| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 27 | Q2 2024 | 9.7% |
| DEERE & CO COM | 27 | Q2 2024 | 3.9% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 27 | Q2 2024 | 4.3% |
| MICROSOFT CORP COM | 27 | Q2 2024 | 2.6% |
| ADOBE SYSTEMS INCORPORATED | 27 | Q2 2024 | 3.1% |
| DOMINION ENERGY INC COM | 27 | Q2 2024 | 3.8% |
| PROCTER & GAMBLE CO | 27 | Q2 2024 | 2.6% |
| LAM RESEARCH CORP COM | 27 | Q2 2024 | 3.8% |
| VANGUARD TAX-MANAGED INTL FD | 27 | Q2 2024 | 2.7% |
| META PLATFORMS INC | 27 | Q2 2024 | 4.3% |
View Taylor Hoffman Wealth Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Rocky Mountain Chocolate Factory, Inc. | February 10, 2020 | 1,000 | 0.0% |
| Rocky Mountain Chocolate Factory, Inc. | February 14, 2019 | 302,366 | 5.1% |
View Taylor Hoffman Wealth Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Taylor Hoffman Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.