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  Name: Walkner Condon Financial Advisors LLC
  City: MADISON
  State: WI
  Zip: 53711
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $471,408,000
  Total Value Change : $32,270,000
  Securities Held Change : 1
   
All Securities Held : 266
  New Positions : 15
  Closed Positions : 14
  Increased Positions : 126
  Unchanged Positions : 26
  Decreased Positions : 99

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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)1 Year Chart         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)1 Year Chart         EMHC Spdr Bloomberg Emerging Mar... 121 New $0.00 $711,000 29,407 0.15% 711,000 29,407 0.342    N/A
   (JPIE)1 Year Chart         JPIE Jpmorgan Income Etf 142 New $0.00 $564,000 12,370 0.12% 564,000 12,370 0.047    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 147 New $0.00 $518,000 8,193 0.11% 518,000 8,193 0.002    N/A
   (BITB)1 Year Chart         BITB Bitwise Bitcoin ETF 179 New $33.57 $397,000 10,254 0.08% 397,000 10,254 0.114    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 221 New $329.55 $280,000 873 0.06% 280,000 873 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 227 New $60.24 $264,000 4,387 0.06% 264,000 4,387 0    Discount, Variety Stores
   (SOFI)1 Year Chart         SOFI SoFi Technologies, Inc 236 New $7.47 $245,000 33,544 0.05% 245,000 33,544 0.004    N/A
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 240 New $3,176.67 $241,000 83 0.05% 241,000 83 0    Restaurants
   (TTD)1 Year Chart         TTD Trade Desk, Inc. 243 New $86.18 $236,000 2,701 0.05% 236,000 2,701 0.001    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp 254 New $120.87 $216,000 1,718 0.05% 216,000 1,718 0    Application Software
   (MTGP)1 Year Chart         MTGP Wisdomtree Mortgage Plus Bo... 255 New $0.00 $215,000 4,953 0.05% 215,000 4,953 0.055    N/A
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 256 New $594.80 $213,000 366 0.05% 213,000 366 0    Medical Laboratories ...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 262 New $151.95 $200,000 1,471 0.04% 200,000 1,471 0    Semiconductor - Integ...
      14 Records Found
  1    
Page 1 of 1
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