Taylor Wealth Management Partners holdings history

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417 is the total number of securities Taylor Wealth Management Partners has owned. The longest Taylor Wealth Management Partners has owned a single stock is 30 quarters.

Taylor Wealth Management Partners historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
TYL Tyler Technologies, Inc.30303.42%5.51%8.37%Q1 2015Q2 202230
AMT American Tower Corpora...30302.93%4.98%7.28%Q1 2015Q2 202230
MSFT Microsoft Corporation30300.01%4.70%7.18%Q1 2015Q2 202230
AAPL Apple Inc.30301.74%4.67%7.06%Q1 2015Q2 202230
ROP Roper Technologies, Inc.30303.08%4.23%5.71%Q1 2015Q2 202230
HD The Home Depot, Inc.16110.01%0.86%2.70%Q1 2015Q2 202227
GDDY GoDaddy Inc.26261.81%2.77%4.57%Q1 2016Q2 202226
CVS CVS Health Corporation1880.01%1.78%4.31%Q1 2015Q2 202226
DIS The Walt Disney Company14120.01%1.57%4.38%Q1 2015Q2 202226
MCD McDonald's Corp.26260.01%1.51%3.32%Q1 2016Q2 202226
ALNY Alnylam Pharmaceutical...16100.00%0.90%2.25%Q1 2015Q2 202226
MRCY Mercury Systems, Inc.24240.95%3.85%7.05%Q3 2016Q2 202224
BAC Bank of America Corpor...1250.00%2.62%4.55%Q2 2015Q2 202224
JPM JPMorgan Chase & Co.1220.01%1.45%3.91%Q1 2015Q2 202224
HALO Halozyme Therapeutics,...24240.69%1.32%2.08%Q3 2016Q2 202224
PYPL PayPal Holdings, Inc.23231.48%4.78%7.63%Q4 2016Q2 202223
VST Vistra Energy Corp.22220.14%3.61%5.96%Q1 2017Q2 202222
WM Waste Management, Inc.11110.00%1.37%4.08%Q2 2016Q2 202222
VRTX Vertex Pharmaceuticals...1480.03%0.40%2.47%Q3 2015Q2 202222
CYRX Cryoport, Inc.21210.84%2.50%4.98%Q2 2017Q2 202221
TRHC Tabula Rasa Healthcare...21211.02%2.49%5.11%Q3 2016Q3 202121
SSTI ShotSpotter, Inc.21210.30%1.44%2.48%Q2 2017Q2 202221
South Louisiana Financ...21210.19%0.27%0.46%Q1 2015Q1 202021
ROKU Roku Inc.20200.68%1.73%3.45%Q3 2017Q2 202220
BLUE Bluebird Bio, Inc20200.00%1.08%2.09%Q1 2015Q4 201920
GBT Global Blood Therapeut...20200.31%0.94%1.67%Q3 2017Q2 202220
SAND Sandstorm Gold Ltd.20200.61%0.92%1.55%Q3 2017Q2 202220
PFE Pfizer Inc.1640.01%0.38%2.25%Q1 2015Q1 202120
MRK Merck & Co. Inc.1640.05%0.09%0.22%Q1 2015Q2 202220
EPD Enterprise Products Pa...19190.29%1.56%4.52%Q1 2015Q3 201919
RTN Raytheon Company19190.02%1.45%2.49%Q2 2015Q4 201919
DKL Delek Logistics Partne...19190.03%0.66%2.90%Q1 2015Q3 201919
ULTA ULTA Salon, Cosmetics ...1530.01%2.78%6.42%Q2 2015Q2 202018
ET Energy Transfer LP18180.08%0.65%3.20%Q1 2015Q2 201918
AMZN Amazon.com Inc.980.00%1.12%2.49%Q1 2015Q2 202217
MMP Magellan Midstream Par...17170.14%1.00%2.78%Q1 2015Q1 201917
MPLX MPLX LP1160.02%0.52%3.15%Q1 2015Q3 201917
MMM 3M Company17170.05%0.14%0.22%Q1 2015Q1 201917
SYK Stryker Corporation1160.01%0.06%0.13%Q2 2015Q1 202217
SPY SPDR S&P 500 ETF1610.00%0.02%0.30%Q1 2015Q2 202217
FB Facebook, Inc.16160.00%3.23%4.98%Q1 2015Q4 201816
WES Western Gas Partners LP16160.00%1.71%3.32%Q1 2015Q4 201816
DM Dominion Midstream Par...16160.02%1.68%4.61%Q1 2015Q4 201816
PG The Procter & Gamble C...16160.01%0.58%3.20%Q1 2015Q4 201816
TGE Tallgrass Energy, LP C...1240.01%0.33%2.41%Q2 2015Q2 201916
AMJ JPMorgan Alerian MLP I...1510.02%0.24%0.45%Q1 2015Q3 202116
IBM International Business...16160.07%0.10%0.14%Q1 2015Q4 201816
