Taylor Hoffman Wealth Management Incresed Positions in Q2 2024

Taylor Hoffman Wealth Management

  • $243 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
287
+ 0.3%
$165.0 - $216.67 $47.4K - $62.2K
96.7K $20.4M
FICO
Fair Isaac Corp

Technology
11
+ 0.2%
$1110.85 - $1488.66 $12.2K - $16.4K
5.59K $8.32M
GOOGL
Alphabet Inc.

Communication Services
942
+ 2.51%
$150.53 - $185.41 $142K - $175K
38.5K $7.02M
ADBE
Adobe Inc.

Technology
205
+ 1.82%
$439.02 - $555.54 $90K - $114K
11.5K $6.37M
META
Meta Platforms, Inc.

Communication Services
132
+ 0.64%
$430.17 - $527.34 $56.8K - $69.6K
20.7K $10.4M
MSFT
Microsoft Corp

Technology
215
+ 2.0%
$389.33 - $452.85 $83.7K - $97.4K
11K $4.91M
MCO
Moodys Corp

Financial Services
163
+ 1.7%
$370.33 - $427.53 $60.4K - $69.7K
9.76K $4.11M
NVDA
Nvidia Corp

Technology
10.3K
+ 846.37%
$118.11 - $1224.4 $1.21M - $12.6M
11.5K $1.42M
SPGI
S&P Global Inc.

Financial Services
164
+ 1.78%
$408.56 - $448.91 $67K - $73.6K
9.35K $4.17M
EA
Electronic Arts Inc.

Communication Services
695
+ 2.89%
$125.24 - $141.23 $87K - $98.2K
24.7K $3.44M
EBAY
Ebay Inc

Consumer Cyclical
2.23K
+ 2.39%
$49.38 - $54.55 $110K - $122K
95.4K $5.13M
LLY
Eli Lilly & CO

Healthcare
100
+ 15.9%
$724.87 - $909.04 $72.5K - $90.9K
729 $660K
PG
Procter & Gamble CO

Consumer Defensive
449
+ 1.47%
$155.33 - $168.56 $69.7K - $75.7K
31K $5.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
337
+ 18.11%
$396.73 - $420.24 $134K - $142K
2.2K $894K
MU
Micron Technology Inc

Technology
400
+ 10.51%
$106.77 - $153.45 $42.7K - $61.4K
4.21K $553K
AMZN
Amazon Com Inc

Consumer Cyclical
454
+ 37.49%
$173.67 - $197.85 $78.8K - $89.8K
1.67K $321K
UNH
Unitedhealth Group Inc

Healthcare
100
+ 4.76%
$439.2 - $524.63 $43.9K - $52.5K
2.2K $1.12M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 10.64%
$3414.82 - $4014.38 $34.1K - $40.1K
104 $411K
JPM
Jpmorgan Chase & CO

Financial Services
268
+ 5.78%
$180.08 - $204.79 $48.3K - $54.9K
4.9K $991K
NVO
Novo Nordisk A S

Healthcare
95
+ 4.27%
$122.71 - $146.91 $11.7K - $14K
2.32K $331K
WMT
Walmart Inc.

Consumer Defensive
201
+ 5.75%
$58.85 - $68.9 $11.8K - $13.8K
3.7K $250K
CVX
Chevron Corp

Energy
267
+ 11.24%
$152.57 - $166.33 $40.7K - $44.4K
2.64K $413K
XOM
Exxon Mobil Corp

Energy
300
+ 3.37%
$108.36 - $122.2 $32.5K - $36.7K
9.22K $1.06M
CHKP
Check Point Software Technologies LTD

Technology
89
+ 5.91%
$146.79 - $165.0 $13.1K - $14.7K
1.59K $263K
CHD
Church & Dwight CO Inc

Consumer Defensive
362
+ 1.01%
$101.08 - $109.91 $36.6K - $39.8K
36.3K $3.76M
SHW
Sherwin Williams CO

Basic Materials
172
+ 22.31%
$291.95 - $338.16 $50.2K - $58.2K
943 $281K
V
Visa Inc.

Financial Services
80
+ 10.74%
$262.47 - $281.5 $21K - $22.5K
825 $216K
BDX
Becton Dickinson & CO

Healthcare
67
+ 7.04%
$225.07 - $246.17 $15.1K - $16.5K
1.02K $238K
Brookfield Corp
306
+ 0.65%
N/A
47.1K $0
Brookfield Asset Managmt LTD
3
+ 0.03%
N/A
12K $0
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
8
+ 0.23%
$93.69 - $101.79 $750 - $814
3.49K $343K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4
+ 0.07%
$95.6 - $102.96 $382 - $412
6.03K $597K
MRK
Merck & Co., Inc.

Healthcare
126
+ 2.23%
$123.8 - $132.96 $15.6K - $16.8K
5.78K $715K
CSCO
Cisco Systems, Inc.

Technology
4.19K
+ 4.33%
$45.52 - $50.04 $191K - $210K
101K $4.8M
VEA
Vanguard Ftse Developed Market

ETFs
911
+ 0.85%
$47.83 - $51.21 $43.6K - $46.7K
108K $5.35M
PAYX
Paychex Inc

Industrials
853
+ 2.28%
$117.39 - $126.98 $100K - $108K
38.3K $4.54M
MDLZ
Mondelez International, Inc.

Consumer Defensive
150
+ 1.03%
$65.44 - $71.94 $9.82K - $10.8K
14.7K $964K
GNTX
Gentex Corp

Consumer Cyclical
7.11K
+ 5.6%
$33.38 - $36.38 $237K - $259K
134K $4.52M
PEP
Pepsico Inc

Consumer Defensive
45
+ 0.54%
$163.33 - $183.11 $7.35K - $8.24K
8.46K $1.39M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.91K
+ 4.28%
$72.44 - $82.58 $138K - $157K
46.5K $3.53M
TROW
Price T Rowe Group Inc

Financial Services
896
+ 2.5%
$108.72 - $120.3 $97.4K - $108K
36.7K $4.23M
AWI
Armstrong World Industries Inc

Industrials
2.67K
+ 6.67%
$112.03 - $123.24 $299K - $329K
42.7K $4.84M
JNJ
Johnson & Johnson

Healthcare
876
+ 3.65%
$144.38 - $157.78 $126K - $138K
24.9K $3.63M
NSC
Norfolk Southern Corp

Industrials
134
+ 2.8%
$209.9 - $253.39 $28.1K - $34K
4.93K $1.06M
CNS
Cohen & Steers, Inc.

Financial Services
1.08K
+ 1.84%
$66.11 - $76.32 $71.4K - $82.4K
59.7K $4.33M
UNP
Union Pacific Corp

Industrials
284
+ 1.62%
$221.38 - $247.4 $62.9K - $70.3K
17.9K $4.04M
SEIC
Sei Investments CO

Financial Services
1.49K
+ 2.43%
$64.34 - $70.99 $95.9K - $106K
62.8K $4.06M
MNST
Monster Beverage Corp

Consumer Defensive
1.59K
+ 3.3%
$48.03 - $57.74 $76.5K - $92K
49.9K $2.49M
QLYS
Qualys, Inc.

Technology
1.14K
+ 4.8%
$132.78 - $172.11 $152K - $197K
25K $3.56M
Activity Summary
Buys All Purchases 58 New Holdings 5 Increased Positions 53 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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