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Home > Institutional Investor > Taylor Hoffman Wealth Management > Profile

Instuitional Investor - Taylor Hoffman Wealth Management

Fund Profile
Filing Period:
Fund Name: Taylor Hoffman Wealth Management
Portfolio Value $245,480,702
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 96,701 $20,959,873 8.54%
2.
Arista Networks Inc.
 ANET 143,112 $12,762,013 5.2%
3.
Applied Materials Inc
 AMAT 44,670 $10,605,105 4.32%
4.
Meta Platforms Inc.
 META 20,723 $10,458,542 4.26%
5.
Lam Research Corp
 LRCX 87,690 $9,300,664 3.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)