|
Entity | Shares/Amount Change | Position Value Change |
JNK |
+25,944 | +$2,470 | EMHC |
+29,407 | +$711 | JPIE |
+12,370 | +$564 | GBTC |
+8,193 | +$518 | BITB |
+10,254 | +$397 | CRWD |
+873 | +$280 | WMT |
+4,387 | +$264 | SOFI |
+33,544 | +$245 | CMG |
+83 | +$241 | TTD |
+2,701 | +$236 |
Entity | Shares/Amount Change | Position Value Change |
DEED |
-68,770 | -$1,459 | T |
-34,923 | -$586 | IDEV |
-7,749 | -$493 | ULTR |
-9,985 | -$478 | SHY |
-5,360 | -$440 | SPEU |
-10,823 | -$436 | EWX |
-4,648 | -$262 | MINT |
-2,613 | -$261 | TDIV |
-4,043 | -$259 | FDT |
-4,337 | -$228 |
Entity | Shares/Amount Change | Position Value Change |
SPLG |
+155,924 | +$11,170 | FTCS |
+51,475 | +$5,053 | EBND |
+39,709 | +$803 | IJH |
+34,329 | +$299 | SPDW |
+33,640 | +$1,900 | GLDM |
+33,394 | +$1,658 | PYLD |
+32,295 | +$835 | SPEM |
+31,658 | +$1,359 | JPST |
+24,604 | +$1,261 | GUNR |
+19,744 | +$820 |
Entity | Shares/Amount Change | Position Value Change |
BUFD |
-158,559 | -$3,347 | FTRI |
-144,747 | -$1,880 | UCON |
-92,747 | -$2,326 | FTGC |
-73,930 | -$1,638 | RDVY |
-43,282 | -$1,759 | LMBS |
-35,022 | -$1,705 | LWLG |
-34,100 | -$179 | FIXD |
-31,374 | -$1,435 | LGOV |
-25,568 | -$859 |
Size ($ in 1000's)
At 03/31/2024: $471,408 At 12/31/2023: $439,138
Walkner Condon Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Walkner Condon Financial Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Walkner Condon Financial Advisors LLC to be as follows, presented in the
table below with each row detailing each Walkner Condon Financial Advisors LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Walkner Condon Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Walkner Condon Financial Advisors LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SPDR SER TR (SPLG) |
435,734 |
+155,924 |
$26,811 | SPLG | 435,734 | +155,924 | $26,811 | ISHARES TR (IVV) |
31,411 |
+1,158 |
$16,514 | IVV | 31,411 | +1,158 | $16,514 | SPDR INDEX SHS FDS (SPDW) |
412,601 |
+33,640 |
$14,788 | SPDW | 412,601 | +33,640 | $14,788 | FIRST TR EXCHANGE TRADED FD (FTCS) |
166,258 |
+51,475 |
$14,240 | FTCS | 166,258 | +51,475 | $14,240 | VANGUARD INDEX FDS (VOO) |
27,532 |
+999 |
$13,234 | VOO | 27,532 | +999 | $13,234 | VANGUARD INTL EQUITY INDEX F (VGK) |
170,357 |
+6,743 |
$11,469 | VGK | 170,357 | +6,743 | $11,469 | J P MORGAN EXCHANGE TRADED F (JCPB) |
237,614 |
+14,220 |
$11,084 | JCPB | 237,614 | +14,220 | $11,084 | SPDR INDEX SHS FDS (SPEM) |
305,247 |
+31,658 |
$11,047 | SPEM | 305,247 | +31,658 | $11,047 | APPLE INC |
58,301 |
-249 |
$9,997 | AAPL | 58,301 | -249 | $9,997 | FIRST TR EXCHANGE TRADED FD (LMBS) |
174,907 |
-35,022 |
$8,439 | LMBS | 174,907 | -35,022 | $8,439 | FIRST TR EXCHANGE TRADED FD (LGOV) |
390,364 |
-25,568 |
$8,346 | LGOV | 390,364 | -25,568 | $8,346 | MICROSOFT CORP |
17,916 |
+990 |
$7,538 | MSFT | 17,916 | +990 | $7,538 | SPDR SER TR (SPSM) |
168,072 |
+19,701 |
$7,229 | SPSM | 168,072 | +19,701 | $7,229 | J P MORGAN EXCHANGE TRADED F (JEPI) |
