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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, FTCS, VOO, and represent 18.16% of Walkner Condon Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$9.6M), FTCS, JNK, IJH, GLDM, JPST, SPDW, SPEM, SPSM, PYLD.
Started 15 new stock positions in TMO, TTD, SOFI, MTGP, GBTC, CRWD, General Electric, JPIE, Bitwise Bitcoin Etf Tr, EMHC. CMG, JNK, TSM, WMT, ORCL.
Reduced shares in these 10 stocks: BUFD, RDVY, SPY, UCON, FTRI, FTGC, LMBS, DEED, FIXD, USFR.
Sold out of its positions in T, CalAmp, DM, DFIV, FDT, TDIV, FMF, DEED, ULTR, SHY. IDEV, MINT, SPEU, EWX.
Walkner Condon Financial Advisors was a net buyer of stock by $13M.
Walkner Condon Financial Advisors has $471M in assets under management (AUM), dropping by 7.35%.
Central Index Key (CIK): 0001817494

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Portfolio Holdings for Walkner Condon Financial Advisors

Walkner Condon Financial Advisors holds 266 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	5.7	$27M	+55%	436k	61.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$17M	+3%	31k	525.73	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.1	$15M	+8%	413k	35.84	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	3.0	$14M	+44%	166k	85.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.8	$13M	+3%	28k	480.67	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.4	$12M	+4%	170k	67.32	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.4	$11M	+6%	238k	46.65	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.3	$11M	+11%	305k	36.19	View chart
Apple (AAPL)	2.1	$10M		58k	171.48	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.8	$8.4M	-16%	175k	48.25	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	1.8	$8.3M	-6%	390k	21.38	View chart
Microsoft Corporation (MSFT)	1.6	$7.5M	+5%	18k	420.71	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.5	$7.2M	+13%	168k	43.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.5	$6.9M	-9%	119k	57.86	View chart
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)	1.4	$6.7M	-35%	283k	23.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.4	$6.5M	+7%	105k	62.00	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.3	$6.3M		83k	76.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$6.3M	-27%	12k	522.91	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.3	$6.0M	-28%	106k	56.17	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	1.2	$5.8M	+27%	115k	50.45	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.2	$5.8M	+4%	108k	53.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$5.7M		23k	249.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$5.6M	+2%	24k	228.54	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	1.2	$5.5M	-29%	222k	24.60	View chart
Flexshares Tr Mornstar Upstr (GUNR)	1.1	$5.2M	+18%	126k	41.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$5.1M	+2%	102k	50.16	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	1.0	$4.7M		104k	45.14	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$4.6M	+5%	111k	41.77	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.0	$4.5M	-10%	77k	58.55	View chart
Spdr Ser Tr Bloomberg Short (BWZ)	0.9	$4.5M	+3%	170k	26.36	View chart
NVIDIA Corporation (NVDA)	0.9	$4.4M		4.9k	903.43	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.9	$4.2M	+18%	86k	49.05	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.9	$4.1M	+56%	93k	44.05	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.9	$4.1M		59k	68.80	View chart
Us Bancorp Del Com New (USB)	0.8	$3.9M		88k	44.70	View chart
Meta Platforms Cl A (META)	0.8	$3.6M	+3%	7.5k	485.61	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.8	$3.6M		31k	116.84	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.8	$3.5M	+20%	43k	81.53	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.7	$3.5M		124k	28.40	View chart
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)	0.7	$3.3M	+18%	114k	28.79	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.7	$3.2M		46k	68.13	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$3.1M	+5%	41k	77.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.0M	+16%	20k	150.93	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.6	$3.0M	+16%	93k	32.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.9M		14k	210.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.8M	-4%	18k	152.25	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$2.7M	-4%	26k	104.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$2.6M	-2%	14k	191.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$2.6M	+416%	43k	60.72	View chart
Costco Wholesale Corporation (COST)	0.5	$2.5M	-2%	3.4k	732.61	View chart
MGE Energy (MGEE)	0.5	$2.5M		32k	78.72	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.5	$2.5M	NEW	26k	95.20	View chart
