Talon Private Wealth, LLC
Q4 2024 13F Holdings
- Locationthe villages, FL
- Num holdings
273
- Value ($000)
$292,205
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001990467
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FTSM FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | $16.07M | 6 % | 268,848 | ||
FIXD FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 | $10.17M | 4 % | 236,645 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.41M | 3 % | 16,057 | ||
FEX FIRST TR LRGE CP CORE ALPHA | COM SHS | 33734K109 | $8.57M | 3 % | 82,140 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $7.65M | 3 % | 213,329 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $7.47M | 3 % | 103,926 | ||
RDVY FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 | $6.91M | 2 % | 116,915 | ||
FPE FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | $5.78M | 2 % | 326,774 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $5.50M | 2 % | 24,893 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $5.23M | 2 % | 59,120 |
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