Walkner-Condon-Financial-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
267
Total Value
494426321
Accession Number
0001085146-25-002240
Form Type
13F-HR
Manager Name
Walkner-Condon-Financial-Advisors
Data Enrichment
49% identified
131 identified136 unidentified

Holdings

267 positions • $494.4M total value
Manager:
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37954Y871
Shares:20.7K
Value:$475.0K
% of Portfolio:0.1% ($475.0K/$494.4M)
921932828
Shares:4.9K
Value:$474.2K
% of Portfolio:0.1% ($474.2K/$494.4M)
464288661
Shares:4.0K
Value:$472.4K
% of Portfolio:0.1% ($472.4K/$494.4M)
33733B100
Shares:4.7K
Value:$471.1K
% of Portfolio:0.1% ($471.1K/$494.4M)
78463X434
Shares:5.9K
Value:$467.8K
% of Portfolio:0.1% ($467.8K/$494.4M)
464288570
Shares:4.6K
Value:$467.6K
% of Portfolio:0.1% ($467.6K/$494.4M)
67092P870
Shares:21.1K
Value:$467.5K
% of Portfolio:0.1% ($467.5K/$494.4M)
33737A108
Shares:4.1K
Value:$466.9K
% of Portfolio:0.1% ($466.9K/$494.4M)
46436E619
Shares:10.8K
Value:$466.2K
% of Portfolio:0.1% ($466.2K/$494.4M)
UNITEDHEALTH GROUP INC
Shares:890
Value:$466.1K
% of Portfolio:0.1% ($466.1K/$494.4M)
AbbVie Inc.
Shares:2.2K
Value:$463.5K
% of Portfolio:0.1% ($463.5K/$494.4M)
87283Q305
Shares:12.5K
Value:$448.4K
% of Portfolio:0.1% ($448.4K/$494.4M)
67092P805
Shares:13.9K
Value:$442.2K
% of Portfolio:0.1% ($442.2K/$494.4M)
SOUTHERN CO
Shares:4.6K
Value:$425.7K
% of Portfolio:0.1% ($425.7K/$494.4M)
EXACT SCIENCES CORP
Shares:9.4K
Value:$418.3K
% of Portfolio:0.1% ($418.3K/$494.4M)
33739P608
Shares:6.1K
Value:$407.9K
% of Portfolio:0.1% ($407.9K/$494.4M)
CISCO SYSTEMS, INC.
Shares:6.4K
Value:$395.7K
% of Portfolio:0.1% ($395.7K/$494.4M)
53656F607
Shares:8.0K
Value:$391.1K
% of Portfolio:0.1% ($391.1K/$494.4M)
GILEAD SCIENCES, INC.
Shares:3.5K
Value:$390.3K
% of Portfolio:0.1% ($390.3K/$494.4M)
33735K108
Shares:3.0K
Value:$389.2K
% of Portfolio:0.1% ($389.2K/$494.4M)