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
EEM
Ishares Msci Emerging Markets

ETFs
270
New
$38.52 - $48.28 $10.4K - $13K
270 $13M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
554
New
$23.29 - $23.38 $12.9K - $13K
554 $12.9M
LNC
Lincoln National Corp

Financial Services
360
New
$28.95 - $37.27 $10.4K - $13.4K
360 $12.5M
BSX
Boston Scientific Corp

Healthcare
114
New
$89.7 - $107.41 $10.2K - $12.2K
114 $12.2M
FNDA
Schwab Fundamental U S Small C

ETFs
422
New
$23.85 - $28.69 $10.1K - $12.1K
422 $12.1M
RGTI
Rigetti Computing, Inc.

Technology
1K
New
$7.5 - $14.29 $7.5K - $14.3K
1K $11.9M
MO
Altria Group, Inc.

Consumer Defensive
295
+ 6.01%
$55.56 - $60.91 $16.4K - $18K
5.21K $305M
FDX
Fedex Corp

Industrials
42
New
$198.07 - $245.17 $8.32K - $10.3K
42 $9.55M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
168
New
$42.54 - $50.99 $7.15K - $8.57K
168 $8.56M
VZ
Verizon Communications Inc

Communication Services
520
+ 7.6%
$41.67 - $45.62 $21.7K - $23.7K
7.36K $318M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
60
New
$105.72 - $1416.0 $6.34K - $85K
60 $6.7M
HD
Home Depot, Inc.

Consumer Cyclical
18
New
$335.24 - $380.78 $6.03K - $6.85K
18 $6.62M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
128
New
N/A
128 $6.59M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
46
New
$114.78 - $133.31 $5.28K - $6.13K
46 $6.13M
CI
Cigna Corp

Healthcare
18
New
$301.89 - $340.04 $5.43K - $6.12K
18 $5.95M
ARES
Ares Management Corp

Financial Services
34
New
$118.04 - $175.83 $4.01K - $5.98K
34 $5.89M
MDT
Medtronic PLC

Healthcare
64
New
$80.68 - $88.86 $5.16K - $5.69K
64 $5.58M
MELI
Mercadolibre Inc

Consumer Cyclical
2
New
$1794.73 - $2613.63 $3.59K - $5.23K
2 $5.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
115
+ 2.44%
$51.14 - $57.0 $5.88K - $6.56K
4.83K $274M
UPS
United Parcel Service Inc

Industrials
50
New
$91.92 - $110.2 $4.6K - $5.51K
50 $5.05M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
452
New
$8.45 - $9.78 $3.82K - $4.42K
452 $4.41M
ICE
Intercontinental Exchange, Inc.

Financial Services
24
New
$151.62 - $183.47 $3.64K - $4.4K
24 $4.4M
AMP
Ameriprise Financial Inc

Financial Services
8
New
$422.19 - $533.73 $3.38K - $4.27K
8 $4.27M
DRI
Darden Restaurants Inc

Consumer Cyclical
18
New
$186.58 - $225.78 $3.36K - $4.06K
18 $3.92M
QSI
Quantum Si Inc

Healthcare
2K
New
$1.08 - $2.05 $2.16K - $4.1K
2K $3.92M
BR
Broadridge Financial Solutions, Inc.

Technology
16
New
$217.22 - $246.25 $3.48K - $3.94K
16 $3.89M
ADI
Analog Devices Inc

Technology
16
New
$164.6 - $238.02 $2.63K - $3.81K
16 $3.81M
WCN
Waste Connections, Inc.

Industrials
20
New
$183.26 - $199.95 $3.67K - $4K
20 $3.73M
FFIV
F5, Inc.

Technology
12
New
$239.25 - $295.9 $2.87K - $3.55K
12 $3.53M
CB
Chubb LTD

Financial Services
12
New
$274.32 - $302.46 $3.29K - $3.63K
12 $3.48M
DOV
Dover Corp

Industrials
18
New
$151.14 - $186.7 $2.72K - $3.36K
18 $3.3M
WTW
Willis Towers Watson PLC

Financial Services
10
New
$295.96 - $337.43 $2.96K - $3.37K
10 $3.07M
WM
Waste Management Inc

Industrials
12
New
$216.47 - $242.1 $2.6K - $2.91K
12 $2.75M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
30
New
$87.84 - $1441.89 $2.64K - $43.3K
30 $2.7M
BALL
Ball Corp

Consumer Cyclical
48
New
$44.94 - $56.99 $2.16K - $2.74K
48 $2.69M
AVY
Avery Dennison Corp

Industrials
14
New
$159.58 - $183.97 $2.23K - $2.58K
14 $2.46M
Super Micro Computer Inc
50
New
N/A
50 $2.45M
MCHP
Microchip Technology Inc

Technology
34
New
$35.34 - $71.6 $1.2K - $2.43K
34 $2.39M
SBUX
Starbucks Corp

Consumer Cyclical
26
New
$79.69 - $99.41 $2.07K - $2.58K
26 $2.38M
APD
Air Products & Chemicals, Inc.

Basic Materials
8
New
$248.61 - $294.96 $1.99K - $2.36K
8 $2.26M
MRNA
Moderna, Inc.

Healthcare
80
New
$23.65 - $28.54 $1.89K - $2.28K
80 $2.21M
CVS
Cvs Health Corp

Healthcare
28
New
$60.04 - $70.18 $1.68K - $1.97K
28 $1.93M
Mind Technology Inc
222
New
N/A
222 $1.87M
CHK
Chesapeake Energy Corp

Energy
16
New
N/A
16 $1.87M
BDX
Becton Dickinson & CO

Healthcare
10
New
$165.15 - $226.42 $1.65K - $2.26K
10 $1.72M
GEOS
Geospace Technologies Corp

Energy
112
New
N/A
112 $1.6M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
New
$283.31 - $388.96 $1.13K - $1.56K
4 $1.5M
Masterbrand Inc
128
New
N/A
128 $1.4M
CLX
Clorox CO

Consumer Defensive
10
New
$118.01 - $148.69 $1.18K - $1.49K
10 $1.2M
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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