Talisman Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$94M
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 108 stock holdings with total value $94M as of Q3 2024. Top holdings included VYM, DGRO, IWF, SCHD, and SGOV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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