- New Purchases: AMZN, PFE, BMRN, RTX, ADSK, GRTX, CYDY,
- Added Positions: WM, MCD, HD,
- Reduced Positions: DIS, PYPL, MSFT, AMT, TYL, ROP, AAPL, MRCY, TRHC, CYRX, ALNY, PSTL, JPM, TFC, GDDY, WLDN, ZYME, SSTI, PING, ULTA, ROKU, BADFF, EVFM, SAND, GBT, CVS, TMDX, VST, PROF, OPRX, PHGE, GTBIF, HALO, OTRK, 3ZD,
- Sold Out: MTZ, ITHUF,
For the details of Taylor Wealth Management Partners's stock buys and sells, go to https://www.gurufocus.com/guru/taylor+wealth+management+partners/current-portfolio/portfolio
These are the top 5 holdings of Taylor Wealth Management Partners- PayPal Holdings Inc (PYPL) - 86,239 shares, 7.64% of the total portfolio. Shares reduced by 19.04%
- Microsoft Corp (MSFT) - 65,658 shares, 6.80% of the total portfolio. Shares reduced by 11.52%
- American Tower Corp (AMT) - 43,928 shares, 5.78% of the total portfolio. Shares reduced by 9.87%
- Tyler Technologies Inc (TYL) - 31,780 shares, 5.61% of the total portfolio. Shares reduced by 8.73%
- Apple Inc (AAPL) - 29,361 shares, 5.45% of the total portfolio. Shares reduced by 9.96%
Taylor Wealth Management Partners initiated holding in Amazon.com Inc. The purchase prices were between $1906.59 and $2764.41, with an estimated average price of $2403.24. The stock is now traded at around $3039.80. The impact to a portfolio due to this purchase was 2.4%. The holding were 1,713 shares as of .
New Purchase: Pfizer Inc (PFE)Taylor Wealth Management Partners initiated holding in Pfizer Inc. The purchase prices were between $31.75 and $38.51, with an estimated average price of $35.78. The stock is now traded at around $37.35. The impact to a portfolio due to this purchase was 2.23%. The holding were 134,171 shares as of .
New Purchase: Raytheon Technologies Corp (RTX)Taylor Wealth Management Partners initiated holding in Raytheon Technologies Corp. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $61.00. The impact to a portfolio due to this purchase was 1.59%. The holding were 50,632 shares as of .
New Purchase: Biomarin Pharmaceutical Inc (BMRN)Taylor Wealth Management Partners initiated holding in Biomarin Pharmaceutical Inc. The purchase prices were between $79.55 and $124.22, with an estimated average price of $98.83. The stock is now traded at around $123.84. The impact to a portfolio due to this purchase was 1.59%. The holding were 25,313 shares as of .
New Purchase: Autodesk Inc (ADSK)Taylor Wealth Management Partners initiated holding in Autodesk Inc. The purchase prices were between $137.05 and $241.62, with an estimated average price of $195.46. The stock is now traded at around $236.82. The impact to a portfolio due to this purchase was 1.18%. The holding were 9,665 shares as of .
New Purchase: Galera Therapeutics Inc (GRTX)Taylor Wealth Management Partners initiated holding in Galera Therapeutics Inc. The purchase prices were between $7.14 and $14.41, with an estimated average price of $10.61. The stock is now traded at around $7.70. The impact to a portfolio due to this purchase was 0.22%. The holding were 59,930 shares as of .
Sold Out: MasTec Inc (MTZ)Taylor Wealth Management Partners sold out a holding in MasTec Inc. The sale prices were between $28.91 and $47.07, with an estimated average price of $37.81.
Sold Out: iAnthus Capital Holdings Inc (ITHUF)Taylor Wealth Management Partners sold out a holding in iAnthus Capital Holdings Inc. The sale prices were between $0.16 and $0.53, with an estimated average price of $0.24.
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