Talon Private Wealth, LLC Purchases in Q2 2025

Talon Private Wealth, LLC

  • $726 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
34
+ 1.36%
$273.94 - $388.21 $9.31K - $13.2K
2.53K $982M
IEMG
Ishares Inc

ETFs
2.14K
+ 44.97%
N/A
6.88K $413M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.09K
New
$97.68 - $121.38 $106K - $132K
1.09K $132M
IEFA
Ishares Tr

ETFs
638
+ 6.79%
$67.83 - $84.09 $43.3K - $53.6K
10K $838M
UL
Unilever PLC

Consumer Defensive
1.94K
New
$57.9 - $65.43 $113K - $127K
1.94K $119M
SUN
Sunoco LP

Energy
2.05K
New
$50.38 - $59.13 $103K - $121K
2.05K $110M
LVS
Las Vegas Sands Corp

Consumer Cyclical
304
+ 1.6%
$30.7 - $44.12 $9.33K - $13.4K
19.4K $842M
LOW
Lowes Companies Inc

Consumer Cyclical
456
New
$210.83 - $235.28 $96.1K - $107K
456 $101M
OEF
Ishares S&P 100 ETF

ETFs
317
New
N/A
317 $96.4M
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.69K
New
$50.53 - $212.53 $85.3K - $359K
1.69K $93.5M
TROW
Price T Rowe Group Inc

Financial Services
769
+ 30.12%
$80.27 - $98.06 $61.7K - $75.4K
3.32K $321M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
566
+ 4.26%
$51.16 - $62.02 $29K - $35.1K
13.9K $860M
JBL
Jabil Inc

Technology
382
New
$116.88 - $218.1 $44.6K - $83.3K
382 $83.4M
INSM
Insmed Inc

Healthcare
800
New
$64.81 - $105.9 $51.8K - $84.7K
800 $80.5M
NFLX
Netflix Inc

Communication Services
56
New
$855.86 - $1339.13 $47.9K - $75K
56 $75M
PR
Permian Resources Corporation

Energy
8.6K
+ 5.65%
$10.36 - $14.93 $89K - $128K
161K $2.19B
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.16K
New
$32.62 - $33.58 $70.6K - $72.7K
2.16K $72.7M
MAIN
Main Street Capital Corp

Financial Services
1.2K
New
$49.15 - $59.32 $59K - $71.2K
1.2K $70.9M
VXF
Vanguard Extended Market ETF

ETFs
366
New
$150.43 - $192.71 $55.1K - $70.5K
366 $70.5M
GME
Game Stop Corp.

Consumer Cyclical
2.8K
New
$21.1 - $35.01 $59.1K - $98K
2.8K $68.3M
VTV
Vanguard Value ETF

ETFs
95
+ 0.67%
$153.67 - $176.74 $14.6K - $16.8K
14.3K $2.53B
USB
Us Bancorp \De\

Financial Services
1.06K
+ 17.38%
$36.4 - $45.76 $38.5K - $48.5K
7.15K $324M
GILD
Gilead Sciences, Inc.

Healthcare
622
+ 26.11%
$96.91 - $113.0 $60.3K - $70.3K
3K $333M
CSCO
Cisco Systems, Inc.

Technology
384
+ 7.47%
$53.19 - $69.38 $20.4K - $26.6K
5.53K $383M
IWP
Ishares Russell Mid Cap Growth

ETFs
476
New
$104.34 - $138.68 $49.7K - $66K
476 $66M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.21K
+ 7.09%
$40.82 - $43.14 $49.2K - $52K
18.2K $785M
ZTS
Zoetis Inc.

Healthcare
392
New
$144.41 - $170.3 $56.6K - $66.8K
392 $61.1M
SYY
Sysco Corp

Consumer Defensive
800
New
$68.0 - $75.91 $54.4K - $60.7K
800 $60.6M
ZM
Zoom Video Communications, Inc.

Technology
772
New
$66.7 - $84.62 $51.5K - $65.3K
772 $60.2M
CF
Cf Industries Holdings, Inc.

Basic Materials
171
+ 5.43%
$68.47 - $102.48 $11.7K - $17.5K
3.32K $306M
CHTR
Charter Communications, Inc.

Communication Services
144
New
$321.68 - $427.25 $46.3K - $61.5K
144 $58.9M
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 5.19%
$908.13 - $1056.85 $28.2K - $32.8K
628 $622M
TMO
Thermo Fisher Scientific Inc.

Healthcare
142
New
$390.26 - $489.06 $55.4K - $69.4K
142 $57.6M
KOMP
Spdr S&P Kensho New Economies

ETFs
1.06K
New
$40.86 - $54.38 $43.1K - $57.4K
1.06K $57.4M
CRM
Salesforce, Inc.

Technology
157
+ 4.72%
$236.26 - $291.15 $37.1K - $45.7K
3.48K $949M
WSM
Williams Sonoma Inc

Consumer Cyclical
344
New
$137.62 - $174.44 $47.3K - $60K
344 $56.2M
LAD
Lithia Motors Inc

Consumer Cyclical
164
New
$271.94 - $339.35 $44.6K - $55.7K
164 $55.6M
Bitwise Bitcoin ETF Tr
938
New
N/A
938 $55M
VHT
Vanguard Health Care ETF

ETFs
218
New
$236.71 - $261.92 $51.6K - $57.1K
218 $54.1M
DGX
Quest Diagnostics Inc

Healthcare
202
+ 13.5%
N/A
1.7K $305M
MRK
Merck & Co., Inc.

Healthcare
1.04K
+ 33.93%
$73.47 - $87.12 $76.4K - $90.6K
4.11K $325M
PG
Procter & Gamble CO

Consumer Defensive
464
+ 20.71%
$157.66 - $172.39 $73.2K - $80K
2.71K $431M
EOG
Eog Resources Inc

Energy
541
+ 26.05%
$104.61 - $129.97 $56.6K - $70.3K
2.62K $313M
ADBE
Adobe Inc.

Technology
120
New
$340.0 - $420.68 $40.8K - $50.5K
120 $46.4M
MMSI
Merit Medical Systems Inc

Healthcare
494
New
$88.48 - $107.04 $43.7K - $52.9K
494 $46.2M
XLK
Technology Sector Spdr

ETFs
180
New
$179.73 - $253.23 $32.4K - $45.6K
180 $45.6M
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
2K
New
$15.62 - $27.73 $31.2K - $55.5K
2K $45.5M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.45K
New
$29.82 - $30.19 $43.2K - $43.8K
1.45K $43.8M
BMY
Bristol Myers Squibb CO

Healthcare
934
New
$44.12 - $59.6 $41.2K - $55.7K
934 $43.2M
Activity Summary
Buys All Purchases 216 New Holdings 135 Increased Positions 81 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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