Post Resch Tallon Group Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Post Resch Tallon Group Inc.

CIK Number: 0002054476

103.79M
Market Value
90
# of Holdings
2 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 23, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
660.91
+0.83% 17.73K +5.32% 9.92M 587.33 10.12% Share
2 IWV iShares Russell...
374.85
+0.89% 23.75K +4.14% 7.51M 333.59 7.67% Share
3 BNL Broadstone Net ...
18.77
+0.78% 295.24K -0.79% 5.01M 15.86 5.12% Share
4 QQQ Invesco QQQ Tru...
584.09
+0.58% 9.99K +3.91% 4.67M 509.64 4.77% Share
5 VIG Vanguard Divide...
216.56
+0.90% 17.41K +2.14% 3.35M 195.79 3.42% Share
6 BRK-B Berkshire Hatha...
496.91
+1.39% 6.11K -1.56% 3.24M 453.28 3.31% Share
7 COWZ Pacer US Cash C...
57.88
+0.91% 56.01K +4.29% 3.04M 56.41 3.10% Share
8 IJR iShares Core S&...
120.07
+2.08% 27.59K +2.07% 2.87M 115 2.93% Share
9 EXEL Exelixis, Inc.
39.07
+3.63% 76.89K -0.36% 2.76M 33.3 2.81% Share
10 TMUS T-Mobile US, In...
241.39
+0.42% 9.74K 0.00% 2.59M 220.73 2.65% Share
11 SPMD SPDR Portfolio ...
58.30
+1.67% 47.05K +9.06% 2.4M 54.4 2.45% Share
12 VEU Vanguard FTSE A...
71.28
+1.12% 38.05K -2.6% 2.3M 57.41 2.35% Share
13 USRT iShares Core U....
59.33
+1.58% 34.87K +11.50% 1.99M 57.34 2.03% Share
14 IWP iShares Russell...
145.25
+1.23% 16.2K +10.28% 1.9M 125.89 1.94% Share
15 PFF iShares Preferr...
32.05
+0.56% 60.78K +11.49% 1.85M 31.37 1.89% Share
16 DGRO iShares Core Di...
68.03
+1.04% 29.28K +11.50% 1.79M 61.39 1.83% Share
17 IWY iShares Russell...
266.37
+0.43% 8.35K +3.91% 1.76M 234.35 1.79% Share
18 JEPI JPMorgan Equity...
57.24
+0.60% 30.03K -2.68% 1.7M 57.53 1.73% Share
19 AAPL Apple Inc.
230.03
+1.43% 7.59K -1.38% 1.68M 250.42 1.71% Share
20 DMRC Digimarc Corpor...
9.14
-2.35% 126.58K +5.96% 1.62M 36.06 1.65% Share
21 ARKK ARK Innovation ...
78.27
+3.59% 32.65K +0.77% 1.54M 56.7 1.58% Share
22 ASUR Asure Software,...
8.03
+0.75% 141.87K -2.07% 1.35M 9.41 1.37% Share
23 MSFT Microsoft Corpo...
501.01
+0.13% 3.22K -1.92% 1.22M 421.5 1.25% Share
24 OHI Omega Healthcar...
42.49
-0.82% 30.88K -6.45% 1.17M 37.85 1.19% Share
25 CDXS Codexis, Inc.
2.44
+0.41% 468.59K +16.08% 1.16M 4.48 1.18% Share
26 PAYX Paychex, Inc.
135.46
+1.80% 7.47K -57.24% 1.14M 140.22 1.17% Share
27 IBM International B...
256.95
+0.03% 4.1K 0.00% 1.01M 219.83 1.03% Share
28 FBND Fidelity Total ...
46.57
+0.17% 22.09K -0.72% 1.01M 44.87 1.03% Share
