Post Resch Tallon Group Inc. Top Holdings and 13F Report (2025) About Post Resch Tallon Group Inc.Investment ActivityPost Resch Tallon Group Inc. has $103.79 million in total holdings as of June 30, 2025.Post Resch Tallon Group Inc. owns shares of 100 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 2.71% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Post Resch Tallon Group Inc. has purchased 102 new stocks and bought additional shares in 26 stocks.Post Resch Tallon Group Inc. sold shares of 46 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $10,980,180iShares Russell 3000 ETF $8,326,436Invesco QQQ $5,494,936Broadstone Net Lease $4,766,217Vanguard Dividend Appreciation ETF $3,535,674 Largest New Holdings this Quarter 69374H360 - Pacer US Large Cap Cash Cows Growth Leaders ETF $851,066 Holding22788C105 - CrowdStrike $231,227 Holding369604301 - GE Aerospace $220,583 Holding254687106 - Walt Disney $216,149 Holding874039100 - Taiwan Semiconductor Manufacturing $214,033 Holding Largest Purchases this Quarter Pacer US Large Cap Cash Cows Growth Leaders ETF 24,240 shares (about $851.07K)CrowdStrike 454 shares (about $231.23K)GE Aerospace 857 shares (about $220.58K)Walt Disney 1,743 shares (about $216.15K)Taiwan Semiconductor Manufacturing 945 shares (about $214.03K) Largest Sales this Quarter Apple 1,973 shares (about $404.77K)Paychex 1,998 shares (about $290.65K)Exelixis 4,083 shares (about $179.96K)SPDR Portfolio S&P 500 Growth ETF 1,747 shares (about $166.52K)EL PASO ENERGY CAP TR I 3,875 shares (about $113.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPost Resch Tallon Group Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$10,980,180$31,046 ▼-0.3%17,68410.6%ETFIWViShares Russell 3000 ETF$8,326,436$11,232 ▼-0.1%23,7228.0%ETFQQQInvesco QQQ$5,494,936$14,343 ▼-0.3%9,9615.3%FinanceBNLBroadstone Net Lease$4,766,217$27,654 ▲0.6%296,9614.6%FinanceVIGVanguard Dividend Appreciation ETF$3,535,674$27,630 ▼-0.8%17,2753.4%ETFEXELExelixis$3,209,027$179,959 ▼-5.3%72,8083.1%MedicalCOWZPacer US Cash Cows 100 ETF$3,050,697$35,429 ▼-1.1%55,3672.9%ETFIJRiShares Core S&P Small-Cap ETF$3,007,146$8,088 ▼-0.3%27,5152.9%ETFBRK.BBerkshire Hathaway$2,998,658$30,118 ▲1.0%6,1732.9%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,568,742$10,169 ▲0.4%47,2372.5%ETFVEUVanguard FTSE All-World ex-US ETF$2,466,649$90,882 ▼-3.6%36,6952.4%ETFTMUST-Mobile US$2,320,1760.0%9,7382.2%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$2,248,003$832 ▲0.0%16,2102.2%ETFARKKARK Innovation ETF$2,238,596$56,232 ▼-2.5%31,8482.2%ETFIWYiShares Russell Top 200 Growth ETF$2,026,559$30,814 ▼-1.5%8,2212.0%ETFUSRTiShares Core U.S. REIT ETF$1,994,115$21,888 ▲1.1%35,2571.9%ETFDGROiShares Core Dividend Growth ETF$1,937,190$65,219 ▲3.5%30,2971.9%ETFPFFiShares Preferred and Income Securities ETF$1,889,289$24,544 ▲1.3%61,5801.8%ETFDMRCDigimarc$1,676,494$4,346 ▲0.3%126,9111.6%IndustrialsJEPIJPMorgan Equity Premium Income ETF$1,632,279$75,042 ▼-4.4%28,7121.6%ETFMSFTMicrosoft$1,603,152$497 ▲0.0%3,2231.5%Computer and TechnologyASURAsure Software$1,384,6610.0%141,8711.3%Computer and TechnologyIBMInternational Business Machines$1,165,017$44,219 ▼-3.7%3,9521.1%Computer and TechnologyAAPLApple$1,152,343$404,766 ▼-26.0%5,6171.1%Computer and TechnologyCDXSCodexis$1,140,215$3,138 ▼-0.3%467,3011.1%MedicalNVDANVIDIA$1,104,350$93,214 ▼-7.8%6,9901.1%Computer and TechnologyOHIOmega Healthcare Investors$1,093,570$38,043 ▼-3.4%29,8381.1%FinanceFBNDFidelity Total Bond ETF$1,034,682$24,248 ▲2.4%22,6161.0%ETFKYNKayne Anderson Energy Infrastructure Fund$963,261$37,397 ▲4.0%75,7280.9%Financial ServicesVBVanguard Small-Cap ETF$867,347$40,998 ▲5.0%3,6600.8%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$851,066$851,066 ▲New Holding24,2400.8%ETFPAYXPaychex$795,583$290,652 ▼-26.8%5,4690.8%Computer and TechnologyXOMExxon Mobil$780,554$2,587 ▼-0.3%7,2410.8%EnergyAMZNAmazon.com$763,477$4,388 ▼-0.6%3,4800.7%Retail/WholesaleCSCOCisco Systems$724,148$26,088 ▲3.7%10,4370.7%Computer and TechnologyGLDSPDR Gold Shares$688,001$22,862 ▲3.4%2,2570.7%FinanceNLYAnnaly Capital Management$687,0960.0%36,5090.7%FinanceUBCPUnited Bancorp$658,6580.0%45,4250.6%FinanceUSMViShares MSCI USA Min Vol Factor ETF$637,1430.0%6,7880.6%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$613,997$16,428 ▼-2.6%7,4750.6%FinanceEL PASO ENERGY CAP TR I$579,915$113,925 ▼-16.4%19,7250.6%PFD CV TR SEC 28ARKGARK Genomic Revolution ETF$556,227$84,738 ▼-13.2%22,8430.