Taylor Wealth Management Partners

Taylor Wealth Management Partners as of March 31, 2021

Portfolio Holdings for Taylor Wealth Management Partners

Taylor Wealth Management Partners holds 71 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $14M 116k 122.15
Paypal Holdings (PYPL) 4.8 $13M 54k 242.84
Tyler Technologies (TYL) 4.7 $13M 31k 424.52
Microsoft Corporation (MSFT) 4.1 $11M 48k 235.77
Roper Industries (ROP) 4.0 $11M 27k 403.35
American Tower Reit (AMT) 3.9 $11M 44k 239.06
JPMorgan Chase & Co. (JPM) 3.5 $9.5M 63k 152.23
Cryoport Inc Com Par $0 001 (CYRX) 3.2 $8.8M 169k 52.01
Truist Financial Corp equities (TFC) 3.0 $8.3M 142k 58.32
Vistra Energy (VST) 3.0 $8.2M 463k 17.68
Anthem (ELV) 2.7 $7.5M 21k 358.93
Roku (ROKU) 2.6 $7.1M 22k 325.78
Walt Disney Company (DIS) 2.6 $7.1M 38k 184.52
Mercury Computer Systems (MRCY) 2.5 $6.9M 98k 70.65
FormFactor (FORM) 2.4 $6.6M 147k 45.11
Waste Management (WM) 2.3 $6.4M 49k 129.01
Pulte (PHM) 2.3 $6.3M 120k 52.44
Bank of America Corporation (BAC) 2.1 $5.9M 151k 38.69
Godaddy Inc cl a (GDDY) 2.1 $5.6M 73k 77.61
Tabula Rasa Healthcare 2.1 $5.6M 122k 46.05
Home Depot (HD) 2.0 $5.4M 18k 305.25
Discover Financial Services (DFS) 1.9 $5.3M 56k 94.99
Amazon (AMZN) 1.9 $5.2M 1.7k 3094.18
CVS Caremark Corporation (CVS) 1.8 $4.9M 65k 75.23
Postal Realty Trust (PSTL) 1.7 $4.7M 272k 17.18
Alnylam Pharmaceuticals (ALNY) 1.5 $4.2M 30k 141.19
Willdan (WLDN) 1.5 $4.2M 102k 41.05
Envista Hldgs Corp (NVST) 1.3 $3.7M 90k 40.80
Shotspotter (SSTI) 1.3 $3.7M 104k 35.07
Halozyme Therapeutics (HALO) 1.3 $3.6M 87k 41.69
Shift4 Payments Cl A Ord (FOUR) 1.3 $3.6M 44k 82.02
McDonald's Corporation (MCD) 1.3 $3.5M 15k 224.16
Profound Med Corp (PROF) 1.2 $3.3M 165k 20.14
Badger Daylighting Ltd Cmn 1.2 $3.3M 96k 34.00
Ibex (IBEX) 1.1 $3.0M 137k 22.00
Raytheon Technologies Corp (RTX) 1.1 $3.0M 39k 77.27
Transmedics Group (TMDX) 1.1 $3.0M 72k 41.49
Global Blood Therapeutics In 1.0 $2.9M 71k 40.74
Autodesk (ADSK) 1.0 $2.8M 10k 277.10
Ontrak 1.0 $2.7M 82k 32.55
Western Digital (WDC) 0.9 $2.5M 37k 66.76
Ping Identity Hldg Corp 0.8 $2.2M 102k 21.93
Zymeworks 0.8 $2.1M 68k 31.58
Sandstorm Gold (SAND) 0.8 $2.1M 306k 6.80
Pfizer (PFE) 0.7 $1.9M 51k 36.23
Real Matters (RLLMF) 0.6 $1.6M 139k 11.46
Ameres (AMRC) 0.5 $1.5M 30k 48.63
Akoustis Technologies 0.5 $1.4M 104k 13.34
Green Thumb Industries (GTBIF) 0.4 $1.2M 41k 29.51
Semler Scientific (SMLR) 0.4 $1.0M 9.4k 107.55
Optimizerx Ord (OPRX) 0.4 $982k 20k 48.74
Evofem Biosciences 0.3 $954k 545k 1.75
Nano One Matls Corporation (NNOMF) 0.3 $942k 221k 4.26
Maverix Metals 0.3 $787k 149k 5.27
Galera Therapeutics (GRTX) 0.2 $573k 65k 8.82
Harvest Health & Rec 0.2 $536k 166k 3.23
Krystal Biotech (KRYS) 0.2 $494k 6.4k 77.01
Gilead Sciences (GILD) 0.1 $340k 5.3k 64.60
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $299k 1.4k 214.64
R1 Rcm 0.1 $289k 12k 24.69
Stryker Corporation (SYK) 0.1 $287k 1.2k 243.63
Thermo Fisher Scientific (TMO) 0.1 $278k 609.00 456.49
Kala Pharmaceuticals 0.1 $255k 38k 6.75
Zoomd (ZMDTF) 0.1 $246k 478k 0.52
Chardan Healthcare Acqu- Ord 0.1 $234k 33k 7.11
Zimmer Holdings (ZBH) 0.1 $233k 1.5k 160.36
Viatris (VTRS) 0.1 $183k 13k 13.94
Colony Bank (CBAN) 0.1 $158k 10k 15.56
Cytodin (CYDY) 0.0 $32k 12k 2.68
BioMX Warrants WT (PHGEW) 0.0 $29k 44k 0.66
Evofem Bioscience, Inc. Warran WT 0.0 $2.0k 191k 0.01