Talisman Wealth Advisors LLC Purchases and Sells in Q2 2025

Talisman Wealth Advisors LLC

$110 Million
Q2 2025

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	4.98K + 31.58%	$94.31 - $157.99 $470K - $787K	20.8K $3.28M
IWF	12 + 0.08%	$320.42 - $424.58 $3.85K - $5.09K	14.7K $6.23M
DGRO	9.08K + 8.39%	$55.22 - $63.94 $501K - $580K	117K $7.5M
VYM	2.24K + 4.57%	$114.78 - $133.31 $257K - $298K	51.2K $6.83M
AAPL	2.65K + 19.99%	$172.42 - $223.89 $457K - $594K	15.9K $3.27M
JPM	6 + 0.09%	$210.28 - $289.91 $1.26K - $1.74K	7.06K $2.05M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	293 New	$855.86 - $1339.13 $251K - $392K	293 $392K
PANW	1.61K New	$152.44 - $204.64 $245K - $329K	1.61K $328K
CRWD	576 New	$321.63 - $509.31 $185K - $293K	576 $293K
DIVO	5.96K New	$37.18 - $42.55 $222K - $254K	5.96K $253K
MDT	2.78K New	$80.68 - $88.86 $224K - $247K	2.78K $242K
QQQ	431 New	$416.06 - $551.64 $179K - $238K	431 $237K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-1.01K - 0.49%	$24.32 - $27.87 $24.5K - $28.1K	203K $5.39M
CVX	-792 - 18.54%	$133.73 - $168.51 $106K - $133K	3.48K $498K
XOM	-1.02K - 15.78%	$99.93 - $119.04 $102K - $122K	5.46K $588K
IJR	-1.73K - 7.87%	$90.56 - $109.49 $157K - $190K	20.3K $2.21M
XLV	-55 - 0.88%	$128.77 - $144.3 $7.08K - $7.94K	6.19K $833K
ABBV	-48 - 1.67%	$170.16 - $206.27 $8.17K - $9.9K	2.83K $526K

Activity Summary All Purchases 73 New Holdings 12 Increased Positions 61 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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