TWA
Talisman Wealth Advisors LLC Portfolio
Invests via Talisman Wealth Advisors LLC | Managed by Frank Granizo, Jennifer P. Kirby
Invests via Talisman Wealth Advisors LLC
Managed by Frank Granizo, Jennifer P. Kirby
Automatically Tracked
Company Profile
Operating within the wealth management landscape, Talisman Wealth Advisors LLC focuses on delivering tailored financial solutions to individuals and families. Their approach encompasses a comprehensive suite of services including investment advisory, estate planning, and retirement strategies. The firm distinguishes itself through personalized service that aligns with the unique goals of its clients. With a team possessing diverse expertise across finance and personal advisory roles, they play a pivotal role in enhancing client wealth amidst evolving market dynamics. Positioned for sustained growth, Talisman is committed to navigating complex financial environments while fostering long-term relationships.
Operating within the wealth management landscape, Talisman Wealth Advisors LLC focuses on delivering tailored financial solutions to individuals and families. Their approach encompasses a comprehensive suite of services including investment advisory, estate planning, and retirement strategies. The firm distinguishes itself through personalized service that aligns with the unique goals of its clients. With a team possessing diverse expertise across finance and personal advisory roles, they play a pivotal role in enhancing client wealth amidst evolving market dynamics. Positioned for sustained growth, Talisman is committed to navigating complex financial environments while fostering long-term relationships.
Investment Philosophy & Strategy
Capitalizing on unique market insights, Talisman Wealth Advisors LLC emphasizes a bespoke approach to wealth enhancement. The firm's strategy integrates client aspirations with sophisticated financial instruments, ensuring alignment with personalized goals. Their diverse expertise allows them to maneuver through complex economic terrains while fostering strategic partnerships that facilitate growth and stability. Investment opportunities are rigorously vetted for their potential impact on individual portfolios, reflecting a keen understanding of both risk and reward dynamics in various market conditions. This proactive stance aims not only at wealth preservation but also at nurturing the long-term prosperity of each client's financial journey.
Capitalizing on unique market insights, Talisman Wealth Advisors LLC emphasizes a bespoke approach to wealth enhancement. The firm's strategy integrates client aspirations with sophisticated financial instruments, ensuring alignment with personalized goals. Their diverse expertise allows them to maneuver through complex economic terrains while fostering strategic partnerships that facilitate growth and stability. Investment opportunities are rigorously vetted for their potential impact on individual portfolios, reflecting a keen understanding of both risk and reward dynamics in various market conditions. This proactive stance aims not only at wealth preservation but also at nurturing the long-term prosperity of each client's financial journey.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.69%
Gain 0%
Monthly
0.79%
Yearly
9.87%
Drawdown
13.91%
$138.95M
Equity
Holdings
$138.95M
Investment
$99.86M
$45.35M
Profit +$4,344.36
Realized
$5.65M
Unrealized
$39.7M
Dividends
$6.02M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$4,344.36
Win %
88%
This Week
Compared To Last Week
Gain
0.003%
Profit
$4,344.36
Win %
88%
This Month
Compared to last month
Gain
-0.9%
Profit
-$1.26M
Win %
88%
This Year
Compared to last year
Gain
-2.09%
Profit
-$2.22M
Win %
87%
DD DuPont de Nemours Inc.
+3.03%
+$7,229.22 
GS The Goldman Sachs Group, Inc.
+2.62%
+$10,410.24 
JPM JPMorgan Chase & Co.
+2.31%
+$47,609.62 
XME SPDR S&P Metals & Mining ETF
+1.77%
+$9,321.4 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$28,550.72 
ET Energy Transfer L.P.
+1.65%
+$3,783.55 
WFC Wells Fargo & Company
+1.61%
+$6,071.45 
LXRX Lexicon Pharmaceuticals, Inc.
+1.59%
+$300 
LIN Linde plc
+1.58%
+$4,967.44 
CAT Caterpillar Inc.
+1.44%
+$7,091.13 
XLF Financial Select Sector SPDR Fund
+1.37%
+$5,166.72 
NEE NextEra Energy, Inc.
+1.35%
+$14,332.45 
TXN Texas Instruments Inc
+1.35%
+$6,371.68 
ABBV AbbVie Inc.
