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  Name: Taylor Hoffman Wealth Management
  City: RICHMOND
  State: VA
  Zip: 23226
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $235,555,000
  Total Value Change : $13,953,000
  Securities Held Change : 0
   
All Securities Held : 108
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 30
  Unchanged Positions : 26
  Decreased Positions : 49

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 103 New $185.99 $218,000 1,211 0.09% 218,000 1,211 0    Internet Software & S...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 106 New $60.24 $210,000 3,498 0.09% 210,000 3,498 0    Discount, Variety Stores
   (V)1 Year Chart         V Visa Inc 107 New $281.50 $208,000 745 0.09% 208,000 745 0    Business Services

      3 Records Found
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