Taylor Wealth Management Partners (1606716) Portfolio


Number of Companies: 108
Inflow: $17,754 K
Outflow: $-4,446 K
Net Flow: $13,308 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3072 34 Microsoft Corp (MSFT) Infrastructure Software 171,028 Added More 168,678 $51.17 $8,631 $8,751
96 3 1st Red Ag (SXL) Midstream Oil And Gas 162,975 Added More 160,575 $28.75 $4,616 $4,685
3077 22 Procter And Gamble Cothe (PG) Household Products 86,856 Added More 25,617 $84.67 $2,168 $7,354
3049 6 General Electric Co (GE) Electrical Power Equipment 319,185 Added More 63,648 $31.48 $2,003 $10,047
90 2 Marshall Monteagle Plc (MMP) Midstream Oil And Gas 87,415 Added More 1,815 $76.00 $137 $6,643
3029 24 Coca-Cola Cothe (KO) Beverages 2,970 Added More 1,670 $45.33 $75 $134
2928 37 General Mills Inc (GIS) Packaged Food 2,325 Added More 450 $71.32 $32 $165
2071 13 Worldlink Group Plc (WGP) Midstream Oil And Gas 1,600 Added More 800 $38.25 $30 $61
3062 63 Atandt Inc (T) Telecom Carriers 2,539 Added More 700 $43.21 $30 $109
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 2,275 Added More 300 $55.84 $16 $127
2881 6 Waste Management Inc (WM) Waste Management 40 New Holding 40 $66.27 $2 $2
3076 10 Johnson And Johnson (JNJ) Large Pharma 1,505 Added More 20 $121.30 $2 $182
2805 17 Church And Dwight Co Inc (CHD) Household Products 20 New Holding 20 $102.89 $2 $2
3070 18 Home Depot Inc (HD) Home Products Stores 212 Added More 13 $127.69 $1 $27
3068 39 Mcdonalds Corp (MCD) Restaurants 298 Added More 13 $120.34 $1 $35
3021 55 Celgene Corp (CELG) Biotech 1,584 Added More 1 $98.63 $0 $156
3019 8 Union Pacific Corp (UNP) Rail Freight 965 Added More 1 $87.25 $0 $84
2770 8 Caterpillar Inc (CAT) Construction And Mining Machinery 43 Added More 1 $75.81 $0 $3
2921 14 Delta Air Lines Inc (DAL) Airlines 51 Added More 1 $36.43 $0 $1
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 1,300 No Change 0 $65.19 $0 $84
222 1 Nokia Corp (NOK) Communications Equipment 64 No Change 0 $5.69 $0 $0
3016 38 Starbucks Corp (SBUX) Restaurants 340 No Change 0 $57.12 $0 $19
2351 72 Ultimate Software Group Inc (ULTI) Application Software 584 No Change 0 $210.29 $0 $122
126 1 Costar Group Inc (CSGP) Information Services 240 No Change 0 $218.66 $0 $52
2729 18 Dover Corp (DOV) Industrial Machinery 1,000 No Change 0 $69.32 $0 $69
2404 31 Agl Resources Inc (GAS) Utility Networks 200 No Change 0 $65.97 $0 $13
2990 40 Mondelez International Inc-A (MDLZ) Packaged Food 400 No Change 0 $45.51 $0 $18
3020 26 United Technologies Corp (UTX) Aircraft And Parts 800 No Change 0 $102.55 $0 $82
3017 8 Wal-Mart Stores Inc (WMT) Mass Merchants 300 No Change 0 $73.02 $0 $21
3066 59 Amgen Inc (AMGN) Biotech 65 No Change 0 $152.15 $0 $9
3056 27 Boeing Cothe (BA) Aircraft And Parts 716 No Change 0 $129.87 $0 $92
3011 13 Citigroup Inc (C) Diversified Banks 8 No Change 0 $42.39 $0 $0
560 7 Centurylink Inc (CTL) Telecom Carriers 200 No Change 0 $29.01 $0 $5
3061 12 Chevron Corp (CVX) Integrated Oils 200 No Change 0 $104.83 $0 $20
3047 19 Honeywell International Inc (HON) Comml And Res Bldg Equip And Sys 41 No Change 0 $116.32 $0 $4
