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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 50.53% of Taylor & Morgan Wealth Management's stock portfolio.
Added to shares of these 10 stocks: EFG, IWR, JBND, SPY, PYLD, BOND, CATX, SPSM, IXUS, VEA.
Started 1 new stock position in JBND.
Reduced shares in these 10 stocks: IVV, BX, , IWM, MGM, AGG, VTI, ONEQ, TFLO, VOE.
Sold out of its positions in BX, META, ONEQ, AGG, IWM, MGM, VTI.
Taylor & Morgan Wealth Management was a net seller of stock by $-1.5M.
Taylor & Morgan Wealth Management has $133M in assets under management (AUM), dropping by -6.82%.
Central Index Key (CIK): 0001844266

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Portfolio Holdings for Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management holds 66 positions in its portfolio as reported in the March 2025 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)	18.8	$25M		45k	559.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	11.7	$16M		28k	561.90	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	7.9	$11M		258k	40.76	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	7.4	$9.8M	+2%	115k	85.07	View chart
Apple (AAPL)	4.6	$6.2M		28k	222.13	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.0	$5.3M	-2%	33k	160.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	3.9	$5.1M		30k	173.23	View chart
Microsoft Corporation (MSFT)	3.3	$4.3M	-2%	12k	375.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$3.7M		8.0k	468.91	View chart
Amazon (AMZN)	2.5	$3.3M		18k	190.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$3.1M	-2%	14k	221.74	View chart
NVIDIA Corporation (NVDA)	2.2	$2.9M		27k	108.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$2.4M	-2%	16k	154.64	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	1.7	$2.3M		45k	50.36	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.6	$2.1M	+3%	22k	92.47	View chart
Broadcom (AVGO)	1.5	$2.0M	-2%	12k	167.43	View chart
Ishares Tr Core Msci Total (IXUS)	1.3	$1.7M	+2%	24k	69.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$1.4M	-3%	24k	58.35	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.0	$1.4M	+7%	52k	26.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$1.3M		5.1k	258.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.0	$1.3M		11k	117.49	View chart
At&t (T)	0.8	$1.1M	-3%	40k	28.28	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.8	$1.1M		19k	56.85	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.0M	+2%	20k	50.83	View chart
Select Sector Spdr Tr Financial (XLF)	0.7	$921k	-2%	19k	49.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$827k		2.9k	288.14	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$823k	-11%	14k	57.14	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.6	$813k		25k	32.36	View chart
Johnson & Johnson (JNJ)	0.6	$764k		4.6k	165.84	View chart
Altria (MO)	0.6	$763k		13k	60.02	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$725k	+222%	7.3k	100.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$693k	-2%	5.4k	128.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$692k	-3%	9.4k	73.45	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$651k		1.8k	361.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$593k	-8%	3.1k	194.00	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.4	$593k		7.6k	78.40	View chart
Verizon Communications (VZ)	0.4	$585k		13k	45.36	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$584k		13k	43.70	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$572k	-5%	2.8k	206.47	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.4	$550k		5.7k	96.51	View chart
Nextera Energy (NEE)	0.4	$524k	-2%	7.4k	70.89	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$433k		5.5k	78.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$429k		2.3k	186.27	View chart
Tesla Motors (TSLA)	0.3	$350k	-4%	1.4k	259.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$343k		632.00	542.35	View chart
Delta Air Lines Inc Del Com New (DAL)	0.3	$337k		7.7k	43.60	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$332k	-24%	7.1k	46.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$325k	-3%	632.00	513.91	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$323k	-37%	6.4k	50.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$319k		861.00	370.98	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$310k	+2%	21k	14.46	View chart
Deere & Company (DE)	0.2	$300k		639.00	469.35	View chart
UnitedHealth (UNH)	0.2	$289k	-8%	552.00	523.75	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$288k		16k	18.59	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$283k		1.3k	218.89	View chart
Visa Com Cl A (V)	0.2	$280k		800.00	350.35	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$278k		1.1k	244.65	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$275k		2.6k	106.67	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$263k	NEW	4.9k	53.52	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$242k		2.5k	95.73	View chart
Prologis (PLD)	0.2	$226k	-2%	2.0k	111.79	View chart
Vanguard World Health Car Etf (VHT)	0.2	$213k	-14%	803.00	264.68	View chart
Adobe Systems Incorporated (ADBE)	0.2	$208k	-4%	543.00	383.53	View chart
Perspective Therapeutics Com New (CATX)	0.1	$192k	+60%	90k	2.13	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.1	$178k		33k	5.46	View chart
Duluth Hldgs Com Cl B (DLTH)	0.1	$69k	+46%	40k	1.74	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 2025 Q1 filed April 8, 2025
Taylor & Morgan Wealth Management 2024 Q4 filed Jan. 15, 2025
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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