Taylor Hoffman Wealth Management

Q2 2024 13F Holdings

  • Location
    richmond, VA
  • Num holdings

    111

  • Value ($000)

    $245,481

  • Date Filed
    08/09/2024
  • Form type
    13F-HR
  • CIK
    0001727762
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$20.96M
9 %

96,701

A
ANET

ARISTA NETWORKS INC

COM
040413106
$12.76M
5 %

35,778

A
AMAT

APPLIED MATLS INC

COM
038222105
$10.61M
4 %

44,670

M
META

META PLATFORMS INC

CL A
30303M102
$10.46M
4 %

20,723

L
LRCX

LAM RESEARCH CORP

COM
512807108
$9.30M
4 %

8,769

F
FICO

FAIR ISAAC CORP

COM
303250104
$8.36M
3 %

5,586

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.05M
3 %

38,544

A
ADBE

ADOBE INC

COM
00724F101
$6.43M
3 %

11,474

D
DE

DEERE & CO

COM
244199105
$5.90M
2 %

16,357

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$5.35M
2 %

108,219

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