+1.32%
+$6,822.8 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$5,321.29 
JNJ Johnson & Johnson
+1.07%
+$33,307.02 
V Visa Inc. Class A
+1.05%
+$5,584.52 
IWD iShares Russell 1000 Value ETF
+0.98%
+$4,175.95 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$8,269.8 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$18,951.68 
VTV Vanguard Value ETF
+0.94%
+$5,788.78 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$2,042.49 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$63,652.1 
HDV iShares Core High Dividend ETF
+0.87%
+$11,317.2 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$2,631.43 
PG Procter & Gamble Co
+0.86%
+$2,324.1 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$69,602.4 
GE General Electric Company
+0.76%
+$1,897.37 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$6,472.19 
CVX Chevron Corporation
+0.75%
+$4,257.37 
HD The Home Depot, Inc.
+0.73%
+$5,074.16 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$1,631.7 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.72%
+$4,353.03 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$10,639.79 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$87,168.12 
COST Costco Wholesale Corporation
+0.68%
+$2,057.93 
DOW Dow Inc.
+0.65%
+$1,063.26 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$7,276 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$13,623.95 
VGT Vanguard Information Technology ETF
+0.58%
+$3,666.24 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$7,566.56 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$5,230.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$32,562.42 
IVV iShares Core S&P 500 ETF
+0.55%
+$11,771.08 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,707.72 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$10,242.72 
GOOGL Alphabet Inc
+0.53%
+$9,863.24 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$10,383.75 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.53%
+$12,942.56 
IWB iShares Russell 1000 ETF
+0.52%
+$10,863.79 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$10,637.32 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$4,280.7 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$4,368 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$10,334.42 
GOOG Alphabet Inc
+0.45%
+$6,531.2 
WMT Walmart Inc.
+0.45%
+$1,081.08 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.43%
+$2,092.21 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$1,173.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$2,007.36 
PEP PepsiCo, Inc.
+0.38%
+$848.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$5,359 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$5,085.38 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$9,156.72 
AMGN Amgen Inc.
+0.32%
+$812.83 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$991.1 
XOM Exxon Mobil Corporation
+0.28%
+$1,981.87 
OEF iShares S&P 100 ETF
+0.24%
+$1,571.18 
ADP Automatic Data Processing Inc.
+0.2%
+$1,700.2 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,019.52 
VUG Vanguard Growth ETF
+0.18%
+$1,286.1 
NVDA NVIDIA Corporation
+0.16%
+$6,602.24 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$7,114.56 
KO The Coca-Cola Company
+0.11%
+$1,116.09 
MSFT Microsoft Corp.
+0.1%
+$3,486.31 
VSDB Vanguard Short Duration Bond ETF
+0.05%
+$158.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$66.21 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$2,532.16 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$183.26 
ORCL Oracle Corporation
+0.02%
+$54.13 
MCD McDonald's Corporation
+0.01%
+$54.17 
AZN
0%
$0 
BLL Ball Corp
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$25,909.6 
AAPL Apple Inc.
-1.52%
-$67,194 
LMT Lockheed Martin Corporation
-1.52%
-$4,675.98 
MRK Merck & Co., Inc.
-1.42%
-$3,770.54 
AMZN Amazon.com Inc
-1.23%
-$13,725.47 
AVGO Broadcom Inc.
-0.91%
-$11,609.51 
BDX Becton, Dickinson and Company
-0.75%
-$2,732.82 
CSCO Cisco Systems, Inc.
-0.6%
-$3,167.48 
ETN Eaton Corporation plc
-0.57%
-$1,599.75 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$936.24 
META Meta Platforms Inc Class A
-0.26%
-$1,558.76 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,633.22 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$330.87 
LOW Lowe's Companies Inc.
-0.12%
-$242.73 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.11%
-$352.3 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$237.26 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$68.34 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1270 | Longs Won 1024/1270 80% | Profit Factor 36.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $146,377.91 |
| Average Win $45,536.22 | Best Trade (Jun 14) $2.74M | Sharpe Ratio -19.13 |
| Average Loss -$5,192.19 | Worst Trade (Mar 30) -$144,488.2 | Z-Score 26.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w | Expectancy $35,710.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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Returns
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