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$535,136$5,214 ▼-1.0%12,5210.5%ETFLEADSiren DIVCON Leaders Dividend ETF$486,0650.0%6,7650.5%ETFSPIPSPDR Portfolio TIPS ETF$467,855$1,954 ▼-0.4%17,9530.5%ETFCOPConocoPhillips$458,3920.0%5,1080.4%EnergyBNDVanguard Total Bond Market ETF$443,695$663 ▲0.1%6,0260.4%ETFVWOVanguard FTSE Emerging Markets ETF$420,255$20,723 ▼-4.7%8,4970.4%ETFPALANTIR TECHNOLOGIES INC$417,821$49,757 ▼-10.6%3,0650.4%CL APFEPfizer$399,015$15,756 ▼-3.8%16,4610.4%MedicalICFiShares Select U.S. REIT ETF$369,712$10,397 ▲2.9%6,0450.4%ETFAVGOBroadcom$369,371$34,456 ▼-8.5%1,3400.4%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$364,6390.0%4,8690.4%ETFPSXPhillips 66$350,6230.0%2,9390.3%EnergyEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$348,869$75,766 ▲27.7%39,8710.3%Financial ServicesHPSJohn Hancock Preferred Income Fund III$340,439$242 ▲0.1%23,8740.3%Financial ServicesJNKSPDR Bloomberg High Yield Bond ETF$337,901$195 ▲0.1%3,4740.3%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$337,335$5,124 ▼-1.5%11,5210.3%ManufacturingABBVAbbVie$319,4520.0%1,7210.3%MedicalSPYSPDR S&P 500 ETF Trust$312,014$39,542 ▼-11.2%5050.3%FinanceEVGEaton Vance Short Duration Diversified Income Fund$309,463$48,377 ▲18.5%28,0570.3%Financial ServicesJNJJohnson & Johnson$306,703$764 ▼-0.2%2,0080.3%MedicalGLWCorning$304,391$33,132 ▼-9.8%5,7880.3%Computer and TechnologyBWXSPDR Bloomberg International Treasury Bond ETF$298,6280.0%12,7130.3%FinanceQUALiShares MSCI USA Quality Factor ETF$298,545$45,705 ▼-13.3%1,6330.3%ETFWMTWalmart$281,606$9,778 ▲3.6%2,8800.3%Retail/WholesaleAMGNAmgen$276,697$13,960 ▼-4.8%9910.3%MedicalMRKMerck & Co., Inc.$271,440$13,457 ▼-4.7%3,4290.3%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$270,328$166,524 ▼-38.1%2,8360.3%ETFKOCocaCola$266,538$71 ▲0.0%3,7670.3%Consumer StaplesHDHome Depot$265,4470.0%7240.3%Retail/WholesaleTSLATesla$263,975$14,295 ▼-5.1%8310.3%Auto/Tires/TrucksVUGVanguard Growth ETF$260,4100.0%5940.3%ETFMETMetLife$247,0500.0%3,0720.2%FinancePDPInvesco Dorsey Wright Momentum ETF$244,328$52,123 ▼-17.6%2,2500.2%ETFKEYKeyCorp$242,330$11,846 ▼-4.7%13,9110.2%FinanceABTAbbott Laboratories$240,3300.0%1,7670.2%MedicalPCYInvesco Emerging Markets Sovereign Debt ETF$232,759$20,430 ▲9.6%11,3930.2%ETFCRWDCrowdStrike$231,227$231,227 ▲New Holding4540.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$229,432$2,799 ▼-1.2%2,7050.2%ETFDIVSSmartETFs Dividend Builder ETF$226,270$44,023 ▼-16.3%7,3500.2%ETFESGVVanguard ESG U.S. Stock ETF$224,872$13,595 ▼-5.7%2,0510.2%ETFGEGE Aerospace$220,583$220,583 ▲New Holding8570.2%AerospaceDISWalt Disney$216,149$216,149 ▲New Holding1,7430.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$214,033$214,033 ▲New Holding9450.2%Computer and TechnologyEZMWisdomTree U.S. MidCap Fund$212,489$16,678 ▼-7.3%3,4400.2%FinanceIVWiShares S&P 500 Growth ETF$204,896$204,896 ▲New Holding1,8610.2%ETFNVSNovartis$201,482$201,482 ▲New Holding1,6650.2%MedicalAQNAlgonquin Power & Utilities$177,6300.0%31,0000.2%UtilitiesMQMarqeta$169,507$874 ▲0.5%29,0750.2%Business ServicesRCATRed Cat$153,608$153,608 ▲New Holding21,1000.1%Business ServicesNWBINorthwest Bancshares$152,0820.0%11,9000.1%FinanceBCXBlackrock Resources & Commodities Strategy Trust$127,811$2,835 ▼-2.2%13,5250.1%Financial ServicesJPCNuveen Preferred & Income Opportunities Fund$116,7710.0%14,5600.1%Financial ServicesFFord Motor$114,7710.0%10,5780.1%Auto/Tires/TrucksVVRInvesco Senior Income Trust$112,892$167 ▲0.1%29,7080.1%Financial ServicesMYNBlackRock MuniYield New York Quality Fund$101,4950.0%10,6500.1%FinanceOPPRiverNorth/DoubleLine Strategic Opportunity Fund$97,090$31,488 ▼-24.5%11,3560.1%Financial ServicesQTRXQuanterix$80,964$5,154 ▼-6.0%12,1750.1%MedicalCDLXCardlytics$32,900$16,450 ▲100.0%20,0000.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
