Talisman Wealth Advisors LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$97.4B
Holdings
103
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (103 positions)
| Stock | Value |
|---|---|
DGROISHARES TR | $6.7B |
VYMVANGUARD WHITEHALL FDS | $6.3B |
SCHDSCHWAB STRATEGIC TR | $5.7B |
IWFISHARES TR | $5.3B |
MSFTMICROSOFT CORP | $3.4B |
AAPLAPPLE INC | $2.9B |
IJRISHARES TR | $2.3B |
VTIVANGUARD INDEX FDS | $2.2B |
JNJJOHNSON & JOHNSON | $2.2B |
VYMIVANGUARD WHITEHALL FDS | $2.1B |
HYGISHARES TR | $2.0B |
SGOVISHARES TR | $1.9B |
PYLDPIMCO ETF TR | $1.9B |
ITOTISHARES TR | $1.8B |
DGRWWISDOMTREE TR | $1.8B |
JPMJPMORGAN CHASE & CO. | $1.7B |
NVDANVIDIA CORPORATION | $1.7B |
VIGVANGUARD SPECIALIZED FUNDS | $1.7B |
IWBISHARES TR | $1.6B |
QUALISHARES TR | $1.5B |
ADPAUTOMATIC DATA PROCESSING IN | $1.3B |
IVVISHARES TR | $1.3B |
IUSGISHARES TR | $1.1B |
KOCOCA COLA CO | $1.0B |
HDVISHARES TR | $958.6M |
NEENEXTERA ENERGY INC | $954.7M |
XLVSELECT SECTOR SPDR TR | $911.2M |
AMZNAMAZON COM INC | $902.4M |
XLRESELECT SECTOR SPDR TR | $871.2M |
HDHOME DEPOT INC | $855.1M |
VTVVANGUARD INDEX FDS | $843.9M |
LLYELI LILLY & CO | $829.4M |
IUSVISHARES TR | $817.8M |
VUGVANGUARD INDEX FDS | $809.4M |
XOMEXXON MOBIL CORP | $771.1M |
MTUMISHARES TR | $725.6M |
CVXCHEVRON CORP NEW | $714.6M |
GOOGLALPHABET INC | $710.2M |
AVGOBROADCOM INC | $701.5M |
BDXBECTON DICKINSON & CO | $686.5M |
SMLFISHARES TR | $676.5M |
AQLTISHARES TR | $671.0M |
METAMETA PLATFORMS INC | $653.2M |
VVISA INC | $624.2M |
XLFSELECT SECTOR SPDR TR | $622.1M |
ABBVABBVIE INC | $603.9M |
BACVERIZON COMMUNICATIONS INC | $602.5M |
ESGUISHARES TR | $576.5M |
IVWISHARES TR | $526.5M |
MCDMCDONALDS CORP | $520.4M |
GOOGALPHABET INC | $520.2M |
IWDISHARES TR | $516.5M |
MRSHMARSH & MCLENNAN COS INC | $512.0M |
SPYMSPDR SER TR | $495.5M |
XLKSELECT SECTOR SPDR TR | $473.6M |
XLUSELECT SECTOR SPDR TR | $461.2M |
ORCLORACLE CORP | $423.2M |
VEAVANGUARD TAX-MANAGED FDS | $415.9M |
PGPROCTER AND GAMBLE CO | $409.8M |
LCTUBLACKROCK ETF TRUST | $406.1M |
USMVISHARES TR | $403.8M |
DYNFBLACKROCK ETF TRUST | $390.1M |
DDDUPONT DE NEMOURS INC | $387.1M |
EFVISHARES TR | $386.9M |
CSCOCISCO SYS INC | $378.5M |
XLCSELECT SECTOR SPDR TR | $377.7M |
VGTVANGUARD WORLD FD | $367.6M |
IEMGISHARES INC | $364.4M |
IVEISHARES TR | $333.8M |
XLYSELECT SECTOR SPDR TR | $331.4M |
AIGAMERICAN INTL GROUP INC | $330.0M |
WFCWELLS FARGO CO NEW | $328.5M |
TXNTEXAS INSTRS INC | $312.3M |
WMTWALMART INC | $301.5M |
COSTCOSTCO WHSL CORP NEW | $300.7M |
BSXBOSTON SCIENTIFIC CORP | $293.7M |
EFGISHARES TR | $292.3M |
UNHUNITEDHEALTH GROUP INC | $290.9M |
MRKMERCK & CO INC | $280.8M |
LINLINDE PLC | $279.1M |
AMGNAMGEN INC | $276.7M |
JEPIJ P MORGAN EXCHANGE TRADED F | $275.1M |
LQDISHARES TR | $270.3M |
CTVACORTEVA INC | $269.0M |
LMTLOCKHEED MARTIN CORP | $260.8M |
PEPPEPSICO INC | $257.4M |
GSGOLDMAN SACHS GROUP INC | $242.7M |
IBMINTERNATIONAL BUSINESS MACHS | $242.0M |
LOWLOWES COS INC | $240.4M |
SPYSPDR S&P 500 ETF TR | $239.8M |
MBBISHARES TR | $237.7M |
SCHZSCHWAB STRATEGIC TR | $234.0M |
XLISELECT SECTOR SPDR TR | $230.5M |
CRMSALESFORCE INC | $228.5M |
ETENERGY TRANSFER L P | $224.7M |
MOALTRIA GROUP INC | $220.7M |
ETNEATON CORP PLC | $219.0M |
VEUVANGUARD INTL EQUITY INDEX F | $219.0M |
AZNASTRAZENECA PLC | $215.8M |
BILSPDR SER TR | $212.9M |
Page 1 of 2Next