118,567 |
-12,256 |
$6,860 | JEPI | 118,567 | -12,256 | $6,860 | FIRST TR EXCHNG TRADED FD VI (BUFD) |
283,035 |
-158,559 |
$6,677 | BUFD | 283,035 | -158,559 | $6,677 | SCHWAB STRATEGIC TR |
104,950 |
+7,227 |
$6,507 | SCHX | 104,950 | +7,227 | $6,507 | VANGUARD INTL EQUITY INDEX F (VPL) |
83,438 |
-442 |
$6,342 | VPL | 83,438 | -442 | $6,342 | SPDR S&P 500 ETF TR (SPY) |
11,978 |
-4,626 |
$6,263 | SPY | 11,978 | -4,626 | $6,263 | FIRST TR EXCHANGE TRADED FD (RDVY) |
105,973 |
-43,282 |
$5,953 | RDVY | 105,973 | -43,282 | $5,953 | J P MORGAN EXCHANGE TRADED F (JPST) |
114,491 |
+24,604 |
$5,776 | JPST | 114,491 | +24,604 | $5,776 | SPDR SER TR (SPMD) |
108,183 |
+4,815 |
$5,768 | SPMD | 108,183 | +4,815 | $5,768 | VANGUARD INDEX FDS (VO) |
22,725 |
-264 |
$5,678 | VO | 22,725 | -264 | $5,678 | VANGUARD INDEX FDS (VB) |
24,449 |
+622 |
$5,588 | VB | 24,449 | +622 | $5,588 | FIRST TR EXCHNG TRADED FD VI (UCON) |
221,668 |
-92,747 |
$5,453 | UCON | 221,668 | -92,747 | $5,453 | FLEXSHARES TR (GUNR) |
126,350 |
+19,744 |
$5,186 | GUNR | 126,350 | +19,744 | $5,186 | VANGUARD TAX MANAGED FDS (VEA) |
101,535 |
+2,365 |
$5,093 | VEA | 101,535 | +2,365 | $5,093 | ISHARES TR (USXF) |
104,300 |
-1,596 |
$4,709 | USXF | 104,300 | -1,596 | $4,709 | VANGUARD INTL EQUITY INDEX F (VWO) |
111,296 |
+5,822 |
$4,648 | VWO | 111,296 | +5,822 | $4,648 | VANGUARD SCOTTSDALE FDS (VGIT) |
76,881 |
-9,186 |
$4,501 | VGIT | 76,881 | -9,186 | $4,501 | SPDR SER TR (BWZ) |
169,514 |
+5,151 |
$4,468 | BWZ | 169,514 | +5,151 | $4,468 | NVIDIA CORPORATION |
4,895 |
-34 |
$4,422 | NVDA | 4,895 | -34 | $4,422 | SCHWAB STRATEGIC TR |
85,600 |
+13,306 |
$4,199 | SCHR | 85,600 | +13,306 | $4,199 | WORLD GOLD TR |
92,994 |
+33,394 |
$4,096 | GLDM | 92,994 | +33,394 | $4,096 | VANGUARD WHITEHALL FDS (VYMI) |
59,248 |
-4 |
$4,076 | VYMI | 59,248 | -4 | $4,076 | US BANCORP DEL |
88,097 |
+86 |
$3,938 | USB | 88,097 | +86 | $3,938 | META PLATFORMS INC |
7,477 |
+218 |
$3,631 | META | 7,477 | +218 | $3,631 | VANGUARD INTL EQUITY INDEX F (VSS) |
30,526 |
-305 |
$3,567 | VSS | 30,526 | -305 | $3,567 | VANGUARD WHITEHALL FDS (VIGI) |
43,425 |
+7,465 |
$3,540 | VIGI | 43,425 | +7,465 | $3,540 | SPDR INDEX SHS FDS (CWI) |
124,000 |
UNCH |
$3,522 | CWI | 124,000 | UNCH | $3,522 | FIRST TR EXCHANGE TRAD FD VI (FAAR) |
114,417 |
+17,942 |
$3,294 | FAAR | 114,417 | +17,942 | $3,294 | ISHARES TR (DMXF) |
46,343 |
-107 |
$3,158 | DMXF | 46,343 | -107 | $3,158 | VANGUARD SCOTTSDALE FDS (VCSH) |
40,519 |
+1,939 |
$3,130 | VCSH | 40,519 | +1,939 | $3,130 | ALPHABET INC |
20,119 |
+2,867 |
$3,037 | GOOGL | 20,119 | +2,867 | $3,037 | SPDR INDEX SHS FDS (GWX) |
93,396 |
+13,511 |
$3,034 | GWX | 93,396 | +13,511 | $3,034 | ISHARES TR (IWM) |
13,862 |
UNCH |
$2,915 | IWM | 13,862 | UNCH | $2,915 | ALPHABET INC |
18,081 |
-808 |
$2,753 | GOOG | 18,081 | -808 | $2,753 | ISHARES TR (SUB) |
25,772 |
-1,177 |
$2,699 | SUB | 25,772 | -1,177 | $2,699 | VANGUARD INDEX FDS (VBR) |
13,808 |
-363 |