XOM Exxon Mobil Corporation16160.07%0.09%0.11%Q1 2015Q4 201816
KMB Kimberly-Clark Corpora...16160.05%0.08%0.11%Q1 2015Q4 201816
BA The Boeing Company16160.01%0.05%0.10%Q1 2015Q4 201816
JNJ Johnson & Johnson16160.01%0.05%0.09%Q1 2015Q4 201816
VVC Vectren Corporation16160.02%0.05%0.08%Q1 2015Q4 201816
ULTI The Ultimate Software ...16160.03%0.04%0.06%Q1 2015Q4 201816
PM Philip Morris Internat...16160.04%0.04%0.05%Q1 2015Q4 201816
SO Southern Company16160.02%0.04%0.07%Q1 2015Q4 201816
DOV Dover Corporation16160.02%0.03%0.05%Q1 2015Q4 201816
VZ Verizon Communications...16160.01%0.03%0.05%Q1 2015Q4 201816
CNSL Consolidated Communica...16160.01%0.03%0.09%Q1 2015Q4 201816
UTX United Technologies Co...16160.01%0.03%0.04%Q1 2015Q4 201816
T AT&T, Inc.16160.00%0.03%0.05%Q1 2015Q4 201816
CSGP CoStar Group Inc.16160.02%0.03%0.04%Q1 2015Q4 201816
MS Morgan Stanley16160.01%0.02%0.16%Q1 2015Q4 201816
INTC Intel Corporation16160.01%0.01%0.02%Q1 2015Q4 201816
DUK Duke Energy Corporation16160.00%0.01%0.02%Q1 2015Q4 201816
CVX Chevron Corporation16160.01%0.01%0.01%Q1 2015Q4 201816
RDSA Royal Dutch Shell PLC A16160.01%0.01%0.01%Q1 2015Q4 201816
AZN AstraZeneca PLC16160.00%0.01%0.01%Q1 2015Q4 201816
WMT Wal-Mart Stores Inc.16160.00%0.01%0.02%Q1 2015Q4 201816
BHRB Burke & Herbert Bank &...16160.00%0.01%0.01%Q1 2015Q4 201816
MFC Manulife Financial Cor...16160.00%0.01%0.01%Q1 2015Q4 201816
PSX Phillips 6616160.00%0.00%0.01%Q1 2015Q4 201816
CRY CryoLife Inc.16160.00%0.00%0.01%Q1 2015Q4 201816
FDS FactSet Research Syste...16160.00%0.00%0.00%Q1 2015Q4 201816
LUMN CenturyLink, Inc.16160.00%0.00%0.00%Q1 2015Q4 201816
PII Polaris Industries Inc.16160.00%0.00%0.00%Q1 2015Q4 201816
AERN AER Energy Resources, Inc16160.00%0.00%0.00%Q1 2015Q4 201816
ANTS ANTs Software, Inc.16160.00%0.00%0.00%Q1 2015Q4 201816
Spin Master Corp.15151.97%2.87%3.63%Q2 2016Q4 201915
WLDN Willdan Group, Inc.15150.42%1.84%3.29%Q3 2018Q1 202215
EQM EQT Midstream Partners...15150.00%1.30%2.53%Q1 2015Q3 201815
WGP Western Gas Equity Par...15150.01%0.76%3.52%Q1 2015Q3 201815
GOOGL Alphabet Inc. Class A1320.02%0.30%2.02%Q4 2015Q2 202215
KO The Coca-Cola Company1230.01%0.04%0.06%Q1 2015Q4 201815
AXP American Express Company960.00%0.02%0.04%Q1 2015Q4 201815
MDLZ Mondelez International...15150.00%0.01%0.01%Q1 2015Q3 201815
TEP Tallgrass Energy Partn...14141.53%2.12%3.65%Q1 2015Q2 201814
LMRXF Laramide Resources Ltd.14140.04%0.14%0.32%Q1 2015Q2 201814
CP Canadian Pacific Railw...14140.01%0.13%1.76%Q1 2015Q2 201814
GDRZF Gold Reserve Inc.14140.03%0.04%0.06%Q1 2015Q2 201814
AMGN Amgen Inc.1310.00%0.01%0.07%Q4 2015Q2 202114
PSTL Postal Realty Trust, Inc.13130.89%1.86%2.93%Q2 2019Q2 202213
FRC First Republic Bank13130.24%1.43%2.24%Q4 2016Q4 201913
EVFM Evofem Biosciences, Inc.13130.20%0.90%1.68%Q2 2018Q2 202113
OPRX OptimizeRx Corporation13130.14%0.40%0.78%Q1 2019Q1 202213
LLY Eli Lilly and Company1120.01%0.04%0.06%Q2 2015Q4 201813
ACN Accenture PLC1120.00%0.03%0.04%Q2 2015Q4 201813
CMCSA Comcast Corporation13130.00%0.02%0.04%Q4 2015Q4 201813
NOK Nokia Corporation13130.00%0.00%0.00%Q4 2015Q4 201813
GE General Electric Company12120.00%1.91%4.09%Q1 2015Q4 201712
