Talisman Wealth Advisors LLC Sells in Q3 2024

Talisman Wealth Advisors LLC

  • $96.1 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-4.27K
- 11.67%
$100.3 - $100.74 $428K - $430K
32.3K $3.25M
XOM
Exxon Mobil Corp

Energy
-1.35K
- 17.01%
$109.72 - $119.0 $148K - $161K
6.6K $773K
MSFT
Microsoft Corp

Technology
-21
- 0.31%
$395.15 - $467.56 $8.3K - $9.82K
6.76K $2.91M
GOOGL
Alphabet Inc.

Communication Services
-25
- 0.55%
$148.65 - $191.18 $3.72K - $4.78K
4.5K $745K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-734
- 19.59%
$91.42 - $91.82 $67.1K - $67.4K
3.01K $276K
MRK
Merck & Co., Inc.

Healthcare
-204
- 5.93%
$111.15 - $128.97 $22.7K - $26.3K
3.24K $367K
CVX
Chevron Corp

Energy
-86
- 1.9%
$137.88 - $161.97 $11.9K - $13.9K
4.44K $653K
LLY
Eli Lilly & CO

Healthcare
-23
- 2.03%
$772.14 - $960.02 $17.8K - $22.1K
1.11K $982K
AMZN
Amazon Com Inc

Consumer Cyclical
-22
- 0.48%
$161.02 - $200.0 $3.54K - $4.4K
4.59K $856K
NVDA
Nvidia Corp

Technology
-9
- 0.06%
$98.91 - $134.91 $890 - $1.21K
16.1K $1.96M
XLK
Technology Sector Spdr

ETFs
-100
- 3.69%
$197.34 - $237.68 $19.7K - $23.8K
2.61K $588K
XLC
Select Sector Spdr Tr Communic

ETFs
-485
- 9.83%
$82.16 - $90.4 $39.8K - $43.8K
4.45K $402K
IWD
Ishares Russell 1000 Val ETF

ETFs
-302
- 10.87%
$173.36 - $189.8 $52.4K - $57.3K
2.48K $470K
VGT
Vanguard Information Technolog

ETFs
-32
- 4.62%
$514.43 - $606.85 $16.5K - $19.4K
661 $387K
TXN
Texas Instruments Inc

Technology
-51
- 2.65%
$194.6 - $194.6 $9.92K - $9.92K
1.87K $363K
AIG
American International Group, Inc.

Financial Services
-2
- 0.04%
$70.16 - $79.23 $140 - $158
5.42K $396K
VCIT
Vanguard Intermediate Term Cor

ETFs
-231
- 6.41%
$79.29 - $84.02 $18.3K - $19.4K
3.37K $282K
AZN
Astrazeneca PLC

Healthcare
-13
- 0.4%
$76.67 - $87.62 $997 - $1.14K
3.21K $249K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-96
- 0.92%
$24.62 - $25.59 $2.36K - $2.46K
10.3K $262K
ETN
Eaton Corp PLC

Industrials
-40
- 3.78%
$272.52 - $333.02 $10.9K - $13.3K
1.02K $337K
IXUS
Ishares Tr

ETFs
-370
- 5.62%
$64.9 - $73.35 $24K - $27.1K
6.21K $451K
DOW
Dow Inc.

Basic Materials
-19
- 0.36%
$50.15 - $55.41 $953 - $1.05K
5.27K $287K
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 2.1%
$517.38 - $573.86 $5.17K - $5.74K
467 $267K
AMGN
Amgen Inc

Healthcare
-4
- 0.4%
$309.38 - $337.38 $1.24K - $1.35K
1K $323K
IEFA
Ishares Tr

ETFs
-594
- 5.72%
$70.09 - $78.74 $41.6K - $46.8K
9.78K $763K
CMCSA
Comcast Corp

Communication Services
-35
- 0.61%
$37.33 - $41.78 $1.31K - $1.46K
5.73K $239K
PG
Procter & Gamble CO

Consumer Defensive
-29
- 1.09%
$160.76 - $177.82 $4.66K - $5.16K
2.63K $455K
BSX
Boston Scientific Corp

Healthcare
-4
- 0.14%
$72.96 - $84.0 $292 - $336
2.9K $243K
CTVA
Corteva, Inc.

Basic Materials
-15
- 0.35%
$50.72 - $58.78 $761 - $882
4.32K $254K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-30
- 1.33%
$210.25 - $231.86 $6.31K - $6.96K
2.23K $498K
V
Visa Inc.

Financial Services
-3
- 0.16%
$253.74 - $291.56 $761 - $875
1.83K $501K
CSCO
Cisco Systems, Inc.

Technology
-325
- 4.71%
$44.74 - $53.22 $14.5K - $17.3K
6.58K $350K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-927
- 4.45%
$113.41 - $125.62 $105K - $116K
19.9K $2.5M
XLY
Select Sector Spdr Consumer Di

ETFs
-36
- 1.87%
$170.05 - $200.86 $6.12K - $7.23K
1.89K $378K
BDX
Becton Dickinson & CO

Healthcare
-12
- 0.24%
$221.47 - $242.41 $2.66K - $2.91K
4.89K $1.18M
BLK
Black Rock Inc.

Financial Services
-7
- 2.59%
$782.27 - $949.51 $5.48K - $6.65K
263 $249K
XLV
Select Sector Spdr Fund Health

ETFs
-8
- 0.14%
$143.3 - $157.24 $1.15K - $1.26K
5.82K $896K
JPM
Jpmorgan Chase & CO

Financial Services
-53
- 0.72%
$194.9 - $224.8 $10.3K - $11.9K
7.27K $1.53M
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.09%
$213.3 - $270.78 $213 - $271
1.09K $294K
LMT
Lockheed Martin Corp

Industrials
-12
- 1.83%
$460.3 - $584.56 $5.52K - $7.01K
643 $375K
ABBV
Abb Vie Inc.

Healthcare
-30
- 0.96%
$163.84 - $199.33 $4.92K - $5.98K
3.08K $608K
MCD
Mcdonalds Corp

Consumer Cyclical
-35
- 1.99%
$245.82 - $304.51 $8.6K - $10.7K
1.72K $523K
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.24%
$333.64 - $405.2 $2K - $2.43K
2.45K $991K
ADP
Automatic Data Processing Inc

Industrials
-34
- 0.66%
$233.44 - $279.45 $7.94K - $9.5K
5.1K $1.41M
NEE
Nextera Energy Inc

Utilities
-66
- 0.47%
$69.9 - $84.97 $4.61K - $5.61K
14.1K $1.19M
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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