$2,649 | VBR | 13,808 | -363 | $2,649 | ISHARES TR (IJH) |
42,577 |
+34,329 |
$2,585 | IJH | 42,577 | +34,329 | $2,585 | COSTCO WHSL CORP NEW |
3,411 |
-96 |
$2,499 | COST | 3,411 | -96 | $2,499 | MGE ENERGY INC |
31,613 |
+140 |
$2,489 | MGEE | 31,613 | +140 | $2,489 | SPDR SER TR (JNK) |
25,944 |
+25,944 |
$2,470 | JNK | 25,944 | +25,944 | $2,470 | AMAZON COM INC |
13,580 |
+3,401 |
$2,449 | AMZN | 13,580 | +3,401 | $2,449 | VANGUARD SPECIALIZED FUNDS (VIG) |
12,671 |
+1,214 |
$2,314 | VIG | 12,671 | +1,214 | $2,314 | VANGUARD INTL EQUITY INDEX F (VNQI) |
54,877 |
+332 |
$2,312 | VNQI | 54,877 | +332 | $2,312 | VANGUARD INDEX FDS (VUG) |
6,575 |
+920 |
$2,263 | VUG | 6,575 | +920 | $2,263 | SCHWAB STRATEGIC TR |
43,496 |
-4,901 |
$2,096 | SCHO | 43,496 | -4,901 | $2,096 | SPDR GOLD TR (GLD) |
10,010 |
+119 |
$2,059 | GLD | 10,010 | +119 | $2,059 | JPMORGAN CHASE & CO |
10,254 |
+214 |
$2,054 | JPM | 10,254 | +214 | $2,054 | VANGUARD BD INDEX FDS (BND) |
27,373 |
+781 |
$1,988 | BND | 27,373 | +781 | $1,988 | WISDOMTREE TR |
38,431 |
-15,767 |
$1,933 | USFR | 38,431 | -15,767 | $1,933 | VANGUARD WELLINGTON FD (VFMF) |
14,742 |
+3,382 |
$1,871 | VFMF | 14,742 | +3,382 | $1,871 | VEEVA SYS INC |
8,048 |
+8 |
$1,865 | VEEV | 8,048 | +8 | $1,865 | PIMCO ETF TR (PYLD) |
71,170 |
+32,295 |
$1,833 | PYLD | 71,170 | +32,295 | $1,833 | ISHARES GOLD TR (IAU) |
43,483 |
-21 |
$1,827 | IAU | 43,483 | -21 | $1,827 | EXXON MOBIL CORP |
15,139 |
-1,667 |
$1,760 | XOM | 15,139 | -1,667 | $1,760 | VANGUARD INDEX FDS (VTI) |
6,725 |
-85 |
$1,748 | VTI | 6,725 | -85 | $1,748 | ISHARES TR (HDV) |
15,627 |
-1,050 |
$1,722 | HDV | 15,627 | -1,050 | $1,722 | ISHARES TR (ITOT) |
14,288 |
-110 |
$1,647 | ITOT | 14,288 | -110 | $1,647 | ISHARES TR (DGRO) |
28,266 |
-547 |
$1,641 | DGRO | 28,266 | -547 | $1,641 | SPDR SER TR (SPAB) |
61,787 |
-673 |
$1,562 | SPAB | 61,787 | -673 | $1,562 | ISHARES TR (IEUR) |
26,918 |
-1,366 |
$1,557 | IEUR | 26,918 | -1,366 | $1,557 | VANGUARD INDEX FDS (VNQ) |
17,664 |
-198 |
$1,528 | VNQ | 17,664 | -198 | $1,528 | FIRST TR EXCHNG TRADED FD VI (FIXD) |
34,667 |
-31,374 |
$1,511 | FIXD | 34,667 | -31,374 | $1,511 | J P MORGAN EXCHANGE TRADED F (JMUB) |
28,390 |
+3,786 |
$1,441 | JMUB | 28,390 | +3,786 | $1,441 | NUSHARES ETF TR (NUSC) |
33,637 |
-1,051 |
$1,398 | NUSC | 33,637 | -1,051 | $1,398 | SCHWAB STRATEGIC TR |
55,161 |
+7,060 |
$1,392 | SCHE | 55,161 | +7,060 | $1,392 | UNITY SOFTWARE INC |
52,034 |
+93 |
$1,389 | U | 52,034 | +93 | $1,389 | VANGUARD WHITEHALL FDS (VYM) |
11,234 |
+90 |
$1,359 | VYM | 11,234 | +90 | $1,359 | ABRDN PRECIOUS METALS BASKET |
14,061 |
+395 |
$1,343 | GLTR | 14,061 | +395 | $1,343 | VANECK ETF TRUST (REMX) |
24,912 |
-6,516 |
$1,279 | REMX | 24,912 | -6,516 | $1,279 | INVESCO EXCH TRADED FD TR II (PICB) |
55,679 |
+5,985 |
$1,245 | PICB | 55,679 | +5,985 | $1,245 | SPDR SER TR (BWX) |
55,371 |
+5,900 |
$1,229 | BWX | 55,371 | +5,900 | $1,229 | SSGA ACTIVE TR |
47,700 |
+13,689 |
$1,223 | FISR | 47,700 | +13,689 | $1,223 | ISHARES TR (EMXF) |