SHLX Shell Midstream Partne...12120.02%1.85%4.64%Q1 2015Q4 201712
PRMW Primo Water Corporation12120.00%1.65%2.61%Q3 2015Q2 201812
QQQ PowerShares QQQ12120.13%0.63%1.10%Q1 2015Q4 201712
CELG Celgene Corporation12120.06%0.59%2.28%Q1 2015Q4 201712
PPEHF Pure Technologies Ltd.12120.08%0.12%0.16%Q1 2015Q4 201712
GILD Gilead Sciences Inc.750.06%0.11%0.15%Q1 2015Q2 202212
CBAN Colony Bankcorp, Inc.12120.05%0.07%0.12%Q2 2019Q1 202212
BMY Bristol-Myers Squibb C...12120.01%0.04%0.07%Q1 2015Q4 201712
UNP Union Pacific Corporation12120.00%0.03%0.05%Q1 2015Q4 201712
CL Colgate-Palmolive Co.12120.01%0.03%0.05%Q1 2015Q4 201712
XHR Xenia Hotels & Resorts...12120.00%0.00%0.00%Q1 2016Q4 201812
Evofem Bioscience, Inc...12120.00%0.00%0.00%Q2 2018Q1 202112
InvenTrust Properties ...12120.00%0.00%0.00%Q1 2016Q4 201812
ANXGF Anaconda Mining Inc.12120.00%0.00%0.00%Q1 2015Q4 201712
ESRX Express Scripts Holdin...12120.00%0.00%0.00%Q4 2015Q3 201812
UAA Under Armour, Inc. Cla...11110.00%1.73%4.18%Q1 2015Q3 201711
Element Financial Corp...11110.01%1.72%4.32%Q1 2015Q3 201711
SUN Sunoco LP11110.01%1.45%3.75%Q1 2015Q3 201711
BADFF Badger Daylighting Ltd.11110.95%1.33%1.90%Q3 2018Q1 202111
PING Ping Identity Holding ...11110.39%1.06%1.71%Q3 2019Q1 202211
ZYME Zymeworks Inc.11110.14%1.04%1.66%Q2 2019Q4 202111
LMT Lockheed Martin Corpor...11110.01%1.02%2.15%Q1 2016Q3 201811
GEL Genesis Energy LP11110.00%0.72%4.29%Q1 2016Q3 201811
WSR Whitestone REIT11110.01%0.54%2.04%Q1 2015Q3 201711
EQGP EQT GP Holdings LP11110.00%0.42%2.40%Q2 2015Q4 201711
GTBIF Green Thumb Industries...11110.16%0.30%0.46%Q3 2018Q1 202111
ITW Illinois Tool Works Inc.1010.01%0.10%0.62%Q1 2015Q2 201811
ADP Automatic Data Process...11110.02%0.05%0.07%Q2 2015Q4 201711
VLO Valero Energy Corporation11110.03%0.04%0.07%Q2 2015Q4 201711
CSCO Cisco Systems, Inc.1010.00%0.02%0.07%Q4 2015Q4 201811
PHGEWS BioMX Warrants11110.00%0.01%0.02%Q4 2019Q2 202211
SBUX Starbucks Corporation11110.01%0.01%0.01%Q2 2015Q4 201711
CDK CDK Global, Inc.11110.00%0.00%0.01%Q2 2015Q4 201711
CHD Church & Dwight Co. Inc.11110.00%0.00%0.00%Q2 2016Q4 201811
Highlands REIT Inc.11110.00%0.00%0.00%Q2 2016Q4 201811
QTS QTS Realty Trust, Inc.10100.01%1.80%2.45%Q1 2016Q2 201810
IWM iShares Russell 2000 ETF910.01%0.89%4.66%Q4 2015Q4 201810
TMDX TransMedics Group, Inc.10100.49%0.75%1.09%Q1 2020Q2 202210
HCSG Healthcare Services Gr...10100.00%0.46%2.10%Q3 2016Q4 201810
NKE Nike, Inc.10100.01%0.04%0.11%Q1 2015Q2 201710
KHC Kraft Heinz Co.10100.01%0.01%0.02%Q3 2015Q4 201710
CB The Chubb Corporation820.01%0.01%0.02%Q1 2016Q4 201810
ASH Ashland Global Holding...10100.00%0.01%0.01%Q3 2016Q4 201810
TSLA Tesla Motors, Inc.910.00%0.00%0.00%Q2 2015Q4 201810
BINDQ DNIB UNWIND INC COM10100.00%0.00%0.00%Q3 2016Q4 201810
KEY KeyCorp.990.00%2.31%2.84%Q4 2016Q4 20189
EXP Eagle Materials Inc.990.00%2.14%2.60%Q4 2016Q4 20189
TFC Truist Financial Corpo...990.90%2.06%3.01%Q1 2020Q1 20229
CYBR CyberArk Software, Ltd.990.70%1.88%2.36%Q4 2015Q4 20179
SCHW The Charles Schwab Cor...990.00%1.40%2.39%Q4 2016Q4 20189
PSXP Phillips 66 Partners LP990.01%1.37%4.71%Q3 2015Q3 20179
HASI Hannon Armstrong Susta...810.00%1.10%2.29%Q3 2015Q2 20189
