Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TAYLOR WEALTH MANAGEMENT PARTNERS | 05-10-2022 | 03-31-2022 | 65 | 247,134,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Apple Inc. | COM | 1 | $17,121,000 | 98,054 | 6.93 | 7.06 | -14,753 | -13.08 | 03-31-2022 |
| Microsoft Corporation | COM | 2 | $14,473,000 | 46,942 | 5.86 | 5.81 | -2,112 | -4.31 | 03-31-2022 |
| American Tower Corporation | COM | 3 | $9,882,000 | 39,337 | 4.00 | 4.58 | -5,137 | -11.55 | 03-31-2022 |
| Roper Technologies, Inc. | COM | 4 | $9,560,000 | 20,244 | 3.87 | 4.64 | -6,560 | -24.47 | 03-31-2022 |
