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)

StockValue
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
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