Talisman Wealth Advisors LLC Purchases in Q3 2024

Talisman Wealth Advisors LLC

  • $96.1 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
11.2K
New
$106.11 - $113.72 $1.18M - $1.27M
11.2K $1.26M
HYG
Ishares Tr

ETFs
13.8K
New
$76.72 - $80.36 $1.06M - $1.11M
13.8K $1.11M
IVV
Ishares Core S&P 500 ETF

ETFs
851
+ 50.5%
$520.18 - $576.82 $443K - $491K
2.54K $1.46M
DGRO
Ishares Core Dividend Growth E

ETFs
1.17K
+ 1.32%
$57.47 - $62.76 $67K - $73.1K
89.7K $5.63M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
176
+ 0.39%
$117.9 - $128.2 $20.8K - $22.6K
45.6K $5.84M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.34K
+ 2.77%
$77.02 - $85.06 $103K - $114K
49.8K $4.21M
AAPL
Apple Inc.

Technology
7
+ 0.05%
$207.23 - $234.82 $1.45K - $1.64K
12.9K $3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
423
+ 1.89%
$105.53 - $118.34 $44.6K - $50.1K
22.8K $2.67M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.4K
New
$23.63 - $24.42 $270K - $279K
11.4K $278K
EFV
Msci Eafe Value ETF

ETFs
4.31K
New
$51.72 - $57.96 $223K - $250K
4.31K $248K
QUAL
Ishares Msci Usa Quality Facto

ETFs
904
+ 9.97%
$162.64 - $179.3 $147K - $162K
9.97K $1.79M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.04K
+ 19.34%
$38.04 - $45.36 $116K - $138K
18.8K $837K
USXF
Ishares Esg Advanced Msci Usa

Technology
4.65K
New
$43.59 - $49.35 $203K - $230K
4.65K $228K
GS
Goldman Sachs Group Inc

Financial Services
449
New
$459.02 - $510.25 $206K - $229K
449 $222K
IBDV
Ishares Tr

Technology
9.7K
New
$21.11 - $22.24 $205K - $216K
9.7K $214K
IBM
International Business Machines Corp

Technology
972
New
$175.1 - $223.38 $170K - $217K
972 $214K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.76K
New
$108.44 - $120.37 $191K - $212K
1.76K $211K
JNJ
Johnson & Johnson

Healthcare
26
+ 0.2%
$145.48 - $167.38 $3.78K - $4.35K
13K $2.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.18K
New
$84.77 - $97.13 $185K - $212K
2.18K $208K
CRM
Salesforce, Inc.

Technology
759
New
$238.42 - $276.53 $181K - $210K
759 $207K
VZ
Verizon Communications Inc

Communication Services
3.09K
+ 54.55%
$38.89 - $45.0 $120K - $139K
8.74K $392K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
12.1K
New
$11.89 - $12.87 $144K - $156K
12.1K $153K
IWF
Ishares Russell 1000 Gr ETF

ETFs
18
+ 0.14%
$332.02 - $382.76 $5.98K - $6.89K
12.4K $4.67M
VTI
Vanguard Total Stock Market Et

ETFs
29
+ 0.36%
$255.18 - $283.2 $7.4K - $8.21K
8.13K $2.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
229
+ 1.05%
$66.31 - $74.08 $15.2K - $17K
21.9K $1.61M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
75
+ 0.34%
$75.88 - $83.21 $5.69K - $6.24K
21.9K $1.83M
KO
Coca Cola CO

Consumer Defensive
47
+ 0.33%
$62.69 - $73.01 $2.95K - $3.43K
14.1K $1.01M
ORCL
Oracle Corp

Technology
25
+ 0.84%
$125.9 - $170.35 $3.15K - $4.26K
3.01K $513K
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.1%
$283.28 - $314.39 $1.42K - $1.57K
5.21K $1.64M
META
Meta Platforms, Inc.

Communication Services
6
+ 0.52%
$453.41 - $572.44 $2.72K - $3.43K
1.16K $663K
XLF
Financial Sector Spdr

ETFs
569
+ 4.65%
$40.84 - $45.74 $23.2K - $26K
12.8K $580K
VTV
Vanguard Value ETF

ETFs
23
+ 0.45%
$159.75 - $174.57 $3.67K - $4.02K
5.19K $905K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
307
+ 6.4%
$113.45 - $126.18 $34.8K - $38.7K
5.11K $644K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
26
+ 0.28%
$87.56 - $95.49 $2.28K - $2.48K
9.28K $886K
XLU
Utilities Sector Spdr

ETFs
31
+ 0.61%
$67.67 - $80.78 $2.1K - $2.5K
5.09K $411K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
772
+ 17.64%
$56.29 - $62.74 $43.5K - $48.4K
5.15K $322K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
178
+ 2.04%
$116.79 - $133.54 $20.8K - $23.8K
8.91K $1.18M
DD
Du Pont De Nemours, Inc.

Basic Materials
36
+ 0.71%
$77.22 - $89.49 $2.78K - $3.22K
5.14K $458K
CAT
Caterpillar Inc

Industrials
11
+ 1.72%
$316.8 - $391.12 $3.48K - $4.3K
649 $253K
AVGO
Broadcom Inc.

Technology
4.57K
+ 876.39%
$136.27 - $1745.86 $622K - $7.97M
5.09K $877K
VEA
Vanguard Ftse Developed Market

ETFs
16
+ 0.16%
$47.6 - $53.31 $762 - $853
9.82K $518K
DSI
Ishares Msci Kld 400 Social Et

ETFs
186
+ 9.47%
$97.81 - $108.79 $18.2K - $20.2K
2.15K $234K
XLI
Industrial Sector Spdr

ETFs
3
+ 0.14%
$120.56 - $135.44 $362 - $406
2.16K $291K
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
+ 1.36%
$531.86 - $624.21 $2.66K - $3.12K
374 $231K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.08%
$341.08 - $391.94 $682 - $784
2.44K $937K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.96%
$801.83 - $917.05 $2.41K - $2.75K
317 $281K
IEMG
Ishares Inc

ETFs
243
+ 3.92%
$53.64 - $53.64 $13K - $13K
6.44K $345K
PEP
Pepsico Inc

Consumer Defensive
16
+ 1.01%
$161.9 - $179.3 $2.59K - $2.87K
1.59K $270K
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.14%
$135.05 - $148.35 $270 - $297
1.47K $208K
Activity Summary
Buys All Purchases 54 New Holdings 13 Increased Positions 41 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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