29 XOM Exxon Mobil Cor...
112.14
-0.32% 7.26K -1.2% 858.41K 107.57 0.88% Share
30 NVDA NVIDIA Corporat...
177.06
-0.15% 7.58K +7.90% 818.15K 132.39 0.83% Share
31 VB Vanguard Small ...
258.07
+1.77% 3.49K +8.39% 769.51K 238.84 0.79% Share
32 NLY Annaly Capital ...
22.16
+0.25% 36.51K 0.00% 731.64K 18.3 0.75% Share
33 AMZN Amazon.com, Inc...
229.95
-0.16% 3.5K -3.71% 668.96K 219.39 0.68% Share
34 USMV iShares MSCI US...
94.90
+1.24% 6.79K -3.03% 631.81K 88.79 0.64% Share
35 GLD SPDR Gold Share...
334.70
-0.17% 2.18K -2.15% 626.52K 242.13 0.64% Share
36 CSCO Cisco Systems, ...
67.69
-0.65% 10.06K -1.36% 617K 59.2 0.63% Share
37 DLN WisdomTree U.S....
86.39
+1.05% 7.67K 0.00% 605.02K 77.79 0.62% Share
38 UBCP United Bancorp,...
14.41
-1.89% 45.42K +3.00% 593.29K 13.01 0.61% Share
39 COP ConocoPhillips
94.13
-0.2% 5.11K 0.00% 535.38K 99.17 0.55% Share
40 ARKG ARK Genomic Rev...
26.21
+5.77% 26.32K +1.15% 526.99K 23.52 0.54% Share
41 SPEM SPDR Portfolio ...
46.11
+1.18% 12.64K -1.56% 497.63K 38.37 0.51% Share
42 SPIP SPDR Portfolio ...
26.45
+0.17% 18.03K -5.29% 472.89K 25.31 0.48% Share
43 BND Vanguard Total ...
74.66
+0.21% 6.02K -8.75% 442.14K 71.91 0.45% Share
44 LEAD Siren DIVCON Le...
76.25
+1.25% 6.76K 0.00% 435.75K 66.48 0.44% Share
45 PFE Pfizer Inc.
24.85
+1.14% 17.11K -10.48% 420.53K 26.53 0.43% Share
46 VWO Vanguard Emergi...
53.57
+1.23% 8.92K -3.81% 402.97K 44.04 0.41% Share
47 SPYG SPDR Portfolio ...
102.90
+0.48% 4.58K +50.11% 367.35K 85.39 0.37% Share
48 PSX Phillips 66
132.50
+0.83% 2.94K 0.00% 361.04K 113.93 0.37% Share
49 ICF iShares Cohen &...
62.12
+1.67% 5.88K +16.45% 358.85K 60.44 0.37% Share
50 ABBV AbbVie Inc.
220.19
+4.04% 1.72K 0.00% 355.81K 177.7 0.36% Share
51 ANGL VanEck Fallen A...
29.55
+0.19% 11.7K -8.47% 335.73K 28.67 0.34% Share
52 SPTM SPDR Portfolio ...
79.80
+0.91% 4.87K -2.31% 329.66K 71.43 0.34% Share
53 JNK SPDR Bloomberg ...
97.74
+0.26% 3.47K +0.03% 329.38K 95.47 0.34% Share
54 QUAL iShares MSCI US...
191.55
+1.04% 1.88K 0.00% 320.02K 178.08 0.33% Share
55 AMGN Amgen Inc.
282.73
+1.52% 1.04K 0.00% 318.64K 260.64 0.33% Share
56 SPY SPDR S&P 500 ET...
657.61
+0.83% 569 -5.64% 316.77K 586.08 0.32% Share
57 MRK Merck & Co., In...
85.16
+1.34% 3.6K -2.17% 313K 99.48 0.32% Share
58 JNJ Johnson & Johns...
178.50
+1.54% 2.01K +0.10% 311.41K 144.64 0.32% Share
59 GLW Corning Incorpo...
75.50
+0.76% 6.42K -0.77% 289.71K 47.52 0.30% Share
