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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
23
1
9
5
58
30
21
TAYLOR HOFFMAN WEALTH MANAGEMENT

Time Period2018-12-31

Total Holdings432

Total Value ($x1000)116,003
Activities
New41

Increased80

Unchanged269

Decreased42

Sold Out21

Top 10 Stock Holdingstotal 26.83%
AAPL4.68

D3.74

DE2.96

XOM2.53

DIS2.39

 
RMCF2.25

MSFT2.17

CSX2.05

VUG2.03

NSC2.03

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
4.68%
COM
D
3.74%
COM
DE
2.96%
COM
XOM
2.53%
COM
DIS
2.39%
COM DISNEY
RMCF
2.25%
COM
MSFT
2.17%
COM
CSX
2.05%
COM
VUG
2.03%
GROWTH ETF
NSC
2.03%
COM
MKL
1.99%
COM
ADBE
1.93%
COM
PM
1.85%
COM
PEP
1.81%
COM
UPS
1.79%
CL B
BAM
1.75%
CL A LTD VT SH
DUK
1.74%
COM NEW
MMM
1.65%
COM
HIGHLAND...
1.65%
COM
VTV
1.64%
VALUE ETF
ALB
1.51%
COM
VZ
1.51%
COM
PG
1.5%
COM
KO
1.41%
COM
GIS
1.38%
COM
PII
1.35%
COM
MO
1.35%
COM
BRK.B
1.34%
CL B NEW
JNJ
1.17%
COM
CSCO
1.11%
COM
KMX
1.08%
COM
MRK
1.07%
COM
NEU
1.03%
COM
JPM
0.99%
COM
GOOGL
0.93%
CAP STK CL A
CVX
0.92%
COM
MDLZ
0.88%
CL A
BBT
0.88%
COM
SYY
0.88%
COM
PFE
0.82%
COM
MCD
0.79%
COM
EMR
0.73%
COM
KEYS
0.72%
COM
UNH
0.72%
COM
WTR
0.67%
COM
HBI
0.65%
COM
GOOG
0.59%
CAP STK CL C
NEE
0.59%
COM
INTC
0.58%
COM
DWDP
0.57%
COM
BDX
0.55%
COM
T
0.54%
COM
VTEB
0.54%
TAX-EXEMPT BD
IBM
0.52%
COM
VOO
0.51%
SHS
BMY
0.49%
COM
LMT
0.49%
COM
ANTM
0.45%
COM
CAT
0.44%
COM
L
0.42%
COM
VEA
0.41%
FTSE DEV MKT ETF
IVOO
0.41%
MIDCP 400 IDX
NOW
0.4%
COM
AEP
0.4%
COM
ADM
0.39%
COM
PNC
0.37%
COM
LOW
0.36%
COM
OXY
0.36%
COM
KHC
0.35%
COM
SO
0.33%
COM
GE
0.32%
COM
SRE
0.31%
COM
NVDA
0.31%
COM
EFA
0.3%
MSCI EAFE ETF
DOV
0.3%
COM
BND
0.3%
TOTAL BND MRKT
WMT
0.29%
COM
WFC
0.27%
COM
KMB
0.27%
COM
AMGN
0.27%
COM
VWO
0.27%
FTSE EMR MKT ETF
VTI
0.26%
TOTAL STK MKT
VOYA
0.26%
COM
STI
0.26%
COM
BAC
0.24%
COM
ORCL
0.24%
COM
SBUX
0.24%
COM
FB
0.24%
CL A
ENB
0.23%
COM
OKE
0.23%
COM
VOE
0.21%
MCAP VL IDXVIP
AGG
0.2%
CORE TOTUSBD ETF
TFI
0.2%
NUVN BRCLY MUNI
IWF
0.19%
RUS 1000 GRW ETF
AON
0.19%
SHS CL A
VOT
0.18%
MCAP GR IDXVIP
ABT
0.18%
COM
DTE
0.17%
COM
BA
0.16%
