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CIK: 0001817494
Total reported value
$871.4M
$871.4M
282 檔
10.6%
The Q4 2024 SEC filing reveals that Walkner Condon Financial Advisors LLC held a total portfolio value of $871.4M, covering 282 public equity positions.
Walkner Condon Financial Advisors LLC executed strategic sector rebalancing during Q4 2024, establishing 10 new positions while fully exiting 3 holdings and trimming 20 positions.
Showing top 200 holdings (of 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.73% | +0.21% | +0.23% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.82% | +0.03% | +0.18% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | +0.22% | -1.42% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.08% | +0.23% | +5.04% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.97% | +0.26% | +0.61% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.72% | -0.10% | -3.59% | |
| 7 | FTCS | First Trust Capital Strength | ETF-Other | 2.69% | -0.06% | -3.39% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.60% | -0.05% | -2.34% | |
| 9 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.30% | +0.02% | -0.47% | |
| 10 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.12% | -0.12% | -6.57% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.80% | -0.22% | +236.50% | |
| 12 | LGOV | First Tr Long Duration O-etf | ETF-Other | 1.66% | -0.09% | +4.14% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.12% | -0.94% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.50% | +0.02% | +2.51% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.46% | +0.06% | +190.80% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.42% | -0.12% | +5.31% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.34% | -0.02% | -10.02% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.29% | -0.02% | -1.71% | |
| 19 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.29% | +0.12% | +0.76% | |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.28% | +0.01% | +1.60% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.24% | +0.02% | -0.70% | |
| 22 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.18% | -0.15% | -0.31% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.14% | +0.05% | -3.78% | |
| 24 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.12% | -0.03% | +0.69% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.00% | +0.01% | -0.69% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.98% | +0.02% | -1.75% | |
| 27 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.95% | -0.10% | +12.86% | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.89% | -0.23% | -1.07% | |
| 29 | USB | US Bancorp | Stock-Financials | 0.86% | +0.01% | +0.08% | |
| 30 | BWZ | State Street Spdr Bloomberg | ETF-Other | 0.85% | -0.06% | -8.42% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | +0.26% | +0.12% | |
| 32 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.77% | -0.07% | +172.72% | |
| 33 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.76% | -0.01% | — | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.01% | -3.56% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.10% | +0.78% | |
| 36 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.72% | +0.04% | -5.68% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.68% | +0.03% | +0.30% | |
| 38 | RDVY | First Trust Rising Dividend | ETF-Other | 0.67% | +0.15% | +6.44% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.67% | -0.02% | +4.22% | |
| 40 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.64% | -0.04% | -0.66% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.64% | -0.01% | +46.98% | |
| 42 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.62% | — | +149.53% | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.62% | -0.01% | -6.47% | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.62% | -0.04% | +161.75% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.13% | +0.82% | |
| 46 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.60% | -0.06% | +6.13% | |
| 47 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.57% | -0.02% | -0.69% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.57% | -0.06% | -6.63% | |
| 49 | GUNR | Flexshares Global Upstream N | ETF-Other | 0.56% | -0.08% | -5.83% | |
| 50 | ANET | Arista Networks Inc | Stock-Tech | 0.54% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | +0.7% | +236.50% | Add |
| 2 | ANET | Arista Networks Inc | +0.5% | NEW | New buy |
| 3 | VGLT | Vanguard Long-term Treasury | +0.5% | +172.72% | Add |
| 4 | JNK | Ss Spdr Bb High Yield Bond | +0.4% | +149.53% | Add |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | NEW | New buy |
| 6 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | +0.2% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.2% | +0.61% | Add |
| 8 | BND | Vanguard Total Bond Market | +0.2% | +46.98% | Add |
| 9 | DXYZ | Destiny Tech100 Inc | +0.2% | NEW | New buy |
| 10 | GOF | Guggenheim Strategic Opport | +0.2% | NEW | New buy |
| 11 | SCHO | Schwab Short-term US Treas | +0.1% | +161.75% | Add |
| 12 | PDI | Pimco Dynamic Income Fund | +0.1% | NEW | New buy |
| 13 | TSLA | Tesla Inc | +0.1% | +14.89% | Add |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +0.23% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +6.50% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.78% | Add |
| 17 | VV | Vanguard Large-cap ETF | +0.1% | +102.78% | Add |
| 18 | UFO | Procure Space ETF | +0.1% | NEW | New buy |
| 19 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | NEW | New buy |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.18% | Add |
| 21 | SDVY | First Trust Smid Cap Rising | +0.1% | +35.14% | Add |
| 22 | CCD | Calamos Dyn Convert & Inc | +0.1% | NEW | New buy |
| 23 | SUSC | Ishares Esg Aware Usd Corpor | +0.1% | NEW | New buy |
| 24 | SUSL | Ishares Esg Msci USA Leaders | +0.1% | +20.13% | Add |
| 25 | LEMB | Ishares Jp Morgan Em Local C | -0.1% | -32.15% | Trim |
| 26 | VLO | Valero Energy CORP | -0.1% | EXIT | Sold out |
| 27 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | -0.66% | Trim |
| 28 | HDV | Ishares Core High Dividend E | -0.1% | -14.32% | Trim |
| 29 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | -0.68% | Trim |
| 30 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | -27.25% | Trim |
| 31 | CWI | State Street Spdr Msci Acwi | -0.1% | — | Unchanged |
| 32 | NUBD | Nuveen Esg US Aggregate Bond | -0.1% | -54.72% | Trim |
| 33 | DGRO | Ishares Core Dividend Growth | -0.1% | -30.00% | Trim |
| 34 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.1% | -45.46% | Trim |
| 35 | GUNR | Flexshares Global Upstream N | -0.1% | -5.83% | Trim |
| 36 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.75% | Trim |
| 38 | VPL | Vanguard Ftse Pacific ETF | -0.1% | +0.76% | Add |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -10.02% | Trim |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | -0.1% | -6.47% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | -0.2% | -41.50% | Trim |
| 42 | BWZ | State Street Spdr Bloomberg | -0.2% | -8.42% | Trim |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.2% | +5.04% | Add |
| 44 | VEA | Vanguard Ftse Developed ETF | -0.2% | -3.78% | Trim |
| 45 | UCON | First Trust Smith Unconstrai | -0.2% | -6.57% | Trim |
| 46 | FTCS | First Trust Capital Strength | -0.2% | -3.39% | Trim |
| 47 | JCPB | Jpmorgan Core Plus Bond ETF | -0.3% | -3.59% | Trim |
| 48 | SPEM | State Street Sp Ptf Em ETF | -0.3% | -2.34% | Trim |
| 49 | VGK | Vanguard Ftse Europe ETF | -0.3% | -0.47% | Trim |
| 50 | ANETEUR | Arista Networks Inc | -0.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Walkner Condon Financial Advisors LLC reported a total U.S. public equity portfolio value of $871.4M across 282 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IVV, VOO) accounted for 10.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $2.7M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $2.3M
During Q4 2024, Walkner Condon Financial Advisors LLC's top holdings by market value included SPYM (5.7%)、IVV (3.8%)、VOO (3.1%). The largest single position, SPYM, represented 5.7% of total portfolio value.
In Q4 2024, Walkner Condon Financial Advisors LLC made 49 total portfolio adjustments, initiating 10 new buys, adding to 16 positions, trimming 20 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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