Talisman Wealth Advisors LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 18, 2025
Value $: $92.4M
Signature - Title: Jordan Green - Counsel
Location: Mountainside, NJ
Summary: This page shows a list of all the recent 13F filings made by Talisman Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Talisman Wealth Advisors LLC reported 102 stock holdings with total value $92.4M as of Q4 2024. Top holdings included DGRO, VYM, IWF, SCHD, and AAPL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	102	$92.4M	+$7.95M	-$6.78M	+$1.17M	DGRO, VYM, IWF, SCHD, AAPL	13F-HR	2/14/2025, 05:36 PM
Q3 2024	108	$94M	+$4.72M	-$1.47M	+$3.25M	VYM, DGRO, IWF, SCHD, SGOV	13F-HR	11/14/2024, 04:40 PM
Q2 2024	96	$86.5M	+$7.72M	-$926K	+$6.8M	VYM, DGRO, IWF, SCHD, SGOV	13F-HR	8/14/2024, 05:00 PM
Q1 2024	90	$79.5M	+$7.66M	-$1.18M	+$6.47M	VYM, DGRO, IWF, SCHD, MSFT	13F-HR	5/15/2024, 04:37 PM
Q4 2023	84	$67.4M	+$6.22M	-$1.44M	+$4.77M	VYM, DGRO, IWF, SCHD, MSFT	13F-HR	2/13/2024, 07:52 PM
Q3 2023	80	$57.8M	+$3.74M	-$2.79M	+$957K	VYM, DGRO, IWF, ITOT, SCHD	13F-HR	11/13/2023, 09:47 PM
Q2 2023	84	$58.6M	+$2.88M	-$2.99M	-$104K	VYM, DGRO, ITOT, MSFT, AAPL	13F-HR	8/10/2023, 05:25 PM
Q1 2023	86	$55.3M	+$7.34M	-$149K	+$7.2M	VYM, AAPL, ITOT, DGRO, MSFT	13F-HR	5/11/2023, 06:58 AM
Q4 2022	72	$47M	$0	$0		VYM, ITOT, DGRO, AAPL, VTI	13F-HR	2/15/2023, 04:41 PM

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