0001606587-21-001414.txt : 20211026 0001606587-21-001414.hdr.sgml : 20211026 20211026164522 ACCESSION NUMBER: 0001606587-21-001414 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211026 DATE AS OF CHANGE: 20211026 EFFECTIVENESS DATE: 20211026 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Taylor Wealth Management Partners CENTRAL INDEX KEY: 0001606716 IRS NUMBER: 464499534 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17013 FILM NUMBER: 211349185 BUSINESS ADDRESS: STREET 1: 50 FEDERAL STREET CITY: BOSTON STATE: MA ZIP: 02110-1285 BUSINESS PHONE: 617-357-4600 MAIL ADDRESS: STREET 1: 50 FEDERAL STREET CITY: BOSTON STATE: MA ZIP: 02110-1285 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001606716 XXXXXXXX 09-30-2021 09-30-2021 false Taylor Wealth Management Partners

50 Federal Street Boston MA 02110-1285

13F HOLDINGS REPORT 028-17013 N Sean Brown 617-357-4600 Sean Brown Boston MA 10-26-2021 0 71 280360 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Akoustis Technologies, Inc. COM 00973N102 1002 103281 SH SOLE NONE 103281 0 0 Alnylam Pharmaceuticals, Inc. COM 02043Q107 5254 27829 SH SOLE NONE 27829 0 0 Amazon.com Inc. COM 023135106 5765 1755 SH SOLE NONE 1755 0 0 Ameresco, Inc. CL A 02361E108 1788 30609 SH SOLE NONE 30609 0 0 American Tower Corporation COM 03027X100 11698 44074 SH SOLE NONE 44074 0 0 Anthem, Inc. COM 036752103 7802 20928 SH SOLE NONE 20928 0 0 Apple Inc. COM 037833100 16252 114856 SH SOLE NONE 114856 0 0 Autodesk, Inc. COM 052769106 3262 11439 SH SOLE NONE 11439 0 0 Bank of America Corporation COM 060505104 6923 163095 SH SOLE NONE 163095 0 0 Becton, Dickinson and Company COM 075887109 241 981 SH SOLE NONE 981 0 0 BioMX COM 09090D103 78 25454 SH SOLE NONE 25454 0 0 BioMX Warrants *W EXP 10/16/202 09090D111 13 40098 SH SOLE NONE 40098 0 0 Clean Harbors, Inc. COM 184496107 3418 32905 SH SOLE NONE 32905 0 0 Colony Bankcorp, Inc. COM 19623P101 190 10151 SH SOLE NONE 10151 0 0 Cryoport, Inc. COM PAR $0.001 229050307 10600 159368 SH SOLE NONE 159368 0 0 CVS Health Corporation COM 126650100 5194 61202 SH SOLE NONE 61202 0 0 Danaher Corp. COM 235851102 346 1138 SH SOLE NONE 1138 0 0 Discover Financial Services COM 254709108 7431 60488 SH SOLE NONE 60488 0 0 Envista Holdings Corporation COM 29415F104 3875 92672 SH SOLE NONE 92672 0 0 First Solar, Inc. COM 336433107 3770 39491 SH SOLE NONE 39491 0 0 FormFactor, Inc. COM 346375108 5711 152994 SH SOLE NONE 152994 0 0 Galera Therapeutics, Inc. COM 36338D108 470 58012 SH SOLE NONE 58012 0 0 Gilead Sciences Inc. COM 375558103 420 6013 SH SOLE NONE 6013 0 0 Global Blood Therapeutics Inc. COM 37890U108 1632 64051 SH SOLE NONE 64051 0 0 GoDaddy Inc. CL A 380237107 5073 72783 SH SOLE NONE 72783 0 0 Halozyme Therapeutics, Inc. COM 40637H109 3566 87654 SH SOLE NONE 87654 0 0 HealthEquity, Inc. COM 42226A107 218 3359 SH SOLE NONE 3359 0 0 IBEX Limited SHS NEW G4690M101 2129 125214 SH SOLE NONE 125214 0 0 IQVIA Holdings Inc. COM 46266C105 252 1053 SH SOLE NONE 