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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
JMHIJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$446,168
8,961 shares@ $49.79 avg price
ARMArm Holdings Plc
Recent Activity
Exited
0%
$401,196
2,452 shares@ $163.62 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Exited
0%
$311,476
13,027 shares@ $23.92 avg price
EAGGIshares Tr
Recent Activity
Exited
0%
$308,651
6,622 shares@ $46.61 avg price
ULSTSsga Active Etf Tr
Recent Activity
Exited
0%
$283,533
7,006 shares@ $40.48 avg price
SLVIshares Silver Tr
Recent Activity
Exited
0%
$276,700
10,414 shares@ $26.58 avg price
DELLDell Technologies Inc
Recent Activity
Exited
0%
$223,275
1,619 shares@ $137.91 avg price
COFCapital One Finl Corp
Recent Activity
Exited
0%
$220,135
1,590 shares@ $138.45 avg price
GBTCGrayscale Bitcoin Tr Btc
Recent Activity
Exited
0%
$207,263
3,893 shares@ $53.24 avg price
SHVIshares Tr
Recent Activity
Exited
0%
$202,436
1,832 shares@ $110.5 avg price