2867 22 Manulife Financial Corp (MFC) Life Insurance 700 No Change 0 $13.67 $0 $9
437 5 Cryolife Inc (CRY) Medical Devices 722 No Change 0 $11.81 $0 $8
3014 6 Bristol-Myers Squibb Co (BMY) Large Pharma 2,350 No Change 0 $73.55 $0 $172
799 2 Dekeloil Public Ltd-Di (DKL) Agricultural Producers 2,850 No Change 0 $26.71 $0 $76
3008 5 Eli Lilly And Co (LLY) Large Pharma 1,600 No Change 0 $78.75 $0 $126
175 2 3m Co (MMM) Containers And Packaging 2,204 No Change 0 $175.12 $0 $385
2611 15 Oneok Inc (OKE) Midstream Oil And Gas 600 No Change 0 $47.45 $0 $28
480 3 Phillips 66 (PSX) Refining And Marketing 229 No Change 0 $79.34 $0 $18
2955 7 Automatic Data Processing (ADP) Payment And Data Processors 1,490 No Change 0 $91.87 $0 $136
2778 11 Bank Of America Corp (BAC) Diversified Banks 50 No Change 0 $13.27 $0 $0
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 350 No Change 0 $95.74 $0 $33
2998 8 Express Scripts Holding Co (ESRX) Health Care Supply Chain 11 No Change 0 $75.80 $0 $0
3067 10 Lockheed Martin Corp (LMT) Defense Primes 400 No Change 0 $248.17 $0 $99
2894 15 Morgan Stanley (MS) Institutional Brokerage 500 No Change 0 $25.98 $0 $12
1815 13 Solarcity Corp (SCTY) Renewable Energy Equipment 200 No Change 0 $23.93 $0 $4
2836 19 Snap-On Inc (SNA) Home Improvement 30 No Change 0 $157.82 $0 $4
2539 35 Vectren Corp (VVC) Utility Networks 2,000 No Change 0 $52.67 $0 $105
2913 24 Ashland Inc (ASH) Specialty Chemicals 200 No Change 0 $114.77 $0 $22
3060 21 Blackrock Inc (BLK) Investment Management 200 No Change 0 $342.53 $0 $68
2985 20 Colgate-Palmolive Co (CL) Household Products 1,500 No Change 0 $73.20 $0 $109
3035 2 United Parcel Service-Cl B (UPS) Courier Services 500 No Change 0 $107.72 $0 $53
2906 16 Valero Energy Corp (VLO) Refining And Marketing 2,225 No Change 0 $51.00 $0 $113
2069 10 Badger Meter Inc (BMI) Measurement Instruments 10 No Change 0 $73.03 $0 $0
3064 14 Walt Disney Cothe (DIS) Entertainment Content 2,131 No Change 0 $97.82 $0 $208
54 1 Ingersoll-Rand Plc (IR) Comml And Res Bldg Equip And Sys 150 No Change 0 $63.68 $0 $9
3065 7 Philip Morris International (PM) Tobacco 1,000 No Change 0 $101.72 $0 $101
2966 39 Jm Smucker Cothe (SJM) Packaged Food 775 No Change 0 $152.41 $0 $118
2850 27 Southern Cothe (SO) Integrated Utilities 2,845 No Change 0 $53.63 $0 $152
218 3 Starz - A (STRZA) Entertainment Content 28 No Change 0 $29.92 $0 $0
2954 29 Stryker Corp (SYK) Medical Devices 750 No Change 0 $119.83 $0 $89
3046 32 Air Products And Chemicals Inc (APD) Basic And Diversified Chemicals 600 No Change 0 $142.04 $0 $85
3000 32 American Express Co (AXP) Consumer Finance 1,150 No Change 0 $60.76 $0 $69
2959 33 Duke Energy Corp (DUK) Integrated Utilities 533 No Change 0 $85.79 $0 $45
2927 6 Ford Motor Co (F) Automobiles 4,300 No Change 0 $12.57 $0 $54
3071 42 Intl Business Machines Corp (IBM) It Services 1,500 No Change 0 $151.78 $0 $227
3030 69 Intel Corp (INTC) Semiconductor Devices 1,160 No Change 0 $32.80 $0 $38
2932 19 Illinois Tool Works (ITW) Industrial Machinery 850 No Change 0 $104.16 $0 $88