PSGLQ Performance Sports Gro...990.00%1.04%3.49%Q1 2015Q1 20179
PROF Profound Medical Corp.990.39%0.92%1.34%Q1 2020Q1 20229
SXL Sunoco Logistics Partn...990.03%0.78%1.94%Q1 2015Q1 20179
GRTX Galera Therapeutics, Inc.990.01%0.15%0.26%Q2 2020Q2 20229
SRLP Sprague Resources LP990.04%0.14%0.23%Q3 2017Q3 20199
C Citigroup Inc.540.00%0.06%0.29%Q2 2015Q2 20189
WPZ Williams Partners L.P.990.00%0.02%0.07%Q1 2015Q1 20179
PX Praxair Inc.810.00%0.01%0.01%Q2 2015Q4 20179
CYNO Cynosure, Inc.880.00%2.11%3.76%Q1 2015Q4 20168
FORM FormFactor, Inc.881.11%1.94%2.55%Q3 2020Q2 20228
EEM iShares MSCI Emerging ...880.05%1.47%4.51%Q1 2016Q4 20178
RMP Rice Midstream Partner...880.01%1.40%2.15%Q3 2016Q2 20188
COBZ CoBiz Financial Inc.710.00%1.05%1.25%Q3 2015Q2 20188
SWKS Skyworks Solutions Inc.880.01%0.81%2.70%Q4 2015Q3 20178
XOXO XO Group Inc.880.00%0.31%2.40%Q3 2016Q2 20188
NSSC Napco Security Technol...880.00%0.26%0.99%Q1 2017Q4 20188
HRVSF Harvest Health & Recre...880.04%0.12%0.20%Q2 2019Q1 20218
PHGE BioMX880.03%0.12%0.22%Q4 2019Q3 20218
DEA Easterly Government Pr...880.01%0.11%0.18%Q3 2016Q2 20188
NBLX Noble Midstream Partne...880.01%0.06%0.09%Q3 2016Q2 20188
GIS General Mills, Inc.880.01%0.05%0.07%Q1 2016Q4 20178
APD Air Products & Chemica...880.03%0.04%0.04%Q1 2016Q4 20178
SJM The J. M. Smucker Company880.01%0.03%0.05%Q2 2015Q1 20178
UPS United Parcel Service,...880.01%0.02%0.02%Q1 2016Q4 20178
TSS Total System Services,...880.00%0.01%0.01%Q1 2015Q4 20168
IR Ingersoll-Rand PLC880.00%0.00%0.01%Q1 2015Q4 20168
BIIB Biogen Idec Inc.880.00%0.00%0.00%Q1 2015Q4 20168
PCAR PACCAR Inc880.00%0.00%0.00%Q1 2017Q4 20188
MTZ MasTec, Inc.431.08%2.19%3.03%Q3 2019Q2 20227
ETP Energy Transfer Partne...771.77%1.97%2.34%Q3 2015Q1 20177
FOUR Shift4 Payments, Inc.771.14%1.36%1.67%Q4 2020Q2 20227
NVST Envista Holdings Corpo...771.07%1.36%1.70%Q4 2020Q2 20227
STT State Street Corporation770.83%0.95%1.05%Q4 2016Q2 20187
ELLI Ellie Mae, Inc.770.00%0.71%1.67%Q4 2016Q2 20187
AMRC Ameresco, Inc.770.53%0.70%0.94%Q4 2020Q2 20227
TMO Thermo Fisher Scientif...770.10%0.21%0.34%Q4 2020Q2 20227
ITHUF iAnthus Capital Holdin...770.01%0.18%0.38%Q3 2018Q1 20207
KRYS Krystal Biotech, Inc.770.12%0.15%0.18%Q4 2020Q2 20227
RRMS Rose Rock Midstream, L.P.770.00%0.09%0.51%Q1 2015Q3 20167
DHR Danaher Corp.510.00%0.09%0.14%Q1 2015Q2 20227
OMP Oasis Midstream Partne...770.00%0.07%0.10%Q4 2017Q2 20197
F Ford Motor Co.770.01%0.02%0.03%Q1 2016Q3 20177
OKE ONEOK Inc.770.01%0.01%0.01%Q1 2016Q3 20177
FTLS First Trust Long/Short...770.00%0.00%0.00%Q2 2017Q4 20187
SCTY SolarCity Corporation770.00%0.00%0.00%Q1 2015Q3 20167
KNOW Direxion All Cap Insid...770.00%0.00%0.00%Q2 2017Q4 20187
SNA Snap-on Incorporated770.00%0.00%0.00%Q2 2015Q4 20167
CAT Caterpillar Inc.770.00%0.00%0.00%Q2 2015Q4 20167
BMI Badger Meter Inc.770.00%0.00%0.00%Q2 2015Q4 20167
STRZA Starz770.00%0.00%0.00%Q1 2015Q3 20167
ANTM Elevance Health Inc.662.73%3.35%4.68%Q1 2021Q2 20226
DFS Discover Financial Ser...661.94%2.51%2.94%Q1 2021Q2 20226
NVEE NV5 Global Inc661.24%2.26%3.12%Q2 2018Q3 20196
PHM PulteGroup, Inc.660.86%1.81%2.42%Q1 2021Q2 20226
ADSK Autodesk, Inc.661.03%1.11%1.18%Q2 2020Q3 20216
