0001606716-18-000001.txt : 20180201 0001606716-18-000001.hdr.sgml : 20180201 20180201080827 ACCESSION NUMBER: 0001606716-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180201 DATE AS OF CHANGE: 20180201 EFFECTIVENESS DATE: 20180201 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: 18564718 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 12-31-2017 12-31-2017 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 02-01-2018 0 160 235266 true INFORMATION TABLE 2 13f-12312017.xml 3M Company COM 88579Y101 516 2194 SH SOLE 2194 0 0 Accenture PLC COM G1151C101 92 600 SH SOLE 600 0 0 AER Energy Resources, Inc COM 000944207 0 10 SH SOLE 10 0 0 Air Products & Chemicals Inc. COM 009158106 98 600 SH SOLE 600 0 0 Alnylam Pharmaceuticals, Inc. COM 02043Q107 10 80 SH SOLE 80 0 0 Alphabet Inc. Class A COM 02079K305 84 80 SH SOLE 80 0 0 American Express Company COM 025816109 10 100 SH SOLE 100 0 0 American Tower Corporation COM 03027X100 11804 82737 SH SOLE 82737 0 0 Amgen Inc. COM 031162100 11 65 SH SOLE 65 0 0 Anaconda Mining Inc. COM 03240P108 1 7639 SH SOLE 7639 0 0 ANTs Software, Inc. COM 037271103 0 3000 SH SOLE 3000 0 0 Apple Inc. COM 037833100 9176 54224 SH SOLE 54224 0 0 Ashland Global Holdings Inc. COM 044186104 11 150 SH SOLE 150 0 0 AstraZeneca PLC COM 046353108 10 300 SH SOLE 300 0 0 AT&T, Inc. COM 00206R102 80 2050 SH SOLE 2050 0 0 Automatic Data Processing, Inc COM 053015103 175 1490 SH SOLE 1490 0 0 Bank of America Corporation COM 060505104 9962 337475 SH SOLE 337475 0 0 Bluebird Bio, Inc COM 09609G100 4095 22993 SH SOLE 22993 0 0 Bristol-Myers Squibb Company COM 110122108 40 650 SH SOLE 650 0 0 Burke & Herbert Bank & Trust C COM 121331102 13 5 SH SOLE 5 0 0 Canadian Pacific Railway Limit COM 13645T100 14 75 SH SOLE 75 0 0 Carter's, Inc. COM 146229109 4907 41768 SH SOLE 41768 0 0 CDK Global, Inc. COM 12508E101 11 150 SH SOLE 150 0 0 Celgene Corporation COM 151020104 2890 27690 SH SOLE 27690 0 0 CenturyLink, Inc. COM 156700106 3 200 SH SOLE 200 0 0 Chevron Corporation COM 166764100 25 200 SH SOLE 200 0 0 Church & Dwight Co. Inc. COM 171340102 2 40 SH SOLE 40 0 0 Cisco Systems, Inc. COM 17275R102 18 479 SH SOLE 479 0 0 Citigroup Inc. COM 172967424 684 9195 SH SOLE 9195 0 0 CoBiz Financial Inc. COM 190897108 2818 140980 SH SOLE 140980 0 0 Colgate-Palmolive Co. COM 194162103 11 150 SH SOLE 150 0 0 Comcast Corporation COM 20030N101 25 620 SH SOLE 620 0 0 Consolidated Communications Ho COM 209034107 31 2552 SH SOLE 2552 0 0 CoStar Group Inc. COM 22160N109 71 240 SH SOLE 240 0 0 CryoLife Inc. COM 228903100 4 233 SH SOLE 233 0 0 Cryoport, Inc. COM 229050307 3570 415575 SH SOLE 415575 0 0 CyberArk Software, Ltd. COM M2682V108 1644 39725 SH SOLE 39725 0 0 Detour Gold Corporation COM 250669108 59 5000 SH SOLE 5000 0 0 DNIB Unwind, Inc. COM 233242106 0 1500 SH SOLE 1500 0 0 Dover Corporation COM 260003108 101 1000 SH SOLE 1000 0 0 Duke Energy Corporation COM 26441C204 7 83 SH SOLE 83 0 0 Eagle Materials Inc. COM 26969P108 6021 53142 SH SOLE 53142 0 0 Easterly Government Properties COM 27616P103 278 13030 SH SOLE 13030 0 0 Eli Lilly and Company COM 532457108 131 1550 SH SOLE 1550 0 0 Ellie Mae, Inc. COM 28849P100 1687 18875 SH SOLE 18875 0 0 EVOQUA Water Technologies Corp COM 30057T105 2563 108085 SH SOLE 108085 0 0 Express Scripts Holding Compan COM 30219G108 1 11 SH SOLE 11 0 0 Exxon Mobil Corporation COM 30231G102 186 2221 SH SOLE 2221 0 0 Facebook, Inc. COM 30303M102 9647 54670 SH SOLE 54670 0 0 FactSet Research