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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
ESGUIshares Tr
Recent Activity
Decreased -0.31%
0.17%
$791,653
6,274 shares@ $126.18 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -15.68%
0.17%
$784,680
15,404 shares@ $50.95 avg price
FAARFirst Tr Exchange Trad Fd Vi
Recent Activity
Decreased -69.83%
0.16%
$782,440
28,115 shares@ $27.83 avg price
SCHPSchwab Strategic Tr
Recent Activity
Decreased -10.99%
0.15%
$734,487
13,695 shares@ $53.64 avg price
NUBDNushares Etf Tr
Recent Activity
Decreased -0.64%
0.15%
$730,849
32,196 shares@ $22.7 avg price
QCLNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.66%
0.15%
$724,412
20,173 shares@ $35.91 avg price
IWDIshares Tr
Recent Activity
Decreased -4.86%
0.15%
$719,532
3,791 shares@ $189.81 avg price
EMHCSpdr Ser Tr
Recent Activity
Decreased -0.25%
0.15%
$707,899
28,191 shares@ $25.12 avg price
HYLSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -11.9%
0.15%
$693,229
16,521 shares@ $41.97 avg price
TSLATesla Inc
Recent Activity
Decreased -8.76%
0.15%
$688,459
2,632 shares@ $261.58 avg price