Taylor Hoffman Wealth Management
13F Portfolio Filings
- Most recent 13FQ2 2024
- Locationrichmond, VA
- CIK0001727762
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
111 | $245.48 M | AAPL, ANET, AMAT, META | 13F-HR | Aug 9, 2024 | 000108514624003640 | ||
108 | $235.56 M | AAPL, ANET, META, AMAT | 13F-HR | May 9, 2024 | 000108514624002367 | ||
108 | $221.60 M | AAPL, ANET, META, AMAT | 13F-HR | Feb 8, 2024 | 000108514624000907 | ||
109 | $194.06 M | AAPL, ANET, META, AMAT | 13F-HR | Nov 13, 2023 | 000108514623004277 | ||
111 | $200.10 M | AAPL, AMAT, BND, DE | 13F-HR | Aug 11, 2023 | 000108514623003290 | ||
108 | $182.48 M | AAPL, BND, ANET, DE | 13F-HR | May 12, 2023 | 000108514623002273 | ||
105 | $163.30 M | AAPL, BND, DE, ANET | 13F-HR | Feb 14, 2023 | 000108514623001192 | ||
126 | $190.74 M | AAPL, BND, ALB, DE | 13F-HR | Nov 14, 2022 | 000108514622003973 | ||
128 | $203.92 M | AAPL, BND, PG, ALB | 13F-HR | Aug 12, 2022 | 000108514622003009 | ||
137 | $249.51 M | AAPL, BND, ANET, AMAT | 13F-HR | May 13, 2022 | 000108514622002041 | ||
133 | $262.79 M | AAPL, BND, AMAT, ANET | 13F-HR | Feb 10, 2022 | 000108514622000690 | ||
130 | $233.08 M | AAPL, BND, AMAT, DE | 13F-HR | Nov 12, 2021 | 000108514621003162 | ||
130 | $232.06 M | AAPL, BND, AMAT, LRCX | 13F-HR | Aug 6, 2021 | 000108514621002257 | ||
125 | $218.44 M | AAPL, BND, AMAT, DE | 13F-HR | May 10, 2021 | 000108514621001543 | ||
120 | $196.01 M | AAPL, BND, DE, AMAT | 13F-HR | Feb 5, 2021 | 000108514621000489 | ||
117 | $170.02 M | AAPL, BND, D, DE | 13F-HR | Oct 29, 2020 | 000108514620002692 | ||
401 | $159.35 M | AAPL, D, ADBE, MSFT | 13F-HR | Aug 11, 2020 | 000108514620002092 | ||
107 | $104.07 M | AAPL, D, MSFT, ADBE | 13F-HR | May 12, 2020 | 000108514620001417 | ||
425 | $155.05 M | AAPL, D, DIS, DE | 13F-HR | Feb 11, 2020 | 000108514620000575 | ||
428 | $140.75 M | AAPL, D, DE, DIS | 13F-HR | Nov 5, 2019 | 000172776219000008 | ||
414 | $124.36 M | D, DE, DIS, MSFT | 13F-HR | Aug 5, 2019 | 000172776219000007 | ||
417 | $134.99 M | AAPL, D, DE, XOM | 13F-HR | May 9, 2019 | 000172776219000004 | ||
416 | $111.70 M | AAPL, D, DE, DIS | RESTATEMENT | Jul 11, 2019 | 000172776219000006 | ||
413 | $126.57 M | AAPL, D, XOM, DE | 13F-HR | Oct 25, 2018 | 000172776218000012 | ||
408 | $115.56 M | AAPL, D, XOM, RMCF | 13F-HR | Jul 31, 2018 | 000172776218000010 | ||
446 | $109.31 M | AAPL, D, XOM, PM | 13F-HR | May 10, 2018 | 000172776218000009 | ||
454 | $104.55 M | AAPL, XOM, D, PM | RESTATEMENT | Feb 14, 2018 | 000172776218000008 |