Fund HoldingsTalon Private Wealth, LLC

Total Portfolio Value
$726.02M
Total Bought
$114.58M
Total Sold
$144.04M
Net Transaction
-$29.47M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INNOVATOR ETFS TRUST
US EQT ULTRA BF
0908,363+908,363034,1644.71%+34,164
INNOVATOR ETFS TRUST
US EQT ULTRA BF
01,089,402+1,089,402034,0984.70%+34,098
LISTED FDS TR
ROUN MA SEVE ETF
066,599+66,59903,6940.51%+3,694
SELECT SECTOR SPDR TR
ST STR DISCR ETF
011,033+11,03302,3980.33%+2,398
INNOVATOR ETFS TRUST
US EQTY ULTRA B
951,315958,228+6,91332,63534,9184.81%+2,283
INNOVATOR ETFS TRUST
US EQT ULTRA BF
852,671858,281+5,61032,52734,7194.78%+2,192
INNOVATOR ETFS TRUST
US EQT ULTRA BFR
1,006,4351,012,788+6,35332,60334,7494.79%+2,146
SELECT SECTOR SPDR TR
ST STR CARE ETF
020,329+20,32902,7400.38%+2,740
INNOVATOR ETFS TRUST
US EQTY PWR BUF
045,654+45,65401,9280.27%+1,928
INNOVATOR ETFS TRUST
US EQT PWR BUF
051,635+51,63501,9250.27%+1,925
ISHARES TR
ULTRA SHORT DUR
034,758+34,75801,7630.24%+1,763
VANGUARD TAX-MANAGED FDS198,388207,307+8,91910,05911,8191.63%+1,759
BROADCOM INC(AVGO)13,83314,626+7932,3754,0320.56%+1,657
NVIDIA CORPORATION(NVDA)50,94444,438-6,5065,6907,0210.97%+1,331
VANGUARD INTL EQUITY INDEX F103,524119,782+16,2584,6535,9240.82%+1,271
SELECT SECTOR SPDR TR
ST STR SVC ETF
023,648+23,64802,5660.35%+2,566
VANGUARD BD INDEX FDS18,34129,694+11,3531,3472,1860.30%+839
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
024,915+24,91502,0660.28%+2,066
WALMART INC(WMT)064,366+64,36606,2940.87%+6,294
WORLD GOLD TR(GLDM)41,64350,382+8,7392,5773,3010.45%+724
CITIGROUP INC(C)31,42034,715+3,2952,2662,9550.41%+689
EMCOR GROUP INC(EME)5,2334,911-3221,9622,6270.36%+665
GOLDMAN SACHS GROUP INC(GS)3,4413,573+1321,9112,5290.35%+618
MORGAN STANLEY(MS)16,69218,249+1,5571,9832,5710.35%+588
WELLS FARGO CO NEW(WFC)28,54533,031+4,4862,0732,6460.36%+573
VANGUARD INDEX FDS8,1368,918+7821,9902,5360.35%+546
SELECT SECTOR SPDR TR
ST STR REAL ETF
054,506+54,50602,2580.31%+2,258
FOX CORP(FOX)49,30558,891+9,5862,7803,3000.45%+520
SPDR SERIES TRUST
ST BLOO HIGH ETF
19,60324,252+4,6491,8682,3590.32%+491
MICRON TECHNOLOGY INC(MU)25,53721,808-3,7292,2352,6880.37%+453
TENET HEALTHCARE CORP(THC)16,51415,113-1,4012,2182,6600.37%+442
APPLIED MATLS INC19,45517,989-1,4662,8583,2930.45%+435
VANGUARD BD INDEX FDS09,864+9,86407630.11%+763
ORACLE CORP(ORCL)4,8434,901+586771,0720.15%+394
MICROSOFT CORP(MSFT)05,542+5,54202,7570.38%+2,757
SERVICENOW INC(NOW)01,449+1,44901,4900.21%+1,490
ETF SER SOLUTIONS
APTUS COLLRD INV
163,511166,898+3,3876,5376,9100.95%+373
DISNEY WALT CO(DIS)011,153+11,15301,3830.19%+1,383
ISHARES TR048,282+48,28201,4810.20%+1,481
VISA INC(V)6,9277,760+8332,4312,7550.38%+325
INVESCO QQQ TR9,1138,372-7414,3014,6180.64%+317
UNITED RENTALS INC(URI)2,6962,671-251,7042,0120.28%+308
ALPHABET INC(GOOG)07,386+7,38601,3020.18%+1,302
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
