Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management as of June 30, 2022

Portfolio Holdings for Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management holds 66 positions in its portfolio as reported in the June 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) 13.7 $14M 38k 377.26
Spdr Ser Tr S&p 600 Sml Cap 10.3 $11M 136k 80.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 9.1 $9.6M 71k 134.24
Ishares Tr Core S&p500 Etf (IVV) 7.8 $8.2M 22k 379.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 6.2 $6.6M 51k 129.51
Apple (AAPL) 4.2 $4.5M 33k 136.71
Ishares Tr Rus Mid Cap Etf (IWR) 4.1 $4.3M 66k 64.67
Microsoft Corporation (MSFT) 2.8 $3.0M 12k 256.81
Vanguard Index Fds Small Cp Etf (VB) 2.4 $2.5M 14k 176.13
Alphabet Cap Stk Cl A (GOOGL) 2.3 $2.4M 1.1k 2179.14
Amazon (AMZN) 2.3 $2.4M 23k 106.20
Spdr Ser Tr S&p Regl Bkg (KRE) 1.7 $1.8M 31k 58.10
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $1.8M 8.0k 226.24
Nextera Energy (NEE) 1.6 $1.7M 22k 77.47
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.3 $1.4M 14k 99.14
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 1.2 $1.3M 31k 40.81
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.2 $1.3M 17k 72.42
General Motors Company (GM) 1.2 $1.3M 40k 31.77
NVIDIA Corporation (NVDA) 1.1 $1.1M 7.5k 151.58
Verizon Communications (VZ) 1.0 $1.1M 22k 50.76
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $1.1M 11k 101.69
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.0M 6.8k 149.81
Broadcom (AVGO) 1.0 $1.0M 2.1k 485.76
At&t (T) 0.9 $955k 46k 20.95
Ishares Tr Core Msci Total (IXUS) 0.9 $948k 17k 57.06
Skyworks Solutions (SWKS) 0.8 $870k 9.4k 92.65
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.8 $856k 11k 79.24
4068594 Enphase Energy (ENPH) 0.8 $803k 4.1k 195.23
Solaredge Technologies (SEDG) 0.7 $789k 2.9k 273.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $783k 10k 75.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $771k 2.8k 280.36
Deere & Company (DE) 0.7 $763k 2.5k 299.33
Adobe Systems Incorporated (ADBE) 0.7 $746k 2.0k 366.05
Delta Air Lines Inc Del Com New (DAL) 0.7 $721k 25k 28.97
Johnson & Johnson (JNJ) 0.6 $635k 3.6k 177.37
Select Sector Spdr Tr Financial (XLF) 0.6 $624k 20k 31.45
Blackstone Secd Lending Common Stock (BXSL) 0.6 $604k 26k 23.65
Paypal Holdings (PYPL) 0.5 $570k 8.2k 69.82
Nxp Semiconductors N V (NXPI) 0.5 $567k 3.8k 148.16
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $554k 14k 40.10
Spdr Gold Tr Gold Shs (GLD) 0.5 $539k 3.2k 168.49
Select Sector Spdr Tr Technology (XLK) 0.5 $531k 4.2k 127.03
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $529k 3.7k 143.59
Walt Disney Company (DIS) 0.5 $508k 5.4k 94.32
Ishares Tr Msci Usa Value (VLUE) 0.5 $507k 5.6k 90.58
Marvell Technology (MRVL) 0.4 $473k 11k 43.51
Altria (MO) 0.4 $457k 11k 41.75
MGM Resorts International. (MGM) 0.4 $450k 16k 28.93
Prologis (PLD) 0.4 $394k 3.3k 117.75
UnitedHealth (UNH) 0.4 $375k 731.00 513.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $370k 5.3k 70.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $367k 1.7k 218.97
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $287k 8.7k 32.83
Vanguard World Fds Health Car Etf (VHT) 0.3 $272k 1.2k 235.09
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $264k 810.00 325.93
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $263k 2.6k 101.74
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $252k 1.8k 137.40
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $250k 1.4k 185.05
IsoRay 0.2 $240k 775k 0.31
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $230k 2.5k 91.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $221k 1.2k 188.73
Wal-Mart Stores (WMT) 0.2 $205k 1.7k 121.81
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.1 $130k 12k 11.34
Uwm Holdings Corporation Com Cl A (UWMC) 0.1 $81k 23k 3.54
Mymd Pharmaceuticals 0.0 $37k 17k 2.17
Biocept 0.0 $24k 26k 0.92