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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 51 | $1,201,666 | 23,539 | 0.00 | 0.00 | -4,701 | -16.65 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | CL B | 52 | $1,172,779 | 7,459 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| NORFOLK SOUTHN CORP | COM | 53 | $1,142,188 | 4,832 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DUKE ENERGY CORP NEW | COM NEW | 54 | $1,137,988 | 11,727 | 0.00 | 0.00 | -7 | -0.06 | 12-31-2023 |