SECYF Secure Energy Services...210.00%0.90%1.48%Q1 2015Q4 20176
IBEX IBEX Limited660.25%0.82%1.10%Q3 2020Q4 20216
CATS Catasys, Inc.660.42%0.66%1.11%Q1 2019Q2 20206
ETP Energy Transfer Partne...660.14%0.59%1.62%Q2 2017Q3 20186
WMB Williams Companies, Inc.660.03%0.51%2.76%Q1 2015Q2 20166
WDC Western Digital Corpor...660.12%0.49%0.90%Q1 2021Q2 20226
UA Under Armour, Inc. Cla...660.00%0.35%1.20%Q2 2016Q3 20176
DRGDF Detour Gold Corporation510.00%0.16%0.90%Q3 2016Q4 20186
RCM R1 RCM Inc.660.09%0.11%0.12%Q4 2020Q1 20226
ZMDTF ZoomD Technologies, Inc.510.04%0.09%0.20%Q3 2019Q1 20216
KALA Kala Pharmaceuticals, ...660.01%0.06%0.09%Q3 2020Q4 20216
PAGP Plains GP Holdings, L.P.660.02%0.03%0.04%Q1 2017Q2 20186
WFC Wells Fargo & Company660.00%0.02%0.05%Q2 2015Q3 20166
ASH Ashland Inc.660.01%0.01%0.01%Q1 2015Q2 20166
GAS AGL Resources Inc.660.00%0.00%0.01%Q1 2015Q2 20166
VVV Valvoline Inc.660.00%0.00%0.01%Q2 2017Q3 20186
HON Honeywell Internationa...660.00%0.00%0.00%Q2 2015Q3 20166
DAL Delta Air Lines, Inc.660.00%0.00%0.00%Q2 2015Q3 20166
CRI Carter's, Inc.550.00%1.91%2.66%Q4 2017Q4 20185
CLH Clean Harbors, Inc.550.99%1.70%2.26%Q2 2021Q2 20225
BBT BB&T Corporation551.28%1.67%2.08%Q1 2018Q1 20195
AQUA EVOQUA Water Technolog...550.00%1.02%1.62%Q4 2017Q4 20185
AKTS Akoustis Technologies,...550.11%0.30%0.50%Q1 2021Q1 20225
MMX Maverix Metals Inc.550.18%0.28%0.35%Q3 2020Q3 20215
UNH UnitedHealth Group Inc...550.10%0.20%0.36%Q2 2021Q2 20225
IQV IQVIA Holdings Inc.550.07%0.11%0.14%Q2 2021Q2 20225
VYNT Vyant Bio, Inc.550.01%0.04%0.11%Q2 2021Q2 20225
NVS Novartis AG320.01%0.01%0.03%Q1 2015Q4 20185
MDT Medtronic, PLC.550.00%0.01%0.02%Q1 2015Q1 20165
PEP Pepsico, Inc.550.01%0.01%0.01%Q1 2015Q1 20165
SNDK SanDisk Corp.550.00%0.00%0.01%Q1 2015Q1 20165
VSM Versum Materials, Inc.550.00%0.00%0.00%Q4 2016Q4 20175
ARKK ARK Innovation ETF550.00%0.00%0.00%Q4 2017Q4 20185
HEDJ WisdomTree Europe Hedg...443.94%4.59%5.64%Q1 2015Q4 20154
EUSC WisdomTree Europe Hedg...442.88%3.38%4.31%Q1 2015Q4 20154
LPX Louisiana-Pacific Corp...442.07%2.29%2.64%Q3 2021Q2 20224
OTRK OnTrak, Inc.440.88%1.55%2.32%Q3 2020Q2 20214
RTX Raytheon Technologies ...441.10%1.28%1.58%Q2 2020Q1 20214
FSLR First Solar, Inc.441.19%1.24%1.34%Q2 2021Q1 20224
CLB Core Laboratories NV440.21%1.02%1.47%Q3 2016Q2 20174
NVAX Novavax, Inc.440.57%0.91%1.33%Q1 2018Q4 20184
CMA Comerica Incorporated440.00%0.80%1.20%Q1 2018Q4 20184
TRIP TripAdvisor, Inc.440.46%0.77%0.89%Q3 2021Q2 20224
XNCR Xencor, Inc.440.61%0.73%0.89%Q1 2015Q4 20154
CSLT Castlight Health, Inc.440.00%0.37%0.59%Q1 2018Q4 20184
CRM Salesforce.com, Inc440.34%0.35%0.36%Q3 2021Q2 20224
CHACU Chardan Healthcare Acq...440.24%0.27%0.30%Q4 2018Q3 20194
RRD R.R. Donnelley & Sons ...440.02%0.21%0.57%Q3 2016Q2 20174
PAA Plains All American Pi...440.02%0.20%0.73%Q1 2015Q4 20154
AIMT Aimmune Therapeutics, ...440.04%0.17%0.25%Q1 2018Q4 20184
BKEP Blueknight Energy Part...440.02%0.10%0.14%Q1 2017Q4 20174
ORCL Oracle Corporation440.00%0.03%0.05%Q1 2015Q4 20154
Detour Gold Corporation440.02%0.03%0.04%Q4 2016Q3 20174
CAH Cardinal Health, Inc.440.02%0.03%0.03%Q2 2015Q1 20164
CYDY CytoDyn Inc.440.01%0.02%0.04%Q2 2020Q1 20214
GNTX Gentex Corporation440.02%0.02%0.02%Q1 2018Q4 20184
