0001606716-21-000003.txt : 20210421 0001606716-21-000003.hdr.sgml : 20210421 20210421092822 ACCESSION NUMBER: 0001606716-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210421 DATE AS OF CHANGE: 20210421 EFFECTIVENESS DATE: 20210421 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: 21839741 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 03-31-2021 03-31-2021 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 04-21-2021 0 71 274156 true INFORMATION TABLE 2 13f-03312021.xml Akoustis Technologies, Inc. COM 00973N102 1384 103711 SH SOLE 103711 0 0 Alnylam Pharmaceuticals, Inc. COM 02043Q107 4181 29613 SH SOLE 29613 0 0 Amazon.com Inc. COM 023135106 5158 1667 SH SOLE 1667 0 0 Ameresco, Inc. COM 02361E108 1458 29979 SH SOLE 29979 0 0 American Tower Corporation COM 03027X100 10557 44160 SH SOLE 44160 0 0 Anthem, Inc. COM 036752103 7492 20873 SH SOLE 20873 0 0 Apple Inc. COM 037833100 14131 115684 SH SOLE 115684 0 0 Autodesk, Inc. COM 052769106 2827 10202 SH SOLE 10202 0 0 Badger Daylighting Ltd. COM 05651W209 3250 95595 SH SOLE 95595 0 0 Bank of America Corporation COM 060505104 5858 151410 SH SOLE 151410 0 0 BioMX COM 09090D103 234 32904 SH SOLE 32904 0 0 Colony Bankcorp, Inc. COM 19623P101 158 10151 SH SOLE 10151 0 0 Cryoport, Inc. COM 229050307 8767 168565 SH SOLE 168565 0 0 CVS Health Corporation COM 126650100 4852 64494 SH SOLE 64494 0 0 CytoDyn Inc. COM 23283M101 32 11950 SH SOLE 11950 0 0 Discover Financial Services COM 254709108 5327 56078 SH SOLE 56078 0 0 Envista Holdings Corporation COM 29415F104 3687 90369 SH SOLE 90369 0 0 Evofem Biosciences, Inc. COM 30048L104 954 545413 SH SOLE 545413 0 0 FormFactor, Inc. COM 346375108 6637 147136 SH SOLE 147136 0 0 Galera Therapeutics, Inc. COM 36338D108 573 64982 SH SOLE 64982 0 0 Gilead Sciences Inc. COM 375558103 340 5263 SH SOLE 5263 0 0 Global Blood Therapeutics Inc. COM 37890U108 2878 70637 SH SOLE 70637 0 0 GoDaddy Inc. COM 380237107 5639 72654 SH SOLE 72654 0 0 Green Thumb Industries Inc. COM 39342L108 1202 40737 SH SOLE 40737 0 0 Halozyme Therapeutics, Inc. COM 40637H109 3635 87201 SH SOLE 87201 0 0 Harvest Health & Recreation In COM 41755M102 536 166045 SH SOLE 166045 0 0 IBEX Limited COM G4690M101 3006 136649 SH SOLE 136649 0 0 JPMorgan Chase & Co. COM 46625H100 9507 62453 SH SOLE 62453 0 0 Kala Pharmaceuticals, Inc. COM 483119103 255 37790 SH SOLE 37790 0 0 Krystal Biotech, Inc. COM 501147102 494 6415 SH SOLE 6415 0 0 Maverix Metals Inc. COM 57776F405 787 149355 SH SOLE 149355 0 0 McDonald's Corp. COM 580135101 3455 15413 SH SOLE 15413 0 0 Mercury Systems, Inc. COM 589378108 6939 98213 SH SOLE 98213 0 0 Microsoft Corporation COM 594918104 11309 47967 SH SOLE 47967 0 0 Nano One Materials Corp. COM 63010A103 942 221285 SH SOLE 221285 0 0 OnTrak, Inc. COM 683373104 2661 81741 SH SOLE 81741 0 0 OptimizeRx Corporation COM 68401U204 982 20147 SH SOLE 20147 0 0 PayPal Holdings, Inc. COM 70450Y103 13097 53932 SH SOLE 53932 0 0 Pfizer Inc. COM 717081103 1855 51201 SH SOLE 51201 0 0 Ping Identity Holding Corp. COM 72341T103 2231 101724 SH SOLE 101724 0 0 Postal Realty Trust, Inc. COM 73757R102 4671 271915 SH SOLE 271915 0 0 Profound Medical Corp. COM 74319B502 3320 164861 SH SOLE 164861 0 0 PulteGroup, Inc. COM 745867101 6309 120305 SH SOLE 120305 0 0 R1 RCM Inc. COM 749397105 289 11705 SH SOLE 11705 0 0 Raytheon Technologies Corporat COM 75513E101 3001 38839 SH SOLE 38839 0 0 Real Matters Inc. COM 75601Y100 1596 139260 SH SOLE 139260 0 0 Roku Inc. COM 77543R102 7150 21947 SH SOLE 21947 0 0 Roper Technologies, Inc. COM 776696106 10961 27175 SH SOLE 27175 0 0 Sandstorm Gold Ltd. COM 80013R206 2078 305535 SH SOLE 305535 0 0 Semler Scientific, Inc. COM 81684M104 1006 9354 SH SOLE 9354 0 0 Shift4 Payments, Inc. COM 82452J109 3588 43746 SH SOLE 43746 0 0 ShotSpotter, Inc. COM 82536T107 3652 104140 SH SOLE 104140 0 0 Stryker Corporation COM 863667101 287 1178 SH SOLE 1178 0 0 Tabula Rasa Healthcare, Inc. COM 873379101 5633 122326 SH SOLE 122326 0 0 The Home Depot, Inc. COM 437076102 5442 17828 SH SOLE 17828 0 0 The Walt Disney Company COM 254687106 7076 38349 SH SOLE 38349 0 0 Thermo Fisher Scientific, Inc. COM 883556102 278 609 SH SOLE 609 0 0 TransMedics Group, Inc. COM 89377M109 2980 71818 SH SOLE 71818 0 0 Truist Financial Corporation COM 89832Q109 8262 141666 SH SOLE 141666 0 0 Tyler Technologies, Inc. COM 902252105 13006 30637 SH SOLE 30637 0 0 Vertex Pharmaceuticals Incorpo COM 92532F100 299 1393 SH SOLE 1393 0 0 Viatris Inc. COM 92556V106 183 13131 SH SOLE 13131 0 0 Vistra Corp. COM 92840M102 8177 462519 SH SOLE 462519 0 0 Waste Management, Inc. COM 94106L109 6355 49258 SH SOLE 49258 0 0 Western Digital Corporation COM 958102105 2470 37000 SH SOLE 37000 0 0 Willdan Group, Inc. COM 96924N100 4175 101695 SH SOLE 101695 0 0 Zimmer Biomet Holdings, Inc. COM 98956P102 233 1453 SH SOLE 1453 0 0 ZoomD Technologies, Inc. COM 98981L100 246 477501 SH SOLE 477501 0 0 Zymeworks Inc. COM 98985W102 2132 67505 SH SOLE 67505 0 0 BioMX Warrants WT 09090D111 29 43928 SH SOLE 43928 0 0 Evofem Bioscience, Inc. Warran WT 30048L112 2 190565 SH SOLE 190565 0 0