33,686 |
+796 |
$1,199 | EMXF | 33,686 | +796 | $1,199 | ISHARES TR (HYXF) |
26,047 |
-1,905 |
$1,190 | HYXF | 26,047 | -1,905 | $1,190 | ISHARES TR (IJR) |
10,779 |
+189 |
$1,190 | IJR | 10,779 | +189 | $1,190 | SCHWAB STRATEGIC TR |
32,491 |
+885 |
$1,162 | SCHC | 32,491 | +885 | $1,162 | T ROWE PRICE ETF INC (TCAF) |
38,015 |
+8,675 |
$1,149 | TCAF | 38,015 | +8,675 | $1,149 | SPDR SER TR (EBND) |
54,411 |
+39,709 |
$1,115 | EBND | 54,411 | +39,709 | $1,115 | SPDR SER TR (BIL) |
12,100 |
+2,002 |
$1,111 | BIL | 12,100 | +2,002 | $1,111 | INVESCO ACTVELY MNGD ETC FD |
78,752 |
-168 |
$1,092 | PDBC | 78,752 | -168 | $1,092 | INVESCO QQQ TR |
2,442 |
+12 |
$1,084 | QQQ | 2,442 | +12 | $1,084 | PIMCO ETF TR (EMNT) |
10,710 |
-1,615 |
$1,056 | EMNT | 10,710 | -1,615 | $1,056 | SCHWAB STRATEGIC TR |
12,947 |
+638 |
$1,044 | SCHD | 12,947 | +638 | $1,044 | FIRST TR EXCH TRADED FD III (FEMB) |
35,245 |
-4,175 |
$993 | FEMB | 35,245 | -4,175 | $993 | ISHARES TR (BGRN) |
21,076 |
-1,003 |
$988 | BGRN | 21,076 | -1,003 | $988 | SCHWAB STRATEGIC TR |
18,603 |
-2,039 |
$970 | SCHP | 18,603 | -2,039 | $970 | SCHWAB STRATEGIC TR |
46,770 |
-191 |
$948 | SCHH | 46,770 | -191 | $948 | VANECK MERK GOLD TR |
43,286 |
+10 |
$928 | OUNZ | 43,286 | +10 | $928 | J P MORGAN EXCHANGE TRADED F (JEPQ) |
17,095 |
+3,775 |
$927 | JEPQ | 17,095 | +3,775 | $927 | ISHARES INC (LEMB) |
25,580 |
+1,661 |
$922 | LEMB | 25,580 | +1,661 | $922 | ISHARES TR (SCZ) |
13,936 |
+2,406 |
$883 | SCZ | 13,936 | +2,406 | $883 | FIDELITY COVINGTON TRUST |
5,627 |
UNCH |
$877 | FTEC | 5,627 | UNCH | $877 | VANGUARD INDEX FDS (VTV) |
5,356 |
-584 |
$872 | VTV | 5,356 | -584 | $872 | FIRST TR EXCHANGE TRADED FD (SDVY) |
24,668 |
+375 |
$859 | SDVY | 24,668 | +375 | $859 | EXACT SCIENCES CORP |
12,281 |
+1,386 |
$848 | EXAS | 12,281 | +1,386 | $848 | J P MORGAN EXCHANGE TRADED F (JMST) |
16,295 |
-2,897 |
$827 | JMST | 16,295 | -2,897 | $827 | ISHARES TR (IWF) |
2,452 |
UNCH |
$826 | IWF | 2,452 | UNCH | $826 | VANGUARD SCOTTSDALE FDS (VGLT) |
13,748 |
+590 |
$812 | VGLT | 13,748 | +590 | $812 | SALESFORCE INC |
2,549 |
+48 |
$768 | CRM | 2,549 | +48 | $768 | FIRST TR EXCHANGE TRADED FD (HYLS) |
18,410 |
-1,626 |
$759 | HYLS | 18,410 | -1,626 | $759 | NUSHARES ETF TR (NUBD) |
34,102 |
+53 |
$749 | NUBD | 34,102 | +53 | $749 | FIRST TR EXCH TRADED FD III (FMB) |
14,533 |
+427 |
$746 | FMB | 14,533 | +427 | $746 | NUSHARES ETF TR (NULG) |
9,757 |
-626 |
$744 | NULG | 9,757 | -626 | $744 | ISHARES TR (IWD) |
4,124 |
+1,194 |
$739 | IWD | 4,124 | +1,194 | $739 | ISHARES TR (ESGU) |
6,360 |
-29 |
$731 | ESGU | 6,360 | -29 | $731 | MERCK & CO INC |
5,422 |
+411 |
$715 | MRK | 5,422 | +411 | $715 | NUSHARES ETF TR (NULV) |
18,404 |
-117 |
$715 | NULV | 18,404 | -117 | $715 | BERKSHIRE HATHAWAY INC DEL |
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$712 | BRK.B | 1,694 | +346 | $712 | SPDR SER TR (EMHC) |
29,407 |
+29,407 |
$711 | EMHC | 29,407 | +29,407 | $711 | SPDR INDEX SHS FDS (QEFA) |
