Walkner Condon Financial Advisors

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

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Positions held by Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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 December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.6 $16M 280k 55.90
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Ishares Tr Core S&p500 Etf (IVV) 3.3 $14M +5% 30k 477.64
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.9 $13M +5% 379k 34.01
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.6 $12M +10% 27k 436.81
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Apple (AAPL) 2.6 $11M +3% 59k 192.53
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.4 $11M +6% 164k 64.48
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 2.4 $11M +370% 223k 47.09
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.3 $10M -39% 210k 48.32
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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 2.3 $10M 442k 22.70
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.2 $9.7M +8% 274k 35.41
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First Tr Exchange-traded Lng Dur Oprtun (LGOV) 2.1 $9.2M +3884% 416k 22.13
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First Tr Exchange-traded Cap Strength Etf (FTCS) 2.1 $9.2M +4% 115k 80.04
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $7.9M +28% 17k 475.35
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 1.8 $7.8M +6% 314k 24.74
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.8 $7.7M -3% 149k 51.67
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J P Morgan Exchange Traded F Equity Premium (JEPI) 1.6 $7.2M +14% 131k 54.98
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Microsoft Corporation (MSFT) 1.4 $6.4M +11% 17k 376.03
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Spdr Ser Tr Portfolio S&p600 (SPSM) 1.4 $6.3M +12% 148k 42.19
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.4 $6.0M -8% 84k 72.03
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $5.5M 98k 56.41
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Vanguard Index Fds Mid Cap Etf (VO) 1.2 $5.3M +2% 23k 232.64
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.2 $5.1M +689% 86k 59.32
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Vanguard Index Fds Small Cp Etf (VB) 1.2 $5.1M +7% 24k 213.34
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Spdr Ser Tr Portfolio S&p400 (SPMD) 1.1 $5.0M +14% 103k 48.73
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $4.8M 99k 47.90
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.0 $4.5M -20% 90k 50.23
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Spdr Ser Tr Bloomberg Short (BWZ) 1.0 $4.5M +26% 164k 27.40
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Flexshares Tr Mornstar Upstr (GUNR) 1.0 $4.4M -29% 107k 40.95
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $4.3M 106k 41.10
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Ishares Tr Esg Msci Usa Etf (USXF) 1.0 $4.2M +12% 106k 39.82
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.9 $3.9M +28% 59k 66.49
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Us Bancorp Del Com New (USB) 0.9 $3.8M 88k 43.28
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.8 $3.6M +24% 72k 49.72
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $3.5M +6% 31k 115.03
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.8 $3.4M 124k 27.04
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $3.0M +10% 39k 77.37
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Ishares Tr Esg Eafe Etf (DMXF) 0.7 $3.0M +8% 47k 63.88
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.7 $2.9M -57% 66k 44.61
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $2.9M +52% 36k 79.34
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $2.8M +52% 27k 105.43
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Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.8M 14k 200.71
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.6 $2.7M -13% 54k 50.24
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Alphabet Cap Stk Cl C (GOOG) 0.6 $2.7M 19k 140.94
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First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.6 $2.6M +818% 97k 27.35
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Meta Platforms Cl A (META) 0.6 $2.6M +260% 7.3k 353.98
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $2.6M 14k 179.97
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.6 $2.5M +431% 80k 31.76
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NVIDIA Corporation (NVDA) 0.6 $2.4M +7% 4.9k 495.21
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World Gold Tr Spdr Gld Minis (GLDM) 0.6 $2.4M +17% 60k 40.91
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.4M +9% 17k 139.69
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $2.3M -3% 48k 48.45
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.5 $2.3M -6% 55k 42.59
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Costco Wholesale Corporation (COST) 0.5 $2.3M +311% 3.5k 660.12
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $2.3M +32% 8.2k 277.20
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MGE Energy (MGEE) 0.5 $2.3M 32k 72.31
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Unity Software (U) 0.5 $2.1M 52k 40.89
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First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.5 $2.1M NEW 162k 13.02
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.5 $2.0M -52% 90k 22.44
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $2.0M -2% 27k 73.56
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $2.0M +17% 12k 170.40
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Vaneck Etf Trust Rare Earth/strtg (REMX) 0.4 $1.9M +20% 31k 61.55
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Spdr Gold Tr Gold Shs (GLD) 0.4 $1.9M 9.9k 191.17
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Vanguard Index Fds Growth Etf (VUG) 0.4 $1.8M +43% 5.7k 310.88
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JPMorgan Chase & Co. (JPM) 0.4 $1.7M +22% 10k 170.11
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Ishares Tr Core High Dv Etf (HDV) 0.4 $1.7M -27% 17k 101.99
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Ishares Gold Tr Ishares New (IAU) 0.4 $1.7M +2% 44k 39.03
