Talisman Wealth Advisors LLC Purchases in Q2 2024

Talisman Wealth Advisors LLC

  • $86.2 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.5K
+ 45.91%
$100.29 - $100.75 $1.15M - $1.16M
36.6K $3.68M
AAPL
Apple Inc.

Technology
721
+ 5.92%
$165.0 - $216.67 $119K - $156K
12.9K $2.71M
IWF
Ishares Russell 1000 Gr ETF

ETFs
573
+ 4.84%
$316.15 - $367.33 $181K - $210K
12.4K $4.53M
NVDA
Nvidia Corp

Technology
14.5K
+ 885.05%
$118.11 - $1224.4 $1.71M - $17.8M
16.1K $1.99M
DGRO
Ishares Core Dividend Growth E

ETFs
8.38K
+ 10.45%
$55.23 - $58.55 $463K - $491K
88.6K $5.1M
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
369
New
$541.52 - $599.02 $200K - $221K
369 $204K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.97K
New
$94.27 - $104.77 $185K - $206K
1.97K $204K
KMB
Kimberly Clark Corp

Consumer Defensive
1.47K
New
$123.89 - $141.67 $182K - $208K
1.47K $202K
GOOGL
Alphabet Inc.

Communication Services
398
+ 9.65%
$150.53 - $185.41 $59.9K - $73.8K
4.52K $823K
MSFT
Microsoft Corp

Technology
45
+ 0.67%
$389.33 - $452.85 $17.5K - $20.4K
6.78K $3.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4K
+ 8.99%
$75.81 - $80.15 $303K - $320K
48.4K $3.77M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.32K
+ 38.11%
$108.69 - $119.84 $144K - $159K
4.8K $572K
GOOG
Alphabet Inc.

Communication Services
400
+ 15.94%
$151.94 - $186.86 $60.8K - $74.7K
2.91K $533K
NEE
Nextera Energy Inc

Utilities
208
+ 1.49%
$61.7 - $80.02 $12.8K - $16.6K
14.1K $1M
AMZN
Amazon Com Inc

Consumer Cyclical
267
+ 6.14%
$173.67 - $197.85 $46.4K - $52.8K
4.62K $892K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
83
+ 0.96%
$109.98 - $128.59 $9.13K - $10.7K
8.74K $1.11M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.47K
+ 7.28%
$66.16 - $71.7 $97.5K - $106K
21.7K $1.49M
ITOT
Ishares Core S&P Total U.S. St

ETFs
43
+ 0.21%
$108.78 - $119.23 $4.68K - $5.13K
20.8K $2.47M
JPM
Jpmorgan Chase & CO

Financial Services
310
+ 4.42%
$180.08 - $204.79 $55.8K - $63.5K
7.32K $1.48M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
816
+ 27.84%
$91.42 - $91.82 $74.6K - $74.9K
3.75K $343K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.44K
+ 6.87%
$102.13 - $110.88 $147K - $160K
22.4K $2.39M
QUAL
Ishares Msci Usa Quality Facto

ETFs
30
+ 0.33%
$154.56 - $173.19 $4.64K - $5.2K
9.07K $1.55M
AMGN
Amgen Inc

Healthcare
76
+ 8.16%
$262.75 - $319.31 $20K - $24.3K
1.01K $314K
AZN
Astrazeneca PLC

Healthcare
242
+ 8.13%
$66.81 - $80.83 $16.2K - $19.6K
3.22K $250K
XLK
Technology Sector Spdr

ETFs
2
+ 0.07%
$192.53 - $231.41 $385 - $463
2.71K $612K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
78
+ 0.36%
$72.31 - $79.02 $5.64K - $6.16K
21.9K $1.71M
UNH
Unitedhealth Group Inc

Healthcare
74
+ 12.37%
$439.2 - $524.63 $32.5K - $38.8K
672 $342K
WMT
Walmart Inc.

Consumer Defensive
242
+ 7.17%
$58.85 - $68.9 $14.2K - $16.7K
3.62K $244K
VEA
Vanguard Ftse Developed Market

ETFs
898
+ 10.09%
$47.83 - $51.21 $43K - $46K
9.8K $484K
KO
Coca Cola CO

Consumer Defensive
3
+ 0.02%
$58.06 - $64.15 $174 - $192
14K $893K
XLU
Utilities Sector Spdr

ETFs
316
+ 6.67%
$62.77 - $72.87 $19.8K - $23K
5.06K $344K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.03%
$173.58 - $198.8 $174 - $199
3.35K $653K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
274
+ 6.68%
$54.19 - $59.6 $14.8K - $16.3K
4.38K $259K
PG
Procter & Gamble CO

Consumer Defensive
95
+ 3.71%
$155.33 - $168.56 $14.8K - $16K
2.66K $438K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.05K
+ 2.37%
$114.71 - $121.51 $120K - $128K
45.4K $5.39M
V
Visa Inc.

Financial Services
155
+ 9.26%
$262.47 - $281.5 $40.7K - $43.6K
1.83K $479K
LOW
Lowes Companies Inc

Consumer Cyclical
198
+ 22.25%
$214.27 - $249.28 $42.4K - $49.4K
1.09K $239K
CVX
Chevron Corp

Energy
110
+ 2.49%
$152.57 - $166.33 $16.8K - $18.3K
4.53K $708K
WFC
Wells Fargo & Company

Financial Services
50
+ 1.07%
$56.41 - $62.34 $2.82K - $3.12K
4.72K $280K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.31%
$447.57 - $471.51 $895 - $943
655 $305K
VZ
Verizon Communications Inc

Communication Services
261
+ 4.84%
$38.6 - $42.84 $10.1K - $11.2K
5.66K $233K
XOM
Exxon Mobil Corp

Energy
110
+ 1.4%
$108.36 - $122.2 $11.9K - $13.4K
7.95K $914K
VTV
Vanguard Value ETF

ETFs
92
+ 1.81%
$154.57 - $163.65 $14.2K - $15.1K
5.17K $828K
CAT
Caterpillar Inc

Industrials
61
+ 10.57%
$321.47 - $379.3 $19.6K - $23.1K
638 $212K
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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