Taylor Wealth Management Partners - Q3 2017 holdings

$224 Million is the total value of Taylor Wealth Management Partners's 166 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .

 Value Shares↓ Weighting
NKE ExitNike, Inc.$0-275
-100.0%
-0.01%
RRD ExitR.R. Donnelley & Sons Company$0-4,000
-100.0%
-0.02%
LKSDQ ExitLSC Communications, Inc.$0-4,000
-100.0%
-0.04%
DFIN ExitDonnelley Financial Solutions,$0-4,000
-100.0%
-0.04%
CLB ExitCore Laboratories NV$0-23,985
-100.0%
-1.10%
SECYF ExitSecure Energy Services, Inc.$0-417,245
-100.0%
-1.29%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2017-10-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Tyler Technologies, Inc.30Q2 20228.4%
American Tower Corporation30Q2 20227.3%
Microsoft Corporation30Q2 20227.2%
Apple Inc.30Q2 20227.1%
Roper Technologies, Inc.30Q2 20225.7%
The Home Depot, Inc.27Q2 20222.7%
GoDaddy Inc.26Q2 20224.6%
CVS Health Corporation26Q2 20224.3%
The Walt Disney Company26Q2 20224.4%
McDonald's Corp.26Q2 20223.3%

View Taylor Wealth Management Partners's complete holdings history.

Latest significant ownerships (13-D/G)
Taylor Wealth Management Partners Q3 2017 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Postal Realty Trust, Inc.February 02, 2021273,6952.9%

View Taylor Wealth Management Partners's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2022-08-12
13F-HR2022-05-11
13F-HR2022-01-28
13F-HR2021-10-26
13F-HR2021-08-11
13F-HR2021-04-21
13F-HR2021-02-02
SC 13G2021-02-02
13F-HR2020-10-14
13F-HR2020-07-27

View Taylor Wealth Management Partners's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (223963000.0 != 223964000.0)

Export Taylor Wealth Management Partners's holdings