StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Taylor Hoffman Wealth Management reports $245.48M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.5%), ANET (5.2%) and AMAT (4.3%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Taylor Hoffman Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1727762). View Taylor Hoffman Wealth Management’s 13F filings on SEC