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Name: |
Walkner Condon Financial Advisors LLC |
City: |
MADISON |
State: |
WI |
Zip: |
53711 |
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Holdings
Found :
14 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
JNK |
Spdr Lehman Hyb Etf |
52 |
New |
$94.17 |
$2,470,000 |
25,944 |
0.52% |
2,470,000 |
25,944 |
0.022 |
Closed - End Fund - E... |
|
EMHC |
Spdr Bloomberg Emerging Mar... |
121 |
New |
$0.00 |
$711,000 |
29,407 |
0.15% |
711,000 |
29,407 |
0.342 |
N/A |
|
JPIE |
Jpmorgan Income Etf |
142 |
New |
$0.00 |
$564,000 |
12,370 |
0.12% |
564,000 |
12,370 |
0.047 |
N/A |
|
GBTC |
Grayscale Bitcoin |
147 |
New |
$0.00 |
$518,000 |
8,193 |
0.11% |
518,000 |
8,193 |
0.002 |
N/A |
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BITB |
Bitwise Bitcoin ETF |
179 |
New |
$33.57 |
$397,000 |
10,254 |
0.08% |
397,000 |
10,254 |
0.114 |
N/A |
|
CRWD |
Crowdstrike Holdings, Inc. |
221 |
New |
$329.55 |
$280,000 |
873 |
0.06% |
280,000 |
873 |
0 |
N/A |
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WMT |
Wal-Mart Stores Inc |
227 |
New |
$60.24 |
$264,000 |
4,387 |
0.06% |
264,000 |
4,387 |
0 |
Discount, Variety Stores |
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SOFI |
SoFi Technologies, Inc |
236 |
New |
$7.47 |
$245,000 |
33,544 |
0.05% |
245,000 |
33,544 |
0.004 |
N/A |
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CMG |
Chipotle Mexican Grill Inc |
240 |
New |
$3,176.67 |
$241,000 |
83 |
0.05% |
241,000 |
83 |
0 |
Restaurants |
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TTD |
Trade Desk, Inc. |
243 |
New |
$86.18 |
$236,000 |
2,701 |
0.05% |
236,000 |
2,701 |
0.001 |
N/A |
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ORCL |
Oracle Corp |
254 |
New |
$120.87 |
$216,000 |
1,718 |
0.05% |
216,000 |
1,718 |
0 |
Application Software |
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MTGP |
Wisdomtree Mortgage Plus Bo... |
255 |
New |
$0.00 |
$215,000 |
4,953 |
0.05% |
215,000 |
4,953 |
0.055 |
N/A |
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TMO |
Thermo Fisher Scientific |
256 |
New |
$594.80 |
$213,000 |
366 |
0.05% |
213,000 |
366 |
0 |
Medical Laboratories ... |
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TSM |
Taiwan Semiconductor Mfg. C... |
262 |
New |
$151.95 |
$200,000 |
1,471 |
0.04% |
200,000 |
1,471 |
0 |
Semiconductor - Integ... |
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