Taylor Wealth Management Partners Portfolio Holdings

Taylor Wealth Management Partners

  • $176 Million
  • Q2 2022

Taylor Wealth Management Partners has filed its 13F form on August 12, 2022 for Q2 2022 where it was disclosed a total value porftolio of $176 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.4M, Microsoft Corp with a value of $11.2M, American Tower Corp with a value of $9.42M, Vistra Corp. with a value of $8.35M, and Elevance Health, Inc. with a value of $8.24M.

Examining the 13F form we can see an decrease of $71.1M in the current position value, from $247M to 176M. Also it can be appreciated an additional of 1 stocks purchases and 10 closed positions.

Taylor Wealth Management Partners is based out at Boston, MA

Below you can find more details about Taylor Wealth Management Partners portfolio as well as his latest detailed transactions.

Portfolio value $176 Million
Technology: $41.6 Million
Industrials: $39.5 Million
Healthcare: $28.8 Million
Financial Services: $19.5 Million
Consumer Cyclical: $15.4 Million
Real Estate: $11.2 Million
Communication Services: $8.39 Million
Utilities: $8.35 Million
Other: $3.25 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$533,000 0.3% of portfolio
1,414
Q2 2022 New

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $176 Million
  • Prior Value $247 Million
  • Filing
  • Period Q2 2022
  • Filing Date August 12, 2022
  • Form Type 13F-HR
  • Activity in Q2 2022
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 10 stocks
  • Reduced holdings in 53 stocks
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