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Taylor & Morgan Wealth Management

Latest statistics and disclosures from Taylor & Morgan Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IVV, SPSM, IWR, AAPL, and represent 50.40% of Taylor & Morgan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVGO, CATX, IBIT, META, BX, IWM, VTI, CEG, BRTR, IWR.
Started 7 new stock positions in IWM, CEG, META, VTI, CATX, BX, IBIT.
Reduced shares in these 10 stocks: BXSL, AMZN, JEPI, TFLO, AAPL, QQQ, MSFT, NVDA, SLYV, SPSM.
Taylor & Morgan Wealth Management was a net buyer of stock by $2.0M.
Taylor & Morgan Wealth Management has $149M in assets under management (AUM), dropping by 5.39%.
Central Index Key (CIK): 0001844266

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Portfolio Holdings for Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management holds 71 positions in its portfolio as reported in the September 2024 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)	19.5	$29M		51k	573.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	11.0	$16M		28k	576.81	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	8.5	$13M		279k	45.51	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	6.6	$9.8M		111k	88.14	View chart
Apple (AAPL)	4.8	$7.1M	-2%	31k	233.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.7	$7.0M		39k	179.16	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.2	$6.2M		37k	167.67	View chart
Microsoft Corporation (MSFT)	3.8	$5.7M	-2%	13k	430.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$4.7M	-3%	9.6k	488.09	View chart
Amazon (AMZN)	2.7	$4.0M	-6%	21k	186.33	View chart
NVIDIA Corporation (NVDA)	2.4	$3.6M	-3%	30k	121.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$3.4M		15k	237.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$3.2M		19k	165.85	View chart
Broadcom (AVGO)	1.6	$2.4M	+763%	14k	172.50	View chart
Blackrock Etf Trust Ii Total Return Etf (BRTR)	1.5	$2.2M	+10%	42k	52.20	View chart
Ishares Tr Core Msci Total (IXUS)	1.2	$1.8M		25k	72.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$1.7M		27k	62.32	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.9	$1.4M	-3%	25k	56.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$1.3M		5.1k	263.83	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.9	$1.3M		11k	117.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$1.2M	-17%	20k	59.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$1.1M		21k	52.81	View chart
At&t (T)	0.6	$906k		41k	22.00	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.6	$861k	-29%	29k	29.29	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.5	$820k	-13%	9.4k	86.82	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$780k		17k	45.32	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$767k	+4%	3.4k	225.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$739k	+3%	9.8k	75.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$724k		5.6k	128.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$710k		2.9k	243.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$677k		1.8k	375.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$658k		3.3k	198.09	View chart
Nextera Energy (NEE)	0.4	$655k		7.7k	84.53	View chart
Altria (MO)	0.4	$624k	+2%	12k	51.04	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$621k		14k	45.86	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.4	$616k	-5%	5.7k	108.18	View chart
Verizon Communications (VZ)	0.4	$596k		13k	44.91	View chart
Johnson & Johnson (JNJ)	0.4	$573k		3.5k	162.07	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$519k	-29%	10k	50.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$485k	-13%	2.4k	200.76	View chart
Deere & Company (DE)	0.3	$480k	-3%	1.2k	417.33	View chart
Adobe Systems Incorporated (ADBE)	0.3	$479k		925.00	517.78	View chart
Delta Air Lines Inc Del Com New (DAL)	0.3	$469k		9.2k	50.79	View chart
Tesla Motors (TSLA)	0.3	$448k	+12%	1.7k	261.63	View chart
UnitedHealth (UNH)	0.3	$438k	-3%	749.00	585.03	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$437k		5.4k	80.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$429k		732.00	586.49	View chart
Perspective Therapeutics Com New (CATX)	0.3	$401k	NEW	30k	13.35	View chart
MGM Resorts International. (MGM)	0.2	$342k		8.8k	39.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$335k		873.00	383.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$318k	-5%	603.00	527.67	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$292k	NEW	8.1k	36.13	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$284k		1.3k	218.41	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$277k		2.5k	109.04	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.2	$268k		32k	8.52	View chart
Prologis (PLD)	0.2	$267k	-10%	2.1k	126.28	View chart
4068594 Enphase Energy (ENPH)	0.2	$264k		2.3k	113.02	View chart
Vanguard World Health Car Etf (VHT)	0.2	$264k	+17%	935.00	282.23	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$254k		2.5k	101.89	View chart
Walt Disney Company (DIS)	0.2	$249k	+15%	2.6k	96.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$249k	+4%	541.00	460.26	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$241k		2.2k	107.66	View chart
Meta Platforms Cl A (META)	0.1	$222k	NEW	388.00	572.78	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$221k	NEW	1.4k	153.13	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$220k		3.1k	71.60	View chart
Visa Com Cl A (V)	0.1	$219k	-6%	798.00	274.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$218k	-2%	2.2k	101.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$212k	NEW	961.00	220.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$209k	NEW	739.00	283.08	View chart
Constellation Energy (CEG)	0.1	$209k	NEW	803.00	260.02	View chart
Duluth Hldgs Com Cl B (DLTH)	0.1	$83k	+10%	22k	3.76	View chart

Past Filings by Taylor & Morgan Wealth Management

SEC 13F filings are viewable for Taylor & Morgan Wealth Management going back to 2021

Taylor & Morgan Wealth Management 2024 Q3 filed Oct. 24, 2024
Taylor & Morgan Wealth Management 2024 Q2 filed July 16, 2024
Taylor & Morgan Wealth Management 2024 Q1 filed April 15, 2024
Taylor & Morgan Wealth Management 2023 Q4 filed Jan. 10, 2024
Taylor & Morgan Wealth Management 2023 Q3 filed Oct. 5, 2023
Taylor & Morgan Wealth Management 2023 Q2 filed July 13, 2023
Taylor & Morgan Wealth Management 2023 Q1 filed April 6, 2023
Taylor & Morgan Wealth Management 2022 Q4 filed Jan. 17, 2023
Taylor & Morgan Wealth Management 2022 Q3 filed Oct. 12, 2022
Taylor & Morgan Wealth Management 2022 Q2 filed July 8, 2022
Taylor & Morgan Wealth Management 2022 Q1 filed April 18, 2022
Taylor & Morgan Wealth Management 2021 Q4 filed Jan. 21, 2022

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