Walkner Condon Financial Advisors LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$494.4M
Holdings
267
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (267 positions)
| Stock | Value |
|---|---|
JPMJPMORGAN CHASE & CO. | $846K |
SCHHSCHWAB STRATEGIC TR | $835K |
IWDISHARES TR | $834K |
JMSTJ P MORGAN EXCHANGE TRADED F | $808K |
GOOGALPHABET INC | $804K |
SLVPISHARES INC | $791K |
BCIABRDN ETFS | $787K |
SPABSPDR SER TR | $770K |
ESGUISHARES TR | $769K |
VVVANGUARD INDEX FDS | $767K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $764K |
TSLATESLA INC | $734K |
NFLXNETFLIX INC | $728K |
LLYELI LILLY & CO | $723K |
NUSCNUSHARES ETF TR | $720K |
SPYDSPDR SER TR | $711K |
ESGDISHARES TR | $686K |
PGPROCTER AND GAMBLE CO | $685K |
UDIUSCF ETF TR | $673K |
AVGOBROADCOM INC | $654K |
IVOOVANGUARD ADMIRAL FDS INC | $651K |
ETHOAMPLIFY ETF TR | $649K |
LEMBISHARES INC | $639K |
SGOVISHARES TR | $637K |
FNDFSCHWAB STRATEGIC TR | $631K |
BITBBITWISE BITCOIN ETF TR | $630K |
NULGNUSHARES ETF TR | $621K |
IBMINTERNATIONAL BUSINESS MACHS | $615K |
SUSAISHARES TR | $614K |
DFARDIMENSIONAL ETF TRUST | $606K |
VCEBVANGUARD WORLD FD | $592K |
CRMSALESFORCE INC | $590K |
NULVNUSHARES ETF TR | $587K |
HDHOME DEPOT INC | $586K |
JEPQJ P MORGAN EXCHANGE TRADED F | $583K |
QCLNFIRST TR EXCHANGE-TRADED FD | $581K |
SPTLSPDR SER TR | $577K |
USFRWISDOMTREE TR | $572K |
DFEBFIRST TR EXCHNG TRADED FD VI | $571K |
VXUSVANGUARD STAR FDS | $570K |
IBITISHARES BITCOIN TRUST ETF | $553K |
HYLSFIRST TR EXCHANGE-TRADED FD | $553K |
VVISA INC | $549K |
FEXFIRST TR LRGE CP CORE ALPHA | $541K |
ESMLISHARES TR | $541K |
SCHPSCHWAB STRATEGIC TR | $539K |
MCDMCDONALDS CORP | $536K |
SCHASCHWAB STRATEGIC TR | $527K |
JNJJOHNSON & JOHNSON | $527K |
DONSPDR DOW JONES INDL AVERAGE | $526K |
ICLNISHARES TR | $519K |
IEMGISHARES INC | $515K |
MAMASTERCARD INCORPORATED | $500K |
IXCISHARES TR | $496K |
ESIXSPDR SER TR | $495K |
WMTWALMART INC | $492K |
JIVEJ P MORGAN EXCHANGE TRADED F | $487K |
VCITVANGUARD SCOTTSDALE FDS | $482K |
SCHBSCHWAB STRATEGIC TR | $479K |
JIREJ P MORGAN EXCHANGE TRADED F | $478K |
URAGLOBAL X FDS | $475K |
VIOOVANGUARD ADMIRAL FDS INC | $474K |
IEIISHARES TR | $472K |
FIWFIRST TR EXCHANGE-TRADED FD | $471K |
QEFASPDR INDEX SHS FDS | $468K |
DSIISHARES TR | $468K |
NUBDNUSHARES ETF TR | $467K |
GRIDFIRST TR EXCHANGE TRADED FD | $467K |
EUSBISHARES TR | $466K |
UNHUNITEDHEALTH GROUP INC | $466K |
ABBVABBVIE INC | $464K |
TGRWT ROWE PRICE ETF INC | $448K |
NUDMNUSHARES ETF TR | $442K |
SOSOUTHERN CO | $426K |
EXASEXACT SCIENCES CORP | $418K |
RFDIFIRST TR EXCH TRADED FD III | $408K |
CSCOCISCO SYS INC | $396K |
HLALLISTED FD TR | $391K |
GILDGILEAD SCIENCES INC | $390K |
FTCFIRST TRUST LRGCP GWT ALPHAD | $389K |
CGXUCAPITAL GROUP INTL FOCUS EQT | $387K |
KAMOMANAGED PORTFOLIO SERIES | $371K |
KOCOCA COLA CO | $368K |
AXPAMERICAN EXPRESS CO | $365K |
PPTYETF SER SOLUTIONS | $358K |
TAT&T INC | $351K |
AGGYWISDOMTREE TR | $347K |
RWOSPDR INDEX SHS FDS | $342K |
PLTRPALANTIR TECHNOLOGIES INC | $341K |
VXFVANGUARD INDEX FDS | $341K |
EWUISHARES TR | $339K |
VTEBVANGUARD MUN BD FDS | $337K |
FMBFIRST TR EXCH TRADED FD III | $333K |
FTSLFIRST TR EXCHANGE-TRADED FD | $329K |
VFQYVANGUARD WELLINGTON FD | $316K |
RDVIFIRST TR EXCHANGE-TRADED FD | $315K |
WECWEC ENERGY GROUP INC | $315K |
DIVGLOBAL X FDS | $311K |
BACBANK AMERICA CORP | $306K |
VTVANGUARD INTL EQUITY INDEX F | $302K |