Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management as of March 31, 2023

Portfolio Holdings for Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management holds 65 positions in its portfolio as reported in the March 2023 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) 15.2 $18M 43k 409.39
Ishares Tr Core S&p500 Etf (IVV) 9.5 $11M 27k 411.08
Spdr Ser Tr S&p 600 Sml Cap 9.3 $11M 127k 84.03
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.4 $9.7M 67k 144.62
Vanguard Index Fds Mcap Vl Idxvip (VOE) 5.9 $6.8M 51k 134.07
Apple (AAPL) 4.7 $5.4M 33k 164.90
Ishares Tr Rus Mid Cap Etf (IWR) 4.5 $5.2M 74k 69.92
Microsoft Corporation (MSFT) 3.6 $4.1M 14k 288.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $3.1M 9.8k 320.92
Vanguard Index Fds Small Cp Etf (VB) 2.4 $2.8M 15k 189.56
Amazon (AMZN) 2.3 $2.6M 25k 103.29
Alphabet Cap Stk Cl A (GOOGL) 2.0 $2.3M 22k 103.73
NVIDIA Corporation (NVDA) 1.6 $1.8M 6.5k 277.76
Spdr Ser Tr S&p Regl Bkg (KRE) 1.4 $1.6M 37k 43.86
Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $1.5M 14k 105.50
Ishares Tr TRS FLT RT BD (TFLO) 1.3 $1.5M 29k 50.59
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.1 $1.3M 17k 76.18
Broadcom (AVGO) 1.1 $1.3M 2.0k 641.67
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $1.3M 5.2k 250.15
Blackstone Secd Lending Common Stock (BXSL) 1.1 $1.3M 50k 24.93
Nextera Energy (NEE) 1.1 $1.3M 16k 77.08
Ishares Tr Core Msci Total (IXUS) 1.0 $1.2M 19k 61.95
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.9 $1.1M 12k 91.05
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $1.0M 4.8k 210.92
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $996k 22k 45.17
At&t (T) 0.8 $957k 50k 19.25
Deere & Company (DE) 0.8 $951k 2.3k 412.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $730k 4.6k 158.76
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $707k 9.6k 73.83
Delta Air Lines Inc Del Com New (DAL) 0.6 $692k 20k 34.92
Select Sector Spdr Tr Financial (XLF) 0.5 $603k 19k 32.15
MGM Resorts International. (MGM) 0.5 $594k 13k 44.42
Adobe Systems Incorporated (ADBE) 0.5 $588k 1.5k 385.37
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $551k 14k 39.46
Johnson & Johnson (JNJ) 0.5 $548k 3.5k 154.98
Select Sector Spdr Tr Technology (XLK) 0.5 $547k 3.6k 151.02
Nxp Semiconductors N V (NXPI) 0.5 $532k 2.9k 186.50
Ishares Tr Msci Usa Value (VLUE) 0.5 $532k 5.7k 92.59
Spdr Gold Tr Gold Shs (GLD) 0.4 $513k 2.8k 183.22
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.4 $501k 5.6k 88.79
Verizon Communications (VZ) 0.4 $494k 13k 38.89
Altria (MO) 0.4 $490k 11k 44.62
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $487k 3.2k 154.00
IsoRay 0.4 $485k 760k 0.64
Skyworks Solutions (SWKS) 0.4 $483k 4.1k 117.99
UnitedHealth (UNH) 0.4 $436k 922.00 472.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $410k 1.7k 244.33
Walt Disney Company (DIS) 0.3 $397k 4.0k 100.13
Prologis (PLD) 0.3 $374k 3.0k 124.77
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $350k 3.8k 91.82
Marvell Technology (MRVL) 0.3 $316k 7.3k 43.30
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $298k 772.00 385.45
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $263k 3.9k 67.70
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $263k 1.4k 193.52
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $245k 1.6k 149.54
Paypal Holdings (PYPL) 0.2 $245k 3.2k 75.94
Vanguard World Fds Health Car Etf (VHT) 0.2 $232k 973.00 238.58
Wal-Mart Stores (WMT) 0.2 $227k 1.5k 147.48
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $220k 2.2k 99.66
Visa Com Cl A (V) 0.2 $208k 922.00 225.37
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $206k 6.6k 31.22
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $203k 2.4k 84.92
Uwm Holdings Corporation Com Cl A (UWMC) 0.1 $130k 27k 4.91
Mymd Pharmaceuticals 0.0 $28k 16k 1.72
Biocept 0.0 $8.8k 26k 0.34