Taylor Wealth Management Partners

13F Filings History

Latest 13F report
Q2 2022 - Aug 12, 2022
Value $
$176M
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 $176M as of Q2 2022. Top holdings included AAPL, MSFT, AMT, VST, and ELV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2022 56 $176M +$3.46M -$33.6M -$30.2M AAPL, MSFT, AMT, VST, ELV 13F-HR 8/12/2022, 12:46 PM
Q1 2022 65 $247M +$18.8M -$30.4M -$11.7M AAPL, MSFT, AMT, ROP, TYL 13F-HR 5/11/2022, 10:30 AM
Q4 2021 64 $284M +$8.66M -$18.5M -$9.85M AAPL, MSFT, TYL, ROP, AMT 13F-HR 1/28/2022, 01:00 PM
Q3 2021 71 $280M +$19.7M -$8.72M +$11M AAPL, MSFT, TYL, PYPL, ROP 13F-HR 10/26/2021, 04:45 PM
Q2 2021 68 $284M +$9.19M -$20.6M -$11.4M AAPL, PYPL, TYL, MSFT, ROP 13F-HR 8/11/2021, 12:12 PM
Q1 2021 71 $274M +$32.2M -$21.2M +$11M AAPL, PYPL, TYL, MSFT, ROP 13F-HR 4/21/2021, 09:28 AM
Q4 2020 64 $260M +$18.2M -$4.77M +$13.5M PYPL, AAPL, MSFT, TYL, ROP 13F-HR 2/2/2021, 12:08 PM
Q3 2020 54 $218M +$27.7M -$7.67M +$20.1M PYPL, MSFT, AAPL, TYL, CYRX 13F-HR 10/14/2020, 03:07 PM
Q2 2020 49 $197M +$19.5M -$26.7M -$7.2M PYPL, MSFT, AMT, TYL, AAPL 13F-HR 7/27/2020, 11:37 AM
Q1 2020 46 $163M +$19.2M -$45.1M -$25.9M MSFT, AMT, TYL, PYPL, ROP 13F-HR 5/4/2020, 10:57 AM
Q4 2019 46 $217M +$15.8M -$25.4M -$9.58M TYL, AMT, MSFT, PYPL, AAPL 13F-HR 1/30/2020, 02:02 PM
Q3 2019 46 $214M +$9.96M -$13.5M -$3.56M TYL, MRCY, AMT, MSFT, PYPL 13F-HR 10/17/2019, 09:23 AM
Q2 2019 48 $214M +$11.8M -$19.2M -$7.4M MSFT, MRCY, AMT, PYPL, TYL 13F-HR 7/17/2019, 09:17 AM
Q1 2019 47 $201M +$9.83M -$7.49M +$2.35M AMT, MRCY, MSFT, PYPL, TYL 13F-HR 5/14/2019, 12:11 PM
Q4 2018 126 $173M +$9.38M -$30.8M -$21.5M MSFT, AMT, TYL, PYPL, MRCY 13F-HR 1/14/2019, 09:47 AM
Q3 2018 134 $235M +$12.6M -$20.3M -$7.64M TYL, MSFT, MRCY, AAPL, TRHC 13F-HR 10/23/2018, 11:13 AM
Q2 2018 138 $225M +$13M -$6.24M +$6.8M TYL, MSFT, AMT, PYPL, ROP 13F-HR 7/27/2018, 01:08 PM
Q1 2018 132 $208M +$20.1M -$46.2M -$26.1M TYL, MSFT, AMT, ROP, PYPL 13F-HR 4/11/2018, 09:13 AM
Q4 2017 155 $235M +$18.4M -$18.6M -$180K MSFT, AMT, MRCY, TYL, PYPL 13F-HR 2/1/2018, 08:08 AM
Q3 2017 160 $224M +$8.49M -$19.4M -$10.9M AMT, MRCY, TYL, MSFT, META 13F-HR 10/13/2017, 09:09 AM
Q2 2017 159 $221M +$18.2M -$24.5M -$6.36M TYL, AMT, META, ULTA, MSFT 13F-HR 7/21/2017, 12:54 PM
Q1 2017 157 $221M +$17.3M -$30.8M -$13.5M AMT, META, TYL, ULTA, MSFT 13F-HR 4/24/2017, 09:12 AM
Q4 2016 167 $216M +$56.8M -$57.3M -$498K IWM, TYL, AMT, ULTA, MSFT 13F-HR 1/18/2017, 09:14 AM
Q3 2016 158 $223M +$42.2M -$73M -$30.8M TYL, AMT, META, GEL, ULTA 13F-HR 10/26/2016, 12:19 PM
Q2 2016 146 $250M +$37.2M -$6.3M +$30.9M ULTA, TYL, AMT, EPD, GE 13F-HR 8/3/2016, 10:33 AM
Q1 2016 145 $212M +$53.3M -$63.9M -$10.6M ULTA, TYL, AMT, PSXP, SHLX 13F-HR 4/13/2016, 02:20 PM
Q4 2015 140 $232M +$31.9M -$17.9M +$14M TYL, ULTA, ROP, META, AAPL 13F-HR 1/7/2016, 03:19 PM
Q3 2015 154 $207M +$25.8M -$77.6M -$51.9M TYL, HEDJ, AAPL, META, ROP 13F-HR 11/6/2015, 11:18 AM
Q2 2015 181 $313M +$46.4M -$46.5M -$163K TYL, HEDJ, DM, AAPL, WGP 13F-HR 11/6/2015, 11:14 AM
Q1 2015 173 $319M $0 $0 DM, HEDJ, AAPL, TYL, TEP 13F-HR 11/6/2015, 11:06 AM