COM
VBK
0.16%
SML CP GRW ETF
LLY
0.16%
COM
COF
0.16%
COM
PTY
0.15%
COM
BABA
0.15%
SPONSORED ADS
VIOO
0.15%
SMLLCP 600 IDX
V
0.14%
COM CL A
BHV
0.14%
COM
PPL
0.14%
COM
HON
0.13%
COM
VEEV
0.13%
CL A COM
RDS/B
0.13%
SPON ADR B
CI
0.13%
COM
ZMH
0.13%
COM
UDR
0.13%
COM
HSY
0.13%
COM
ABBV
0.12%
COM
KMI
0.12%
COM
ILMN
0.12%
COM
IWD
0.11%
RUS 1000 VAL ETF
CMCSA
0.11%
CL A
UVV
0.11%
COM
NEA
0.11%
COM
UTX
0.11%
COM
MPC
0.11%
COM
WPC
0.11%
COM
CLX
0.1%
COM
AMZN
0.1%
COM
YUM
0.09%
COM
HD
0.09%
COM
ED
0.09%
COM
SHW
0.09%
COM
OMI
0.09%
COM
APD
0.08%
COM
IVV
0.08%
CORE S&P500 ETF
CNP
0.08%
COM
TDG
0.08%
COM
NFG
0.08%
COM
AXP
0.07%
COM
NVS
0.07%
SPONSORED ADR
SAP
0.07%
SPON ADR
TSN
0.07%
CL A
VYM
0.07%
HIGH DIV YLD
GILD
0.07%
COM
VEU
0.07%
ALLWRLD EX US
SCHO
0.07%
SHT TM US TRES
HDV
0.07%
HIGH DIVIDND ETF
BP
0.07%
SPONSORED ADR
ALL
0.07%
COM
DAL
0.07%
COM NEW
DLTR
0.06%
COM
HIW
0.06%
COM
VGT
0.06%
INF TECH ETF
GWRE
0.06%
COM
MDT
0.06%
SHS
ORLY
0.06%
COM
TRV
0.06%
COM
HPQ
0.06%
COM
DEO
0.06%
SPON ADR NEW
WSO
0.06%
COM
CVS
0.06%
COM
VVC
0.06%
COM
GLW
0.05%
COM
NUE
0.05%
COM
OGS
0.05%
COM
HCP
0.05%
COM
CL
0.05%
COM
SPGI
0.05%
COM
BLK
0.05%
COM
MCO
0.05%
COM
VIG
0.05%
DIV APP ETF
TXN
0.05%
COM
IIM
0.05%
COM
GSK
0.05%
SPONSORED ADR
XLK
0.05%
TECHNOLOGY
VIGI
0.05%
INTL DVD ETF
AFL
0.05%
COM
TRIP
0.05%
COM
BK
0.05%
COM
GM
0.05%
COM
CPB
0.04%
COM
PHK
0.04%
COM SHS
BAX
0.04%
COM
VYMI
0.04%
INTL HIGH ETF
F
0.04%
COM PAR $0.01
DFS
0.04%
COM
HPE
0.04%
COM
IWC
0.04%
MICRO-CAP ETF
BUD
0.04%
SPONSORED ADR
ETE
0.04%
COM UT LTD PTN
FE
0.04%
COM
BHK
0.04%
SHS BEN INT
BF/B
0.04%
CL B
WTW
0.04%
COM
IMAX
0.04%
COM
GLD
0.04%
GOLD SHS
LW
0.04%
COM
SYF
0.03%
COM
XEL
0.03%
COM
TSCO
0.03%
COM
HDS
0.03%
COM
ISRG
0.03%
COM NEW
CAG
0.03%
COM
AJRD
0.03%
COM
PYPL
0.03%
COM
OHI
0.03%
COM
IP
0.03%
COM
RA
0.03%
SHS BEN INT
SUN
0.03%
COM U REP LP
FNF
0.03%
COM
C
0.03%
COM NEW
NOK
0.03%
SPONSORED ADR
JCI
0.03%
SHS
QCOM
0.03%
COM
XLF
0.03%
SBI INT-FINL
NOBL
0.03%
S&P 500 ARISTO
SLB
0.03%
COM
YUMC
0.02%
COM
IWS
0.02%
RUS MDCP VAL ETF
IWO
0.02%
RUS 2000 GRW ETF
APLE
0.02%
COM NEW
INGR
