Talisman Wealth Advisors LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$97.4M
Holdings
103
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (103 positions)
| Stock | Value |
|---|---|
DGROISHARES TR | $6.7M |
VYMVANGUARD WHITEHALL FDS | $6.3M |
SCHDSCHWAB STRATEGIC TR | $5.7M |
IWFISHARES TR | $5.3M |
MSFTMICROSOFT CORP | $3.4M |
AAPLAPPLE INC | $2.9M |
IJRISHARES TR | $2.3M |
VTIVANGUARD INDEX FDS | $2.2M |
JNJJOHNSON & JOHNSON | $2.2M |
VYMIVANGUARD WHITEHALL FDS | $2.1M |
HYGISHARES TR | $2.0M |
SGOVISHARES TR | $1.9M |
PYLDPIMCO ETF TR | $1.9M |
ITOTISHARES TR | $1.8M |
DGRWWISDOMTREE TR | $1.8M |
JPMJPMORGAN CHASE & CO. | $1.7M |
NVDANVIDIA CORPORATION | $1.7M |
VIGVANGUARD SPECIALIZED FUNDS | $1.7M |
IWBISHARES TR | $1.6M |
QUALISHARES TR | $1.5M |
ADPAUTOMATIC DATA PROCESSING IN | $1.3M |
IVVISHARES TR | $1.3M |
IUSGISHARES TR | $1.1M |
KOCOCA COLA CO | $1.0M |
HDVISHARES TR | $959K |
NEENEXTERA ENERGY INC | $955K |
XLVSELECT SECTOR SPDR TR | $911K |
AMZNAMAZON COM INC | $902K |
XLRESELECT SECTOR SPDR TR | $871K |
HDHOME DEPOT INC | $855K |
VTVVANGUARD INDEX FDS | $844K |
LLYELI LILLY & CO | $829K |
IUSVISHARES TR | $818K |
VUGVANGUARD INDEX FDS | $809K |
XOMEXXON MOBIL CORP | $771K |
MTUMISHARES TR | $726K |
CVXCHEVRON CORP NEW | $715K |
GOOGLALPHABET INC | $710K |
AVGOBROADCOM INC | $702K |
BDXBECTON DICKINSON & CO | $686K |
SMLFISHARES TR | $676K |
AQLTISHARES TR | $671K |
METAMETA PLATFORMS INC | $653K |
VVISA INC | $624K |
XLFSELECT SECTOR SPDR TR | $622K |
ABBVABBVIE INC | $604K |
BACVERIZON COMMUNICATIONS INC | $602K |
ESGUISHARES TR | $576K |
IVWISHARES TR | $526K |
MCDMCDONALDS CORP | $520K |
GOOGALPHABET INC | $520K |
IWDISHARES TR | $517K |
MRSHMARSH & MCLENNAN COS INC | $512K |
SPYMSPDR SER TR | $496K |
XLKSELECT SECTOR SPDR TR | $474K |
XLUSELECT SECTOR SPDR TR | $461K |
ORCLORACLE CORP | $423K |
VEAVANGUARD TAX-MANAGED FDS | $416K |
PGPROCTER AND GAMBLE CO | $410K |
LCTUBLACKROCK ETF TRUST | $406K |
USMVISHARES TR | $404K |
DYNFBLACKROCK ETF TRUST | $390K |
DDDUPONT DE NEMOURS INC | $387K |
EFVISHARES TR | $387K |
CSCOCISCO SYS INC | $379K |
XLCSELECT SECTOR SPDR TR | $378K |
VGTVANGUARD WORLD FD | $368K |
IEMGISHARES INC | $364K |
IVEISHARES TR | $334K |
XLYSELECT SECTOR SPDR TR | $331K |
AIGAMERICAN INTL GROUP INC | $330K |
WFCWELLS FARGO CO NEW | $328K |
TXNTEXAS INSTRS INC | $312K |
WMTWALMART INC | $301K |
COSTCOSTCO WHSL CORP NEW | $301K |
BSXBOSTON SCIENTIFIC CORP | $294K |
EFGISHARES TR | $292K |
UNHUNITEDHEALTH GROUP INC | $291K |
MRKMERCK & CO INC | $281K |
LINLINDE PLC | $279K |
AMGNAMGEN INC | $277K |
JEPIJ P MORGAN EXCHANGE TRADED F | $275K |
LQDISHARES TR | $270K |
CTVACORTEVA INC | $269K |
LMTLOCKHEED MARTIN CORP | $261K |
PEPPEPSICO INC | $257K |
GSGOLDMAN SACHS GROUP INC | $243K |
IBMINTERNATIONAL BUSINESS MACHS | $242K |
LOWLOWES COS INC | $240K |
SPYSPDR S&P 500 ETF TR | $240K |
MBBISHARES TR | $238K |
SCHZSCHWAB STRATEGIC TR | $234K |
XLISELECT SECTOR SPDR TR | $231K |
CRMSALESFORCE INC | $229K |
ETENERGY TRANSFER L P | $225K |
MOALTRIA GROUP INC | $221K |
ETNEATON CORP PLC | $219K |
VEUVANGUARD INTL EQUITY INDEX F | $219K |
AZNASTRAZENECA PLC | $216K |
BILSPDR SER TR | $213K |
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