Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Talisman Wealth Advisors LLC
  City: MOUNTAINSIDE
  State: NJ
  Zip: 07092
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 37 - $0.00 $628,000 3,353 0.79% 102,000 0 0    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 58 - $0.00 $374,000 4,480 0.47% 24,000 0 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 70 - $497.30 $296,000 598 0.37% -19,000 0 0    Health Care Plans
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 81 - $201.94 $235,000 1,119 0.3% 10,000 0 0    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results