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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
NULVNushares Etf Tr
Recent Activity
Decreased -2.37%
0.14%
$683,666
16,387 shares@ $41.73 avg price
ICLNIshares Tr
Recent Activity
Decreased -0.72%
0.14%
$681,850
46,490 shares@ $14.67 avg price
ESGDIshares Tr
Recent Activity
Decreased -0.02%
0.14%
$678,663
8,063 shares@ $84.18 avg price
IVOOVanguard Admiral Fds Inc
Recent Activity
Decreased -1.91%
0.14%
$676,545
6,405 shares@ $105.63 avg price
SUSAIshares Tr
Recent Activity
Decreased -0.22%
0.14%
$644,702
5,356 shares@ $120.38 avg price
QEFASpdr Index Shs Fds
Recent Activity
Decreased -9.6%
0.13%
$630,974
7,840 shares@ $80.49 avg price
ESMLIshares Tr
Recent Activity
Decreased -3.25%
0.13%
$629,642
15,056 shares@ $41.83 avg price
FEXFirst Tr Lrge Cp Core Alpha
Recent Activity
Decreased -0.12%
0.12%
$584,179
5,608 shares@ $104.17 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -9.11%
0.12%
$579,634
6,921 shares@ $83.76 avg price
SCHASchwab Strategic Tr
Recent Activity
Decreased -2.53%
0.12%
$579,323
11,249 shares@ $51.5 avg price