TH

Taylor Hoffman Wealth Management

13F
Taylor Hoffman Wealth Management
Last update 2024-08-09 111 Stocks (5 new)
Value $245.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(8.54%)ANET(5.20%)AMAT(4.32%)META(4.26%)LRCX(3.79%)
Portfolio Report
Summary Stock Picks Current Portfolio
Taylor Hoffman Wealth Manageme... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
96,701
20959.870
+0.30%
8.540
+0.03%
0.000
+2.67%
+20.31%
3508506.654
Hardware
ANET 		Arista Networks Inc
35,778
12762.010
-1.27%
5.200
-0.06%
0.010
+13.67%
+67.31%
123788.799
Hardware
AMAT 		Applied Materials Inc
44,670
10605.110
-0.01%
4.320
0%
0.010
-16.66%
+13.34%
150618.627
Semiconductors
META 		Meta Platforms Inc
20,723
10458.540
+0.64%
4.260
+0.03%
0.000
+15.46%
+59.73%
1426032.405
Interactive Media
LRCX 		Lam Research Corp
87,690
9300.660
-0.08%
3.790
0%
0.010
-23.85%
-6.32%
94434.918
Semiconductors
FICO 		Fair Isaac Corp
5,586
8359.510
+0.20%
3.410
+0.01%
0.020
+22.76%
+71.70%
49004.211
Software
GOOGL 		Alphabet Inc
38,544
7053.170
+2.51%
2.870
+0.07%
0.000
-10.34%
+16.82%
2013316.300
Interactive Media
ADBE 		Adobe Inc
11,474
6425.560
+1.82%
2.620
+0.05%
0.000
-11.17%
-18.70%
213510.206
Software
DE 		Deere & Co
16,357
5904.710
+1.91%
2.410
+0.05%
0.010
+10.38%
+3.34%
111803.830
Farm & Heavy Construction Machinery
VEA 		Vanguard FTSE Developed Markets ETF
108,219
5352.500
+0.85%
2.180
+0.02%
-
-0.12%
+5.41%
133905.293
 

Taylor Hoffman Wealth Management's Historical Top Holdings Breakdowns

Taylor Hoffman Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
INTC 		Intel Corp2024-06-30Sold Out
-1.68%
●
29.85 ($32.77) 44.52
$21.98
-32.93%
Sold Out
0
-89,551
VRSN 		VeriSign Inc2024-06-30New Buy
+1.16%
●
168.32 ($178.18) 191.42
$185.75
4.25%
New holding
16,225
16,225
NVR 		NVR Inc2024-06-30New Buy
+0.13%
●
7335.26 ($7647.13) 8026.27
$9,411.06
23.07%
New holding
44
44
AWI 		Armstrong World Industries Inc2024-06-30Add
+0.12%
●
112.03 ($115.99) 123.24
$138.18
19.13%
Add 6.67%
42,737
2,673
BND 		Vanguard Total Bond Market ETF2024-06-30Reduce
-0.12%
●
70.55 ($71.62) 72.66
$73.19
2.19%
Reduce -6.09%
60,945
-3,952
GNTX 		Gentex Corp2024-06-30Add
+0.10%
●
33.38 ($34.53) 36.38
$29.52
-14.51%
Add 5.6%
134,133
7,111
TXN 		Texas Instruments Inc2024-06-30New Buy
+0.10%
●
159.68 ($184.76) 202.54
$201.74
9.19%
New holding
1,293
1,293
SWKS 		Skyworks Solutions Inc2024-06-30Sold Out
-0.10%
●
89.72 ($98.58) 107.86
$94.94
-3.69%
Sold Out
0
-2,280
SNA 		Snap-on Inc2024-06-30Add
+0.09%
●
258.91 ($274.58) 294.63
$325.24
18.45%
Add 4.36%
19,836
828
HRB 		H&R Block Inc2024-06-30New Buy
+0.08%
●
46.26 ($49.78) 54.23
$60.48
21.49%
New holding
3,772
3,772

Taylor Hoffman Wealth Management Total Holding History ($B)

To

Taylor Hoffman Wealth Management's Asset Allocation

To

Taylor Hoffman Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Taylor Hoffman Wealth Management's Hypothetical Growth since 2024-06-30

Taylor Hoffman Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Taylor Hoffman Wealth Management's Holdings Heat Map

Size field:

Taylor Hoffman Wealth Management's Holdings Bubble Chart

Taylor Hoffman Wealth Management News

  • 1

Discussions on Taylor Hoffman Wealth Management

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.