Talisman Wealth Advisors LLC Incresed Positions in Q2 2025

Talisman Wealth Advisors LLC

  • $110 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
4.98K
+ 31.58%
$94.31 - $157.99 $470K - $787K
20.8K $3.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 0.08%
$320.42 - $424.58 $3.85K - $5.09K
14.7K $6.23M
DGRO
Ishares Core Dividend Growth E

ETFs
9.08K
+ 8.39%
$55.22 - $63.94 $501K - $580K
117K $7.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.24K
+ 4.57%
$114.78 - $133.31 $257K - $298K
51.2K $6.83M
AAPL
Apple Inc.

Technology
2.65K
+ 19.99%
$172.42 - $223.89 $457K - $594K
15.9K $3.27M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.09%
$210.28 - $289.91 $1.26K - $1.74K
7.06K $2.05M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.1K
+ 16.48%
$100.35 - $100.71 $311K - $313K
21.9K $2.21M
HYG
Ishares Tr

ETFs
2.83K
+ 6.4%
$75.75 - $80.65 $215K - $229K
47.1K $3.8M
META
Meta Platforms, Inc.

Communication Services
141
+ 12.44%
$484.66 - $738.09 $68.3K - $104K
1.27K $940K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
607
+ 16.91%
$180.84 - $240.32 $110K - $146K
4.2K $1.01M
ORCL
Oracle Corp

Technology
59
+ 1.95%
$122.82 - $218.63 $7.25K - $12.9K
3.09K $674K
AMZN
Amazon Com Inc

Consumer Cyclical
501
+ 10.56%
$167.32 - $223.3 $83.8K - $112K
5.24K $1.15M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
2.69K
+ 24.69%
$54.28 - $67.95 $146K - $183K
13.6K $922K
IVV
Ishares Core S&P 500 ETF

ETFs
178
+ 7.99%
$498.8 - $620.9 $88.8K - $111K
2.41K $1.49M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
569
+ 2.04%
$65.84 - $80.81 $37.5K - $46K
28.5K $2.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.11K
+ 19.56%
$82.96 - $110.1 $92K - $122K
6.78K $746K
GOOGL
Alphabet Inc.

Communication Services
646
+ 14.06%
$144.7 - $178.6 $93.5K - $115K
5.24K $923K
QUAL
Ishares Msci Usa Quality Facto

ETFs
576
+ 6.5%
$152.42 - $182.82 $87.8K - $105K
9.44K $1.72M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
17
+ 0.19%
$113.67 - $150.4 $1.93K - $2.56K
8.74K $1.31M
GOOG
Alphabet Inc.

Communication Services
739
+ 22.19%
$146.58 - $180.01 $108K - $133K
4.07K $721K
HDV
Ishares Core High Dividend ETF

ETFs
1.59K
+ 20.07%
$108.41 - $120.51 $172K - $191K
9.5K $1.11M
IVE
Ishares S&P 500 Value ETF

ETFs
473
+ 27.01%
$168.34 - $195.42 $79.6K - $92.4K
2.22K $434K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
822
+ 10.27%
$43.53 - $54.46 $35.8K - $44.8K
8.82K $480K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
974
+ 41.96%
$91.43 - $91.74 $89.1K - $89.4K
3.3K $302K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
44
+ 0.2%
$71.28 - $83.74 $3.14K - $3.68K
22.1K $1.85M
GS
Goldman Sachs Group Inc

Financial Services
16
+ 3.6%
$462.22 - $707.75 $7.4K - $11.3K
460 $325K
EFV
Msci Eafe Value ETF

ETFs
611
+ 9.31%
$52.4 - $64.65 $32K - $39.5K
7.18K $455K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
38
+ 0.8%
$108.06 - $135.3 $4.11K - $5.14K
4.77K $644K
CSCO
Cisco Systems, Inc.

Technology
155
+ 2.53%
$53.19 - $69.38 $8.24K - $10.8K
6.29K $436K
EFG
Msci Eafe Growth ETF

ETFs
187
+ 6.4%
$89.8 - $112.0 $16.8K - $20.9K
3.11K $348K
XLC
Select Sector Spdr Tr Communic

ETFs
73
+ 1.86%
$86.13 - $108.53 $6.29K - $7.92K
3.99K $432K
WFC
Wells Fargo & Company

Financial Services
200
+ 4.37%
$60.98 - $80.12 $12.2K - $16K
4.78K $382K
VEA
Vanguard Ftse Developed Market

ETFs
44
+ 0.54%
$45.65 - $57.01 $2.01K - $2.51K
8.23K $469K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10
+ 0.13%
$58.41 - $72.69 $584 - $727
7.55K $548K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
108
+ 1.61%
$53.69 - $67.27 $5.8K - $7.27K
6.81K $458K
CTVA
Corteva, Inc.

Basic Materials
20
+ 0.47%
$55.52 - $74.53 $1.11K - $1.49K
4.3K $320K
WMT
Walmart Inc.

Consumer Defensive
145
+ 4.22%
$81.79 - $99.98 $11.9K - $14.5K
3.58K $349K
IBM
International Business Machines Corp

Technology
1
+ 0.1%
$221.03 - $294.78 $221 - $295
974 $287K
CAT
Caterpillar Inc

Industrials
11
+ 1.74%
$273.94 - $388.21 $3.01K - $4.27K
642 $249K
CMCSA
Comcast Corp

Communication Services
1.29K
+ 22.87%
$32.84 - $36.72 $42.3K - $47.3K
6.92K $247K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
62
+ 0.7%
$81.46 - $94.63 $5.05K - $5.87K
8.92K $844K
TXN
Texas Instruments Inc

Technology
133
+ 7.65%
N/A
1.87K $364K
LMT
Lockheed Martin Corp

Industrials
29
+ 4.97%
$430.82 - $486.45 $12.5K - $14.1K
613 $283K
XLU
Utilities Sector Spdr

ETFs
88
+ 1.5%
$73.09 - $82.77 $6.43K - $7.28K
5.94K $484K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 2.2%
$908.13 - $1056.85 $6.36K - $7.4K
325 $321K
MO
Altria Group, Inc.

Consumer Defensive
286
+ 7.78%
$55.56 - $60.91 $15.9K - $17.4K
3.96K $232K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 0.01%
$105.23 - $109.61 $105 - $110
11.2K $1.22M
ET
Energy Transfer LP

Energy
708
+ 5.86%
$15.65 - $18.93 $11.1K - $13.4K
12.8K $231K
JEPI
J P Morgan Exchange Traded Fd

ETFs
111
+ 2.31%
$51.14 - $57.0 $5.68K - $6.33K
4.93K $279K
Activity Summary
Buys All Purchases 73 New Holdings 12 Increased Positions 61 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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