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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
105
25
19
2
10
3
57
33
22
TAYLOR HOFFMAN WEALTH MANAGEMENT

Time Period2019-06-30

Total Holdings414

Total Value ($x1000)124,363
Activities
New12

Increased36

Unchanged277

Decreased89

Sold Out15

Top 10 Stock Holdingstotal 23.85%
D3.03

DE2.79

DIS2.74

MSFT2.36

VUG2.28

 
ADBE2.27

CSX2.15

XOM2.1

2.09

NSC2.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
D
3.03%
COM
DE
2.79%
COM
DIS
2.74%
COM DISNEY
MSFT
2.36%
COM
VUG
2.28%
GROWTH ETF
ADBE
2.27%
COM
CSX
2.15%
COM
XOM
2.1%
COM
HIGHLAND...
2.09%
COM
NSC
2.04%
COM
AAPL
1.93%
COM
BAM
1.93%
CL A LTD VT SH
MKL
1.83%
COM
UPS
1.78%
CL B
VTV
1.76%
VALUE ETF
MO
1.68%
COM
PM
1.66%
COM
PEP
1.62%
COM
DUK
1.47%
COM NEW
RMCF
1.45%
COM
MMM
1.33%
COM
KO
1.29%
COM
BRK.B
1.24%
CL B NEW
VOO
1.23%
SHS
ALB
1.21%
COM
PG
1.19%
COM
JNJ
1.15%
COM
KMX
1.13%
COM
VZ
1.12%
COM
CSCO
1.09%
COM
GIS
1.03%
COM
KEYS
0.98%
COM
MDLZ
0.94%
CL A
HRB
0.92%
COM
AMAT
0.91%
COM
KLAC
0.87%
COM
JPM
0.86%
COM
EV
0.85%
COM NON VTG
GOOGL
0.85%
CAP STK CL A
VEA
0.84%
FTSE DEV MKT ETF
MRK
0.83%
COM
BBT
0.82%
COM
SYY
0.82%
COM
NEU
0.79%
COM
SWKS
0.78%
COM
LOPE
0.77%
COM
PFE
0.74%
COM
FAST
0.73%
COM
UNP
0.72%
COM
CVX
0.72%
COM
FFIV
0.7%
COM
WLK
0.64%
COM
EMR
0.63%
COM
LMT
0.63%
COM
IVOO
0.61%
MIDCP 400 IDX
LVS
0.6%
COM
BDX
0.58%
COM
IBM
0.57%
COM
GOOG
0.57%
CAP STK CL C
WTR
0.56%
COM
INTC
0.54%
COM
NOW
0.52%
COM
AEP
0.45%
COM
CAT
0.42%
COM
T
0.41%
COM
PNC
0.4%
COM
VTEB
0.4%
TAX-EXEMPT BD
PII
0.39%
COM
DOV
0.38%
COM
SRE
0.38%
COM
NEE
0.37%
COM
L
0.35%
COM
LOW
0.35%
COM
FB
0.34%
CL A
BMY
0.32%
COM
WMT
0.32%
COM
EFA
0.32%
MSCI EAFE ETF
VOYA
0.3%
COM
VIOO
0.3%
SMLLCP 600 IDX
SBUX
0.29%
COM
SO
0.29%
COM
VTI
0.29%
TOTAL STK MKT
BND
0.28%
TOTAL BND MRKT
GE
0.28%
COM
VWO
0.28%
FTSE EMR MKT ETF
ANTM
0.28%
COM
UNH
0.26%
COM
HBI
0.26%
COM
VEEV
0.25%
CL A COM
KMB
0.25%
COM
DD
0.24%
COM
ORCL
0.24%
COM
AON
0.24%
