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  Name: Talisman Wealth Advisors LLC
  City: MOUNTAINSIDE
  State: NJ
  Zip: 07092
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $79,544,000
  Total Value Change : $12,119,000
  Securities Held Change : 6
   
All Securities Held : 90
  New Positions : 7
  Closed Positions : 2
  Increased Positions : 44
  Unchanged Positions : 4
  Decreased Positions : 35

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AIG)1 Year Chart         AIG American International Grou... 39 New $75.90 $617,000 7,888 0.78% 617,000 7,888 0.001    Property & Casualty I...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 82 New $219.47 $227,000 890 0.29% 227,000 890 0    Home Improvement Stores
   (VZ)1 Year Chart         VZ Verizon Communications Inc 83 New $41.35 $226,000 5,396 0.28% 226,000 5,396 0    Telecom Services - Do...
   (BSX)1 Year Chart         BSX Boston Scientific Corp 85 New $75.89 $219,000 3,202 0.28% 219,000 3,202 0    Medical Instruments &...
   (CAT)1 Year Chart         CAT Caterpillar Inc 86 New $329.45 $212,000 577 0.27% 212,000 577 0    Farm & Construction M...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 89 New $60.24 $203,000 3,374 0.26% 203,000 3,374 0    Discount, Variety Stores
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) 90 New $80.32 $202,000 2,976 0.25% 202,000 2,976 0    Drug Manufacturers - ...

      7 Records Found
  1    
Page 1 of 1
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