Amazon (AMZN)	0.5	$2.4M	+33%	14k	180.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$2.3M	+10%	13k	182.61	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.5	$2.3M		55k	42.12	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.3M	+16%	6.6k	344.20	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$2.1M	-10%	44k	48.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$2.1M		10k	205.72	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.1M	+2%	10k	200.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$2.0M	+2%	27k	72.62	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$1.9M	-29%	38k	50.29	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.4	$1.9M	+29%	15k	126.89	View chart
Veeva Sys Cl A Com (VEEV)	0.4	$1.9M		8.0k	231.67	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$1.8M	+83%	71k	25.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.8M		44k	42.01	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.8M	-9%	15k	116.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.7M		6.7k	259.90	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$1.7M	-6%	16k	110.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.6M		14k	115.30	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.6M		28k	58.06	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.3	$1.6M		62k	25.28	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$1.6M	-4%	27k	57.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.5M		18k	86.48	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$1.5M	-47%	35k	43.60	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$1.4M	+15%	28k	50.74	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.3	$1.4M	-3%	34k	41.57	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.4M	+14%	55k	25.24	View chart
Unity Software (U)	0.3	$1.4M		52k	26.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.4M		11k	120.99	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.3	$1.3M	+2%	14k	95.50	View chart
Vaneck Etf Trust Rare Earth/strtg (REMX)	0.3	$1.3M	-20%	25k	51.36	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.3	$1.2M	+12%	56k	22.36	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	0.3	$1.2M	+11%	55k	22.20	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.3	$1.2M	+40%	48k	25.63	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.3	$1.2M	+2%	34k	35.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.2M		11k	110.42	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.3	$1.2M	-6%	26k	45.69	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$1.2M	+2%	33k	35.76	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$1.1M	+29%	38k	30.23	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.2	$1.1M	+270%	54k	20.50	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$1.1M	+19%	12k	91.80	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$1.1M		79k	13.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.1M		2.4k	444.01	View chart
Pimco Etf Tr Enhancd Short (EMNT)	0.2	$1.1M	-13%	11k	98.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.0M	+5%	13k	80.63	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.2	$993k	-10%	35k	28.17	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.2	$988k	-4%	21k	46.89	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$970k	-9%	19k	52.16	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$948k		47k	20.28	View chart
Vaneck Merk Gold Tr Gold Trust (OUNZ)	0.2	$928k		43k	21.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$927k	+28%	17k	54.24	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.2	$922k	+6%	26k	36.05	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$883k	+20%	14k	63.33	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$877k		5.6k	155.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$872k	-9%	5.4k	162.86	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$859k		25k	34.82	View chart
EXACT Sciences Corporation (EXAS)	0.2	$848k	+12%	12k	69.06	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$827k	-15%	16k	50.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$826k		2.5k	337.05	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$812k	+4%	14k	59.05	View chart
salesforce (CRM)	0.2	$768k		2.5k	301.13	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.2	$759k	-8%	18k	41.23	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.2	$749k		34k	21.97	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$747k	+3%	15k	51.37	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$744k	-6%	9.8k	76.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$739k	+40%	4.1k	179.11	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$731k		6.4k	114.96	View chart
Merck & Co (MRK)	0.2	$715k	+8%	5.4k	131.92	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.2	$715k		18k	38.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$712k	+25%	1.7k	420.52	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.2	$711k	NEW	29k	24.17	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.1	$700k	+10%	9.2k	76.09	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$696k	-3%	20k	34.67	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.1	$673k	+2%	6.5k	103.01	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$664k		16k	40.71	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$664k	+2%	8.3k	79.91	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$661k		47k	13.98	View chart