SHS CL A
AMGN
0.23%
COM
OKE
0.23%
COM
LIN
0.22%
COM
STI
0.22%
COM
VOE
0.22%
MCAP VL IDXVIP
ENB
0.22%
COM
IWF
0.21%
RUS 1000 GRW ETF
ADM
0.21%
COM
MCD
0.2%
COM
WFC
0.2%
COM
OXY
0.2%
COM
VOT
0.2%
MCAP GR IDXVIP
AGG
0.2%
CORE TOTUSBD ETF
KHC
0.19%
COM
BAC
0.19%
COM
TFI
0.19%
NUVN BRCLY MUNI
TXN
0.19%
COM
VBK
0.19%
SML CP GRW ETF
BKNG
0.19%
COM
ABT
0.18%
COM
COF
0.17%
COM
HON
0.17%
COM
V
0.17%
COM CL A
DOW
0.16%
COM
LLY
0.14%
COM
PPL
0.14%
COM
SEIC
0.14%
COM
BHV
0.14%
COM
RDS/B
0.13%
SPON ADR B
ILMN
0.13%
COM
ITW
0.13%
COM
EGOV
0.13%
COM
BABA
0.12%
SPONSORED ADS
IWD
0.12%
RUS 1000 VAL ETF
MU
0.12%
COM
CMCSA
0.12%
CL A
UTX
0.12%
COM
AMZN
0.12%
COM
UVV
0.11%
COM
BA
0.11%
COM
APD
0.11%
COM
TDG
0.11%
COM
WPC
0.11%
COM
UDR
0.1%
COM
TSN
0.1%
CL A
DTE
0.1%
COM
CLX
0.1%
COM
ED
0.1%
COM
HSY
0.1%
COM
SAP
0.09%
SPON ADR
AXP
0.09%
COM
IVV
0.09%
CORE S&P500 ETF
YUM
0.09%
COM
VLO
0.08%
COM
NFG
0.08%
COM
ZMH
0.08%
COM
GWRE
0.07%
COM
VYM
0.07%
HIGH DIV YLD
VEU
0.07%
ALLWRLD EX US
NVS
0.07%
SPONSORED ADR
CI
0.07%
COM
HDV
0.07%
HIGH DIVIDND ETF
ABBV
0.07%
COM
GILD
0.07%
COM
TRV
0.07%
COM
VGT
0.07%
INF TECH ETF
NVDA
0.07%
COM
DEO
0.07%
SPON ADR NEW
DAL
0.07%
COM NEW
MPC
0.07%
COM
SPGI
0.07%
COM
MCO
0.06%
COM
ALL
0.06%
COM
WSO
0.06%
COM
MDT
0.06%
SHS
ORLY
0.06%
COM
CL
0.06%
COM
CNP
0.06%
COM
BLK
0.06%
COM
BP
0.06%
SPONSORED ADR
GLW
0.06%
COM
XLK
0.06%
TECHNOLOGY
HPQ
0.06%
COM
VIG
0.06%
DIV APP ETF
AFL
0.05%
COM
NUE
0.05%
COM
VIGI
0.05%
INTL DVD ETF
CPB
0.05%
COM
VYMI
0.04%
INTL HIGH ETF
SYF
0.04%
COM
BF/B
0.04%
CL B
SHW
0.04%
COM
OGS
0.04%
COM
FE
0.04%
COM
BHK
0.04%
SHS BEN INT
HPE
0.04%
COM
ETE
0.04%
COM UT LTD PTN
BK
0.04%
COM
PHK
0.04%
COM SHS
TSCO
0.04%
COM
XEL
0.04%
COM
SCHO
0.04%
SHT TM US TRES
IMAX
0.04%
COM
PYPL
0.04%
COM
PTY
0.04%
COM
TRIP
0.04%
COM
FNF
0.03%
COM
HD
0.03%
COM
BAX
0.03%
COM
ISRG
0.03%
COM NEW
C
0.03%
COM NEW
JCI
0.03%
SHS
CAG
0.03%
COM
HDS
0.03%
COM
DFS
0.03%
COM
SUN
0.03%
COM U REP LP
RA
0.03%
SHS BEN INT
COST
0.03%
