Talisman Wealth Advisors LLC Reduced Holdings in Q2 2025

Talisman Wealth Advisors LLC

  • $110 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.01K
- 0.49%
$24.32 - $27.87 $24.5K - $28.1K
203K $5.39M
CVX
Chevron Corp

Energy
-792
- 18.54%
$133.73 - $168.51 $106K - $133K
3.48K $498K
XOM
Exxon Mobil Corp

Energy
-1.02K
- 15.78%
$99.93 - $119.04 $102K - $122K
5.46K $588K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.73K
- 7.87%
$90.56 - $109.49 $157K - $190K
20.3K $2.21M
XLV
Select Sector Spdr Fund Health

ETFs
-55
- 0.88%
$128.77 - $144.3 $7.08K - $7.94K
6.19K $833K
ABBV
Abb Vie Inc.

Healthcare
-48
- 1.67%
$170.16 - $206.27 $8.17K - $9.9K
2.83K $526K
LLY
Eli Lilly & CO

Healthcare
-37
- 3.69%
$713.71 - $898.95 $26.4K - $33.3K
967 $753K
MRK
Merck & Co., Inc.

Healthcare
-444
- 14.19%
$73.47 - $87.12 $32.6K - $38.7K
2.69K $212K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-50
- 2.38%
$212.1 - $244.27 $10.6K - $12.2K
2.05K $447K
AMGN
Amgen Inc

Healthcare
-57
- 6.42%
$262.28 - $309.85 $14.9K - $17.7K
831 $232K
DD
Du Pont De Nemours, Inc.

Basic Materials
-92
- 1.78%
$55.13 - $75.25 $5.07K - $6.92K
5.09K $349K
IWD
Ishares Russell 1000 Val ETF

ETFs
-249
- 9.07%
$166.82 - $194.23 $41.5K - $48.4K
2.5K $484K
XLF
Financial Sector Spdr

ETFs
-1.12K
- 8.99%
$43.92 - $52.37 $49.3K - $58.8K
11.4K $595K
LOW
Lowes Companies Inc

Consumer Cyclical
-53
- 5.14%
$210.83 - $235.28 $11.2K - $12.5K
978 $216K
NEE
Nextera Energy Inc

Utilities
-8
- 0.06%
$64.11 - $75.0 $513 - $600
13.5K $934K
MBB
Ishares Tr

ETFs
-116
- 4.58%
$91.41 - $94.22 $10.6K - $10.9K
2.42K $227K
HD
Home Depot, Inc.

Consumer Cyclical
-28
- 1.2%
$335.24 - $380.78 $9.39K - $10.7K
2.31K $845K
CRM
Salesforce, Inc.

Technology
-20
- 2.35%
$236.26 - $291.15 $4.73K - $5.82K
832 $226K
VEU
Vanguard Ftse All World Ex Us

ETFs
-379
- 10.5%
$54.19 - $67.22 $20.5K - $25.5K
3.23K $217K
ADP
Automatic Data Processing Inc

Industrials
-45
- 1.04%
$276.76 - $326.81 $12.5K - $14.7K
4.3K $1.33M
V
Visa Inc.

Financial Services
-4
- 0.22%
$308.27 - $373.31 $1.23K - $1.49K
1.78K $630K
BSX
Boston Scientific Corp

Healthcare
-61
- 2.1%
$89.7 - $107.41 $5.47K - $6.55K
2.85K $306K
XLI
Industrial Sector Spdr

ETFs
-95
- 5.4%
$116.42 - $147.52 $11.1K - $14K
1.66K $245K
XLY
Select Sector Spdr Consumer Di

ETFs
-68
- 4.05%
$176.34 - $218.59 $12K - $14.9K
1.61K $349K
IEFA
Ishares Tr

ETFs
-606
- 6.83%
$67.83 - $84.09 $41.1K - $51K
8.26K $689K
ETN
Eaton Corp PLC

Industrials
-43
- 5.33%
$246.52 - $356.99 $10.6K - $15.4K
763 $272K
XLK
Technology Sector Spdr

ETFs
-128
- 5.58%
$179.73 - $253.23 $23K - $32.4K
2.17K $548K
AVGO
Broadcom Inc.

Technology
-54
- 1.29%
$146.29 - $275.65 $7.9K - $14.9K
4.14K $1.14M
MSFT
Microsoft Corp

Technology
-38
- 0.42%
$354.56 - $497.45 $13.5K - $18.9K
8.98K $4.47M
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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