60 PLTR Palantir Techno...
164.36
-1.43% 3.43K -10.79% 284.11K 75.63 0.29% Share
61 BWX SPDR Bloomberg ...
23.14
+0.37% 12.71K -4.1% 277.72K 21.39 0.28% Share
62 PDP Invesco DWA Mom...
116.03
+0.98% 2.73K +36.50% 272.21K 105.57 0.28% Share
63 KO The Coca-Cola C...
67.59
-0.34% 3.77K -3.34% 269.72K 62.26 0.28% Share
64 HD The Home Depot,...
423.33
+2.44% 724 0.00% 263.55K 388.99 0.27% Share
65 DIVS SmartETFs Divid...
31.40
+0.69% 8.78K -7.87% 255.73K 28.43 0.26% Share
66 XLE Energy Select S...
89.10
-0.01% 2.74K -0.8% 255.29K 85.66 0.26% Share
67 CIBR First Trust NAS...
75.59
+0.79% 3.95K +11.27% 248.62K 63.4 0.25% Share
68 MET MetLife, Inc.
80.32
+1.38% 3.07K -3.52% 247.85K 81.88 0.25% Share
69 WMT Walmart Inc.
102.63
+2.21% 2.78K -0.71% 246.17K 90.35 0.25% Share
70 AVGO Broadcom Inc.
359.63
-2.69% 1.47K -4.87% 242.18K 231.84 0.25% Share
71 TSLA Tesla, Inc.
368.81
+6.04% 876 -11.07% 235.38K 403.84 0.24% Share
72 ABT Abbott Laborato...
132.65
+2.54% 1.77K 0.00% 231.82K 113.11 0.24% Share
73 KEY KeyCorp
19.16
-0.39% 14.59K 0.00% 228.57K 17.14 0.23% Share
74 FTCS First Trust Cap...
93.74
+1.46% 2.51K -22.95% 224.28K 87.82 0.23% Share
75 PEP PepsiCo, Inc.
144.23
+1.10% 1.49K 0.00% 222.35K 152.06 0.23% Share
76 EZM WisdomTree U.S....
67.07
+1.27% 3.71K -1.07% 220.35K 62.51 0.22% Share
77 VUG Vanguard Growth...
469.69
+0.53% 594 0.00% 220.08K 410.44 0.22% Share
78 ESGV Vanguard ESG U....
117.23
+0.91% 2.17K 0.00% 212.24K 104.89 0.22% Share
79 PCY Invesco Emergin...
21.61
+0.65% 10.39K -4.84% 209.94K 19.82 0.21% Share
80 SHOP Shopify Inc.
145.03
+1.99% 2.12K -0.93% 205.96K 106.33 0.21% Share
81 BMY Bristol-Myers S...
47.54
+0.83% 3.47K +100.00% 205.78K 60.99 0.21% Share
82 QCOM QUALCOMM Incorp...
161.51
+1.61% 1.35K 0.00% 203.99K 153.62 0.21% Share
83 DVY iShares Select ...
142.57
+1.02% 1.5K +100.00% 200.05K 134.29 0.20% Share
84 AQN Algonquin Power...
5.59
-0.18% 31K 0.00% 158.25K 4.45 0.16% Share
85 NWBI Northwest Bancs...
12.70
+1.68% 11.9K 0.00% 142.47K 13.19 0.15% Share
86 MQ Marqeta, Inc.
5.97
+1.19% 28.93K +9.67% 122.5K 3.82 0.13% Share
87 F Ford Motor Comp...
11.76
+2.98% 10.58K -12.31% 103.98K 9.9 0.11% Share
88 QTRX Quanterix Corpo...
4.79
+10.62% 12.95K -17.57% 86.64K 10.63 0.09% Share
89 CDLX Cardlytics, Inc...
1.15
+22.86% 10K 0.00% 17.9K 3.71 0.02% Share
90 SBET SharpLink Gamin...
16.36
+1.68% 42.66K 0.00% 13.76K 7.73 0.01% Share