COM
IP
0.03%
COM
VOOG
0.03%
500 GRTH IDX F
XLF
0.03%
SBI INT-FINL
LW
0.03%
COM
IWO
0.03%
RUS 2000 GRW ETF
AJRD
0.03%
COM
SJI
0.03%
COM
TEL
0.03%
REG SHS
VOOV
0.03%
500 VAL IDX FD
IWS
0.03%
RUS MDCP VAL ETF
WEC
0.03%
COM
SLB
0.03%
COM
REG
0.03%
COM
PPG
0.02%
COM
LAMR
0.02%
CL A
NOBL
0.02%
S&P 500 ARISTO
WDAY
0.02%
CL A
YUMC
0.02%
COM
ARCC
0.02%
COM
JPS
0.02%
COM
CCI
0.02%
COM
ETN
0.02%
SHS
KMI
0.02%
COM
RDS/A
0.02%
SPONS ADR A
CHTR
0.02%
CL A
VGR
0.02%
COM
ELS
0.02%
COM
RSP
0.02%
S&P500 EQL WGT
DLX
0.02%
COM
GM
0.02%
COM
CC
0.02%
COM
AXS
0.02%
SHS
LAZ
0.02%
SHS A
GLPI
0.02%
COM
IR
0.02%
SHS
EIX
0.02%
COM
HIW
0.02%
COM
WTW
0.02%
COM
APU
0.02%
UNIT L P INT
WMB
0.02%
COM
BXMT
0.02%
COM CL A
QQQ
0.02%
UNIT SER 1
OMI
0.02%
COM
FIS
0.02%
COM
CCL
0.02%
PAIRED CTF
EXC
0.02%
COM
PDT
0.01%
COM SH BEN INT
FEZ
0.01%
EURO STOXX 50
ACN
0.01%
SHS CLASS A
DGS
0.01%
EMG MKTS SMCAP
KRE
0.01%
S&P REGL BKG
EMN
0.01%
COM
VNQ
0.01%
REIT ETF
MFM
0.01%
SH BEN INT
EBAY
0.01%
COM
SNE
0.01%
ADR NEW
SRPT
0.01%
COM
SNY
0.01%
SPONSORED ADR
ETR
0.01%
COM
OLP
0.01%
COM
MMC
0.01%
COM
PFF
0.01%
U.S. PFD STK ETF
WAB
0.01%
COM
GSK
0.01%
SPONSORED ADR
PSX
0.01%
COM
TROW
0.01%
COM
TJX
0.01%
COM
NLY
0.01%
COM
GLD
0.01%
GOLD SHS
IBB
0.01%
NASDQ BIOTEC ETF
PACW
0.01%
COM
BHC
0.01%
COM
PRU
0.01%
COM
MMU
0.01%
COM
HCN
0.01%
COM
DXC
0.01%
COM
PKG
0.01%
COM
RTN
0.01%
COM NEW
NEM
0.01%
COM
EA
0.01%
COM
NUV
0.01%
COM
BPT
0.01%
UNIT BEN INT
BMRN
0.01%
COM
HAS
0.01%
COM
COKE
0.01%
COM
CB
0.01%
COM
VFC
0.01%
COM
BUD
0.01%
SPONSORED ADR
TG
0.01%
COM
DATA
0.01%
CL A
VTWO
0.01%
VNG RUS2000IDX
TOWN
0.01%
COM
KBWB
0.01%
KBW BK
CVS
0.01%
COM
MKC
0.01%
COM NON VTG
BPL
0.01%
UNIT LTD PARTN
DIA
0.01%
UT SER 1
AZN
0.01%
SPONSORED ADR
NEA
0.01%
COM
HCP
0.01%
COM
CM
0.01%
COM
NVO
0.01%
ADR
AVNS
0.01%
COM
MS
0.01%
COM NEW
STZ
0.01%
CL A
ALLE
0.01%
ORD SHS
VOD
< 0.01%
SPNSR ADR NO PAR
ARNC
< 0.01%
COM
BBY
< 0.01%
COM
DRE
< 0.01%
COM NEW
XLRE
< 0.01%
RL EST SEL SEC
HTGC
< 0.01%
COM