Systems Inc. COM 303075105 5 25 SH SOLE 25 0 0 First Republic Bank COM 33616C100 4278 49372 SH SOLE 49372 0 0 General Electric Company COM 369604103 16 900 SH SOLE 900 0 0 General Mills, Inc. COM 370334104 18 300 SH SOLE 300 0 0 Global Blood Therapeutics Inc. COM 37890U108 1923 48865 SH SOLE 48865 0 0 GoDaddy Inc. COM 380237107 6863 136495 SH SOLE 136495 0 0 Gold Reserve Inc. COM 38068N108 99 30000 SH SOLE 30000 0 0 Goldman Sachs Group, Inc. COM 38141G104 94 370 SH SOLE 370 0 0 Halozyme Therapeutics, Inc. COM 40637H109 3276 161675 SH SOLE 161675 0 0 Hannon Armstrong Sustainable I COM 41068X100 3628 150775 SH SOLE 150775 0 0 Healthcare Services Group Inc. COM 421906108 191 3625 SH SOLE 3625 0 0 Highlands REIT Inc. COM 43110A104 0 974 SH SOLE 974 0 0 Illinois Tool Works Inc. COM 452308109 179 1075 SH SOLE 1075 0 0 Intel Corporation COM 458140100 30 660 SH SOLE 660 0 0 International Business Machine COM 459200101 245 1600 SH SOLE 1600 0 0 InvenTrust Properties Corp. COM 46124J102 3 974 SH SOLE 974 0 0 Johnson & Johnson COM 478160104 176 1260 SH SOLE 1260 0 0 JPMorgan Chase & Co. COM 46625H100 71 660 SH SOLE 660 0 0 KeyCorp. COM 493267108 6351 314880 SH SOLE 314880 0 0 Kimberly-Clark Corporation COM 494368103 121 1000 SH SOLE 1000 0 0 Kraft Heinz Co. COM 500754106 16 200 SH SOLE 200 0 0 Laramide Resources Ltd. COM 51669T101 555 1570000 SH SOLE 1570000 0 0 Lockheed Martin Corporation COM 539830109 4479 13952 SH SOLE 13952 0 0 Manulife Financial Corporation COM 56501R106 15 700 SH SOLE 700 0 0 McDonald's Corp COM 580135101 2536 14732 SH SOLE 14732 0 0 Merck & Co. Inc. COM 58933Y105 158 2811 SH SOLE 2811 0 0 Mercury Systems, Inc. COM 589378108 10835 211005 SH SOLE 211005 0 0 Microsoft Corporation COM 594918104 12029 140619 SH SOLE 140619 0 0 Mondelez International, Inc. COM 609207105 13 300 SH SOLE 300 0 0 Morgan Stanley COM 617446448 381 7265 SH SOLE 7265 0 0 Napco Security Technologies, I COM 630402105 4 500 SH SOLE 500 0 0 Nokia Corporation COM 654902204 0 64 SH SOLE 64 0 0 PACCAR Inc COM 693718108 7 100 SH SOLE 100 0 0 PayPal Holdings, Inc. COM 70450Y103 10220 138820 SH SOLE 138820 0 0 Pfizer Inc. COM 717081103 99 2725 SH SOLE 2725 0 0 Philip Morris International, I COM 718172109 106 1000 SH SOLE 1000 0 0 Phillips 66 COM 718546104 3 29 SH SOLE 29 0 0 Polaris Industries Inc. COM 731068102 5 38 SH SOLE 38 0 0 Praxair Inc. COM 74005P104 23 150 SH SOLE 150 0 0 Primo Water Corporation COM 74165N105 1946 154820 SH SOLE 154820 0 0 Pure Technologies Ltd. COM 745915108 356 50000 SH SOLE 50000 0 0 QTS Realty Trust, Inc. COM 74736A103 4864 89800 SH SOLE 89800 0 0 Raytheon Company COM 755111507 4857 25854 SH SOLE 25854 0 0 Roku Inc COM 77543R102 8098 156393 SH SOLE 156393 0 0 Roper Technologies, Inc. COM 776696106 9839 37989 SH SOLE 37989 0 0 Royal Dutch Shell PLC A COM 780259206 20 300 SH SOLE 300 0 0 Sandstorm Gold Ltd. COM 80013R206 2279 456710 SH SOLE 456710 0 0 Secure Energy Services, Inc. COM 81373C102 7 1000 SH SOLE 1000 0 0 ShotSpotter, Inc. COM 82536T107 1320 93950 SH SOLE 93950 0 0 Southern Company COM 842587107 47 977 SH SOLE 977 0 0 Southern Louisiana Financial C COM 83870Q105 538 2390 SH SOLE 2390 0 0 Spin Master Corp. COM 848510103 8534 198232 SH SOLE 198232 0 0 Starbucks Corporation COM 855244109 20 340 SH SOLE 340 0 0 State Street Corporation COM 857477103 2434 24939 SH SOLE 24939 0 0 Stryker Corporation COM 863667101 116 750 SH SOLE 750 0 0 Tabula Rasa Healthcare, Inc. COM 873379101 4783 170520 SH SOLE 170520 0 0 Tesla