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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 : 2023-12-31
  Total Value : $67,425,000
  Total Value Change : $9,658,000
  Securities Held Change : 4
   
All Securities Held : 84
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 43
  Unchanged Positions : 3
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     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
   (ORCL)1 Year Chart         ORCL Oracle Corp 63 New $121.63 $315,000 2,986 0.47% 315,000 2,986 0    Application Software
   (XLU)1 Year Chart         XLU SPDR Utilities Select 73 New $72.53 $253,000 3,993 0.38% 253,000 3,993 0    Closed - End Fund - E...
   (INTC)1 Year Chart         INTC Intel Corp 75 New $31.27 $249,000 4,964 0.37% 249,000 4,964 0    Semiconductor- Broad...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 78 New $62.34 $226,000 4,590 0.34% 226,000 4,590 0    Domestic Money Center...
   (BLK)1 Year Chart         BLK BlackRock Inc A 81 New $815.70 $217,000 267 0.32% 217,000 267 0    Investment Brokerage ...
   (LCTU)1 Year Chart         LCTU Blackrock Us Carbon Transit... 82 New $0.00 $214,000 4,090 0.32% 214,000 4,090 0.001    N/A

      6 Records Found
  1    
Page 1 of 1
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