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Exxon Mobil Corporation (XOM) 0.4 $1.7M +5% 17k 99.98
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.6M -5% 6.8k 237.22
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $1.6M +28% 63k 25.64
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.6M -6% 18k 88.39
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Ishares Tr Core Msci Euro (IEUR) 0.4 $1.6M -23% 28k 55.02
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Ishares Tr Core Div Grwth (DGRO) 0.4 $1.6M 29k 53.82
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Veeva Sys Cl A Com (VEEV) 0.4 $1.5M 8.0k 192.54
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Amazon (AMZN) 0.4 $1.5M +17% 10k 151.96
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.5M +21% 14k 105.23
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First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) 0.3 $1.5M -78% 69k 21.21
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $1.4M +16% 35k 39.11
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Vanguard Wellington Us Multifactor (VFMF) 0.3 $1.3M +86% 11k 114.85
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Ishares Tr Esg Advncd Hy Bd (HYXF) 0.3 $1.3M +3% 28k 45.48
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $1.3M +85% 25k 50.96
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.2M +4% 11k 111.63
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Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.3 $1.2M 14k 91.02
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Pimco Etf Tr Enhancd Short (EMNT) 0.3 $1.2M +11% 12k 97.92
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $1.2M +28% 48k 24.79
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Ishares Tr Egsadvncdmsci Em (EMXF) 0.3 $1.2M +10% 33k 35.50
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.1M +3% 11k 108.30
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Spdr Ser Tr Bloomberg Intl T (BWX) 0.3 $1.1M -35% 50k 23.18
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Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) 0.3 $1.1M +8% 50k 23.05
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First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) 0.3 $1.1M -41% 39k 29.00
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $1.1M 32k 34.89
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.1M -20% 21k 52.20
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.2 $1.0M +16% 79k 13.30
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Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $1.0M +6% 22k 47.23
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Pimco Etf Tr Multisector Bd (PYLD) 0.2 $998k NEW 39k 25.66
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $995k -6% 2.4k 409.52
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $974k -60% 19k 50.74
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $973k +4% 47k 20.71
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $937k +46% 12k 76.13
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $923k -14% 10k 91.39
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Vanguard Index Fds Value Etf (VTV) 0.2 $888k +18% 5.9k 149.50
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Ssga Active Tr Spdr Ssga Fxd (FISR) 0.2 $885k NEW 34k 26.02
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First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.2 $881k +4% 21k 42.17
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Ishares Jp Morgan Em Etf (LEMB) 0.2 $878k +9% 24k 36.72
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Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.2 $864k 43k 19.96
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.2 $833k -6% 20k 41.57
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T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $811k +135% 29k 27.63
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.2 $810k -19% 13k 61.54
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $808k -3% 5.6k 143.64
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EXACT Sciences Corporation (EXAS) 0.2 $806k -4% 11k 73.98
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $796k +41% 24k 32.77
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.2 $758k -16% 34k 22.26
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Ishares Core Msci Emkt (IEMG) 0.2 $744k +35% 15k 50.58
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $743k 2.5k 303.17
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $743k +16% 48k 15.57
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $729k -13% 14k 51.66
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $724k -30% 18k 40.06
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $721k -2% 10k 69.47
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $714k -7% 12k 61.90
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $670k 6.4k 104.92
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $669k -26% 15k 46.07
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $665k -23% 19k 35.91
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $665k NEW 13k 49.93
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salesforce (CRM) 0.1 $658k -5% 2.5k 263.17
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Tesla Motors (TSLA) 0.1 $651k +20% 2.6k 248.50
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $640k NEW 16k 39.19
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Ishares Tr Esg Aware Msci (ESML) 0.1 $638k +6% 17k 38.01
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Ishares Tr Msci Usa Value (VLUE) 0.1 $622k +25% 6.2k 101.16
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $610k +13% 8.1k 75.54
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $610k -8% 8.3k 73.08
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $600k +26% 4.8k 124.97
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $598k +10% 31k 19.36
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $596k 6.3k 93.97
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At&t (T) 0.1 $586k +19% 35k 16.78
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Global X Fds Global X Uranium (URA) 0.1 $584k +56% 21k 27.69
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Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $572k 14k 40.38
