Taylor Wealth Management Partners

Q4 2021 13F Holdings Report, Stock Holdings

Signature - Title
Sean Brown - Director of Portfolio Administration
Location
Boston, MA
Holdings as of
December 31, 2021
Value $
$284M
Num holdings
64
Date filed
1/28/2022, 01:00 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, TYL, ROP, and AMT.
Previous filing
Q3 2021 - Oct 26, 2021
Filing 2021 Q4 compared to 2021 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Sean Brown Director of Portfolio Administration Boston, Massachusetts 1/28/2022