Talisman Wealth Advisors LLC Purchases in Q3 2025

Talisman Wealth Advisors LLC

  • $120 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
355
+ 2.42%
$420.11 - $472.68 $149K - $168K
15K $7.04M
AAPL
Apple Inc.

Technology
51
+ 0.32%
$202.38 - $256.87 $10.3K - $13.1K
16K $4.07M
DGRO
Ishares Core Dividend Growth E

ETFs
3.26K
+ 2.78%
$64.12 - $68.08 $209K - $222K
121K $8.21M
NVDA
Nvidia Corp

Technology
47
+ 0.23%
$153.3 - $186.58 $7.21K - $8.77K
20.8K $3.88M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
395
+ 0.77%
$132.9 - $142.03 $52.5K - $56.1K
51.6K $7.28M
JNJ
Johnson & Johnson

Healthcare
19
+ 0.14%
$155.17 - $185.42 $2.95K - $3.52K
13.2K $2.45M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.42K
+ 15.09%
$182.33 - $194.5 $260K - $277K
10.9K $2.11M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.49K
+ 3.68%
$26.38 - $27.95 $198K - $209K
211K $5.76M
HYG
Ishares Tr

ETFs
3.61K
+ 7.65%
$79.85 - $81.32 $288K - $293K
50.7K $4.12M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
12.1K
New
$22.89 - $23.7 $276K - $286K
12.1K $284K
ITOT
Ishares Core S&P Total U.S. St

ETFs
631
+ 4.15%
$135.0 - $146.02 $85.2K - $92.1K
15.8K $2.31M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.51K
New
$87.05 - $93.19 $218K - $234K
2.51K $233K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.12K
+ 3.94%
$79.76 - $85.78 $89.6K - $96.3K
29.6K $2.51M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.7K
New
$46.86 - $48.27 $220K - $227K
4.7K $225K
PLTR
Palantir Technologies Inc.

Technology
1.24K
New
$130.68 - $186.97 $162K - $231K
1.24K $225K
IYW
Ishares Dj Us Tech ETF

ETFs
1.11K
New
$171.38 - $197.01 $191K - $219K
1.11K $217K
OEF
Ishares S&P 100 ETF

ETFs
814
New
N/A
814 $216K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.66K
+ 12.21%
$68.27 - $75.58 $113K - $125K
15.2K $1.13M
MSFT
Microsoft Corp

Technology
31
+ 0.35%
$491.09 - $535.64 $15.2K - $16.6K
9.01K $4.67M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.02%
$303.93 - $329.86 $608 - $660
8.18K $2.68M
ORCL
Oracle Corp

Technology
1
+ 0.03%
$218.96 - $328.33 $219 - $328
3.09K $868K
IVW
Ishares S&P 500 Growth ETF

ETFs
953
+ 14.06%
$108.97 - $121.65 $104K - $116K
7.73K $933K
IVV
Ishares Core S&P 500 ETF

ETFs
79
+ 3.28%
$620.67 - $670.08 $49K - $52.9K
2.49K $1.66M
IVE
Ishares S&P 500 Value ETF

ETFs
692
+ 31.12%
$194.44 - $206.51 $135K - $143K
2.92K $602K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.78K
+ 20.21%
$54.35 - $59.32 $96.9K - $106K
10.6K $627K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
106
+ 1.21%
$148.97 - $165.88 $15.8K - $17.6K
8.85K $1.46M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.1%
$339.37 - $366.46 $1.7K - $1.83K
5.22K $1.91M
ABBV
Abb Vie Inc.

Healthcare
26
+ 0.92%
$184.85 - $231.54 $4.81K - $6.02K
2.86K $662K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
39
+ 0.18%
$84.28 - $89.46 $3.29K - $3.49K
22.1K $1.97M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
169
+ 4.03%
$236.25 - $257.69 $39.9K - $43.5K
4.37K $1.12M
EFV
Msci Eafe Value ETF

ETFs
1.09K
+ 15.16%
$62.79 - $68.42 $68.3K - $74.4K
8.26K $560K
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 1.3%
$357.4 - $423.42 $10.7K - $12.7K
2.34K $946K
VUG
Vanguard Growth ETF

ETFs
14
+ 0.64%
$433.97 - $484.08 $6.08K - $6.78K
2.2K $1.05M
XLU
Utilities Sector Spdr

ETFs
608
+ 10.24%
$81.14 - $87.32 $49.3K - $53.1K
6.55K $570K
IEMG
Ishares Inc

ETFs
1.46K
+ 21.48%
N/A
8.28K $444K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
208
+ 2.33%
$94.17 - $99.95 $19.6K - $20.8K
9.13K $912K
VTV
Vanguard Value ETF

ETFs
36
+ 0.74%
$175.51 - $186.57 $6.32K - $6.72K
4.92K $917K
HDV
Ishares Core High Dividend ETF

ETFs
8
+ 0.08%
$118.16 - $123.66 $945 - $989
9.51K $1.16M
IEFA
Ishares Tr

ETFs
198
+ 2.4%
$81.7 - $87.53 $16.2K - $17.3K
8.46K $738K
XLRE
Select Sector Spdr Tr Real Est

ETFs
729
+ 3.45%
$40.94 - $42.85 $29.8K - $31.2K
21.9K $920K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.22%
$696.56 - $806.32 $697 - $806
461 $367K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
54
+ 0.79%
$67.21 - $72.65 $3.63K - $3.92K
6.86K $497K
GE
General Electric CO

Industrials
2
+ 0.25%
$244.75 - $305.63 $490 - $611
805 $242K
VEA
Vanguard Ftse Developed Market

ETFs
193
+ 2.35%
$56.02 - $60.3 $10.8K - $11.6K
8.42K $504K
JEPI
J P Morgan Exchange Traded Fd

ETFs
527
+ 10.7%
$55.61 - $57.37 $29.3K - $30.2K
5.45K $311K
LMT
Lockheed Martin Corp

Industrials
16
+ 2.61%
$410.74 - $499.21 $6.57K - $7.99K
629 $314K
MO
Altria Group, Inc.

Consumer Defensive
4
+ 0.1%
$57.75 - $67.68 $231 - $271
3.97K $262K
MRK
Merck & Co., Inc.

Healthcare
198
+ 7.37%
$77.6 - $87.37 $15.4K - $17.3K
2.88K $241K
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.12%
$192.76 - $203.86 $578 - $612
2.5K $508K
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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