1053 0 0 JPMorgan Alerian MLP Index ETN ALERIAN ML ETN 46625H365 213 11700 SH SOLE NONE 11700 0 0 JPMorgan Chase & Co. COM 46625H100 10942 66844 SH SOLE NONE 66844 0 0 Kala Pharmaceuticals, Inc. COM 483119103 115 43990 SH SOLE NONE 43990 0 0 Krystal Biotech, Inc. COM 501147102 345 6615 SH SOLE NONE 6615 0 0 Louisiana-Pacific Corporation COM 546347105 5894 96038 SH SOLE NONE 96038 0 0 MasTec, Inc. COM 576323109 3020 35002 SH SOLE NONE 35002 0 0 Maverix Metals Inc. COM NEW 57776F405 512 114483 SH SOLE NONE 114483 0 0 McDonald's Corp. COM 580135101 4294 17810 SH SOLE NONE 17810 0 0 Merck & Co. Inc. COM 58933Y105 249 3314 SH SOLE NONE 3314 0 0 Mercury Systems, Inc. COM 589378108 2666 56216 SH SOLE NONE 56216 0 0 Microsoft Corporation COM 594918104 14105 50032 SH SOLE NONE 50032 0 0 OptimizeRx Corporation COM NEW 68401U204 1742 20368 SH SOLE NONE 20368 0 0 PayPal Holdings, Inc. COM 70450Y103 12731 48924 SH SOLE NONE 48924 0 0 Ping Identity Holding Corp. COM 72341T103 2327 94697 SH SOLE NONE 94697 0 0 Postal Realty Trust, Inc. CL A 73757R102 4745 254550 SH SOLE NONE 254550 0 0 Profound Medical Corp. COM NEW 74319B502 2403 164116 SH SOLE NONE 164116 0 0 PulteGroup, Inc. COM 745867101 5537 120570 SH SOLE NONE 120570 0 0 R1 RCM Inc. COM 749397105 339 15400 SH SOLE NONE 15400 0 0 Roku Inc. COM CL A 77543R102 6540 20870 SH SOLE NONE 20870 0 0 Roper Technologies, Inc. COM 776696106 12124 27175 SH SOLE NONE 27175 0 0 Salesforce.com, Inc COM 79466L302 999 3682 SH SOLE NONE 3682 0 0 Sandstorm Gold Ltd. COM NEW 80013R206 1706 296235 SH SOLE NONE 296235 0 0 Shift4 Payments, Inc. CL A 82452J109 3558 45893 SH SOLE NONE 45893 0 0 ShotSpotter, Inc. COM 82536T107 3643 100167 SH SOLE NONE 100167 0 0 Stryker Corporation COM 863667101 369 1398 SH SOLE NONE 1398 0 0 Tabula Rasa Healthcare, Inc. COM 873379101 3046 116206 SH SOLE NONE 116206 0 0 The Home Depot, Inc. COM 437076102 6044 18413 SH SOLE NONE 18413 0 0 The Walt Disney Company COM 254687106 6876 40646 SH SOLE NONE 40646 0 0 Thermo Fisher Scientific, Inc. COM 883556102 684 1197 SH SOLE NONE 1197 0 0 TransMedics Group, Inc. COM 89377M109 2482 75015 SH SOLE NONE 75015 0 0 TripAdvisor, Inc. COM 896945201 2398 70851 SH SOLE NONE 70851 0 0 Truist Financial Corporation COM 89832Q109 7998 136372 SH SOLE NONE 136372 0 0 Tyler Technologies, Inc. COM 902252105 13468 29365 SH SOLE NONE 29365 0 0 UnitedHealth Group Incorporate COM 91324P102 312 799 SH SOLE NONE 799 0 0 Vertex Pharmaceuticals Incorpo COM 92532F100 313 1723 SH SOLE NONE 1723 0 0 Vistra Corp. COM 92840M102 6596 385744 SH SOLE NONE 385744 0 0 Vyant Bio, Inc. COM 92942V109 192 82197 SH SOLE NONE 82197 0 0 Waste Management, Inc. COM 94106L109 7441 49822 SH SOLE NONE 49822 0 0 Western Digital Corporation COM 958102105 1411 25000 SH SOLE NONE 25000 0 0 Willdan Group, Inc. COM 96924N100 3400 95540 SH SOLE NONE 95540 0 0 Zimmer Biomet Holdings, Inc. COM 98956P102 263 1799 SH SOLE NONE 1799 0 0 Zymeworks Inc. COM 98985W102 1945 66968 SH SOLE NONE 66968 0 0