0.02%
COM
REG
0.02%
COM
COST
0.02%
COM
TEL
0.02%
REG SHS
PPG
0.02%
COM
SJI
0.02%
COM
CC
0.02%
COM
AVP
0.02%
COM
WEC
0.02%
COM
LAMR
0.02%
CL A
UNP
0.02%
COM
ARCC
0.02%
COM
JPS
0.02%
COM
WBA
0.02%
COM
STAG
0.02%
COM
WDAY
0.02%
CL A
VGR
0.02%
COM
EIX
0.02%
COM
RDS/A
0.02%
SPONS ADR A
ETN
0.02%
SHS
CCI
0.02%
COM
DLX
0.02%
COM
CAH
0.02%
COM
CCL
0.02%
PAIRED CTF
ELS
0.02%
COM
RSP
0.02%
S&P500 EQL WGT
CHTR
0.02%
CL A
GLPI
0.02%
COM
AXS
0.02%
SHS
EXC
0.01%
COM
WY
0.01%
COM
BXMT
0.01%
COM CL A
QQQ
0.01%
UNIT SER 1
HCN
0.01%
COM
DXC
0.01%
COM
WMB
0.01%
COM
FIS
0.01%
COM
LVS
0.01%
COM
SNE
0.01%
ADR NEW
KRE
0.01%
S&P REGL BKG
FEZ
0.01%
EURO STOXX 50
DGS
0.01%
EMG MKTS SMCAP
ITT
0.01%
COM
EMN
0.01%
COM
PDT
0.01%
COM SH BEN INT
IR
0.01%
SHS
BCS
0.01%
ADR
SNY
0.01%
SPONSORED ADR
MFM
0.01%
SH BEN INT
APU
0.01%
UNIT L P INT
DNB
0.01%
COM
ETR
0.01%
COM
LH
0.01%
COM NEW
VNQ
0.01%
REIT ETF
BPT
0.01%
UNIT BEN INT
ACN
0.01%
SHS CLASS A
OLP
0.01%
COM
NLY
0.01%
COM
PFF
0.01%
U.S. PFD STK ETF
EBAY
0.01%
COM
HBC
0.01%
SPON ADR NEW
MMU
0.01%
COM
PSX
0.01%
COM
MMC
0.01%
COM
UBSH
0.01%
COM
APY
0.01%
COM
CB
0.01%
COM
PCG
0.01%
COM
PACW
0.01%
COM
IBB
0.01%
NASDQ BIOTEC ETF
RTN
0.01%
COM NEW
MRO
0.01%
COM
AZN
0.01%
SPONSORED ADR
NUV
0.01%
COM
PKG
0.01%
COM
TJX
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
BHC
0.01%
COM
PRU
0.01%
COM
TROW
0.01%
COM
DIAX
0.01%
SHS
CM
0.01%
COM
BMRN
0.01%
COM
TG
0.01%
COM
EA
0.01%
COM
DB
0.01%
NAMEN AKT
HAS
0.01%
COM
ODC
0.01%
COM
TOWN
0.01%
COM
MKC
0.01%
COM NON VTG
VTWO
0.01%
VNG RUS2000IDX
NVO
0.01%
ADR
AVNS
0.01%
COM
KBWB
0.01%
KBW BK
AGN
0.01%
SHS
DIA
0.01%
UT SER 1
VFC
0.01%
COM
HTGC
0.01%
COM
DATA
0.01%
CL A
MS
0.01%
COM NEW
BPL
0.01%
UNIT LTD PARTN
VKQ
0.01%
COM
STZ
0.01%
CL A
WRE
< 0.01%
SH BEN INT
GG
< 0.01%
COM
INSI
< 0.01%
COM
MAA
< 0.01%
COM
MFC
< 0.01%
COM
BKNG
< 0.01%
COM
XLRE
< 0.01%
RL EST SEL SEC
PPT
< 0.01%
SH BEN INT
COKE
< 0.01%
COM
HIG
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
HMC
< 0.01%
AMERN SHS
DRE
< 0.01%
COM NEW
EEM
< 0.01%
MSCI EMG MKT ETF
GNW
< 0.01%
COM CL A
CRM
< 0.01%
COM
RF
< 0.01%
