Talisman Wealth Advisors LLC Purchases and Sells in Q2 2024

Talisman Wealth Advisors LLC

$86.2 Million
Q2 2024

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	11.5K + 45.91%	$100.29 - $100.75 $1.15M - $1.16M	36.6K $3.68M
AAPL	721 + 5.92%	$165.0 - $216.67 $119K - $156K	12.9K $2.71M
IWF	573 + 4.84%	$316.15 - $367.33 $181K - $210K	12.4K $4.53M
NVDA	14.5K + 885.05%	$118.11 - $1224.4 $1.71M - $17.8M	16.1K $1.99M
DGRO	8.38K + 10.45%	$55.23 - $58.55 $463K - $491K	88.6K $5.1M
JNJ	2.37K + 22.37%	$144.38 - $157.78 $341K - $373K	12.9K $1.89M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	314 New	$704.88 - $870.75 $221K - $273K	314 $266K
SPY	477 New	$495.16 - $548.49 $236K - $262K	477 $259K
IBDT	10.4K New	$24.4 - $24.86 $253K - $258K	10.4K $257K
QCOM	1.21K New	$157.63 - $227.09 $190K - $274K	1.21K $240K
PANW	658 New	$265.2 - $340.82 $175K - $224K	658 $223K
DSI	1.97K New	$94.27 - $104.77 $185K - $206K	1.97K $204K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AIG	-2.47K - 31.25%	$72.58 - $80.54 $179K - $199K	5.42K $402K
ADP	-610 - 10.61%	$237.3 - $254.02 $145K - $155K	5.14K $1.23M
XLV	-139 - 2.33%	$138.43 - $147.09 $19.2K - $20.4K	5.83K $849K
DOW	-86 - 1.6%	$52.96 - $59.99 $4.55K - $5.16K	5.28K $280K
CMCSA	-125 - 2.12%	$36.9 - $42.28 $4.61K - $5.29K	5.77K $225K
IEFA	-125 - 1.19%	$70.77 - $76.19 $8.85K - $9.52K	10.4K $753K

Activity Summary All Purchases 66 New Holdings 8 Increased Positions 58 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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