MA
< 0.01%
CL A
HIG
< 0.01%
COM
INSI
< 0.01%
COM
CRM
< 0.01%
COM
MFC
< 0.01%
COM
VKQ
< 0.01%
COM
HMC
< 0.01%
AMERN SHS
PPT
< 0.01%
SH BEN INT
DHR
< 0.01%
COM
WBA
< 0.01%
COM
CME
< 0.01%
COM
MET
< 0.01%
COM
NKE
< 0.01%
CL B
VRSN
< 0.01%
COM
NOC
< 0.01%
COM
RF
< 0.01%
COM
BMO
< 0.01%
COM
DG
< 0.01%
COM
GNW
< 0.01%
COM CL A
DLTR
< 0.01%
COM
RY
< 0.01%
COM
NMI
< 0.01%
COM
ORAN
< 0.01%
SPONSORED ADR
ODFL
< 0.01%
COM
MKTX
< 0.01%
COM
AMT
< 0.01%
COM
LRCX
< 0.01%
COM
SBAC
< 0.01%
CL A
USB
< 0.01%
COM NEW
ECL
< 0.01%
COM
AMX
< 0.01%
SPON ADR L SHS
INTU
< 0.01%
COM
LITE
< 0.01%
COM
WHR
< 0.01%
COM
WY
< 0.01%
COM
AIG
< 0.01%
COM NEW
REZI
< 0.01%
COM
MSI
< 0.01%
COM NEW
IWB
< 0.01%
RUS 1000 ETF
WEN
< 0.01%
COM
ZTS
< 0.01%
CL A
XHR
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
EEM
< 0.01%
MSCI EMG MKT ETF
ULTA
< 0.01%
COM
TD
< 0.01%
COM NEW
CELG
< 0.01%
COM
BCO
< 0.01%
COM
CIT
< 0.01%
COM NEW
BTZ
< 0.01%
COM
QSR
< 0.01%
COM
BNS
< 0.01%
COM
SIRI
< 0.01%
COM
CFR
< 0.01%
COM
AA
< 0.01%
COM
CTSH
< 0.01%
CL A
URI
< 0.01%
COM
CBOE
< 0.01%
COM
CBG
< 0.01%
CL A
IWC
< 0.01%
MICRO-CAP ETF
SLV
< 0.01%
ISHARES
NCZ
< 0.01%
COM
RIG
< 0.01%
REG SHS
UN
< 0.01%
N Y SHS NEW
JWN
< 0.01%
COM
GTX
< 0.01%
COM
MCHP
< 0.01%
COM
GPC
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
EW
< 0.01%
COM
AMP
< 0.01%
COM
IVOG
< 0.01%
MIDCP 400 GRTH
PRSP
< 0.01%
COM
GS
< 0.01%
COM
IVOV
< 0.01%
MIDCP 400 VAL
CRC
< 0.01%
COM NEW
ESV
< 0.01%
SHS CLASS A
INWK
< 0.01%
COM
CTL
< 0.01%
COM
MAN
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
FTV
< 0.01%
COM
WPX
< 0.01%
COM
DELL
< 0.01%
CL C
ASIX
< 0.01%
COM
APY
< 0.01%
COM
RAD
< 0.01%
COM
USO
< 0.01%
UNITS
BSQR
< 0.01%
COM NEW
HIO
< 0.01%
COM
MTSI
< 0.01%
COM
DWDP
0.47%
COM
OHI
0.03%
COM
APLE
0.02%
COM NEW
STAG
0.02%
COM
INGR
0.02%
COM
BCS
0.01%
ADR
ODC
0.01%
COM
DB
0.01%
NAMEN AKT
PCG
0.01%
COM
MAA
< 0.01%
COM
WRE
< 0.01%
SH BEN INT
CNDT
< 0.01%
COM
TDC
< 0.01%
COM
RDC
< 0.01%
SHS CL A
RAD
< 0.01%
COM