V Visa Inc.220.00%0.01%0.01%Q1 2015Q4 20184
MSRT Massroots Inc440.00%0.00%0.01%Q4 2016Q3 20174
E C N Capital Corp440.00%0.00%0.00%Q4 2016Q3 20174
Yamaha Motor Co. Ltd.440.00%0.00%0.00%Q1 2016Q4 20164
ANXGF Anaconda Mining Inc.440.00%0.00%0.00%Q1 2018Q4 20184
CKNTF Cell Kinetics Ltd.440.00%0.00%0.00%Q1 2018Q4 20184
DCO Ducommun Incorporated331.13%1.64%1.90%Q3 2018Q1 20193
PAGP Plains GP Holdings, L.P.330.01%1.41%2.86%Q1 2015Q3 20153
DYAX Dyax Corp.330.01%0.99%1.82%Q1 2015Q3 20153
GOOGL Google Inc. Class A330.02%0.92%1.39%Q1 2015Q3 20153
Real Matters Inc.330.58%0.87%1.27%Q3 2020Q1 20213
CPPL Columbia Pipeline Part...330.00%0.80%2.38%Q1 2015Q3 20153
LKSDQ LSC Communications, Inc.330.04%0.10%0.14%Q4 2016Q2 20173
ZBH Zimmer Biomet Holdings...330.08%0.09%0.10%Q1 2021Q3 20213
BDX Becton, Dickinson and ...330.08%0.08%0.09%Q2 2021Q4 20213
DFIN Donnelley Financial So...330.04%0.08%0.11%Q4 2016Q2 20173
KNOP KNOT Offshore Partners LP330.06%0.07%0.07%Q1 2015Q3 20153
RIGP Transocean Partners LLC330.05%0.06%0.06%Q1 2015Q3 20153
RF Regions Financial Corp...330.04%0.04%0.04%Q2 2018Q4 20183
SDLP Seadrill Partners LLC330.03%0.03%0.03%Q1 2015Q3 20153
CMCSK Comcast Corporation330.02%0.03%0.04%Q1 2015Q3 20153
NGL NGL Energy Partners LP330.02%0.03%0.03%Q1 2015Q3 20153
BLK BlackRock, Inc.210.01%0.02%0.03%Q2 2015Q2 20163
GS Goldman Sachs Group, Inc.330.01%0.02%0.04%Q4 2017Q2 20183
ACE ACE Limited330.01%0.01%0.01%Q2 2015Q4 20153
APY Apergy Corp330.01%0.01%0.01%Q2 2018Q4 20183
KYN Kayne Anderson MLP Inv...330.01%0.01%0.01%Q1 2015Q3 20153
MLPI UBS ETRACS Alerian MLP...330.01%0.01%0.01%Q1 2015Q3 20153
FEN First Trust Energy Inc...330.01%0.01%0.01%Q1 2015Q3 20153
TRGP Targa Resources Corp.330.01%0.01%0.01%Q1 2015Q3 20153
OPTN OptiNose, Inc.330.00%0.00%0.01%Q2 2018Q4 20183
AMLP Alerian MLP ETF330.00%0.00%0.00%Q1 2015Q3 20153
DKS Dick's Sporting Goods ...330.00%0.00%0.00%Q1 2015Q3 20153
SWHC Smith & Wesson Holding...330.00%0.00%0.00%Q1 2016Q3 20163
JBT John Bean Technologies...222.26%2.34%2.42%Q1 2015Q2 20152
URI United Rentals, Inc.221.98%2.13%2.28%Q1 2022Q2 20222
NEP NextEra Energy Partner...222.00%2.09%2.18%Q1 2015Q2 20152
VLP Valero Energy Partners LP221.72%1.86%2.00%Q1 2016Q2 20162
ENLC EnLink Midstream, LLC221.65%1.83%2.02%Q1 2015Q2 20152
NYLDA NRG Yield, Inc. Class A221.08%1.77%2.46%Q1 2015Q2 20152
SRCL Stericycle, Inc.221.39%1.46%1.52%Q1 2022Q2 20222
Secure Energy Services...110.36%1.12%1.88%Q2 2016Q4 20162
CNNX CONE Midstream Partner...220.00%1.09%2.18%Q1 2015Q2 20152
BMRN BioMarin Pharmaceutica...220.34%0.96%1.59%Q2 2020Q3 20202
CF CF Industries Holdings...220.65%0.68%0.71%Q1 2022Q2 20222
EXPE Expedia Group, Inc.220.47%0.63%0.78%Q1 2022Q2 20222
NNOMF Nano One Materials Corp.220.34%0.37%0.40%Q4 2020Q1 20212
NVAX Novavax, Inc.220.17%0.25%0.34%Q1 2019Q2 20192
NCSM NCS Multistage Holding...220.18%0.19%0.20%Q2 2017Q3 20172
PRI Primerica, Inc.220.00%0.13%0.25%Q1 2015Q2 20152
VTRS Viatris Inc.220.07%0.09%0.12%Q4 2020Q1 20212
HQY HealthEquity, Inc.220.08%0.09%0.10%Q2 2021Q3 20212
MA MasterCard Incorporated220.03%0.03%0.03%Q1 2015Q2 20152
ADVS Advent Software, Inc.220.03%0.03%0.03%Q1 2015Q2 20152