Global X Fds Global X Uranium (URA)	0.1	$650k	+6%	23k	28.82	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$646k	-4%	16k	40.27	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$634k	+4%	32k	19.75	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$627k	-5%	5.8k	108.31	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$623k	+30%	7.7k	80.51	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$594k	+33%	30k	19.84	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$592k	-11%	13k	46.17	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$592k		6.0k	99.24	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$588k		5.4k	109.17	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$576k	-24%	11k	51.60	View chart
Tesla Motors (TSLA)	0.1	$575k	+24%	3.3k	175.79	View chart
Eli Lilly & Co. (LLY)	0.1	$573k	+16%	736.00	777.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$571k		12k	49.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$568k		15k	39.11	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$564k	NEW	12k	45.56	View chart
Home Depot (HD)	0.1	$553k	+15%	1.4k	383.67	View chart
American Express Company (AXP)	0.1	$526k	+7%	2.3k	227.68	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$520k	-9%	17k	31.07	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$520k	-3%	4.5k	115.80	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$518k	NEW	8.2k	63.17	View chart
Procter & Gamble Company (PG)	0.1	$516k	+7%	3.2k	162.24	View chart
Ishares Msci Glb Slv&mtl (SLVP)	0.1	$515k	+5%	51k	10.14	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$499k	-20%	3.8k	131.24	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$498k	+7%	12k	42.86	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$494k	-3%	7.3k	67.36	View chart
Abbvie (ABBV)	0.1	$490k	+10%	2.7k	182.07	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$489k		4.8k	101.50	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$486k	+133%	22k	22.37	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$483k	-18%	3.9k	123.28	View chart
Netflix (NFLX)	0.1	$483k	+10%	795.00	607.36	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$482k		1.2k	397.76	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$480k	-32%	12k	39.53	View chart
International Business Machines (IBM)	0.1	$477k	+2%	2.5k	190.96	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$464k		4.6k	100.81	View chart
T Rowe Price Etf Price Grw Stock (TGRW)	0.1	$461k		13k	34.39	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$460k		4.5k	102.07	View chart
Intel Corporation (INTC)	0.1	$451k	-5%	10k	44.16	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$451k		10k	43.40	View chart
Johnson & Johnson (JNJ)	0.1	$451k	+9%	2.8k	158.17	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$450k		3.9k	114.60	View chart
Broadcom (AVGO)	0.1	$436k	-24%	329.00	1325.41	View chart
Valero Energy Corporation (VLO)	0.1	$436k	+22%	2.6k	170.70	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$431k	-5%	6.8k	63.31	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$424k	+25%	8.5k	49.85	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$421k		6.9k	61.05	View chart
Arm Holdings Sponsored Adr (ARM)	0.1	$419k	+13%	3.4k	124.98	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$418k		4.5k	93.19	View chart
Amgen (AMGN)	0.1	$410k		1.4k	284.37	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$404k		9.4k	42.82	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$399k	+15%	16k	25.78	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int	0.1	$397k	NEW	10k	38.71	View chart
Managed Portfolio Series Ecofin Gbl Water (EBLU)	0.1	$397k	-20%	8.5k	46.71	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.1	$392k	+10%	6.1k	64.27	View chart
Chevron Corporation (CVX)	0.1	$392k	+2%	2.5k	157.72	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$389k	+2%	3.5k	110.54	View chart
Listed Fd Tr Wahed Ftse Etf (HLAL)	0.1	$388k		8.0k	48.36	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$384k	-82%	16k	23.72	View chart
McDonald's Corporation (MCD)	0.1	$378k	+3%	1.3k	281.90	View chart
Walt Disney Company (DIS)	0.1	$377k		3.1k	122.35	View chart
Visa Com Cl A (V)	0.1	$377k	+9%	1.4k	279.10	View chart
Intuit (INTU)	0.1	$373k	+5%	574.00	649.79	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$372k	+88%	13k	28.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$367k		1.5k	239.76	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$366k	-19%	13k	27.94	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$360k	+4%	13k	28.80	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$358k		2.0k	175.27	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$357k	-5%	6.5k	55.40	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$353k		8.3k	42.53	View chart
UnitedHealth (UNH)	0.1	$351k	-5%	709.00	494.68	View chart
