Talisman Wealth Advisors LLC Purchases and Sells in Q3 2024

Talisman Wealth Advisors LLC

$96.1 Million
Q3 2024

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	851 + 50.5%	$520.18 - $576.82 $443K - $491K	2.54K $1.46M
DGRO	1.17K + 1.32%	$57.47 - $62.76 $67K - $73.1K	89.7K $5.63M
VYM	176 + 0.39%	$117.9 - $128.2 $20.8K - $22.6K	45.6K $5.84M
SCHD	1.34K + 2.77%	$77.02 - $85.06 $103K - $114K	49.8K $4.21M
AAPL	7 + 0.05%	$207.23 - $234.82 $1.45K - $1.64K	12.9K $3M
IJR	423 + 1.89%	$105.53 - $118.34 $44.6K - $50.1K	22.8K $2.67M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LQD	11.2K New	$106.11 - $113.72 $1.18M - $1.27M	11.2K $1.26M
HYG	13.8K New	$76.72 - $80.36 $1.06M - $1.11M	13.8K $1.11M
IBDS	11.4K New	$23.63 - $24.42 $270K - $279K	11.4K $278K
EFV	4.31K New	$51.72 - $57.96 $223K - $250K	4.31K $248K
IBDU	10.2K New	$22.51 - $23.57 $231K - $242K	10.2K $240K
USXF	4.65K New	$43.59 - $49.35 $203K - $230K	4.65K $228K

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-4.27K - 11.67%	$100.3 - $100.74 $428K - $430K	32.3K $3.25M
XOM	-1.35K - 17.01%	$109.72 - $119.0 $148K - $161K	6.6K $773K
MSFT	-21 - 0.31%	$395.15 - $467.56 $8.3K - $9.82K	6.76K $2.91M
GOOGL	-25 - 0.55%	$148.65 - $191.18 $3.72K - $4.78K	4.5K $745K
BIL	-734 - 19.59%	$91.42 - $91.82 $67.1K - $67.4K	3.01K $276K
MRK	-204 - 5.93%	$111.15 - $128.97 $22.7K - $26.3K	3.24K $367K

Activity Summary All Purchases 54 New Holdings 13 Increased Positions 41 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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