Walkner Condon Financial Advisors LLC
Q1 2025 13F Holdings
- Locationmadison, WI
- Num holdings
267
- Value ($000)
$494,426
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001817494
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $24.92M | 5 % | 684,305 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $22.68M | 5 % | 344,866 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $18.35M | 4 % | 390,037 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $17.73M | 4 % | 31,556 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $14.58M | 3 % | 28,371 | ||
LMBS FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 | $13.72M | 3 % | 279,039 | ||
AAPL APPLE INC | COM | 037833100 | $13.25M | 3 % | 59,653 | ||
LGOV FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | $12.65M | 3 % | 588,451 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $12.46M | 3 % | 177,462 | ||
UCON FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 33740F888 | $12.12M | 3 % | 489,802 |
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