GD General Dynamics Corpo...220.02%0.02%0.02%Q1 2015Q2 20152
BRKB Berkshire Hathaway Inc.220.02%0.02%0.02%Q1 2015Q2 20152
COST Costco Wholesale Corpo...220.02%0.02%0.02%Q1 2015Q2 20152
M Macy's, Inc.220.02%0.02%0.02%Q2 2015Q3 20152
PLL Pall Corporation220.01%0.01%0.01%Q1 2015Q2 20152
IDXX IDEXX Laboratories, Inc.220.01%0.01%0.01%Q1 2015Q2 20152
SPG Simon Property Group Inc.220.01%0.01%0.01%Q1 2015Q2 20152
CMI Cummins Inc.220.01%0.01%0.01%Q1 2015Q2 20152
GOOG Google Inc. Class C220.01%0.01%0.01%Q1 2015Q2 20152
TGT Target Corp.220.01%0.01%0.01%Q1 2015Q2 20152
BXP Boston Properties Inc.220.01%0.01%0.01%Q1 2015Q2 20152
VB Vanguard Small Cap ETF220.01%0.01%0.01%Q1 2015Q2 20152
USB U.S. Bancorp110.01%0.01%0.01%Q2 2015Q4 20172
WAB Westinghouse Air Brake...220.01%0.01%0.01%Q1 2015Q2 20152
NEE NextEra Energy, Inc.220.01%0.01%0.01%Q1 2015Q2 20152
NLY Annaly Capital Managem...220.01%0.01%0.01%Q3 2016Q4 20162
KRE SPDR S&P Regional Bank...220.00%0.01%0.01%Q3 2015Q4 20152
AFL AFLAC Inc.220.01%0.01%0.01%Q1 2015Q2 20152
SIEGY Siemens AG220.00%0.00%0.01%Q3 2018Q4 20182
GLW Corning Incorporated220.00%0.00%0.01%Q3 2018Q4 20182
A309PS DIRECTV220.00%0.00%0.00%Q1 2015Q2 20152
DWDP DowDuPont Inc.220.00%0.00%0.00%Q3 2018Q4 20182
STAG STAG Industrial, Inc.220.00%0.00%0.00%Q1 2015Q2 20152
HYH Halyard Health, Inc.220.00%0.00%0.00%Q1 2015Q2 20152
HIE Miller/Howard High Inc...220.00%0.00%0.00%Q3 2018Q4 20182
CMG Chipotle Mexican Grill...220.00%0.00%0.00%Q2 2015Q3 20152
VLKAY Volkswagen AG220.00%0.00%0.00%Q2 2015Q3 20152
BRP Inc220.00%0.00%0.00%Q3 2016Q4 20162
PSGLQ Old PSG Wind-down Ltd.220.00%0.00%0.00%Q2 2017Q3 20172
NTLA Intellia Therapeutics ...220.00%0.00%0.00%Q3 2016Q4 20162
STI SunTrust Banks, Inc.220.00%0.00%0.00%Q3 2015Q4 20152
ANIP Ani Pharmaceuticals Inc220.00%0.00%0.00%Q4 2016Q1 20172
DXJ WisdomTree Japan Hedge...111.97%1.97%1.97%Q2 2015Q2 20151
Raytheon Company111.90%1.90%1.90%Q1 2020Q1 20201
NYLD NRG Yield, Inc. Class C111.04%1.04%1.04%Q2 2015Q2 20151
BYND Beyond Meat, Inc.110.44%0.44%0.44%Q4 2019Q4 20191
SMLR Semler Scientific, Inc.110.37%0.37%0.37%Q1 2021Q1 20211
ZoomD, Inc.110.16%0.16%0.16%Q4 2019Q4 20191
XLG Guggenheim Russell Top...110.10%0.10%0.10%Q4 2015Q4 20151
DionyMed Brands Inc.110.08%0.08%0.08%Q2 2019Q2 20191
KRFT Kraft Foods Group, Inc.110.04%0.04%0.04%Q2 2015Q2 20151
ILCG iShares Trust - iShare...110.02%0.02%0.02%Q4 2015Q4 20151
LaGrange Banking Company110.02%0.02%0.02%Q1 2015Q1 20151
FDX FedEx Corporation110.02%0.02%0.02%Q2 2015Q2 20151
MAR Marriott International...110.01%0.01%0.01%Q2 2015Q2 20151
Tallgrass Energy GP, LP110.01%0.01%0.01%Q2 2018Q2 20181
RDSB Royal Dutch Shell PLC B110.01%0.01%0.01%Q1 2015Q1 20151
AEE Ameren Corporation110.01%0.01%0.01%Q1 2015Q1 20151
IIM Invesco Value Municipa...110.01%0.01%0.01%Q1 2015Q1 20151
BASFY BASF SE110.01%0.01%0.01%Q1 2015Q1 20151
PCP Precision Castparts Corp110.01%0.01%0.01%Q3 2015Q3 20151
JQC Nuveen Credit Strategi...110.00%0.00%0.00%Q1 2015Q1 20151
BSX Boston Scientific Corp...110.00%0.00%0.00%Q2 2015Q2 20151
USA Liberty All-Star Equit...110.00%0.00%0.00%Q1 2015Q1 20151
CHW Calamos Global Dynamic...110.00%0.00%0.00%Q1 2015Q1 20151
CSQ Calamos Strategic Tota...110.00%0.00%0.00%Q1 2015Q1 20151
