Walkner Condon Financial Advisors LLC
Q4 2024 13F Holdings
- Locationmadison, WI
- Num holdings
282
- Value ($000)
$492,157
- Date Filed01/30/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $28.22M | 6 % | 409,300 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $18.78M | 4 % | 31,910 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $15.38M | 3 % | 28,546 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $15.18M | 3 % | 444,856 | ||
AAPL APPLE INC | COM | 037833100 | $14.63M | 3 % | 58,415 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $13.38M | 3 % | 290,477 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $13.24M | 3 % | 150,788 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $12.79M | 3 % | 333,409 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $11.33M | 2 % | 178,554 | ||
UCON FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 33740F888 | $10.44M | 2 % | 423,582 |
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