022,346+22,34601,3370.18%+1,337
TESLA INC(TSLA)03,227+3,22701,0250.14%+1,025
ISHARES TR03,715+3,71502,3070.32%+2,307
UBER TECHNOLOGIES INC(UBER)011,403+11,40301,0640.15%+1,064
AMAZON COM INC(AMZN)17,30316,538-7653,3513,6280.50%+278
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
03,382+3,38202690.04%+269
GLOBAL X FDS
1 3 MO T BI ET
02,672+2,67202680.04%+268
CONAGRA BRANDS INC(CAG)012,871+12,87102630.04%+263
AMERICAN EXPRESS CO(AXP)2,8393,153+3147641,0060.14%+242
CHENIERE ENERGY INC(LNG)11,24311,612+3692,5962,8280.39%+232
ISHARES TR
FLTG RATE NT ETF
04,407+4,40702250.03%+225
META PLATFORMS INC(META)01,597+1,59701,1790.16%+1,179
SPDR SERIES TRUST
ST STR P500GRW
02,221+2,22102120.03%+212
NUSCALE PWR CORP(SMR)05,165+5,16502040.03%+204
BANK AMERICA CORP56,56354,860-1,7032,3932,5960.36%+203
VANGUARD INDEX FDS02,664+2,66408100.11%+810
JPMORGAN CHASE & CO.(JPM)11,61010,647-9632,9003,0870.43%+187
NIKE INC(NKE)012,599+12,59908950.12%+895
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
013,060+13,06006470.09%+647
CATERPILLAR INC(CAT)2,4952,529+348239820.14%+159
ISHARES INC
CORE MSCI EMKT
06,883+6,88304130.06%+413
VANGUARD INDEX FDS04,456+4,45602,5310.35%+2,531
GOLDMAN SACHS ETF TR01,090+1,09001320.02%+132
ISHARES TR
CORE MSCI EAFE
9,40310,041+6387098380.12%+130
UNILEVER PLC(UL)01,944+1,94401190.02%+119
SUNOCO LP/SUNOCO FIN CORP(SUN)02,050+2,05001100.02%+110
LAS VEGAS SANDS CORP(LVS)19,05019,354+3047368420.12%+106
LOWES COS INC(LOW)0456+45601010.01%+101
ISHARES TR0317+3170960.01%+96
INTERACTIVE BROKERS GROUP IN(IBKR)01,688+1,6880940.01%+94
VSE CORP(VSEC)8,5078,50701,0211,1140.15%+93
SPDR SERIES TRUST
ST STR CONV ETF
015,542+15,54201,2850.18%+1,285
RESMED INC(RMD)0336+3360870.01%+87
PRICE T ROWE GROUP INC(TROW)03,322+3,32203210.04%+321
ISHARES TR013,867+13,86708600.12%+860
JABIL INC(JBL)0382+3820830.01%+83
INSMED INC(INSM)0800+8000810.01%+81
PALO ALTO NETWORKS INC(PANW)6,8726,260-6121,2011,2810.18%+80
NETFLIX INC(NFLX)056+560750.01%+75
PERMIAN RESOURCES CORP(PR)152,167160,762+8,5952,1162,1900.30%+74
SPDR SERIES TRUST
ST INTER BD ETF
02,164+2,1640730.01%+73
MAIN STR CAP CORP(MAIN)01,200+1,2000710.01%+71
VANGUARD INDEX FDS0366+3660710.01%+71
GAMESTOP CORP NEW(GME)02,800+2,8000680.01%+68
VANGUARD INDEX FDS14,21414,309+952,4612,5290.35%+68
US BANCORP DEL(USB)6,0937,152+1,0592573240.04%+66
GILEAD SCIENCES INC(GILD)03,004+3,00403330.05%+333
CISCO SYS INC(CSCO)05,527+5,52703830.05%+383
ISHARES TR0476+4760660.01%+66
RTX CORPORATION(RTX)6,4566,295-1618559190.13%+64
SPDR SERIES TRUST
ST STR P500ETF
382,555361,186-21,36926,19126,2553.62%+64
ISHARES TR
0-5YR HI YL CP
018,207+18,20707850.11%+785
ZOETIS INC(ZTS)0392+3920610.01%+61
SYSCO CORP(SYY)0800+8000610.01%+61
ZOOM COMMUNICATIONS INC(ZM)0772+7720600.01%+60
CF INDS HLDGS INC(CF)03,323+3,32303060.04%+306
CHARTER COMMUNICATIONS INC N(CHTR)0144+1440590.01%+59
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