9,200 |
+860 |
$700 | QEFA | 9,200 | +860 | $700 | FIRST TR EXCHANGE TRADED FD (QCLN) |
20,078 |
-801 |
$696 | QCLN | 20,078 | -801 | $696 | VANGUARD ADMIRAL FDS INC (IVOO) |
6,530 |
+185 |
$673 | IVOO | 6,530 | +185 | $673 | ISHARES TR (ESGD) |
8,309 |
+232 |
$664 | ESGD | 8,309 | +232 | $664 | SPDR SER TR (SPYD) |
16,318 |
UNCH |
$664 | SPYD | 16,318 | UNCH | $664 | ISHARES TR (ICLN) |
47,292 |
-390 |
$661 | ICLN | 47,292 | -390 | $661 | GLOBAL X FDS |
22,559 |
+1,455 |
$650 | URA | 22,559 | +1,455 | $650 | ISHARES TR (ESML) |
16,037 |
-755 |
$646 | ESML | 16,037 | -755 | $646 | ABRDN ETFS (BCI) |
32,114 |
+1,257 |
$634 | BCI | 32,114 | +1,257 | $634 | ISHARES TR (VLUE) |
5,793 |
-358 |
$627 | VLUE | 5,793 | -358 | $627 | VANGUARD SCOTTSDALE FDS (VCIT) |
7,734 |
+1,812 |
$623 | VCIT | 7,734 | +1,812 | $623 | FIRST TR EXCH TRADED FD III (FSMB) |
29,948 |
+7,566 |
$594 | FSMB | 29,948 | +7,566 | $594 | FIRST TR LRGE CP CORE ALPHA (FEX) |
5,963 |
UNCH |
$592 | FEX | 5,963 | UNCH | $592 | FIRST TR EXCHANGE TRADED FD (FTSL) |
12,831 |
-1,685 |
$592 | FTSL | 12,831 | -1,685 | $592 | ISHARES TR (SUSA) |
5,389 |
-32 |
$588 | SUSA | 5,389 | -32 | $588 | ISHARES INC (IEMG) |
11,158 |
-3,543 |
$576 | IEMG | 11,158 | -3,543 | $576 | TESLA INC |
3,269 |
+651 |
$575 | TSLA | 3,269 | +651 | $575 | ELI LILLY & CO |
736 |
+104 |
$573 | LLY | 736 | +104 | $573 | SCHWAB STRATEGIC TR |
11,592 |
+70 |
$571 | SCHA | 11,592 | +70 | $571 | FIRST TR EXCHNG TRADED FD VI (DFEB) |
14,518 |
UNCH |
$568 | DFEB | 14,518 | UNCH | $568 | J P MORGAN EXCHANGE TRADED F (JPIE) |
12,370 |
+12,370 |
$564 | JPIE | 12,370 | +12,370 | $564 | HOME DEPOT INC |
1,441 |
+194 |
$553 | HD | 1,441 | +194 | $553 | AMERICAN EXPRESS CO |
2,312 |
+163 |
$526 | AXP | 2,312 | +163 | $526 | ISHARES TR (IEI) |
4,487 |
-170 |
$520 | IEI | 4,487 | -170 | $520 | NUSHARES ETF TR (NUDM) |
16,736 |
-1,781 |
$520 | NUDM | 16,736 | -1,781 | $520 | GRAYSCALE BITCOIN TR BTC |
8,193 |
+8,193 |
$518 | GBTC | 8,193 | +8,193 | $518 | PROCTER AND GAMBLE CO |
3,180 |
+219 |
$516 | PG | 3,180 | +219 | $516 | ISHARES INC (SLVP) |
50,831 |
+2,653 |
$515 | SLVP | 50,831 | +2,653 | $515 | SPDR SER TR (SDY) |
3,802 |
-1,000 |
$499 | SDY | 3,802 | -1,000 | $499 | ISHARES TR (IXC) |
11,615 |
+833 |
$498 | IXC | 11,615 | +833 | $498 | ISHARES TR (IGRO) |
7,340 |
-263 |
$494 | IGRO | 7,340 | -263 | $494 | ABBVIE INC |
2,693 |
+257 |
$490 | ABBV | 2,693 | +257 | $490 | VANGUARD ADMIRAL FDS INC (VIOO) |
4,821 |
UNCH |
$489 | VIOO | 4,821 | UNCH | $489 | DIMENSIONAL ETF TRUST (DFAR) |
21,740 |
+12,443 |
$486 | DFAR | 21,740 | +12,443 | $486 | FIRST TRUST LRGCP GWT ALPHAD (FTC) |
3,920 |
-873 |
$483 | FTC | 3,920 | -873 | $483 | NETFLIX INC |
795 |
+76 |
$483 | NFLX | 795 | +76 | $483 | SPDR DOW JONES INDL AVERAGE (DIA) |
1,211 |
UNCH |
$482 | DIA | 1,211 | UNCH | $482 | SELECT SECTOR SPDR TR (XLRE) |
12,137 |
-5,939 |
$480 | XLRE | 12,137 | -5,939 | $480 | INTERNATIONAL BUSINESS MACHS |
2,500 |
+72 |
