13F Filings History of Taylor Wealth Management Partners

Latest 13F report
Q2 2022 - 12 Aug 2022
Value $
$176,025,000
Signature - Title
Sean Brown - Director
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Taylor Wealth Management Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Taylor Wealth Management Partners reported 56 stock holdings with total value $176,025,000 as of Q2 2022. Top holdings included AAPL, MSFT, AMT, VST, and ELV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 56 $176,025,000 +$3,457,062 -$33,621,246 -$30,164,184 AAPL, MSFT, AMT, VST, ELV 13F-HR 12 Aug 2022, 12:46
Q1 2022 65 $247,134,000 +$18,754,283 -$30,415,085 -$11,660,802 AAPL, MSFT, AMT, ROP, TYL 13F-HR 11 May 2022, 10:30
Q4 2021 64 $283,842,000 +$8,662,340 -$18,513,376 -$9,851,036 AAPL, MSFT, TYL, ROP, AMT 13F-HR 28 Jan 2022, 13:00
Q3 2021 71 $280,360,000 +$19,723,969 -$8,719,182 +$11,004,787 AAPL, MSFT, TYL, PYPL, ROP 13F-HR 26 Oct 2021, 16:45
Q2 2021 68 $283,629,000 +$9,192,008 -$20,627,710 -$11,435,702 AAPL, PYPL, TYL, MSFT, ROP 13F-HR 11 Aug 2021, 12:12
Q1 2021 71 $274,153,000 +$32,220,926 -$21,242,303 +$10,978,623 AAPL, PYPL, TYL, MSFT, ROP 13F-HR 21 Apr 2021, 09:28
Q4 2020 64 $260,094,000 +$18,244,571 -$4,772,610 +$13,471,961 PYPL, AAPL, MSFT, TYL, ROP 13F-HR 02 Feb 2021, 12:08
Q3 2020 54 $218,169,000 +$27,730,299 -$7,665,274 +$20,065,025 PYPL, MSFT, AAPL, TYL, CYRX 13F-HR 14 Oct 2020, 15:07
Q2 2020 49 $196,841,000 +$19,496,324 -$26,692,999 -$7,196,675 PYPL, MSFT, AMT, TYL, AAPL 13F-HR 27 Jul 2020, 11:37
Q1 2020 46 $163,031,000 +$19,226,986 -$45,102,052 -$25,875,066 MSFT, AMT, TYL, PYPL, ROP 13F-HR 04 May 2020, 10:57
Q4 2019 46 $217,068,000 +$15,849,817 -$25,425,751 -$9,575,934 TYL, AMT, MSFT, PYPL, AAPL 13F-HR 30 Jan 2020, 14:02
Q3 2019 46 $213,857,000 +$9,960,565 -$13,521,035 -$3,560,470 TYL, MRCY, AMT, MSFT, PYPL 13F-HR 17 Oct 2019, 09:23
Q2 2019 48 $214,154,000 +$11,774,482 -$19,170,441 -$7,395,959 MSFT, MRCY, AMT, PYPL, TYL 13F-HR 17 Jul 2019, 09:17
Q1 2019 47 $200,935,000 +$9,832,765 -$7,486,811 +$2,345,954 AMT, MRCY, MSFT, PYPL, TYL 13F-HR 14 May 2019, 12:11
Q4 2018 126 $173,253,000 +$9,378,021 -$30,837,467 -$21,459,446 MSFT, AMT, TYL, PYPL, MRCY 13F-HR 14 Jan 2019, 09:47
Q3 2018 134 $235,181,000 +$12,644,657 -$20,287,818 -$7,643,161 TYL, MSFT, MRCY, AAPL, TRHC 13F-HR 23 Oct 2018, 11:13
Q2 2018 138 $224,830,000 +$13,035,519 -$6,239,682 +$6,795,837 TYL, MSFT, AMT, PYPL, ROP 13F-HR 27 Jul 2018, 13:08
Q1 2018 132 $207,797,000 +$20,079,065 -$46,188,342 -$26,109,277 TYL, MSFT, AMT, ROP, PYPL 13F-HR 11 Apr 2018, 09:13
Q4 2017 155 $235,260,000 +$18,414,637 -$18,594,643 -$180,006 MSFT, AMT, MRCY, TYL, PYPL 13F-HR 01 Feb 2018, 08:08
Q3 2017 160 $223,963,000 +$8,494,720 -$19,351,119 -$10,856,399 AMT, MRCY, TYL, MSFT, META 13F-HR 13 Oct 2017, 09:09
Q2 2017 159 $220,932,000 +$18,153,796 -$24,516,206 -$6,362,410 TYL, AMT, META, ULTA, MSFT 13F-HR 21 Jul 2017, 12:54
Q1 2017 157 $220,936,000 +$17,301,691 -$30,844,722 -$13,543,031 AMT, META, TYL, ULTA, MSFT 13F-HR 24 Apr 2017, 09:12
Q4 2016 167 $216,093,000 +$56,789,900 -$57,287,822 -$497,922 IWM, TYL, AMT, ULTA, MSFT 13F-HR 18 Jan 2017, 09:14
Q3 2016 158 $222,934,000 +$42,228,738 -$73,024,689 -$30,795,951 TYL, AMT, META, GEL, ULTA 13F-HR 26 Oct 2016, 12:19
Q2 2016 146 $249,601,000 +$37,200,690 -$6,300,343 +$30,900,347 ULTA, TYL, AMT, EPD, GE 13F-HR 03 Aug 2016, 10:33
Q1 2016 145 $211,878,000 +$53,303,499 -$63,909,185 -$10,605,686 ULTA, TYL, AMT, PSXP, SHLX 13F-HR 13 Apr 2016, 14:20
Q4 2015 140 $232,062,000 +$31,887,660 -$17,880,692 +$14,006,968 TYL, ULTA, ROP, META, AAPL 13F-HR 07 Jan 2016, 15:19
Q3 2015 154 $207,334,000 +$25,758,292 -$77,612,502 -$51,854,210 TYL, HEDJ, AAPL, META, ROP 13F-HR 06 Nov 2015, 11:18
Q2 2015 181 $313,294,000 +$46,358,321 -$46,521,194 -$162,873 TYL, HEDJ, DM, AAPL, WGP 13F-HR 06 Nov 2015, 11:14
Q1 2015 173 $318,773,000 $0 $0 $0 DM, HEDJ, AAPL, TYL, TEP 13F-HR 06 Nov 2015, 11:06