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Merck & Co (MRK) 0.1 $546k 5.0k 109.02
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $545k -6% 4.7k 117.12
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $545k 5.4k 100.51
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $545k 19k 29.42
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $544k +5% 12k 47.24
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First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.1 $544k 15k 37.49
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Intel Corporation (INTC) 0.1 $542k +5% 11k 50.25
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $538k -23% 6.0k 90.16
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First Tr Exchange-traded Limited Duration (FSIG) 0.1 $527k -37% 28k 18.96
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First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $525k -33% 4.8k 109.56
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Ishares Msci Gbl Min Vol (ACWV) 0.1 $498k -6% 5.0k 100.35
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Ishares Tr Core Msci Intl (IDEV) 0.1 $493k -23% 7.7k 63.66
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Ishares Tr Intl Div Grwth (IGRO) 0.1 $491k 7.6k 64.57
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Ishares Msci Glb Slv&mtl (SLVP) 0.1 $491k +16% 48k 10.18
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Broadcom (AVGO) 0.1 $485k +26% 434.00 1116.25
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $484k 2.9k 165.25
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $481k 5.9k 81.28
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $481k +20% 1.3k 356.66
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $478k +4% 4.8k 99.19
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Indexiq Active Etf Tr Iq Ultr Sht Du (ULTR) 0.1 $478k 10k 47.86
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $476k +42% 16k 29.02
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Managed Portfolio Series Ecofin Gbl Water (EBLU) 0.1 $469k 11k 43.82
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $456k NEW 1.2k 376.87
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Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $455k -7% 10k 44.02
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First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $447k -9% 22k 19.95
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $440k +5% 5.4k 82.04
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Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.1 $436k -81% 11k 40.32
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First Tr Value Line Divid In SHS (FVD) 0.1 $435k -25% 11k 40.56
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Procter & Gamble Company (PG) 0.1 $434k +14% 3.0k 146.54
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First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $432k -43% 6.1k 70.84
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Home Depot (HD) 0.1 $432k +8% 1.2k 346.56
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First Tr Exchange Traded Wtr Etf (FIW) 0.1 $430k 4.5k 94.81
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Ishares Tr Core Msci Pac (IPAC) 0.1 $427k -15% 7.2k 59.51
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Ishares Tr Global Energ Etf (IXC) 0.1 $422k 11k 39.11
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Advanced Micro Devices (AMD) 0.1 $422k 2.9k 147.42
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $419k +16% 4.6k 91.05
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Amgen (AMGN) 0.1 $419k +9% 1.5k 287.99
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $414k +3% 4.0k 104.72
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T Rowe Price Etf Price Grw Stock (TGRW) 0.1 $410k +76% 13k 30.63
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Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $408k -43% 9.4k 43.27
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Johnson & Johnson (JNJ) 0.1 $408k +32% 2.6k 156.74
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American Express Company (AXP) 0.1 $403k +8% 2.1k 187.34
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International Business Machines (IBM) 0.1 $397k +12% 2.4k 163.55
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UnitedHealth (UNH) 0.1 $393k +36% 747.00 526.46
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $384k +4% 6.9k 55.67
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McDonald's Corporation (MCD) 0.1 $384k +24% 1.3k 296.47
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $382k 4.5k 85.06
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Ishares Tr Short Treas Bd (SHV) 0.1 $380k -45% 3.4k 110.13
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Abbvie (ABBV) 0.1 $378k +8% 2.4k 154.98
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Eli Lilly & Co. (LLY) 0.1 $368k 632.00 582.90
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Listed Fd Tr Wahed Ftse Etf (HLAL) 0.1 $365k 8.0k 45.46
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Chevron Corporation (CVX) 0.1 $362k +23% 2.4k 149.13
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $356k -2% 8.4k 42.23
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Netflix (NFLX) 0.1 $350k NEW 719.00 486.81
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Ishares Tr Tips Bd Etf (TIP) 0.1 $350k -10% 3.3k 107.49
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Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $342k 6.8k 50.12
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Intuit (INTU) 0.1 $340k +5% 544.00 625.27
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Etf Ser Solutions Us Diversified (PPTY) 0.1 $340k 11k 30.25
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First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.1 $339k -11% 5.5k 61.19
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Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $338k NEW 15k 22.13
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $338k -7% 13k 26.95
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J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.1 $337k NEW 6.8k 49.60
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $336k 2.0k 164.42
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $336k -9% 1.8k 186.55