$477 | IBM | 2,500 | +72 | $477 | ISHARES TR (DSI) |
4,599 |
UNCH |
$464 | DSI | 4,599 | UNCH | $464 | T ROWE PRICE ETF INC (TGRW) |
13,395 |
UNCH |
$461 | TGRW | 13,395 | UNCH | $461 | FIRST TR EXCHANGE TRADED FD (FIW) |
4,507 |
-25 |
$460 | FIW | 4,507 | -25 | $460 | WISDOMTREE TR |
10,385 |
+40 |
$451 | AGGY | 10,385 | +40 | $451 | INTEL CORP |
10,210 |
-578 |
$451 | INTC | 10,210 | -578 | $451 | JOHNSON & JOHNSON |
2,849 |
+248 |
$451 | JNJ | 2,849 | +248 | $451 | FIRST TR EXCHANGE TRADED FD (GRID) |
3,923 |
-34 |
$450 | GRID | 3,923 | -34 | $450 | BROADCOM INC |
329 |
-105 |
$436 | AVGO | 329 | -105 | $436 | VALERO ENERGY CORP |
2,551 |
+475 |
$435 | VLO | 2,551 | +475 | $435 | ISHARES TR (IPAC) |
6,810 |
-360 |
$431 | IPAC | 6,810 | -360 | $431 | J P MORGAN EXCHANGE TRADED F (JMHI) |
8,500 |
+1,701 |
$424 | JMHI | 8,500 | +1,701 | $424 | SCHWAB STRATEGIC TR |
6,898 |
UNCH |
$421 | SCHB | 6,898 | UNCH | $421 | ARM HOLDINGS PLC |
3,352 |
+386 |
$419 | ARM | 3,352 | +386 | $419 | VANGUARD WORLD FD (ESGV) |
4,490 |
UNCH |
$418 | ESGV | 4,490 | UNCH | $418 | AMGEN INC |
1,441 |
-12 |
$410 | AMGN | 1,441 | -12 | $410 | ISHARES TR (EUSB) |
9,427 |
UNCH |
$404 | EUSB | 9,427 | UNCH | $404 | CAPITAL GROUP INTL FOCUS EQT |
15,475 |
+2,050 |
$399 | CGXU | 15,475 | +2,050 | $399 | BITWISE BITCOIN ETF TR (BITB) |
10,254 |
+10,254 |
$397 | BITB | 10,254 | +10,254 | $397 | MANAGED PORTFOLIO SERIES |
8,493 |
-2,206 |
$397 | EBLU | 8,493 | -2,206 | $397 | FIRST TR EXCH TRADED FD III (RFDI) |
6,104 |
+561 |
$392 | RFDI | 6,104 | +561 | $392 | CHEVRON CORP NEW |
2,482 |
+52 |
$391 | CVX | 2,482 | +52 | $391 | ISHARES TR (SHV) |
3,519 |
+71 |
$389 | SHV | 3,519 | +71 | $389 | LISTED FD TR |
8,017 |
UNCH |
$388 | HLAL | 8,017 | UNCH | $388 | FIRST TR EXCHANGE TRAD FD VI (FTGC) |
16,198 |
-73,930 |
$384 | FTGC | 16,198 | -73,930 | $384 | MCDONALDS CORP |
1,341 |
+46 |
$378 | MCD | 1,341 | +46 | $378 | DISNEY WALT CO |
3,085 |
+51 |
$377 | DIS | 3,085 | +51 | $377 | VISA INC |
1,350 |
+121 |
$377 | V | 1,350 | +121 | $377 | INTUIT |
574 |
+30 |
$373 | INTU | 574 | +30 | $373 | SPDR SER TR (SPTI) |
13,182 |
+6,174 |
$371 | SPTI | 13,182 | +6,174 | $371 | VANGUARD INDEX FDS (VV) |
1,529 |
UNCH |
$367 | VV | 1,529 | UNCH | $367 | SPDR SER TR (SPTL) |
13,115 |
-3,274 |
$366 | SPTL | 13,115 | -3,274 | $366 | CAPITAL GROUP GBL GROWTH EQT |
12,500 |
+495 |
$360 | CGGO | 12,500 | +495 | $360 | VANGUARD INDEX FDS (VXF) |
2,043 |
UNCH |
$358 | VXF | 2,043 | UNCH | $358 | WISDOMTREE TR |
6,452 |
-365 |
$357 | EPS | 6,452 | -365 | $357 | ISHARES TR (SHYG) |
8,294 |
-130 |
$353 | SHYG | 8,294 | -130 | $353 | UNITEDHEALTH GROUP INC |
709 |
-38 |
$351 | UNH | 709 | -38 | $351 | ADVANCED MICRO DEVICES INC |
1,938 |
-922 |
$350 | AMD | 1,938 | -922 | $350 | ISHARES TR (INDA) |
6,754 |
UNCH |
$348 | INDA | 6,754 | UNCH | $348 | NUSHARES ETF TR (NUEM) |
12,397 |
-129 |
$341 | NUEM | 12,397 | -129 | $341 | ETF SER SOLUTIONS (PPTY) |
11,240 |
UNCH |
$341 | PPTY | 11,240 | UNCH | $341 | SPDR SER TR (TIPX) |