ECL Ecolab Inc.110.00%0.00%0.00%Q2 2015Q2 20151
BUD Anheuser-Busch InBev S...110.00%0.00%0.00%Q2 2015Q2 20151
AWF Alliancebernstein Glob...110.00%0.00%0.00%Q1 2015Q1 20151
JHS John Hancock Income Se...110.00%0.00%0.00%Q1 2015Q1 20151
IGR CBRE Clarion Global Re...110.00%0.00%0.00%Q1 2015Q1 20151
AEP American Electric Powe...110.00%0.00%0.00%Q1 2015Q1 20151
WNRL Western Refining Logis...110.00%0.00%0.00%Q3 2015Q3 20151
JPS Nuveen Quality Preferr...110.00%0.00%0.00%Q1 2015Q1 20151
NVG Nuveen Dividend Advant...110.00%0.00%0.00%Q1 2015Q1 20151
EDD Morgan Stanley Emergin...110.00%0.00%0.00%Q1 2015Q1 20151
GDV Gabelli Dividend & Inc...110.00%0.00%0.00%Q1 2015Q1 20151
NXPI NXP Semiconductors NV110.00%0.00%0.00%Q2 2015Q2 20151
SE Spectra Energy Corp.110.00%0.00%0.00%Q1 2015Q1 20151
EOI Eaton Vance Enhance Eq...110.00%0.00%0.00%Q1 2015Q1 20151
SPLK Splunk, Inc.110.00%0.00%0.00%Q2 2015Q2 20151
JPC Nuveen Preferred Incom...110.00%0.00%0.00%Q1 2015Q1 20151
EOG EOG Resources, Inc.110.00%0.00%0.00%Q1 2015Q1 20151
QCOM QUALCOMM Incorporated110.00%0.00%0.00%Q4 2015Q4 20151
ETY Eaton Vance Tax-Manage...110.00%0.00%0.00%Q1 2015Q1 20151
PCEF PowerShares CEF Income...110.00%0.00%0.00%Q1 2015Q1 20151
HSBC HSBC Holdings PLC110.00%0.00%0.00%Q1 2015Q1 20151
FFA First Trust Enhanced E...110.00%0.00%0.00%Q1 2015Q1 20151
OA Orbital ATK, Inc.110.00%0.00%0.00%Q3 2016Q3 20161
SNV Synovus Financial Corp...110.00%0.00%0.00%Q1 2015Q1 20151
S Sprint Corporation110.00%0.00%0.00%Q4 2015Q4 20151
LGFB Lion Gate Films Class B110.00%0.00%0.00%Q4 2016Q4 20161
CI Cigna Corporation110.00%0.00%0.00%Q4 2018Q4 20181
BPMC Blueprint Medicines Co...110.00%0.00%0.00%Q3 2015Q3 20151
CRSP CRISPR Therapeutics AG110.00%0.00%0.00%Q4 2016Q4 20161
JUNO Juno Therapeutics Inc.110.00%0.00%0.00%Q2 2015Q2 20151
AOBC Smith & Wesson Holding...110.00%0.00%0.00%Q4 2016Q4 20161
COLL Collegium Pharmaceutic...110.00%0.00%0.00%Q3 2015Q3 20151
DHG Deutsche High Income O...110.00%0.00%0.00%Q1 2015Q1 20151
ERIC Ericsson110.00%0.00%0.00%Q4 2015Q4 20151
CRC California Resources C...110.00%0.00%0.00%Q2 2015Q2 20151
VERI Veritone, Inc.110.00%0.00%0.00%Q4 2018Q4 20181
GGZ Gabelli Global Small a...110.00%0.00%0.00%Q1 2015Q1 20151
4305PS Alcatel-Lucent110.00%0.00%0.00%Q4 2015Q4 20151
TIME Time Inc.110.00%0.00%0.00%Q4 2015Q4 20151
TWC Time Warner Cable Inc.110.00%0.00%0.00%Q4 2015Q4 20151
EMC EMC Corporation110.00%0.00%0.00%Q4 2015Q4 20151
TWX Time Warner Inc.110.00%0.00%0.00%Q4 2015Q4 20151
AGTK Agritek Holdings, Inc.110.00%0.00%0.00%Q4 2016Q4 20161
BLOZF Cannabix Technologies ...110.00%0.00%0.00%Q4 2016Q4 20161
MCN Madison Covered Call &...110.00%0.00%0.00%Q1 2015Q1 20151
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The securities at the top of the list , including Tyler Technologies, Inc., American Tower Corporation, and Microsoft Corporation, are the highest-conviction holdings of Taylor Wealth Management Partners.

The conviction is calculated by counting the number of quarters a security has been reported by Taylor Wealth Management Partners. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Taylor Wealth Management Partners owns currently or has owned in the past.