COM
ORAN
< 0.01%
SPONSORED ADR
MA
< 0.01%
CL A
DHR
< 0.01%
COM
ODFL
< 0.01%
COM
VRSN
< 0.01%
COM
NKE
< 0.01%
CL B
BBY
< 0.01%
COM
MET
< 0.01%
COM
CME
< 0.01%
COM
WHR
< 0.01%
COM
NMI
< 0.01%
COM
AMX
< 0.01%
SPON ADR L SHS
ARNC
< 0.01%
COM
BNS
< 0.01%
COM
IVZ
< 0.01%
SHS
INTU
< 0.01%
COM
MKTX
< 0.01%
COM
ZTS
< 0.01%
CL A
LITE
< 0.01%
COM
XHR
< 0.01%
COM
LRCX
< 0.01%
COM
AMT
< 0.01%
COM
WEN
< 0.01%
COM
AIG
< 0.01%
COM NEW
BMO
< 0.01%
COM
SBAC
< 0.01%
CL A
USB
< 0.01%
COM NEW
TD
< 0.01%
COM NEW
DG
< 0.01%
COM
SIRI
< 0.01%
COM
VOOG
< 0.01%
500 GRTH IDX F
VOOV
< 0.01%
500 VAL IDX FD
NRG
< 0.01%
COM NEW
NEM
< 0.01%
COM
RY
< 0.01%
COM
ECL
< 0.01%
COM
CFR
< 0.01%
COM
NOC
< 0.01%
COM
JWN
< 0.01%
COM
GS
< 0.01%
COM
RIG
< 0.01%
REG SHS
SLV
< 0.01%
ISHARES
IWB
< 0.01%
RUS 1000 ETF
CIT
< 0.01%
COM NEW
CELG
< 0.01%
COM
NCZ
< 0.01%
COM
CERN
< 0.01%
COM
AA
< 0.01%
COM
DM
< 0.01%
COM UT REP LTD
CTSH
< 0.01%
CL A
PRSP
< 0.01%
COM
GPC
< 0.01%
COM
BTZ
< 0.01%
COM
URI
< 0.01%
COM
MSI
< 0.01%
COM NEW
FFIV
< 0.01%
COM
UN
< 0.01%
N Y SHS NEW
QSR
< 0.01%
COM
ULTA
< 0.01%
COM
IVOV
< 0.01%
MIDCP 400 VAL
MCHP
< 0.01%
COM
IVOG
< 0.01%
MIDCP 400 GRTH
CBOE
< 0.01%
COM
CBG
< 0.01%
CL A
MFGP
< 0.01%
SPON ADR NEW
INWK
< 0.01%
COM
RDC
< 0.01%
SHS CL A
CNDT
< 0.01%
COM
BHF
< 0.01%
COM
QCLN
< 0.01%
NAS CLNEDG GREEN
PZD
< 0.01%
CLEANTECH ETF
EWY
< 0.01%
MSCI STH KOR ETF
AMP
< 0.01%
COM
CTL
< 0.01%
COM
VBFC
< 0.01%
COM NEW
FTV
< 0.01%
COM
TDC
< 0.01%
COM
SYMC
< 0.01%
COM
CRC
< 0.01%
COM NEW
EUFN
< 0.01%
MSCI EURO FL ETF
EW
< 0.01%
COM
MAN
< 0.01%
COM
WPX
< 0.01%
COM
GTX
< 0.01%
COM
PNR
< 0.01%
SHS
NVT
< 0.01%
SHS
ASIX
< 0.01%
COM
RAD
< 0.01%
COM
HIO
< 0.01%
COM
MTSI
< 0.01%
COM
USO
< 0.01%
UNITS
BSQR
< 0.01%
COM NEW
AET
0.55%
COM
SCG
0.29%
COM
ESRX
0.25%
COM
PX
0.18%
COM
ETP
0.05%
UNIT LTD PRT INT
ANDV
0.05%
COM
STOR
0.04%
COM
MCK
0.04%
COM
SRCL
0.04%
COM
MDR
0.01%
COM
UNT
0.01%
COM
MSTR
0.01%
CL A NEW
PCAR
< 0.01%
COM
CCE
< 0.01%
SHS
CA
< 0.01%
COM
MHK
< 0.01%
COM
FCE/A
< 0.01%
COM CL A
CIF
< 0.01%
SH BEN INT
DVMT
< 0.01%
COM CL V
SVU
< 0.01%
COM NEW
VRTV
< 0.01%
COM