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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:  Closed 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
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 111 Closed $529.78 $0 0 0% -290,000 -610 0    Closed - End Fund - E...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 110 Closed $236.08 $0 0 0% -241,000 -1,082 0    Home Improvement Stores
   (TXN)1 Year Chart         TXN Texas Instruments Inc 109 Closed $195.53 $0 0 0% -250,000 -1,469 0    Semiconductor- Broad...

      3 Records Found
  1    
Page 1 of 1
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