0001606587-22-001082.txt : 20220511 0001606587-22-001082.hdr.sgml : 20220511 20220511103036 ACCESSION NUMBER: 0001606587-22-001082 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220511 DATE AS OF CHANGE: 20220511 EFFECTIVENESS DATE: 20220511 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: 22912494 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 03-31-2022 03-31-2022 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 05-10-2022 0 65 247134 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE Akoustis Technologies, Inc. COM 00973N102 267 41109 SH SOLE NONE 41109 0 0 Alnylam Pharmaceuticals, Inc. COM 02043Q107 4255 26056 SH SOLE NONE 26056 0 0 Alphabet Inc. Class A CAP STK CL A 02079K305 4995 1796 SH SOLE NONE 1796 0 0 Amazon.com Inc. COM 023135106 5493 1685 SH SOLE NONE 1685 0 0 Ameresco, Inc. CL A 02361E108 2315 29119 SH SOLE NONE 29119 0 0 American Tower Corporation COM 03027X100 9882 39337 SH SOLE NONE 39337 0 0 Anthem, Inc. COM 036752103 8984 18289 SH SOLE NONE 18289 0 0 Apple Inc. COM 037833100 17121 98054 SH SOLE NONE 98054 0 0 Bank of America Corporation COM 060505104 6782 164530 SH SOLE NONE 164530 0 0 BioMX Warrants *W EXP 10/28/202 09090D111 5 37698 SH SOLE NONE 37698 0 0 CF Industries Holdings, Inc. COM 125269100 1597 15494 SH SOLE NONE 15494 0 0 Clean Harbors, Inc. COM 184496107 5516 49410 SH SOLE NONE 49410 0 0 Colony Bankcorp, Inc. COM 19623P101 190 10151 SH SOLE NONE 10151 0 0 Cryoport, Inc. COM PAR $0.001 229050307 4512 129255 SH SOLE NONE 129255 0 0 CVS Health Corporation COM 126650100 6824 67424 SH SOLE NONE 67424 0 0 Danaher Corp. COM 235851102 268 913 SH SOLE NONE 913 0 0 Discover Financial Services COM 254709108 6614 60027 SH SOLE NONE 60027 0 0 Envista Holdings Corporation COM 29415F104 4211 86441 SH SOLE NONE 86441 0 0 Expedia Group, Inc. COM NEW 30212P303 1928 9851 SH SOLE NONE 9851 0 0 First Solar, Inc. COM 336433107 3014 35998 SH SOLE NONE 35998 0 0 FormFactor, Inc. COM 346375108 2754 65519 SH SOLE NONE 65519 0 0 Galera Therapeutics, Inc. COM 36338D108 28 11635 SH SOLE NONE 11635 0 0 Gilead Sciences Inc. COM 375558103 237 3984 SH SOLE NONE 3984 0 0 Global Blood Therapeutics Inc. COM 37890U108 1026 29615 SH SOLE NONE 29615 0 0 GoDaddy Inc. CL A 380237107 5888 70346 SH SOLE NONE 70346 0 0 Halozyme Therapeutics, Inc. COM 40637H109 3285 82384 SH SOLE NONE 82384 0 0 IQVIA Holdings Inc. COM 46266C105 270 1167 SH SOLE NONE 1167 0 0 JPMorgan Chase & Co. COM 46625H100 8888 65199 SH SOLE NONE 65199 0 0 Krystal Biotech, Inc. COM 501147102 357 5365 SH SOLE NONE 5365 0 0 Louisiana-Pacific Corporation COM 546347105 5806 93457 SH SOLE NONE 93457 0 0 MasTec, Inc. COM 576323109 5275 60557 SH SOLE NONE 60557 0 0 McDonald's Corp. COM 580135101 4705 19026 SH SOLE NONE 19026 0 0 Merck & Co. Inc. COM 58933Y105 356 4343 SH SOLE NONE 4343 0 0 Mercury Systems, Inc. COM 589378108 3551 55095 SH SOLE NONE 55095 0 0 Microsoft Corporation COM 594918104 14473 46942 SH SOLE NONE 46942 0 0 OptimizeRx Corporation COM NEW 68401U204 346 9184 SH SOLE NONE 9184 0 0 PayPal Holdings, Inc. COM 70450Y103 4629 40027 SH SOLE NONE 40027 0 0 Ping Identity Holding Corp. COM 72341T103 2331 84991 SH SOLE NONE 84991 0 0 Postal Realty Trust, Inc. CL A 73757R102 2190 130195 SH SOLE NONE 130195 0 0 Profound Medical Corp. COM NEW 74319B502 966 107381 SH SOLE NONE 107381 0 0 PulteGroup, Inc. COM 745867101 2123 50674 SH SOLE NONE 50674 0 0 R1 RCM Inc. COM 749397105 216 8090 SH SOLE NONE 8090 0 0 Roku Inc. COM CL A 77543R102 2083 16630 SH SOLE NONE 16630 0 0 Roper Technologies, Inc. COM 776696106 9560 20244 SH SOLE NONE 20244 0 0 Salesforce.com, Inc COM 79466L302 830 3908 SH SOLE NONE 3908 0 0 Sandstorm Gold Ltd. COM NEW 80013R206 2182 270065 SH SOLE NONE 270065 0 0 Shift4 Payments, Inc. CL A 82452J109 4120 66531 SH SOLE NONE 66531 0 0 ShotSpotter, Inc. COM 82536T107 2513 90652 SH SOLE NONE 90652 0 0 Stericycle, Inc. COM 858912108 3764 63890 SH SOLE NONE 63890 0 0 Stryker Corporation COM 863667101 249 932 SH SOLE NONE 932 0 0 The Home Depot, Inc. COM 437076102 5285 17657 SH SOLE NONE 17657 0 0 The Walt Disney Company COM 254687106 5886 42911 SH SOLE NONE 42911 0 0 Thermo Fisher Scientific, Inc. COM 883556102 665 1126 SH SOLE NONE 1126 0 0 TransMedics Group, Inc. COM 89377M109 1748 64899 SH SOLE NONE 64899 0 0 TripAdvisor, Inc. COM 896945201 2172 80106 SH SOLE NONE 80106 0 0 Truist Financial Corporation COM 89832Q109 7319 129081 SH SOLE NONE 129081 0 0 Tyler Technologies, Inc. COM 902252105 9479 21307 SH SOLE NONE 21307 0 0 United Rentals, Inc. COM 911363109 5622 15826 SH SOLE NONE 15826 0 0 UnitedHealth Group Incorporate COM 91324P102 622 1220 SH SOLE NONE 1220 0 0 Vertex Pharmaceuticals Incorpo COM 92532F100 386 1478 SH SOLE NONE 1478 0 0 Vistra Corp. COM 92840M102 8779 377571 SH SOLE NONE 377571 0 0 Vyant Bio, Inc. COM 92942V109 20 13697 SH SOLE NONE 13697 0 0 Waste Management, Inc. COM 94106L109 7896 49819 SH SOLE NONE 49819 0 0 Western Digital Corporation COM 958102105 447 9000 SH SOLE NONE 9000 0 0 Willdan Group, Inc. COM 96924N100 1034 33706 SH SOLE NONE 33706 0 0