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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
JMUBJ P Morgan Exchange Traded F
Recent Activity
Decreased -28.27%
0.23%
$1.122M
21,893 shares@ $51.27 avg price
SPTLSpdr Ser Tr
Recent Activity
Decreased -41.99%
0.23%
$1.102M
37,923 shares@ $29.08 avg price
HYXFIshares Tr
Recent Activity
Decreased -21.4%
0.23%
$1.098M
23,192 shares@ $47.35 avg price
OUNZVaneck Merk Gold Etf
Recent Activity
Decreased -3.8%
0.22%
$1.058M
41,622 shares@ $25.42 avg price
BGRNIshares Tr
Recent Activity
Decreased -7.95%
0.22%
$1.045M
21,616 shares@ $48.34 avg price
SCHHSchwab Strategic Tr
Recent Activity
Decreased -6.78%
0.21%
$981,748
42,376 shares@ $23.17 avg price
EMNTPimco Etf Tr
Recent Activity
Decreased -15.33%
0.2%
$973,469
9,836 shares@ $98.98 avg price
IWFIshares Tr
Recent Activity
Decreased -2.31%
0.2%
$948,585
2,527 shares@ $375.38 avg price
NUSCNushares Etf Tr
Recent Activity
Decreased -38.56%
0.2%
$938,539
21,908 shares@ $42.85 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -81.99%
0.18%
$843,034
13,953 shares@ $60.42 avg price