Fund HoldingsTalon Private Wealth, LLC

Total Portfolio Value
$745.83M
Total Bought
$321.26M
Total Sold
$53.01M
Net Transaction
+$268.25M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INNOVATOR ETFS TRUST
US EQT ULTRA BFR
01,006,435+1,006,435032,6034.37%+32,603
INNOVATOR ETFS TRUST
US EQT ULTRA BF
0852,671+852,671032,5274.36%+32,527
SPDR SER TR
ST STR P500ETF
38,010382,555+344,5452,62026,1913.51%+23,570
INNOVATOR ETFS TRUST
US EQTY ULTRA BU
282,384966,673+684,2899,77632,8264.40%+23,050
INNOVATOR ETFS TRUST
US EQTY ULTRA B
273,481951,315+677,8349,59632,6354.38%+23,038
INNOVATOR ETFS TRUST
US EQTY ULTRA B
275,679947,916+672,2379,72532,7584.39%+23,033
JANUS DETROIT STR TR
HENDRSON AAA CL
592,171870,448+278,27730,02944,2105.93%+14,181
APPLE INC(AAPL)060,339+60,339013,4321.80%+13,432
VANGUARD TAX-MANAGED FDS29,437198,388+168,9511,40810,0591.35%+8,652
ETF SER SOLUTIONS
APTUS COLLRD INV
14,478163,511+149,0335836,5370.88%+5,954
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,93033,099+30,1695135,8850.79%+5,371
ETF SER SOLUTIONS
OPUS SML CP VL
10,231127,254+117,0233784,5790.61%+4,201
INVESCO QQQ TR4899,113+8,6242504,3010.58%+4,051
VANGUARD INTL EQUITY INDEX F25,381103,524+78,1431,1184,6530.62%+3,535
AMAZON COM INC(AMZN)017,303+17,30303,3510.45%+3,351
APPLIED MATLS INC019,455+19,45502,8580.38%+2,858
JPMORGAN CHASE & CO.(JPM)011,610+11,61002,9000.39%+2,900
NVIDIA CORPORATION(NVDA)22,15050,944+28,7942,9755,6900.76%+2,715
ETF SER SOLUTIONS
APTUS INT ENH YL
11,789142,135+130,3462372,9470.40%+2,710
GENERAL DYNAMICS CORP(GD)010,006+10,00602,7090.36%+2,709
EXXON MOBIL CORP3,13224,965+21,8333372,9390.39%+2,602
WORLD GOLD TR(GLDM)041,643+41,64302,5770.35%+2,577
CHENIERE ENERGY INC(LNG)011,243+11,24302,5960.35%+2,596
T-MOBILE US INC(TMUS)09,641+9,64102,5560.34%+2,556
L3HARRIS TECHNOLOGIES INC(LHX)012,119+12,11902,5360.34%+2,536
DIAMONDBACK ENERGY INC(FANG)015,638+15,63802,5020.34%+2,502
LEIDOS HOLDINGS INC(LDOS)018,204+18,20402,4560.33%+2,456
BANK AMERICA CORP056,563+56,56302,3930.32%+2,393
BAKER HUGHES COMPANY(BKR)1,38854,883+53,495572,4210.32%+2,364
VISA INC(V)06,927+6,92702,4310.33%+2,431
NORTHROP GRUMMAN CORP(NOC)04,632+4,63202,3510.32%+2,351
PACKAGING CORP AMER(PKG)011,781+11,78102,3510.32%+2,351
FOX CORP(FOX)10,48249,305+38,8235092,7800.37%+2,271
BERKSHIRE HATHAWAY INC DEL04,428+4,42802,3130.31%+2,313
QUALCOMM INC(QCOM)2,56116,900+14,3393932,6140.35%+2,220
CITIGROUP INC(C)031,420+31,42002,2660.30%+2,266
MICRON TECHNOLOGY INC(MU)025,537+25,53702,2350.30%+2,235
TENET HEALTHCARE CORP(THC)016,514+16,51402,2180.30%+2,218
ONEOK INC NEW(OKE)6,54227,615+21,0736572,7400.37%+2,083
PERMIAN RESOURCES CORP(PR)0152,167+152,16702,1160.28%+2,116
WELLS FARGO CO NEW(WFC)028,545+28,54502,0730.28%+2,073
INNOVATOR ETFS TRUST
US EQTY PWR BUF
048,044+48,04401,9920.27%+1,992
LOCKHEED MARTIN CORP(LMT)06,725+6,72503,0100.40%+3,010
INNOVATOR ETFS TRUST
US EQTY PWR BUF
054,729+54,72901,9600.26%+1,960
MORGAN STANLEY(MS)016,692+16,69201,9830.27%+1,983
