Taylor & Morgan Wealth Management

Taylor & Morgan Wealth Management as of March 31, 2025

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