$540k	-3%	2.4k	221.08	View chart
Merck & Co (MRK)	0.1	$533k	+6%	4.7k	113.57	View chart
Pepsi (PEP)	0.1	$530k	+77%	3.1k	170.06	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$530k		1.3k	423.12	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$520k		4.8k	108.18	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$512k		3.9k	131.44	View chart
Southern Company (SO)	0.1	$512k	+32%	5.7k	90.18	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.1	$505k	+41%	9.7k	51.95	View chart
Netflix (NFLX)	0.1	$499k	+4%	703.00	709.31	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$498k		3.9k	127.25	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$496k		4.5k	109.33	View chart
UnitedHealth (UNH)	0.1	$492k	+8%	841.00	584.62	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$491k		4.5k	108.79	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.1	$478k	-64%	10k	46.12	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$473k	-19%	10k	45.89	View chart
EXACT Sciences Corporation (EXAS)	0.1	$467k	-5%	8.0k	58.51	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$466k	-3%	12k	40.46	View chart
Johnson & Johnson (JNJ)	0.1	$461k	+4%	2.8k	162.06	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$459k		6.9k	66.52	View chart
Uscf Etf Tr Dividend Inc Fd (UDI)	0.1	$455k	NEW	15k	29.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$444k	NEW	12k	36.13	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$438k		16k	26.97	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.1	$437k	-5%	13k	34.59	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$431k	-56%	2.5k	174.50	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.1	$425k	NEW	6.5k	64.88	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$425k	-15%	21k	20.01	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$420k	-4%	7.3k	57.41	View chart
Listed Fd Tr Wahed Ftse Etf (HLAL)	0.1	$419k		8.0k	52.32	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$414k	+70%	22k	19.20	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$403k	+4%	9.1k	44.30	View chart
Wal-Mart Stores (WMT)	0.1	$401k	+6%	5.0k	80.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$389k	-3%	1.5k	263.29	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.1	$386k		11k	34.35	View chart
Caterpillar (CAT)	0.1	$382k	+18%	976.00	391.13	View chart
Managed Portfolio Series Tortoise Global (TBLU)	0.1	$381k	-12%	7.6k	50.12	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$379k	-9%	8.5k	44.71	View chart
Mastercard Incorporated Cl A (MA)	0.1	$379k	+4%	767.00	493.78	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.1	$378k	-10%	5.6k	67.35	View chart
Visa Com Cl A (V)	0.1	$378k	+5%	1.4k	274.91	View chart
Abbvie (ABBV)	0.1	$377k	+12%	1.9k	197.50	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$363k		2.0k	181.99	View chart
Spdr Ser Tr Spdr S&p Smallca (ESIX)	0.1	$361k	NEW	11k	31.64	View chart
American Express Company (AXP)	0.1	$361k	-14%	1.3k	271.19	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$359k	-6%	4.8k	74.59	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$359k	+13%	4.5k	79.13	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$357k	-8%	5.4k	66.59	View chart
Valero Energy Corporation (VLO)	0.1	$352k	+5%	2.6k	135.05	View chart
Krispy Kreme (DNUT)	0.1	$346k	NEW	32k	10.74	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$344k	+11%	4.1k	83.21	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$343k	-13%	5.9k	58.53	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$342k	NEW	5.2k	66.03	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.1	$340k		18k	18.95	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$338k		2.4k	142.88	View chart
Coca-Cola Company (KO)	0.1	$333k	+16%	4.6k	71.86	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$332k	-4%	5.5k	60.04	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$328k		14k	22.72	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$326k	+9%	6.9k	47.21	View chart
Cisco Systems (CSCO)	0.1	$323k	+6%	6.1k	53.22	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$321k	+20%	8.6k	37.41	View chart
Advanced Micro Devices (AMD)	0.1	$317k	+7%	1.9k	164.09	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$315k	+4%	1.5k	211.83	View chart
Verizon Communications (VZ)	0.1	$315k	+38%	7.0k	44.91	View chart
Oracle Corporation (ORCL)	0.1	$311k	+4%	1.8k	170.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$310k	+28%	2.6k	119.71	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$309k		4.8k	64.74	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$300k	-10%	16k	18.69	View chart
Bank of America Corporation (BAC)	0.1	$295k	-3%	7.4k	39.68	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$294k	-11%	4.7k	63.00	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.1	$294k		16k	18.48	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$290k	NEW	2.9k	101.27	View chart
Gilead Sciences (GILD)	0.1	$285k	+9%	3.4k	83.84	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$285k	-23%	9.2k	31.02	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$277k		6.6k	41.76	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$266k		2.6k	101.65	View chart
Modine Manufacturing (MOD)	0.1	$266k	NEW	2.0k	132.79	View chart
Intuit (INTU)	0.1	$264k	+18%	426.00	620.59	View chart
Sofi Technologies (SOFI)	0.1	$264k		34k	7.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$264k		2.7k	98.10	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$263k	-63%	2.4k	109.04	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$261k		3.6k	71.76	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.1	$258k		2.0k	131.52	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$257k	+14%	5.7k	45.49	View chart
Pfizer (PFE)	0.1	$257k	NEW	8.9k	28.94	View chart
Qualcomm (QCOM)	0.1	$257k		1.5k	170.03	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$255k		2.3k	110.47	View chart
Vanguard World Energy Etf (VDE)	0.1	$253k		2.1k	122.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$252k		429.00	586.52	View chart
At&t (T)	0.1	$250k		11k	22.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$249k	+3%	1.4k	174.32	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$247k	+3%	4.4k	56.63	View chart
Walt Disney Company (DIS)	0.0	$245k	NEW	2.5k	96.18	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$245k		5.3k	45.86	View chart
Eaton Corp SHS (ETN)	0.0	$241k	NEW	728.00	331.44	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$241k		1.1k	225.76	View chart
Goldman Sachs (GS)	0.0	$240k	-13%	484.00	495.11	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$238k	-29%	5.3k	44.67	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$237k	-31%	5.5k	43.41	View chart
Altria (MO)	0.0	$236k	-4%	4.6k	51.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$234k		2.3k	104.19	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$231k	-2%	9.6k	24.05	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$228k		2.7k	83.10	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$224k		2.0k	114.54	View chart
Chevron Corporation (CVX)	0.0	$223k	-37%	1.5k	147.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$223k		5.4k	41.12	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.0	$221k		16k	13.49	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$219k		4.1k	52.86	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$219k	NEW	6.0k	36.44	View chart
S&p Global (SPGI)	0.0	$215k	NEW	417.00	516.62	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.0	$214k	-9%	4.8k	45.08	View chart
Danaher Corporation (DHR)	0.0	$214k	NEW	769.00	278.02	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$210k	NEW	5.6k	37.37	View chart
Ferrari Nv Ord (RACE)	0.0	$205k	-12%	437.00	470.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$204k	NEW	4.0k	51.12	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$200k	NEW	1.9k	107.65	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$136k		13k	10.18	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$90k		22k	4.18	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$84k	+37%	30k	2.76	View chart

