Taylor Wealth Management Partners

Taylor Wealth Management Partners as of Dec. 31, 2021

Portfolio Holdings for Taylor Wealth Management Partners

Taylor Wealth Management Partners holds 64 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.1 $20M 113k 177.57
Microsoft Corporation (MSFT) 5.8 $17M 49k 336.32
Tyler Technologies (TYL) 5.4 $15M 28k 537.97
Roper Industries (ROP) 4.6 $13M 27k 491.87
American Tower Reit (AMT) 4.6 $13M 45k 292.51
JPMorgan Chase & Co. (JPM) 3.7 $11M 67k 158.36
Anthem (ELV) 3.5 $9.9M 21k 463.52
Paypal Holdings (PYPL) 3.2 $9.2M 49k 188.57
Cryoport Com Par $0.001 (CYRX) 3.2 $8.9M 151k 59.17
Vistra Energy (VST) 3.1 $8.9M 390k 22.77
Waste Management (WM) 3.0 $8.4M 51k 166.91
Truist Financial Corp equities (TFC) 2.8 $7.9M 135k 58.55
Home Depot (HD) 2.7 $7.7M 19k 414.98
Bank of America Corporation (BAC) 2.7 $7.5M 169k 44.49
Louisiana-Pacific Corporation (LPX) 2.6 $7.5M 96k 78.35
Discover Financial Services (DFS) 2.5 $7.0M 61k 115.56
Pulte (PHM) 2.4 $6.9M 120k 57.16
FormFactor (FORM) 2.4 $6.8M 149k 45.72
CVS Caremark Corporation (CVS) 2.3 $6.6M 64k 103.15
Walt Disney Company (DIS) 2.2 $6.3M 41k 154.90
GoDaddy Cl A (GDDY) 2.2 $6.1M 72k 84.87
MasTec (MTZ) 2.1 $5.9M 64k 92.28
Amazon (AMZN) 2.1 $5.8M 1.8k 3334.29
McDonald's Corporation (MCD) 1.8 $5.2M 19k 268.08
Clean Harbors (CLH) 1.8 $5.1M 52k 99.77
Alnylam Pharmaceuticals (ALNY) 1.6 $4.6M 27k 169.57
Envista Hldgs Corp (NVST) 1.5 $4.2M 92k 45.06
Shift4 Payments Cl A (FOUR) 1.5 $4.1M 71k 57.93
Roku Com Cl A (ROKU) 1.4 $4.0M 17k 228.21
Halozyme Therapeutics (HALO) 1.2 $3.5M 87k 40.21
First Solar (FSLR) 1.2 $3.5M 40k 87.15
Willdan (WLDN) 1.2 $3.3M 93k 35.20
Mercury Computer Systems (MRCY) 1.0 $2.9M 53k 55.06
Shotspotter (SSTI) 1.0 $2.9M 98k 29.52
Postal Realty Trust Cl A (PSTL) 1.0 $2.8M 141k 19.80
Tripadvisor (TRIP) 0.9 $2.5M 93k 27.26
Ameresco Cl A (AMRC) 0.9 $2.5M 30k 81.43
Ping Identity Hldg Corp 0.7 $2.1M 93k 22.87
Sandstorm Gold Com New (SAND) 0.6 $1.8M 286k 6.20
Profound Medical Corp. Com New (PROF) 0.5 $1.5M 131k 11.23
Transmedics Group (TMDX) 0.5 $1.4M 73k 19.17
Western Digital (WDC) 0.5 $1.3M 20k 65.20
salesforce (CRM) 0.4 $1.0M 4.1k 254.25
Global Blood Therapeutics In 0.3 $884k 30k 29.28
Thermo Fisher Scientific (TMO) 0.3 $833k 1.2k 666.93
Ibex Shs New (IBEX) 0.3 $721k 56k 12.89
OptimizeRx Corporation Com New (OPRX) 0.2 $634k 10k 62.13
UnitedHealth (UNH) 0.2 $524k 1.0k 501.92
Zymeworks 0.1 $412k 25k 16.37
Danaher Corporation (DHR) 0.1 $397k 1.2k 328.64
Krystal Biotech (KRYS) 0.1 $372k 5.3k 69.99
Merck & Co (MRK) 0.1 $360k 4.7k 76.71
Gilead Sciences (GILD) 0.1 $360k 5.0k 72.58
Iqvia Holdings (IQV) 0.1 $354k 1.3k 282.52
Stryker Corporation (SYK) 0.1 $348k 1.3k 267.08
R1 Rcm 0.1 $347k 14k 25.51
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $323k 1.5k 219.28
Akoustis Technologies 0.1 $302k 45k 6.67
Becton, Dickinson and (BDX) 0.1 $247k 981.00 251.78
Colony Bank (CBAN) 0.1 $173k 10k 17.04
Vyant Bio 0.0 $65k 48k 1.36
Galera Therapeutics (GRTX) 0.0 $53k 12k 4.56
Kala Pharmaceuticals 0.0 $22k 18k 1.22
BioMX Warrants *w Exp 10/16/202 (PHGEW) 0.0 $4.0k 38k 0.10