Taylor Wealth Management Partners
Q2 2022 13F Holdings
- Locationboston, MA
- Num holdings
56
- Value ($000)
$176,025
- Date Filed 08/12/2022
- Form type13F-HR
- CIK 0001606716
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A Apple Inc. | COM | 037833100 | $12.42M | 7 % | 90,852 | ||
M Microsoft Corporation | COM | 594918104 | $11.21M | 6 % | 43,630 | ||
A American Tower Corporation | COM | 03027X100 | $9.42M | 5 % | 36,852 | ||
V Vistra Corp. | COM | 92840M102 | $8.35M | 5 % | 365,412 | ||
E Elevance Health Inc. | COM | 036752103 | $8.24M | 5 % | 17,082 | ||
R Roper Technologies, Inc. | COM | 776696106 | $7.49M | 4 % | 18,972 | ||
W Waste Management, Inc. | COM | 94106L109 | $7.17M | 4 % | 46,892 | ||
J JPMorgan Chase & Co. | COM | 46625H100 | $6.88M | 4 % | 61,144 | ||
T Tyler Technologies, Inc. | COM | 902252105 | $6.02M | 3 % | 18,094 | ||
C CVS Health Corporation | COM | 126650100 | $5.83M | 3 % | 62,905 |
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