Top 50 Taylor Hoffman Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.54% | 96.7K | $21.0M | +0.30%(+287) | — | 2024-06-30 | |
| ANET | ARISTA NETWORKS INC | 5.2% | 35.8K | $12.8M | -1.27%(-459) | — | 2024-06-30 | |
| AMAT | APPLIED MATLS INC | 4.32% | 44.7K | $10.6M | -0.01%(-5) | — | 2024-06-30 | |
| META | META PLATFORMS INC | 4.26% | 20.7K | $10.5M | +0.64%(+132) | — | 2024-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.79% | 8.8K | $9.3M | -0.08%(-7) | — | 2024-06-30 | |
| FICO | FAIR ISAAC CORP | 3.41% | 5.6K | $8.4M | +0.20%(+11) | — | 2024-06-30 | |
| GOOGL | ALPHABET INC | 2.87% | 38.5K | $7.1M | +2.51%(+942) | — | 2024-06-30 | |
| ADBE | ADOBE INC | 2.62% | 11.5K | $6.4M | +1.82%(+205) | — | 2024-06-30 | |
| DE | DEERE & CO | 2.41% | 16.4K | $5.9M | +1.91%(+307) | — | 2024-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.18% | 108.2K | $5.4M | +0.85%(+911) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Taylor Hoffman Wealth Management, compare funds side by side, and get alerts the moment positions change.