Taylor Wealth Management Partners
Q2 2022 13F Holdings
- Locationboston, MA
- Num holdings
56
- Value ($000)
$176,025
- Date Filed08/12/2022
- Form type13F-HR
- CIK0001606716
- 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 |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | COM | 037833100 | $12.42 M | 7 % | 90,852 | ||
MSFT Microsoft Corporation | COM | 594918104 | $11.21 M | 6 % | 43,630 | ||
AMT American Tower Corporation | COM | 03027X100 | $9.42 M | 5 % | 36,852 | ||
VST Vistra Corp. | COM | 92840M102 | $8.35 M | 5 % | 365,412 | ||
ELV Elevance Health Inc. | COM | 036752103 | $8.24 M | 5 % | 17,082 | ||
ROP Roper Technologies, Inc. | COM | 776696106 | $7.49 M | 4 % | 18,972 | ||
WM Waste Management, Inc. | COM | 94106L109 | $7.17 M | 4 % | 46,892 | ||
JPM JPMorgan Chase & Co. | COM | 46625H100 | $6.88 M | 4 % | 61,144 | ||
TYL Tyler Technologies, Inc. | COM | 902252105 | $6.02 M | 3 % | 18,094 | ||
CVS CVS Health Corporation | COM | 126650100 | $5.83 M | 3 % | 62,905 |
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