Talon Private Wealth, LLC Portfolio Holdings

Talon Private Wealth, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $270 Million distributed in 968 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Enhanced Traded Fd Iv with a value of $16.1M, First Tr ETF Viii Tcw Opportun with a value of $10.2M, Spdr S&P 500 ETF Trust with a value of $9.41M, First Tr Large Cap Core Alphde with a value of $8.57M, and First Tr ETF Vi Smid Cap Risin with a value of $7.65M.

Examining the 13F form we can see an increase of $270M in the current position value.

Talon Private Wealth, LLC is based out at The Villages, FL

Below you can find more details about Talon Private Wealth, LLC portfolio as well as his latest detailed transactions.