Motors, Inc. COM 88160R101 7 22 SH SOLE 22 0 0 The Boeing Company COM 097023105 182 618 SH SOLE 618 0 0 The Charles Schwab Corporation COM 808513105 5413 105370 SH SOLE 105370 0 0 The Chubb Corporation COM H1467J104 37 250 SH SOLE 250 0 0 The Coca-Cola Company COM 191216100 84 1840 SH SOLE 1840 0 0 The Home Depot, Inc. COM 437076102 31 163 SH SOLE 163 0 0 The Procter & Gamble Company COM 742718109 209 2275 SH SOLE 2275 0 0 The Ultimate Software Group, I COM 90385D107 94 431 SH SOLE 431 0 0 The Walt Disney Company COM 254687106 56 525 SH SOLE 525 0 0 Tyler Technologies, Inc. COM 902252105 10787 60926 SH SOLE 60926 0 0 U.S. Bancorp COM 902973304 24 450 SH SOLE 450 0 0 ULTA Beauty, Inc. COM 90384S303 2549 11395 SH SOLE 11395 0 0 Union Pacific Corporation COM 907818108 121 900 SH SOLE 900 0 0 United Parcel Service, Inc. COM 911312106 24 205 SH SOLE 205 0 0 United Technologies Corporatio COM 913017109 102 800 SH SOLE 800 0 0 Valero Energy Corporation COM 91913Y100 122 1325 SH SOLE 1325 0 0 Valvoline Inc. COM 92047W101 10 411 SH SOLE 411 0 0 Vectren Corporation COM 92240G101 130 2000 SH SOLE 2000 0 0 Verizon Communications Inc. COM 92343V104 69 1300 SH SOLE 1300 0 0 Versum Materials, Inc. COM 92532W103 7 175 SH SOLE 175 0 0 Vertex Pharmaceuticals Incorpo COM 92532F100 127 850 SH SOLE 850 0 0 Vistra Energy Corp. COM 92840M102 4527 247125 SH SOLE 247125 0 0 Wal-Mart Stores Inc. COM 931142103 10 100 SH SOLE 100 0 0 Waste Management, Inc. COM 94106L109 3 40 SH SOLE 40 0 0 Xenia Hotels & Resorts, Inc. COM 984017103 3 121 SH SOLE 121 0 0 XO Group Inc. COM 983772104 1 75 SH SOLE 75 0 0 ARK Innovation ETF ETF 00214Q104 1 15 SH SOLE 15 0 0 Direxion All Cap Insider Senti ETF 25459Y769 7 172 SH SOLE 172 0 0 First Trust Long/Short Equity ETF 33739P103 7 179 SH SOLE 179 0 0 iShares MSCI Emerging Markets ETF 464287234 141 3000 SH SOLE 3000 0 0 iShares Russell 2000 ETF 464287655 15 100 SH SOLE 100 0 0 JPMorgan Alerian MLP ETN ETF 46625H365 49 1800 SH SOLE 1800 0 0 PowerShares QQQ ETF 73935A104 482 3093 SH SOLE 3093 0 0 SPDR S&P 500 ETF ETF 78462F103 14 52 SH SOLE 52 0 0 Blueknight Energy Partners, L. LTD 09625U109 43 8500 SH SOLE 8500 0 0 Delek Logistics Partners, LP LTD 24664T103 925 29190 SH SOLE 29190 0 0 Dominion Midstream Partners, L LTD 257454108 238 7800 SH SOLE 7800 0 0 Energy Transfer Equity, L.P. LTD 29273V100 331 19200 SH SOLE 19200 0 0 Energy Transfer Partners, L.P. LTD 29278N103 437 24376 SH SOLE 24376 0 0 Enterprise Products Partners L LTD 293792107 1388 52340 SH SOLE 52340 0 0 EQT GP Holdings LP LTD 26885J103 10 375 SH SOLE 375 0 0 EQT Midstream Partners, LP LTD 26885B100 5 75 SH SOLE 75 0 0 Genesis Energy LP LTD 371927104 154 6900 SH SOLE 6900 0 0 Magellan Midstream Partners LP LTD 559080106 562 7925 SH SOLE 7925 0 0 MPLX LP LTD 55336V100 514 14500 SH SOLE 14500 0 0 Noble Midstream Partners, LP LTD 65506L105 186 3725 SH SOLE 3725 0 0 Oasis Midstream Partners LP LTD 67420T206 9 500 SH SOLE 500 0 0 Plains GP Holdings, L.P. LTD 72651A207 44 2000 SH SOLE 2000 0 0 Rice Midstream Partners LP LTD 762819100 3724 173470 SH SOLE 173470 0 0 Shell Midstream Partners, L.P. LTD 822634101 56 1872 SH SOLE 1872 0 0 Sprague Resources LP LTD 849343108 326 13490 SH SOLE 13490 0 0 Tallgrass Energy GP, LP LTD 874696107 39 1500 SH SOLE 1500 0 0 Tallgrass Energy Partners, LP LTD 874697105 3843 83820 SH SOLE 83820 0 0 Western Gas Equity Partners, L LTD 95825R103 115 3100 SH SOLE 3100 0 0 Western Gas Partners LP LTD 958254104 4163 86563 SH SOLE 86563 0 0