Talon Private Wealth, LLC Incresed Positions in Q1 2025

Talon Private Wealth, LLC

  • $746 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
8.38K
+ 213.66%
$85.68 - $97.5 $718K - $817K
12.3K $1.15B
CAT
Caterpillar Inc

Industrials
2.42K
+ 3271.62%
$326.75 - $407.63 $791K - $987K
2.5K $823M
ORCL
Oracle Corp

Technology
4.83K
+ 30168.75%
$139.81 - $186.47 $675K - $900K
4.84K $677M
VTV
Vanguard Value ETF

ETFs
2.97K
+ 26.41%
$167.73 - $179.21 $498K - $532K
14.2K $2.46B
SPY
Spdr S&P 500 ETF Trust

ETFs
726
+ 40.31%
$551.42 - $612.93 $400K - $445K
2.53K $1.45B
PG
Procter & Gamble CO

Consumer Defensive
2.23K
+ 15907.14%
$158.56 - $176.26 $353K - $393K
2.24K $382M
PANW
Palo Alto Networks Inc

Technology
2.3K
+ 50.4%
$167.82 - $208.28 $386K - $480K
6.87K $1.2B
MCD
Mcdonalds Corp

Consumer Cyclical
281
+ 2.44%
$279.74 - $321.29 $78.6K - $90.3K
11.8K $3.69B
PDEC
Innovator U.S. Equity Power Bu
9.79K
+ 23.02%
N/A
52.3K $1.97B
POCT
Innovator U.S. Equity Power Bu

ETFs
9.31K
+ 22.38%
$38.53 - $40.49 $359K - $377K
50.9K $1.98B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.45K
+ 21.69%
$237.72 - $276.98 $345K - $402K
8.14K $1.99B
VB
Vanguard Small Cap ETF

ETFs
1.26K
+ 391.59%
$217.89 - $252.64 $274K - $318K
1.58K $364M
MRK
Merck & Co., Inc.

Healthcare
3.04K
+ 14495.24%
$83.01 - $101.02 $253K - $308K
3.07K $275M
COP
Conocophillips

Energy
2.38K
+ 1121.7%
$88.6 - $105.85 $211K - $252K
2.59K $272M
IWF
Ishares Russell 1000 Gr ETF

ETFs
600
+ 200.0%
$360.07 - $417.26 $216K - $250K
900 $350M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
10.4K
+ 760.03%
$21.23 - $22.14 $220K - $230K
11.7K $258M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.44K
+ 242.26%
$74.85 - $84.89 $183K - $207K
3.45K $279M
VNQ
Vanguard Specialized Funds Van

ETFs
1.52K
+ 4.9%
$85.55 - $94.34 $130K - $144K
32.6K $2.95B
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
4.91K
+ 222.45%
$33.17 - $35.48 $163K - $174K
7.12K $244M
BXSL
Blackstone Secured Lending Fund

Financial Services
3.03K
+ 100.0%
$31.3 - $34.5 $94.8K - $105K
6.06K $204M
IEFA
Ishares Tr

ETFs
614
+ 6.99%
$69.57 - $78.65 $42.7K - $48.3K
9.4K $709M
CVX
Chevron Corp

Energy
324
+ 22.18%
$146.71 - $167.97 $47.5K - $54.4K
1.79K $299M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.86K
+ 49.06%
$40.03 - $46.81 $74.4K - $87K
5.65K $246M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.37K
+ 13.82%
$44.68 - $46.49 $61.1K - $63.6K
11.3K $521M
DNP
Dnp Select Income Fund Inc

Financial Services
776
+ 2.21%
$8.93 - $9.92 $6.93K - $7.7K
35.9K $355M
ICSH
Blackrock Ultra Short Term Bon

ETFs
659
+ 3.41%
$50.44 - $50.7 $33.2K - $33.4K
20K $1.01B
JNK
Spdr Bloomberg High Yield Bond

ETFs
382
+ 1.99%
$94.86 - $97.12 $36.2K - $37.1K
19.6K $1.87B
VOE
Vanguard Mid Cap Value Index F

ETFs
252
+ 2.46%
$156.61 - $168.02 $39.5K - $42.3K
10.5K $1.69B
AGNC
Agnc Investment Corp.

Real Estate
500
+ 3.7%
$9.12 - $10.54 $4.56K - $5.27K
14K $134M
JEPI
J P Morgan Exchange Traded Fd

ETFs
120
+ 2.61%
$56.17 - $59.71 $6.74K - $7.17K
4.71K $269M
MSFT
Microsoft Corp

Technology
623
+ 11.12%
$375.39 - $447.2 $234K - $279K
6.23K $2.37B
NKE
Nike, Inc.

Consumer Cyclical
1.84K
+ 19.53%
$63.29 - $81.72 $116K - $150K
11.2K $713M
IVW
Ishares S&P 500 Growth ETF

ETFs
57
+ 2.17%
$92.45 - $106.69 $5.27K - $6.08K
2.68K $249M
ET
Energy Transfer LP

Energy
767
+ 1.6%
$17.26 - $21.08 $13.2K - $16.2K
48.7K $906M
CRM
Salesforce, Inc.

Technology
451
+ 15.7%
$268.36 - $359.95 $121K - $162K
3.32K $892M
NOW
Service Now, Inc.

Technology
165
+ 13.52%
$783.83 - $1170.39 $129K - $193K
1.39K $1.1B
TSLA
Tesla, Inc.

Consumer Cyclical
39
+ 1.39%
$222.15 - $428.22 $8.66K - $16.7K
2.84K $737M
Activity Summary
Buys All Purchases 104 New Holdings 16 Increased Positions 88 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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