EMCOR GROUP INC(EME)05,233+5,23301,9620.26%+1,962
GOLDMAN SACHS GROUP INC(GS)03,441+3,44101,9110.26%+1,911
BROADCOM INC(AVGO)2,34813,833+11,4855442,3750.32%+1,831
UNITED THERAPEUTICS CORP DEL(UTHR)05,746+5,74601,7850.24%+1,785
SELECT SECTOR SPDR TR
ST STR MATER ETF
019,728+19,72801,6960.23%+1,696
UNITED RENTALS INC(URI)02,696+2,69601,7040.23%+1,704
VANGUARD INDEX FDS6,59111,394+4,8032,7054,3040.58%+1,599
JANUS DETROIT STR TR
B-BBB CLO ETF
174,562203,294+28,7328,5819,9021.33%+1,321
VSE CORP(VSEC)08,507+8,50701,0210.14%+1,021
VANGUARD INDEX FDS04,018+4,01801,0510.14%+1,051
AMGEN INC(AMGN)02,749+2,74908560.11%+856
RTX CORPORATION(RTX)06,456+6,45608550.11%+855
VANGUARD BD INDEX FDS018,341+18,34101,3470.18%+1,347
VANGUARD INDEX FDS8,90813,759+4,8511,7652,5750.35%+810
COLGATE PALMOLIVE CO(CL)3,92312,305+8,3823571,1530.15%+796
CATERPILLAR INC(CAT)02,495+2,49508230.11%+823
AMERICAN EXPRESS CO(AXP)02,839+2,83907640.10%+764
LAS VEGAS SANDS CORP(LVS)019,050+19,05007360.10%+736
ORACLE CORP(ORCL)04,843+4,84306770.09%+677
VANGUARD INDEX FDS11,24414,214+2,9701,9042,4610.33%+557
SPDR S&P 500 ETF TR(SPY)1,8012,527+7261,0551,4470.19%+392
ISHARES TR02,018+2,01803890.05%+389
PROCTER AND GAMBLE CO(PG)02,241+2,24103820.05%+382
PALO ALTO NETWORKS INC(PANW)4,5696,872+2,3038311,2010.16%+370
MCDONALDS CORP(MCD)11,52511,806+2813,3413,6880.49%+347
INNOVATOR ETFS TRUST
US EQTY PWR BUF
42,51752,306+9,7891,6341,9670.26%+333
INNOVATOR ETFS TRUST
US EQTY PWR BUF
41,60150,912+9,3111,6461,9780.27%+332
INNOVATOR ETFS TRUST
US EQTY PWR BUF
44,68053,964+9,2841,6922,0090.27%+316
ETF SER SOLUTIONS
APTUS LRG CAP UP
012,917+12,91702990.04%+299
VANGUARD INDEX FDS6,6868,136+1,4501,6971,9900.27%+294
VANGUARD INDEX FDS01,578+1,57803640.05%+364
MERCK & CO INC(MRK)03,065+3,06502750.04%+275
US BANCORP DEL(USB)06,093+6,09302570.03%+257
CONOCOPHILLIPS(COP)02,590+2,59002720.04%+272
ISHARES TR02,183+2,18302380.03%+238
ISHARES TR0900+90003500.05%+350
SPDR SER TR
ST STR BACKE ETF
011,748+11,74802580.03%+258
ISHARES TR
FUTU EXPO TE ETF
03,659+3,65902210.03%+221
ISHARES TR03,450+3,45002790.04%+279
VANGUARD INDEX FDS31,08632,609+1,5232,7692,9520.40%+183
INNOVATOR ETFS TRUST
US EQT ULTRA BF
2,2097,123+4,914762440.03%+168
BROWN & BROWN INC(BRO)06,735+6,73508380.11%+838
BLACKSTONE SECD LENDING FD(BXSL)06,058+6,05802040.03%+204
ISHARES TR
CORE MSCI EAFE
09,403+9,40307090.10%+709
CHEVRON CORP NEW(CVX)01,785+1,78502990.04%+299
SPDR SER TR
ST STR SP600 SML
3,7895,648+1,8591702460.03%+76
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
9,88811,255+1,3674485210.07%+73
FISERV INC(FISV)3,1483,14806476950.09%+49
SPDR GOLD TR(GLD)01,101+1,10103170.04%+317
DNP SELECT INCOME FD INC(DNP)035,936+35,93603550.05%+355
ISHARES TR
ULTRA SHORT DUR
19,31119,970+6599741,0120.14%+39
MARSH & MCLENNAN COS INC(MRSH)01,644+1,64404010.05%+401
JOHNSON & JOHNSON(JNJ)06,704+6,70401,1120.15%+1,112
SPDR SER TR
ST BLOO HIGH ETF
19,22119,603+3821,8351,8680.25%+33
VANGUARD INDEX FDS10,26310,515+2521,6601,6880.23%+28
Page 1 of 1