Advanced Micro Devices (AMD)	0.1	$350k	-32%	1.9k	180.52	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$348k		6.8k	51.59	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$341k		12k	27.50	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.1	$341k		11k	30.33	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.1	$339k	+4%	18k	18.64	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$338k	+34%	7.2k	47.06	View chart
Caterpillar (CAT)	0.1	$329k		897.00	366.42	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$327k	-4%	15k	22.41	View chart
Vanguard Wellington Us Quality (VFQY)	0.1	$324k		2.4k	136.93	View chart
Coca-Cola Company (KO)	0.1	$317k		5.2k	61.18	View chart
First Tr Exch Trd Alphdx Unit King Alph (FKU)	0.1	$317k		8.4k	37.76	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$310k	-11%	2.9k	107.41	View chart
Cisco Systems (CSCO)	0.1	$309k	-2%	6.2k	49.91	View chart
Ferrari Nv Ord (RACE)	0.1	$309k	-13%	708.00	435.94	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$308k	+2%	20k	15.73	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$307k	-34%	4.0k	76.38	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.1	$304k		2.0k	154.93	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$296k		8.7k	34.21	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$290k	-21%	1.4k	205.09	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$288k	-3%	6.3k	45.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$287k		4.8k	60.30	View chart
Capital One Financial (COF)	0.1	$285k		1.9k	148.89	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.1	$284k	-50%	7.0k	40.50	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$280k	+28%	6.7k	42.11	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$280k	NEW	873.00	320.59	View chart
Mastercard Incorporated Cl A (MA)	0.1	$279k	+15%	579.00	481.51	View chart
Pepsi (PEP)	0.1	$276k	+15%	1.6k	175.03	View chart
Vanguard World Energy Etf (VDE)	0.1	$272k	+5%	2.1k	131.70	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$267k		15k	17.39	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.1	$266k		15k	17.78	View chart
Wal-Mart Stores (WMT)	0.1	$264k	NEW	4.4k	60.17	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$263k	-9%	2.8k	94.62	View chart
Danaher Corporation (DHR)	0.1	$263k	+5%	1.1k	249.72	View chart
Linde SHS (LIN)	0.1	$262k	+7%	564.00	464.24	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$258k	-50%	2.5k	105.27	View chart
Bank of America Corporation (BAC)	0.1	$256k	+3%	6.7k	37.91	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$256k	-5%	3.8k	67.39	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$252k	+12%	5.0k	50.11	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$250k	-52%	13k	18.77	View chart
Sofi Technologies (SOFI)	0.1	$245k	NEW	34k	7.30	View chart
Qualcomm (QCOM)	0.1	$244k	+2%	1.4k	169.26	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$244k	+11%	3.2k	76.19	View chart
Chipotle Mexican Grill (CMG)	0.1	$241k	NEW	83.00	2906.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$241k		4.1k	58.65	View chart
Goldman Sachs (GS)	0.1	$239k	+3%	573.00	417.69	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$237k	-24%	10k	22.75	View chart
The Trade Desk Com Cl A (TTD)	0.1	$236k	NEW	2.7k	87.41	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.0	$235k	-89%	18k	13.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$232k	+6%	670.00	346.61	View chart
Enbridge (ENB)	0.0	$228k	+2%	6.3k	36.18	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$226k		2.8k	81.44	View chart
Gilead Sciences (GILD)	0.0	$225k	+2%	3.1k	73.25	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.0	$224k		9.5k	23.46	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$224k	-2%	4.5k	50.10	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$221k	-5%	2.4k	92.73	View chart
Nike CL B (NKE)	0.0	$220k	+5%	2.3k	93.98	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$219k		5.3k	41.08	View chart
Oracle Corporation (ORCL)	0.0	$216k	NEW	1.7k	125.61	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.0	$215k	NEW	5.0k	43.41	View chart
Thermo Fisher Scientific (TMO)	0.0	$213k	NEW	366.00	581.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$210k	-2%	5.4k	39.02	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.0	$210k	-31%	3.9k	53.45	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.0	$210k	-3%	3.7k	57.02	View chart
General Electric	0.0	$209k	NEW	1.2k	175.54	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$206k	-54%	4.9k	42.23	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$202k	-9%	4.0k	50.60	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$200k	NEW	1.5k	136.24	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$142k	-52%	30k	4.68	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$140k	+3%	14k	10.23	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$86k		22k	3.98	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 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
Walkner Condon Financial Advisors 2020 Q4 filed Jan. 12, 2021
Walkner Condon Financial Advisors 2020 Q3 restated filed Nov. 19, 2020
Walkner Condon Financial Advisors 2020 Q3 filed Nov. 10, 2020

View all past filings

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