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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
AGGIshares Tr
Recent Activity
New Position
0.06%
$289,733
2,861 shares@ $101.27 avg price
MODModine Mfg Co
Recent Activity
New Position
0.06%
$265,846
2,002 shares@ $132.8 avg price
PFEPfizer Inc
Recent Activity
New Position
0.06%
$257,046
8,882 shares@ $28.95 avg price
DISDisney Walt Co
Recent Activity
New Position
0.05%
$244,788
2,545 shares@ $96.19 avg price
ETNEaton Corp Plc
Recent Activity
New Position
0.05%
$241,288
728 shares@ $331.44 avg price
CGDVCapital Group Dividend Value
Recent Activity
New Position
0.05%
$218,640
6,000 shares@ $36.44 avg price
SPGIS&p Global Inc
Recent Activity
New Position
0.05%
$215,431
417 shares@ $516.63 avg price
DHRDanaher Corporation
Recent Activity
New Position
0.05%
$213,797
769 shares@ $278.02 avg price
FNDFSchwab Strategic Tr
Recent Activity
New Position
0.05%
$209,907
5,617 shares@ $37.37 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
New Position
0.05%
$203,860
3,988 shares@ $51.12 avg price