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Clint Walkner

@Walkner Condon Financial Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$490.105MTotal holdings265
Assets growth rate5.76%Assets growth rate (2-Q avg)2.04%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Walkner Condon Financial Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 265 positions.

Assets under management

The assets under management (AUM) of Walkner Condon Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 490.105M in assets, with a quarterly growth rate of 5.76% and a 2-quarter average growth rate of 2.04%. The portfolio is managed by Clint Walkner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ANETArista Networks Inc
Recent Activity
New Position
0.48%
$2.318M
6,040 shares@ $383.81 avg price
SUSLIshares Tr
Recent Activity
New Position
0.31%
$1.514M
14,916 shares@ $101.52 avg price
RWOSpdr Index Shs Fds
Recent Activity
New Position
0.28%
$1.369M
28,806 shares@ $47.53 avg price
ETHOAmplify Etf Tr
Recent Activity
New Position
0.12%
$568,806
9,494 shares@ $59.92 avg price
UDIUscf Etf Tr
Recent Activity
New Position
0.1%
$454,841
15,207 shares@ $29.91 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
New Position
0.1%
$444,327
12,298 shares@ $36.14 avg price
VCEBVanguard World Fd
Recent Activity
New Position
0.09%
$424,899
6,549 shares@ $64.88 avg price
ESIXSpdr Ser Tr
Recent Activity
New Position
0.08%
$361,044
11,411 shares@ $31.64 avg price
DNUTKrispy Kreme Inc
Recent Activity
New Position
0.08%
$346,172
32,232 shares@ $10.75 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
New Position
0.07%
$341,705
5,175 shares@ $66.03 avg price