18,198 |
+812 |
$339 | TIPX | 18,198 | +812 | $339 | ISHARES TR (EAGG) |
7,171 |
+1,838 |
$337 | EAGG | 7,171 | +1,838 | $337 | CATERPILLAR INC |
897 |
-5 |
$329 | CAT | 897 | -5 | $329 | VANECK ETF TRUST (SHYD) |
14,599 |
-681 |
$327 | SHYD | 14,599 | -681 | $327 | VANGUARD WELLINGTON FD (VFQY) |
2,365 |
UNCH |
$324 | VFQY | 2,365 | UNCH | $324 | FIRST TR EXCH TRD ALPHDX FD (FKU) |
8,398 |
UNCH |
$317 | FKU | 8,398 | UNCH | $317 | COCA COLA CO |
5,188 |
+96 |
$317 | KO | 5,188 | +96 | $317 | ISHARES TR (TIP) |
2,882 |
-370 |
$310 | TIP | 2,882 | -370 | $310 | CISCO SYS INC |
6,195 |
-178 |
$309 | CSCO | 6,195 | -178 | $309 | FERRARI N V |
708 |
-112 |
$309 | RACE | 708 | -112 | $309 | ENERGY TRANSFER L P |
19,570 |
+407 |
$308 | ET | 19,570 | +407 | $308 | FIRST TR LRG CP VL ALPHADEX (FTA) |
4,020 |
-2,084 |
$307 | FTA | 4,020 | -2,084 | $307 | SPDR SER TR (XOP) |
1,960 |
UNCH |
$304 | XOP | 1,960 | UNCH | $304 | ISHARES TR (EWU) |
8,652 |
UNCH |
$296 | EWU | 8,652 | UNCH | $296 | FIRST TR EXCHANGE TRADED FD (FDN) |
1,412 |
-387 |
$290 | FDN | 1,412 | -387 | $290 | VANGUARD SCOTTSDALE FDS (VMBS) |
6,314 |
-215 |
$288 | VMBS | 6,314 | -215 | $288 | VANGUARD STAR FDS (VXUS) |
4,753 |
+3 |
$287 | VXUS | 4,753 | +3 | $287 | CAPITAL ONE FINL CORP |
1,915 |
+28 |
$285 | COF | 1,915 | +28 | $285 | SSGA ACTIVE ETF TR (ULST) |
7,006 |
-7,164 |
$284 | ULST | 7,006 | -7,164 | $284 | CROWDSTRIKE HLDGS INC |
873 |
+873 |
$280 | CRWD | 873 | +873 | $280 | SSGA ACTIVE ETF TR (SRLN) |
6,656 |
+1,468 |
$280 | SRLN | 6,656 | +1,468 | $280 | MASTERCARD INCORPORATED |
579 |
+79 |
$279 | MA | 579 | +79 | $279 | PEPSICO INC |
1,576 |
+207 |
$276 | PEP | 1,576 | +207 | $276 | VANGUARD WORLD FD (VDE) |
2,067 |
+112 |
$272 | VDE | 2,067 | +112 | $272 | GLOBAL X FDS |
15,332 |
+261 |
$267 | DIV | 15,332 | +261 | $267 | COLUMBIA ETF TR I (DIAL) |
14,980 |
-100 |
$266 | DIAL | 14,980 | -100 | $266 | WALMART INC |
4,387 |
+4,387 |
$264 | WMT | 4,387 | +4,387 | $264 | ISHARES TR (TLT) |
2,784 |
-279 |
$263 | TLT | 2,784 | -279 | $263 | DANAHER CORPORATION |
1,051 |
+54 |
$262 | DHR | 1,051 | +54 | $262 | LINDE PLC |
564 |
+38 |
$262 | LIN | 564 | +38 | $262 | ISHARES INC (ACWV) |
2,451 |
-2,515 |
$258 | ACWV | 2,451 | -2,515 | $258 | BANK AMERICA CORP |
6,739 |
+225 |
$256 | BAC | 6,739 | +225 | $256 | SCHWAB STRATEGIC TR |
3,791 |
-207 |
$255 | FNDX | 3,791 | -207 | $255 | RBB FD INC |
5,028 |
+558 |
$252 | XBIL | 5,028 | +558 | $252 | FIRST TR EXCHANGE TRADED FD (FSIG) |
13,319 |
-14,467 |
$250 | FSIG | 13,319 | -14,467 | $250 | SOFI TECHNOLOGIES INC |
33,544 |
+33,544 |
$245 | SOFI | 33,544 | +33,544 | $245 | WISDOMTREE TR |
3,198 |
+328 |
$244 | DGRW | 3,198 | +328 | $244 | QUALCOMM INC |
1,444 |
+39 |
$244 | QCOM | 1,444 | +39 | $244 | CHIPOTLE MEXICAN GRILL INC |
83 |
+83 |
$241 | CMG | 83 | +83 | $241 | VANGUARD INTL EQUITY INDEX F (VEU) |
4,106 |
-18 |
$241 | VEU | 4,106 | -18 | $241 | GOLDMAN SACHS GROUP INC |
573 |
+21 |
