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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
VSSVanguard Intl Equity Index F
Recent Activity
Decreased -5.33%
0.74%
$3.617M
28,715 shares@ $125.97 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Decreased -3.76%
0.72%
$3.485M
39,481 shares@ $88.29 avg price
NVDANvidia Corporation
Recent Activity
Decreased -29.64%
0.71%
$3.465M
28,531 shares@ $121.45 avg price
IWMIshares Tr
Recent Activity
Decreased -1.3%
0.68%
$3.314M
15,004 shares@ $220.9 avg price
GUNRFlexshares Tr
Recent Activity
Decreased -37.53%
0.68%
$3.297M
79,943 shares@ $41.25 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.6%
0.65%
$3.16M
19,051 shares@ $165.86 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -49.31%
0.64%
$3.117M
52,638 shares@ $59.22 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -5.14%
0.63%
$3.046M
38,352 shares@ $79.42 avg price
DMXFIshares Tr
Recent Activity
Decreased -12.27%
0.6%
$2.936M
40,754 shares@ $72.04 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.18%
0.6%
$2.928M
3,302 shares@ $886.61 avg price