Talon Private Wealth, LLC New Holdings in Q4 2024

Talon Private Wealth, LLC

  • $270 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TWLO
Twilio Inc

Communication Services
3.98K
New
$63.73 - $114.96 $254K - $457K
3.98K $430K
APO
Apollo Global Management, Inc.

Financial Services
2.6K
New
$131.36 - $178.61 $342K - $464K
2.6K $429K
TMO
Thermo Fisher Scientific Inc.

Healthcare
820
New
$501.29 - $612.85 $411K - $503K
820 $426K
NU
Nu Holdings Ltd.

Financial Services
41.1K
New
$10.24 - $15.89 $421K - $653K
41.1K $425K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
25.5K
New
$15.9 - $17.05 $405K - $435K
25.5K $423K
EIX
Edison International

Utilities
5.3K
New
$77.93 - $88.36 $413K - $468K
5.3K $423K
PFFA
Etfis Ser Tr I

ETFs
19.3K
New
$21.82 - $23.21 $421K - $448K
19.3K $422K
JPM
Jpmorgan Chase & CO

Financial Services
1.75K
New
$205.18 - $250.29 $359K - $438K
1.75K $419K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
2.79K
New
$131.26 - $163.78 $366K - $457K
2.79K $417K
HUM
Humana Inc

Healthcare
1.64K
New
$233.89 - $304.18 $383K - $499K
1.64K $415K
IQLT
Ishares Msci Intl Quality Fact

ETFs
11K
New
$37.12 - $41.23 $410K - $455K
11K $409K
MFC
Manulife Financial Corp

Financial Services
13.3K
New
$29.21 - $32.87 $388K - $437K
13.3K $408K
OXY
Occidental Petroleum Corp

Energy
8.21K
New
$45.36 - $55.91 $372K - $459K
8.21K $405K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
8.26K
New
$47.66 - $51.97 $394K - $429K
8.26K $403K
CCL
Carnival Corp

Consumer Cyclical
16K
New
$17.34 - $26.8 $277K - $428K
16K $398K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
560
New
$701.85 - $1046.91 $393K - $586K
560 $398K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
29.3K
New
$13.12 - $14.37 $385K - $421K
29.3K $398K
ORCL
Oracle Corp

Technology
2.38K
New
$165.41 - $192.43 $394K - $458K
2.38K $396K
IXC
Ishares Tr Global Energy ETF

ETFs
9.98K
New
$36.95 - $43.06 $369K - $430K
9.98K $380K
SKYW
Skywest Inc

Industrials
3.74K
New
$83.51 - $115.11 $312K - $431K
3.74K $374K
PPC
Pilgrims Pride Corp

Consumer Defensive
8.1K
New
$43.57 - $53.82 $353K - $436K
8.1K $367K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.07K
New
$69.3 - $74.3 $351K - $376K
5.07K $361K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
19K
New
$18.42 - $22.58 $350K - $429K
19K $358K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
6.3K
New
$56.27 - $69.89 $354K - $440K
6.3K $357K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
12.2K
New
$28.48 - $29.56 $348K - $361K
12.2K $357K
MRK
Merck & Co., Inc.

Healthcare
3.52K
New
$96.31 - $114.76 $339K - $404K
3.52K $350K
EAT
Brinker International, Inc

Consumer Cyclical
2.65K
New
$78.76 - $137.19 $209K - $363K
2.65K $350K
STRL
Sterling Construction CO Inc

Industrials
2.07K
New
$142.94 - $199.03 $295K - $411K
2.07K $348K
TROW
Price T Rowe Group Inc

Financial Services
3.06K
New
$106.48 - $124.69 $326K - $381K
3.06K $345K
JNJ
Johnson & Johnson

Healthcare
2.37K
New
$143.34 - $165.86 $340K - $393K
2.37K $343K
ALTY
Global X Funds Global X Altern

ETFs
29.6K
New
$11.57 - $12.13 $343K - $359K
29.6K $343K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.25K
New
$80.13 - $83.77 $341K - $356K
4.25K $341K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
3.66K
New
$71.77 - $92.11 $263K - $337K
3.66K $332K
MCD
Mcdonalds Corp

Consumer Cyclical
1.14K
New
$288.47 - $316.54 $329K - $361K
1.14K $330K
CM
Canadian Imperial Bank Of Commerce

Financial Services
5.18K
New
$59.58 - $67.31 $309K - $349K
5.18K $327K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14K
New
$22.39 - $23.45 $313K - $328K
14K $321K
SHV
Ishares Tr

ETFs
2.85K
New
$109.92 - $110.57 $313K - $315K
2.85K $313K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.94K
New
$106.56 - $113.11 $313K - $332K
2.94K $313K
BMY
Bristol Myers Squibb CO

Healthcare
5.51K
New
$51.92 - $59.94 $286K - $330K
5.51K $311K
JXN
Jackson Financial Inc.

Financial Services
3.56K
New
$84.91 - $113.74 $302K - $405K
3.56K $310K
VDE
Vanguard Energy ETF

ETFs
2.53K
New
$116.67 - $136.78 $295K - $346K
2.53K $306K
TMUS
T Mobile Us, Inc.

Communication Services
1.38K
New
$206.1 - $246.94 $284K - $341K
1.38K $304K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
20.6K
New
$13.61 - $14.58 $281K - $301K
20.6K $297K
SCHW
Schwab Charles Corp

Financial Services
4K
New
$63.31 - $82.85 $253K - $331K
4K $295K
GOOG
Alphabet Inc.

Communication Services
1.54K
New
$163.08 - $198.16 $252K - $306K
1.54K $294K
HTGC
Hercules Capital, Inc.

Financial Services
14.5K
New
$18.53 - $20.22 $268K - $293K
14.5K $290K
AIG
American International Group, Inc.

Financial Services
3.9K
New
$70.0 - $79.22 $273K - $309K
3.9K $283K
GILD
Gilead Sciences, Inc.

Healthcare
3.07K
New
$83.95 - $97.9 $258K - $301K
3.07K $283K
CTO
Cto Realty Growth, Inc.

Real Estate
14.2K
New
$18.57 - $20.65 $264K - $294K
14.2K $280K
Activity Summary
Buys All Purchases 273 New Holdings 273 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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