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Showing Q2 2024 data
Taylor Hoffman Wealth Management's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Taylor Hoffman Wealth Management
•CIK: 1727762•Filing: Q2 2024
**Taylor Hoffman Wealth Management** is an actively managed fund overseeing $245M across 111 distinct positions. The portfolio exhibits a technology and semiconductor tilt, with top holdings including AAPL at $21.0M and ANETEUR at $12.8M. Significant allocations are also maintained in AMAT ($10.6M), META ($10.5M), and LRCXEUR ($9.3M). This concentrated exposure suggests a conviction in high-growth, market-leading technology infrastructure.
Total AUM
$245.5M
QoQ Performance
+4.2%
Positions
106
Top 10 Concentration
39.6%
Latest Filing
Q2 2024
Top Holdings Allocation
AAPL
ANETEUR
AAPL8.5%
ANETEUR5.2%
AMAT4.3%
META4.3%
LRCXEUR3.8%
FICO3.4%
GOOGL2.9%
ADBE2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.9%
Technology23.6%
Industrial4.8%
Healthcare2.7%
Financial1.7%
Consumer Staples1.6%
Utilities1.1%
ETF1.0%
Changes from Q1 2024
NEW5 new positions
↑53 increased
↓13 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023