Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management as of March 31, 2022

Portfolio Holdings for Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management holds 63 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 13.3 $16M 36k 451.63
Spdr Ser Tr S&p 600 Sml Cap 10.2 $12M 133k 93.61
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.6 $11M 67k 157.70
Ishares Tr Core S&p500 Etf (IVV) 8.0 $9.8M 22k 453.66
Vanguard Index Fds Mcap Vl Idxvip (VOE) 5.8 $7.1M 48k 149.66
Apple (AAPL) 4.4 $5.4M 31k 174.61
Ishares Tr Rus Mid Cap Etf (IWR) 4.1 $5.0M 65k 78.03
Microsoft Corporation (MSFT) 2.7 $3.3M 11k 308.34
Amazon (AMZN) 2.7 $3.3M 1.0k 3259.62
Vanguard Index Fds Small Cp Etf (VB) 2.5 $3.0M 14k 212.50
Alphabet Cap Stk Cl A (GOOGL) 2.4 $2.9M 1.1k 2780.95
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.9 $2.3M 23k 100.49
Spdr Ser Tr S&p Regl Bkg (KRE) 1.8 $2.2M 32k 68.89
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $2.1M 7.7k 268.37
NVIDIA Corporation (NVDA) 1.6 $1.9M 7.0k 272.93
Nextera Energy (NEE) 1.5 $1.8M 22k 84.71
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.5 $1.8M 18k 100.19
General Motors Company (GM) 1.4 $1.7M 38k 43.73
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.3 $1.5M 32k 48.04
Broadcom (AVGO) 1.0 $1.3M 2.0k 629.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.2M 7.0k 175.89
Skyworks Solutions (SWKS) 1.0 $1.2M 9.2k 133.24
Ishares Tr Core Msci Total (IXUS) 0.9 $1.1M 17k 66.60
Verizon Communications (VZ) 0.9 $1.1M 22k 50.94
At&t (T) 0.9 $1.1M 47k 23.63
Deere & Company (DE) 0.8 $1.0M 2.5k 415.66
Select Sector Spdr Tr Technology (XLK) 0.8 $1.0M 6.3k 159.01
Delta Air Lines Inc Del Com New (DAL) 0.8 $996k 25k 39.58
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $980k 22k 45.16
Paypal Holdings (PYPL) 0.8 $933k 8.1k 115.64
Adobe Systems Incorporated (ADBE) 0.8 $929k 2.0k 455.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $928k 8.3k 112.20
Solaredge Technologies (SEDG) 0.8 $924k 2.9k 322.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $801k 10k 79.50
4068594 Enphase Energy (ENPH) 0.6 $777k 3.9k 201.66
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.6 $770k 20k 38.34
MGM Resorts International. (MGM) 0.6 $739k 18k 41.92
Nxp Semiconductors N V (NXPI) 0.6 $708k 3.8k 185.05
Walt Disney Company (DIS) 0.6 $702k 5.1k 137.08
Johnson & Johnson (JNJ) 0.5 $624k 3.5k 177.12
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $597k 3.7k 162.23
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $583k 5.4k 107.07
Ishares Tr Msci Usa Value (VLUE) 0.5 $581k 5.6k 104.59
Spdr Gold Tr Gold Shs (GLD) 0.5 $578k 3.2k 180.68
Altria (MO) 0.5 $574k 11k 52.27
Prologis (PLD) 0.4 $545k 3.4k 161.43
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $465k 1.7k 277.45
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $389k 5.2k 74.36
UnitedHealth (UNH) 0.3 $373k 731.00 510.26
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $336k 9.2k 36.38
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $323k 775.00 416.77
Vanguard World Fds Health Car Etf (VHT) 0.2 $305k 1.2k 254.80
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $276k 1.5k 184.74
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $270k 2.5k 108.26
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $260k 1.3k 195.64
Micron Technology (MU) 0.2 $252k 3.2k 77.83
Wal-Mart Stores (WMT) 0.2 $250k 1.7k 148.72
Visa Com Cl A (V) 0.2 $217k 977.00 222.11
CSX Corporation (CSX) 0.2 $204k 5.4k 37.53
IsoRay (CATX) 0.2 $200k 550k 0.36
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.1 $149k 12k 13.00
Uwm Holdings Corporation Com Cl A (UWMC) 0.1 $101k 22k 4.52
Biocept 0.0 $53k 23k 2.30