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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
SCHOSchwab Strategic Tr
Recent Activity
Increased 14.53%
0.49%
$2.376M
48,519 shares@ $48.99 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.48%
$2.318M
6,040 shares@ $383.81 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -7.01%
0.47%
$2.266M
11,441 shares@ $198.07 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 9.44%
0.46%
$2.228M
29,658 shares@ $75.11 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -14.7%
0.45%
$2.202M
13,171 shares@ $167.18 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -0.29%
0.44%
$2.134M
42,941 shares@ $49.71 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.23%
0.41%
$2.001M
10,735 shares@ $186.37 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.09%
0.4%
$1.956M
6,909 shares@ $283.17 avg price
ITOTIshares Tr
Recent Activity
Increased 1.56%
0.38%
$1.85M
14,728 shares@ $125.62 avg price
BWXSpdr Ser Tr
Recent Activity
Increased 10.94%
0.37%
$1.812M
77,591 shares@ $23.36 avg price