Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management holds 66 positions in its portfolio as reported in the December 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) 13.4 $14M 37k 382.43
Spdr Ser Tr S&p 600 Sml Cap 9.7 $10M 125k 82.21
Ishares Tr Core S&p500 Etf (IVV) 9.6 $10M 26k 384.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.2 $9.8M 69k 141.25
Vanguard Index Fds Mcap Vl Idxvip (VOE) 6.4 $6.8M 51k 135.24
Ishares Tr Rus Mid Cap Etf (IWR) 4.2 $4.4M 66k 67.45
Apple (AAPL) 4.0 $4.2M 33k 129.93
Microsoft Corporation (MSFT) 3.1 $3.3M 14k 239.82
Vanguard Index Fds Small Cp Etf (VB) 2.5 $2.7M 15k 183.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.4 $2.5M 9.6k 266.27
Amazon (AMZN) 1.9 $2.1M 24k 84.00
Alphabet Cap Stk Cl A (GOOGL) 1.8 $1.9M 22k 88.23
Vanguard Whitehall Fds High Div Yld (VYM) 1.5 $1.6M 15k 108.21
Nextera Energy (NEE) 1.5 $1.6M 19k 83.60
Spdr Ser Tr S&p Regl Bkg (KRE) 1.5 $1.6M 27k 58.74
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.2 $1.3M 17k 74.22
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.2 $1.3M 13k 98.65
General Motors Company (GM) 1.1 $1.2M 35k 33.64
Broadcom (AVGO) 1.1 $1.1M 2.1k 559.24
Blackstone Secd Lending Common Stock (BXSL) 1.1 $1.1M 50k 22.35
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.1M 4.4k 241.89
At&t (T) 1.0 $1.1M 57k 18.41
Ishares Tr Core Msci Total (IXUS) 1.0 $1.1M 18k 57.88
NVIDIA Corporation (NVDA) 0.9 $997k 6.8k 146.14
Deere & Company (DE) 0.9 $987k 2.3k 428.70
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $957k 4.7k 203.81
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.9 $923k 11k 83.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $921k 22k 41.97
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $777k 4.9k 158.80
Skyworks Solutions (SWKS) 0.7 $771k 8.5k 91.13
Delta Air Lines Inc Del Com New (DAL) 0.7 $751k 23k 32.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $683k 9.5k 71.84
Select Sector Spdr Tr Financial (XLF) 0.6 $644k 19k 34.20
Johnson & Johnson (JNJ) 0.6 $638k 3.6k 176.66
Verizon Communications (VZ) 0.6 $606k 15k 39.40
Adobe Systems Incorporated (ADBE) 0.5 $575k 1.7k 336.53
Nxp Semiconductors N V (NXPI) 0.5 $540k 3.4k 158.01
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $529k 14k 37.90
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $523k 3.4k 151.84
Ishares Tr Msci Usa Value (VLUE) 0.5 $519k 5.7k 91.14
Altria (MO) 0.5 $493k 11k 45.71
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.5 $489k 2.8k 173.31
UnitedHealth (UNH) 0.5 $489k 921.00 530.38
MGM Resorts International. (MGM) 0.5 $487k 15k 33.53
Spdr Gold Tr Gold Shs (GLD) 0.4 $475k 2.8k 169.64
Select Sector Spdr Tr Technology (XLK) 0.4 $455k 3.7k 124.44
Walt Disney Company (DIS) 0.3 $367k 4.2k 86.88
Paypal Holdings (PYPL) 0.3 $360k 5.1k 71.22
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $359k 1.7k 214.24
Prologis (PLD) 0.3 $358k 3.2k 112.73
Marvell Technology (MRVL) 0.3 $357k 9.6k 37.04
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $272k 3.9k 70.50
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $259k 1.4k 191.60
Wal-Mart Stores (WMT) 0.2 $250k 1.8k 141.82
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $247k 772.00 319.40
Vanguard World Fds Health Car Etf (VHT) 0.2 $241k 973.00 248.01
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $224k 1.7k 129.16
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $214k 2.2k 96.97
Visa Com Cl A (V) 0.2 $204k 980.00 207.82
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $202k 6.6k 30.53
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $200k 2.4k 84.20
IsoRay (CATX) 0.2 $190k 770k 0.25
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.1 $119k 12k 10.38
Uwm Holdings Corporation Com Cl A (UWMC) 0.1 $85k 26k 3.31
Mymd Pharmaceuticals 0.0 $20k 17k 1.15
Biocept 0.0 $14k 26k 0.53