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 900 No Change 0 $62.14 $0 $55
3012 21 Kimberly-Clark Corp (KMB) Household Products 1,701 No Change 0 $137.48 $0 $233
2934 30 Praxair Inc (PX) Basic And Diversified Chemicals 150 No Change 0 $112.39 $0 $16
584 40 Whitestone Reit (WSR) Reit 900 No Change 0 $15.08 $0 $13
2029 4 Smith And Wesson Holding Corp (SWHC) Defense Primes 100 No Change 0 $27.18 $0 $2
2347 21 Total System Services Inc (TSS) Consumer Finance 300 No Change 0 $53.11 $0 $15
3050 14 Wells Fargo And Co (WFC) Diversified Banks 20 No Change 0 $47.33 $0 $0
2832 19 Williams Cos Inc (WMB) Midstream Oil And Gas 4,500 No Change 0 $21.63 $0 $97
59 2 Astrazeneca Plc (AZN) Large Pharma 800 No Change 0 $30.19 $0 $24
76 1 Canadian Pacific Railway Ltd (CP) Rail Freight 90 No Change 0 $128.79 $0 $11
80 1 Accenture Plc-Cl A (ACN) It Services 600 No Change 0 $113.29 $0 $67
485 5 Factset Research Systems Inc (FDS) Information Services 25 No Change 0 $161.42 $0 $4
3031 8 Pfizer Inc (PFE) Large Pharma 3,005 No Change 0 $35.21 $0 $105
2410 8 Polaris Industries Inc (PII) Recreational Vehicles 38 No Change 0 $81.76 $0 $3
3001 7 Raytheon Company (RTN) Defense Primes 1,425 No Change 0 $135.95 $0 $193
3053 58 Biogen Inc (BIIB) Biotech 15 Sold Some -8 $241.82 $-1 $3
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 10 Sold Some -5 $715.62 $-3 $7
2987 27 Nike Inc -Cl B (NKE) Apparel Footwear And Acc Design 3,689 Sold Some -70 $55.20 $-3 $203
94 5 Alnylam Pharmaceuticals Inc (ALNY) Biotech 150 Sold Some -75 $55.49 $-4 $8
3059 25 Pepsico Inc (PEP) Beverages 0 Sold All -110 $105.94 $-11 $0
824 14 Consolidated Communications (CNSL) Telecom Carriers 2,133 Sold Some -500 $27.24 $-13 $58
3075 13 Exxon Mobil Corp (XOM) Integrated Oils 2,626 Sold Some -183 $93.74 $-17 $246
3023 7 Merck And Co Inc (MRK) Large Pharma 3,011 Sold Some -500 $57.61 $-28 $173
2924 6 Cardinal Health Inc (CAH) Health Care Supply Chain 0 Sold All -600 $78.01 $-46 $0
391 7 Cynosure Inc-A (CYNO) Medical Equipment 176,255 Sold Some -2,530 $48.65 $-123 $8,574
754 6 Primo Water Corp (PRMW) Beverages 500,580 Sold Some -10,560 $11.81 $-124 $5,911
1653 13 Under Armour Inc-Class A (UA) Apparel Footwear And Acc Design 94,069 Sold Some -3,364 $40.13 $-134 $3,774
3079 54 Apple Inc (AAPL) Communications Equipment 45,472 Sold Some -1,450 $95.60 $-138 $4,347
3051 57 Gilead Sciences Inc (GILD) Biotech 0 Sold All -2,000 $83.42 $-166 $0
2953 2 Roper Technologies Inc (ROP) Industrial Automation Controls 45,461 Sold Some -1,150 $170.56 $-196 $7,753
2989 128 American Tower Corp (AMT) Reit 100,652 Sold Some -2,140 $113.61 $-243 $11,435
588 23 Tyler Technologies Inc (TYL) Application Software 80,824 Sold Some -2,076 $166.71 $-346 $13,474
3074 26 Facebook Inc-A (FB) Internet Media 70,103 Sold Some -3,720 $114.28 $-425 $8,011
2785 52 Vertex Pharmaceuticals Inc (VRTX) Biotech 37,709 Sold Some -7,037 $86.02 $-605 $3,243
2933 13 Ulta Salon Cosmetics And Fragr (ULTA) Other Spec Retail Discr 65,786 Sold Some -2,704 $243.64 $-658 $16,028
2891 65 Skyworks Solutions Inc (SWKS) Semiconductor Devices 55,345 Sold Some -18,200 $63.28 $-1,151 $3,502