Talisman Wealth Advisors LLC Purchases and Sells in Q1 2025

Talisman Wealth Advisors LLC

$97.5 Million
Q1 2025

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HYG	30.5K + 221.71%	$78.51 - $80.11 $2.4M - $2.44M	44.3K $3.49M
SCHD	155K + 310.73%	$27.01 - $28.54 $4.18M - $4.42M	205K $5.72M
DGRO	18.5K + 20.63%	$60.46 - $64.42 $1.12M - $1.19M	108K $6.69M
IWF	2.23K + 17.93%	$360.07 - $417.26 $803K - $930K	14.7K $5.29M
MSFT	2.26K + 33.43%	$375.39 - $447.2 $848K - $1.01M	9.02K $3.38M
VYM	3.4K + 7.46%	$126.11 - $135.06 $429K - $459K	49K $6.32M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMLF	10.9K New	$60.91 - $71.4 $663K - $777K	10.9K $676K
SPLG	7.54K New	$64.88 - $72.1 $489K - $543K	7.54K $495K
DYNF	8K New	$48.06 - $53.73 $384K - $430K	8K $390K
IVE	1.75K New	$185.78 - $198.58 $325K - $348K	1.75K $333K
EFG	2.92K New	$96.1 - $106.37 $281K - $311K	2.92K $292K
JEPI	4.81K New	$56.17 - $59.71 $270K - $287K	4.81K $275K

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-13.5K - 41.73%	$100.34 - $100.68 $1.35M - $1.36M	18.8K $1.9M
ITOT	-5.17K - 26.0%	$120.29 - $134.6 $622K - $696K	14.7K $1.8M
BDX	-1.89K - 38.67%	$222.79 - $249.08 $421K - $471K	3K $686K
IJR	-805 - 3.53%	$102.49 - $119.96 $82.5K - $96.6K	22K $2.3M
QUAL	-1.12K - 11.18%	$168.16 - $186.21 $187K - $208K	8.86K $1.51M
NVDA	-362 - 2.24%	$106.98 - $149.43 $38.7K - $54.1K	15.8K $1.71M

Activity Summary All Purchases 48 New Holdings 12 Increased Positions 36 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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