StockDrifts LogoStockDrifts

Taylor Hoffman Wealth Management

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$245.48M
# of Holdings
111
Performance Rank
N/A
Allocation (Top 20)
N/A

Taylor Hoffman Wealth Management Holdings Map

Top 50 Taylor Hoffman Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
8.54%96.7K$21.0M
+0.30%(+287)
2023-Q2: 100.4K shares2023-Q3: 100.3K shares2023-Q4: 98.5K shares2024-Q1: 96.4K shares2024-Q2: 96.7K shares2024-06-30
ANET
ARISTA NETWORKS INC
5.2%35.8K$12.8M
-1.27%(-459)
2023-Q2: 37.9K shares2023-Q3: 37.6K shares2023-Q4: 36.2K shares2024-Q1: 36.2K shares2024-Q2: 35.8K shares2024-06-30
AMAT
APPLIED MATLS INC
4.32%44.7K$10.6M
-0.01%(-5)
2023-Q2: 44.4K shares2023-Q3: 44.1K shares2023-Q4: 44.6K shares2024-Q1: 44.7K shares2024-Q2: 44.7K shares2024-06-30
META
META PLATFORMS INC
4.26%20.7K$10.5M
+0.64%(+132)
2023-Q2: 20.7K shares2023-Q3: 20.5K shares2023-Q4: 20.7K shares2024-Q1: 20.6K shares2024-Q2: 20.7K shares2024-06-30
LRCX
LAM RESEARCH CORP
3.79%8.8K$9.3M
-0.08%(-7)
2023-Q2: 8.9K shares2023-Q3: 8.8K shares2023-Q4: 8.9K shares2024-Q1: 8.8K shares2024-Q2: 8.8K shares2024-06-30
FICO
FAIR ISAAC CORP
3.41%5.6K$8.4M
+0.20%(+11)
2023-Q2: 5.9K shares2023-Q3: 5.9K shares2023-Q4: 5.7K shares2024-Q1: 5.6K shares2024-Q2: 5.6K shares2024-06-30
GOOGL
ALPHABET INC
2.87%38.5K$7.1M
+2.51%(+942)
2023-Q2: 36.4K shares2023-Q3: 36.3K shares2023-Q4: 37.5K shares2024-Q1: 37.6K shares2024-Q2: 38.5K shares2024-06-30
ADBE
ADOBE INC
2.62%11.5K$6.4M
+1.82%(+205)
2023-Q2: 11.4K shares2023-Q3: 11.4K shares2023-Q4: 11.4K shares2024-Q1: 11.3K shares2024-Q2: 11.5K shares2024-06-30
DE
DEERE & CO
2.41%16.4K$5.9M
+1.91%(+307)
2023-Q2: 15.2K shares2023-Q3: 15.2K shares2023-Q4: 15.8K shares2024-Q1: 16.1K shares2024-Q2: 16.4K shares2024-06-30
VEA
VANGUARD TAX-MANAGED FDS
2.18%108.2K$5.4M
+0.85%(+911)
2023-Q2: 106.2K shares2023-Q3: 104.2K shares2023-Q4: 105.0K shares2024-Q1: 107.3K shares2024-Q2: 108.2K shares2024-06-30

Unlock alerts, watchlists & AI chat

Sign up free to track Taylor Hoffman Wealth Management, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all