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $334k 1.5k 218.15
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Ishares Tr Msci India Etf (INDA) 0.1 $330k 6.8k 48.81
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Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.1 $323k NEW 17k 18.59
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Cisco Systems (CSCO) 0.1 $322k +9% 6.4k 50.52
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Lightwave Logic Inc C ommon (LWLG) 0.1 $321k -13% 65k 4.98
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $321k -10% 13k 23.87
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Visa Com Cl A (V) 0.1 $320k +20% 1.2k 260.35
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Spdr Ser Tr Bloomberg Emergi (EBND) 0.1 $312k NEW 15k 21.24
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $309k -11% 12k 25.73
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $303k NEW 3.1k 98.88
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $303k +2% 6.5k 46.36
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J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.1 $302k NEW 5.8k 52.29
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Coca-Cola Company (KO) 0.1 $300k +12% 5.1k 58.93
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First Tr Exch Trd Alphdx Unit King Alph (FKU) 0.1 $300k 8.4k 35.68
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Vanguard Wellington Us Quality (VFQY) 0.1 $299k 2.4k 126.47
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Ishares Silver Tr Ishares (SLV) 0.1 $299k -4% 14k 21.78
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Ishares Tr Msci Uk Etf New (EWU) 0.1 $286k 8.7k 33.05
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Ferrari Nv Ord (RACE) 0.1 $278k NEW 820.00 338.43
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $275k NEW 4.8k 57.96
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Walt Disney Company (DIS) 0.1 $274k +14% 3.0k 90.29
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Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $272k +10% 15k 18.05
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Valero Energy Corporation (VLO) 0.1 $270k +2% 2.1k 129.97
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $268k 2.0k 136.91
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Caterpillar (CAT) 0.1 $267k +18% 902.00 295.71
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $264k +8% 19k 13.80
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.1 $262k -78% 4.6k 56.46
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $261k +9% 2.6k 99.79
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.1 $259k -35% 4.0k 64.09
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Global X Fds Globx Supdv Us (DIV) 0.1 $259k 15k 17.18
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $255k 5.3k 47.74
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $248k NEW 4.0k 61.94
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Capital One Financial (COF) 0.1 $247k NEW 1.9k 131.12
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Gilead Sciences (GILD) 0.1 $244k +2% 3.0k 81.01
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Nike CL B (NKE) 0.1 $241k NEW 2.2k 108.58
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Pepsi (PEP) 0.1 $233k NEW 1.4k 169.84
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $232k NEW 4.1k 56.14
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Danaher Corporation (DHR) 0.1 $231k +10% 997.00 231.34
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Vanguard World Fds Energy Etf (VDE) 0.1 $229k 2.0k 117.28
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First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.1 $228k -39% 4.3k 52.51
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $226k NEW 4.4k 51.05
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RBB Us Trsry 6 Mnth (XBIL) 0.1 $223k NEW 4.5k 49.97
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Arm Holdings Sponsored Adr (ARM) 0.1 $223k NEW 3.0k 75.14
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Enbridge (ENB) 0.1 $222k NEW 6.2k 36.02
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $222k NEW 632.00 350.91
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Bank of America Corporation (BAC) 0.0 $219k NEW 6.5k 33.67
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Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $219k NEW 9.4k 23.38
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.0 $218k NEW 5.2k 41.93
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Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $217k 6.3k 34.36
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Linde SHS (LIN) 0.0 $216k NEW 526.00 410.70
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $215k NEW 5.3k 40.21
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $214k NEW 4.6k 46.63
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Mastercard Incorporated Cl A (MA) 0.0 $213k 500.00 426.51
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Goldman Sachs (GS) 0.0 $213k NEW 552.00 385.77
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $212k NEW 3.8k 55.34
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $211k NEW 9.3k 22.74
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $210k -27% 2.5k 82.97
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $209k NEW 2.8k 75.33
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First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.0 $204k -31% 4.4k 46.11
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $204k NEW 5.5k 36.96
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Qualcomm (QCOM) 0.0 $203k NEW 1.4k 144.61
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $202k NEW 2.9k 70.28
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $200k NEW 7.0k 28.56
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $113k 13k 8.61
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Mizuho Financial Group Sponsored Adr (MFG) 0.0 $74k +8% 22k 3.44
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CalAmp (CAMP) 0.0 $13k 51k 0.25
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Desktop Metal Com Cl A (DM) 0.0 $8.7k NEW 12k 0.75
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Past Filings by Walkner Condon Financial Advisors

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

View all past filings