Talisman Wealth Advisors LLC Reduced Holdings in Q3 2025

Talisman Wealth Advisors LLC

  • $120 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BDX
Becton Dickinson & CO

Healthcare
-925
- 26.16%
$172.41 - $199.66 $159K - $185K
2.61K $488K
ADP
Automatic Data Processing Inc

Industrials
-30
- 0.7%
$288.69 - $310.94 $8.66K - $9.33K
4.27K $1.25M
KO
Coca Cola CO

Consumer Defensive
-159
- 1.12%
$65.67 - $71.67 $10.4K - $11.4K
14K $928K
NFLX
Netflix Inc

Communication Services
-7
- 2.39%
$1147.87 - $1297.18 $8.04K - $9.08K
286 $342K
BSX
Boston Scientific Corp

Healthcare
-139
- 4.88%
$97.03 - $108.14 $13.5K - $15K
2.71K $264K
CTVA
Corteva, Inc.

Basic Materials
-18
- 0.42%
$67.08 - $77.12 $1.21K - $1.39K
4.28K $289K
V
Visa Inc.

Financial Services
-5
- 0.28%
$332.09 - $358.86 $1.66K - $1.79K
1.77K $604K
PG
Procter & Gamble CO

Consumer Defensive
-14
- 0.58%
$150.47 - $161.22 $2.11K - $2.26K
2.39K $367K
IBM
International Business Machines Corp

Technology
-1
- 0.1%
$234.77 - $292.47 $235 - $292
973 $274K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1
- 0.17%
$412.46 - $514.1 $412 - $514
575 $281K
META
Meta Platforms, Inc.

Communication Services
-4
- 0.31%
$695.21 - $791.73 $2.78K - $3.17K
1.27K $932K
TXN
Texas Instruments Inc

Technology
-28
- 1.5%
N/A
1.84K $358K
MBB
Ishares Tr

ETFs
-93
- 3.84%
$92.46 - $95.73 $8.6K - $8.9K
2.33K $221K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-66
- 1.53%
$92.18 - $95.14 $6.08K - $6.28K
4.25K $403K
EFG
Msci Eafe Growth ETF

ETFs
-31
- 1.0%
$106.99 - $114.46 $3.32K - $3.55K
3.08K $350K
XLI
Industrial Sector Spdr

ETFs
-46
- 2.76%
$147.94 - $154.99 $6.81K - $7.13K
1.62K $249K
VEU
Vanguard Ftse All World Ex Us

ETFs
-119
- 3.68%
$66.38 - $71.68 $7.9K - $8.53K
3.11K $222K
IXUS
Ishares Tr

ETFs
-105
- 3.83%
$76.35 - $82.58 $8.02K - $8.67K
2.63K $217K
XLV
Select Sector Spdr Fund Health

ETFs
-144
- 2.33%
$129.01 - $139.72 $18.6K - $20.1K
6.04K $840K
XLF
Financial Sector Spdr

ETFs
-172
- 1.51%
$51.37 - $54.25 $8.84K - $9.33K
11.2K $603K
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.7%
$617.65 - $666.84 $1.85K - $2K
426 $283K
XOM
Exxon Mobil Corp

Energy
-34
- 0.62%
$105.83 - $117.22 $3.6K - $3.99K
5.43K $611K
XLY
Select Sector Spdr Consumer Di

ETFs
-26
- 1.61%
$216.09 - $242.18 $5.62K - $6.3K
1.58K $379K
XLC
Select Sector Spdr Tr Communic

ETFs
-61
- 1.53%
$105.99 - $119.41 $6.47K - $7.28K
3.93K $464K
XLK
Technology Sector Spdr

ETFs
-99
- 4.57%
$250.97 - $282.66 $24.8K - $28K
2.07K $582K
CVX
Chevron Corp

Energy
-40
- 1.15%
$145.57 - $161.83 $5.82K - $6.47K
3.44K $534K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-69
- 0.91%
$72.65 - $78.68 $5.01K - $5.43K
7.48K $585K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-47
- 0.99%
$134.94 - $145.86 $6.34K - $6.86K
4.72K $687K
NEE
Nextera Energy Inc

Utilities
-33
- 0.25%
$69.77 - $77.54 $2.3K - $2.56K
13.4K $1.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-182
- 0.9%
$108.46 - $120.63 $19.7K - $22K
20.1K $2.39M
JPM
Jpmorgan Chase & CO

Financial Services
-2
- 0.03%
$282.78 - $316.06 $566 - $632
7.05K $2.23M
AVGO
Broadcom Inc.

Technology
-28
- 0.68%
$264.74 - $369.57 $7.41K - $10.3K
4.11K $1.36M
GOOGL
Alphabet Inc.

Communication Services
-4
- 0.08%
$174.36 - $254.72 $697 - $1.02K
5.24K $1.27M
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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