Talisman Wealth Advisors LLC New Holdings in Q2 2024

Talisman Wealth Advisors LLC

  • $86.2 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
314
New
$704.88 - $870.75 $221K - $273K
314 $266K
SPY
Spdr S&P 500 ETF Trust

ETFs
477
New
$495.16 - $548.49 $236K - $262K
477 $259K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.4K
New
$24.4 - $24.86 $253K - $258K
10.4K $257K
QCOM
Qualcomm Inc

Technology
1.21K
New
$157.63 - $227.09 $190K - $274K
1.21K $240K
PANW
Palo Alto Networks Inc

Technology
658
New
$265.2 - $340.82 $175K - $224K
658 $223K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.97K
New
$94.27 - $104.77 $185K - $206K
1.97K $204K
TMO
Thermo Fisher Scientific Inc.

Healthcare
369
New
$541.52 - $599.02 $200K - $221K
369 $204K
KMB
Kimberly Clark Corp

Consumer Defensive
1.47K
New
$123.89 - $141.67 $182K - $208K
1.47K $202K
Activity Summary
Buys All Purchases 66 New Holdings 8 Increased Positions 58 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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