Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TAYLOR HOFFMAN WEALTH MANAGEMENT | 02-08-2024 | 12-31-2023 | 108 | 221,598,803 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | 101 | $354,255 | 2,375 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | 102 | $353,871 | 5,826 | 0.00 | 0.00 | -8,000 | -57.86 | 12-31-2023 |
| VERIZON COMMUNICATIONS INC | COM | 103 | $352,608 | 9,353 | 0.00 | 0.00 | 2,314 | 32.87 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 104 | $352,606 | 3,555 | 0.00 | 0.00 | -56 | -1.55 | 12-31-2023 |
