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
AAPL
AAPL

APPLE INC

COM
037833100
$20.96M
9 %

96,701

ANET
ANET

ARISTA NETWORKS INC

COM
040413106
$12.76M
5 %

35,778

AMAT
AMAT

APPLIED MATLS INC

COM
038222105
$10.61M
4 %

44,670

META
META

META PLATFORMS INC

CL A
30303M102
$10.46M
4 %

20,723

LRCX
LRCX

LAM RESEARCH CORP

COM
512807108
$9.30M
4 %

8,769

FICO
FICO

FAIR ISAAC CORP

COM
303250104
$8.36M
3 %

5,586

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$7.05M
3 %

38,544

ADBE
ADBE

ADOBE INC

COM
00724F101
$6.43M
3 %

11,474

DE
DE

DEERE & CO

COM
244199105
$5.90M
2 %

16,357

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$5.35M
2 %

108,219

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