Past Filings by Walkner Condon Financial Advisors

SEC 13F filings are viewable for Walkner Condon Financial Advisors going back to 2020

Walkner Condon Financial Advisors 2024 Q3 filed Oct. 31, 2024
Walkner Condon Financial Advisors 2024 Q2 restated filed Aug. 9, 2024
Walkner Condon Financial Advisors 2024 Q2 filed July 26, 2024
Walkner Condon Financial Advisors 2024 Q1 filed April 23, 2024
Walkner Condon Financial Advisors 2023 Q4 filed Jan. 24, 2024
Walkner Condon Financial Advisors 2023 Q3 filed Oct. 19, 2023
Walkner Condon Financial Advisors 2023 Q2 filed July 21, 2023
Walkner Condon Financial Advisors 2023 Q1 filed April 21, 2023
Walkner Condon Financial Advisors 2022 Q4 filed Jan. 26, 2023
Walkner Condon Financial Advisors 2022 Q3 filed Oct. 28, 2022
Walkner Condon Financial Advisors 2022 Q2 filed Aug. 4, 2022
Walkner Condon Financial Advisors 2022 Q1 filed May 3, 2022
Walkner Condon Financial Advisors 2021 Q4 filed Feb. 11, 2022
Walkner Condon Financial Advisors 2021 Q3 filed Nov. 4, 2021
Walkner Condon Financial Advisors 2021 Q2 filed Aug. 10, 2021
Walkner Condon Financial Advisors 2021 Q1 filed April 13, 2021

View all past filings

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