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 |
|---|---|
TMSLT ROWE PRICE ETF INC | $296K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $296K |
IPACISHARES TR | $294K |
AQLTISHARES TR | $292K |
VEUVANGUARD INTL EQUITY INDEX F | $292K |
DGRWWISDOMTREE TR | $292K |
VMBSVANGUARD SCOTTSDALE FDS | $289K |
GSGOLDMAN SACHS GROUP INC | $287K |
BACVERIZON COMMUNICATIONS INC | $284K |
DISDISNEY WALT CO | $284K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $283K |
MOALTRIA GROUP INC | $283K |
QCOMQUALCOMM INC | $278K |
MRKMERCK & CO INC | $276K |
DIALCOLUMBIA ETF TR I | $275K |
FNDXSCHWAB STRATEGIC TR | $273K |
WFCWELLS FARGO CO NEW | $271K |
JMHIJ P MORGAN EXCHANGE TRADED F | $270K |
CATCATERPILLAR INC | $269K |
VDEVANGUARD WORLD FD | $268K |
AMGNAMGEN INC | $268K |
PEPPEPSICO INC | $268K |
ORCLORACLE CORP | $263K |
RINGISHARES INC | $261K |
FSIGFIRST TR EXCHANGE-TRADED FD | $261K |
FAARFIRST TR EXCHANGE TRAD FD VI | $261K |
XOPSPDR SER TR | $258K |
TIPISHARES TR | $256K |
EPSWISDOMTREE TR | $252K |
CVXCHEVRON CORP NEW | $251K |
JPEMJ P MORGAN EXCHANGE TRADED F | $246K |
BUTIDAL TR II | $242K |
TLTISHARES TR | $242K |
EFGISHARES TR | $241K |
EEMISHARES TR | $239K |
BNDXVANGUARD CHARLOTTE FDS | $239K |
UFOPROCURE ETF TRUST II | $239K |
ISRGINTUITIVE SURGICAL INC | $238K |
XLKSELECT SECTOR SPDR TR | $236K |
COFCAPITAL ONE FINL CORP | $234K |
SPGIS&P GLOBAL INC | $234K |
BCATBLACKROCK CAP ALLOCATION TER | $233K |
SPYINEOS ETF TRUST | $233K |
VGTVANGUARD WORLD FD | $233K |
FTRIFIRST TR EXCHANGE TRADED FD | $232K |
SCHFSCHWAB STRATEGIC TR | $229K |
JQUAJ P MORGAN EXCHANGE TRADED F | $227K |
SDYSPDR SER TR | $227K |
SCHGSCHWAB STRATEGIC TR | $225K |
SHYDVANECK ETF TRUST | $225K |
SPYVSPDR SER TR | $220K |
DXYZDESTINY TECH100 INC | $219K |
MIGAMICROSTRATEGY INC | $219K |
PBTPINVESCO EXCH TRADED FD TR II | $213K |
SCHMSCHWAB STRATEGIC TR | $213K |
NUEMNUSHARES ETF TR | $210K |
FTECFIDELITY COVINGTON TRUST | $208K |
INDAISHARES TR | $208K |
BITBLACKROCK MULTI SECTOR INC T | $206K |
MTGPWISDOMTREE TR | $203K |
FNDESCHWAB STRATEGIC TR | $201K |
XMESPDR SER TR | $200K |
XFLTXAI OCTAGN FLT RAT & ALT INM | $196K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $184K |
MFGMIZUHO FINANCIAL GROUP INC | $114K |
CCIFCARLYLE CREDIT INCOME FUND | $71K |
OXLCLOXFORD LANE CAP CORP | $48K |
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