$239 | GS | 573 | +21 | $239 | ISHARES SILVER TR (SLV) |
10,414 |
-3,300 |
$237 | SLV | 10,414 | -3,300 | $237 | THE TRADE DESK INC |
2,701 |
+2,701 |
$236 | TTD | 2,701 | +2,701 | $236 | FIRST TR EXCHANGE TRADED FD (FTRI) |
17,671 |
-144,747 |
$235 | FTRI | 17,671 | -144,747 | $235 | ACCENTURE PLC IRELAND |
670 |
+38 |
$232 | ACN | 670 | +38 | $232 | ENBRIDGE INC |
6,308 |
+141 |
$228 | ENB | 6,308 | +141 | $228 | SCHWAB STRATEGIC TR |
2,774 |
UNCH |
$226 | SCHM | 2,774 | UNCH | $226 | GILEAD SCIENCES INC |
3,072 |
+61 |
$225 | GILD | 3,072 | +61 | $225 | SPDR SER TR (SPHY) |
9,545 |
+175 |
$224 | SPHY | 9,545 | +175 | $224 | SPDR SER TR (SPYV) |
4,468 |
-127 |
$224 | SPYV | 4,468 | -127 | $224 | SCHWAB STRATEGIC TR |
2,384 |
-142 |
$221 | SCHG | 2,384 | -142 | $221 | NIKE INC |
2,336 |
+116 |
$220 | NKE | 2,336 | +116 | $220 | ISHARES TR (EEM) |
5,335 |
UNCH |
$219 | EEM | 5,335 | UNCH | $219 | ORACLE CORP |
1,718 |
+1,718 |
$216 | ORCL | 1,718 | +1,718 | $216 | WISDOMTREE TR |
4,953 |
+4,953 |
$215 | MTGP | 4,953 | +4,953 | $215 | THERMO FISHER SCIENTIFIC INC |
366 |
+366 |
$213 | TMO | 366 | +366 | $213 | SCHWAB STRATEGIC TR |
3,680 |
-146 |
$210 | FNDA | 3,680 | -146 | $210 | J P MORGAN EXCHANGE TRADED F (JPEM) |
3,928 |
-1,843 |
$210 | JPEM | 3,928 | -1,843 | $210 | SCHWAB STRATEGIC TR |
5,392 |
-123 |
$210 | SCHF | 5,392 | -123 | $210 | GENERAL ELECTRIC CO |
1,192 |
+1,192 |
$209 | COM | 1,192 | +1,192 | $209 | FIRST TR VALUE LINE DIVID IN (FVD) |
4,881 |
-5,846 |
$206 | FVD | 4,881 | -5,846 | $206 | VANGUARD MUN BD FDS (VTEB) |
3,988 |
-441 |
$202 | VTEB | 3,988 | -441 | $202 | TAIWAN SEMICONDUCTOR MFG LTD |
1,471 |
+1,471 |
$200 | TSM | 1,471 | +1,471 | $200 | LIGHTWAVE LOGIC INC |
30,423 |
-34,100 |
$142 | LWLG | 30,423 | -34,100 | $142 | MITSUBISHI UFJ FINL GROUP IN |
13,634 |
+490 |
$140 | MUFG | 13,634 | +490 | $140 | MIZUHO FINANCIAL GROUP INC |
21,579 |
+0 |
$86 | MFG | 21,579 | UNCH | $86 | CALAMP CORP |
|
|
$0 (exited) | CAMP | 0 | -51,400 | $0 | FIRST TR EXCHNG TRADED FD VI |
|
|
$0 (exited) | DEED | 0 | -68,770 | $0 | DIMENSIONAL ETF TRUST |
|
|
$0 (exited) | DFIV | 0 | -6,320 | $0 | DESKTOP METAL INC |
|
|
$0 (exited) | DM | 0 | -11,632 | $0 | SPDR INDEX SHS FDS |
|
|
$0 (exited) | EWX | 0 | -4,648 | $0 | FIRST TR EXCH TRD ALPHDX FD |
|
|
$0 (exited) | FDT | 0 | -4,337 | $0 | FIRST TR EXCHANGE TRADED FD |
|
|
$0 (exited) | FMF | 0 | -4,426 | $0 | ISHARES TR |
|
|
$0 (exited) | IDEV | 0 | -7,749 | $0 | PIMCO ETF TR |
|
|
$0 (exited) | MINT | 0 | -2,613 | $0 | ISHARES TR |
|
|
$0 (exited) | SHY | 0 | -5,360 | $0 | SPDR INDEX SHS FDS |
|
|
$0 (exited) | SPEU | 0 | -10,823 | $0 | AT&T INC |
|
|
$0 (exited) | T | 0 | -34,923 | $0 | FIRST TR EXCHANGE TRADED FD |
|
|
$0 (exited) | TDIV | 0 | -4,043 | $0 | INDEXIQ ACTIVE ETF TR |
0 |
-9,985 |
$0 (exited) | ULTR | 0 | -9,985 | $0 |
See Summary: Walkner Condon Financial Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Walkner Condon Financial Advisors LLC
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