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Size ($ in 1000's)
At 03/31/2024: $136,234
At 12/31/2023: $125,755
Taylor & Morgan Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Taylor & Morgan Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Taylor & Morgan Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Taylor & Morgan Wealth Management LLC.
In the Taylor & Morgan Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Taylor & Morgan Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Taylor & Morgan Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
47,717 |
+1,039 |
$24,959 | | SPY | 47,717 | +1,039 | $24,959 | | ISHARES TR (IVV) |
27,550 |
+147 |
$14,484 | | IVV | 27,550 | +147 | $14,484 | | SPDR SER TR (SPSM) |
276,884 |
+7,773 |
$11,917 | | SPSM | 276,884 | +7,773 | $11,917 | | ISHARES TR (IWR) |
106,318 |
+12,030 |
$8,940 | | IWR | 106,318 | +12,030 | $8,940 | | INVESCO EXCHANGE TRADED FD T (RSP) |
45,478 |
-4,069 |
$7,703 | | RSP | 45,478 | -4,069 | $7,703 | | VANGUARD INDEX FDS (VOE) |
38,868 |
-2,383 |
$6,060 | | VOE | 38,868 | -2,383 | $6,060 | | MICROSOFT CORP |
13,871 |
+171 |
$5,836 | | MSFT | 13,871 | +171 | $5,836 | | APPLE INC |
31,684 |
-1,138 |
$5,433 | | AAPL | 31,684 | -1,138 | $5,433 | | AMAZON COM INC |
23,211 |
-164 |
$4,187 | | AMZN | 23,211 | -164 | $4,187 | | INVESCO QQQ TR |
9,334 |
-193 |
$4,144 | | QQQ | 9,334 | -193 | $4,144 | | VANGUARD INDEX FDS (VB) |
14,637 |
UNCH |
$3,346 | | VB | 14,637 | UNCH | $3,346 | | ALPHABET INC |
19,913 |
-146 |
$3,005 | | GOOGL | 19,913 | -146 | $3,005 | | NVIDIA CORPORATION |
3,299 |
-229 |
$2,981 | | NVDA | 3,299 | -229 | $2,981 | | BROADCOM INC |
1,675 |
-44 |
$2,220 | | AVGO | 1,675 | -44 | $2,220 | | SPDR SER TR (KRE) |
41,101 |
-15,262 |
$2,067 | | KRE | 41,101 | -15,262 | $2,067 | | ISHARES TR (IXUS) |
24,472 |
+7,206 |
$1,661 | | IXUS | 24,472 | +7,206 | $1,661 | | ISHARES TR (IJH) |
27,329 |
+22,003 |
$1,660 | | IJH | 27,329 | +22,003 | $1,660 | | BLACKSTONE SECD LENDING FD |
47,396 |
-1,575 |
$1,476 | | BXSL | 47,396 | -1,575 | $1,476 | | ISHARES TR (IWP) |
11,622 |
-565 |
$1,327 | | IWP | 11,622 | -565 | $1,327 | | VANGUARD INDEX FDS (VO) |
5,157 |
UNCH |
$1,289 | | VO | 5,157 | UNCH | $1,289 | | SPDR SER TR (SLYV) |
14,481 |
-1,019 |
$1,201 | | SLYV | 14,481 | -1,019 | $1,201 | | BLACKROCK ETF TRUST II (BRTR) |
21,107 |
+21,107 |
$1,069 | | BRTR | 21,107 | +21,107 | $1,069 | | VANGUARD TAX MANAGED FDS (VEA) |
19,842 |
-768 |
$995 | | VEA | 19,842 | -768 | $995 | | ISHARES TR (TFLO) |
15,384 |
-7,493 |
$780 | | TFLO | 15,384 | -7,493 | $780 | | SELECT SECTOR SPDR TR (XLF) |
17,774 |
-1,422 |
$749 | | XLF | 17,774 | -1,422 | $749 | | DEERE & CO |
1,817 |
-122 |
$746 | | DE | 1,817 | -122 | $746 | | AT&T INC |
40,321 |
+133 |
$710 | | T | 40,321 | +133 | $710 | | VANGUARD BD INDEX FDS (BND) |
9,546 |
-224 |
$693 | | BND | 9,546 | -224 | $693 | | SELECT SECTOR SPDR TR (XLK) |
3,253 |
-216 |
$677 | | XLK | 3,253 | -216 | $677 | | VANGUARD WHITEHALL FDS (VYM) |
5,479 |
+26 |
$663 | | VYM | 5,479 | +26 | $663 | | ADOBE INC |
1,236 |
-44 |
$624 | | ADBE | 1,236 | -44 | $624 | | NEXTERA ENERGY INC |
9,613 |
-1,837 |
$614 | | NEE | 9,613 | -1,837 | $614 | | VANGUARD ADMIRAL FDS INC (VIOO) |
5,995 |
-206 |
$608 | | VIOO | 5,995 | -206 | $608 | | SPDR GOLD TR (GLD) |
2,869 |
UNCH |
$590 | | GLD | 2,869 | UNCH | $590 | | VANGUARD INDEX FDS (VBR) |
3,074 |
-303 |
$590 | | VBR | 3,074 | -303 | $590 | | ISHARES TR (IWF) |
1,680 |
+4 |
$566 | | IWF | 1,680 | +4 | $566 | | ISHARES TR (EEM) |
13,451 |
-210 |
$553 | | EEM | 13,451 | -210 | $553 | | JOHNSON & JOHNSON |
3,479 |
+25 |
$550 | | JNJ | 3,479 | +25 | $550 | | VANGUARD SPECIALIZED FUNDS (VIG) |
2,955 |
-160 |
$540 | | VIG | 2,955 | -160 | $540 | | ALTRIA GROUP INC |
11,741 |
-240 |
$512 | | MO | 11,741 | -240 | $512 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
8,387 |
+692 |
$485 | | JEPI | 8,387 | +692 | $485 | | DELTA AIR LINES INC DEL |
9,667 |
-1,028 |
$463 | | DAL | 9,667 | -1,028 | $463 | | DISNEY WALT CO |
3,479 |
-174 |
$426 | | DIS | 3,479 | -174 | $426 | | MGM RESORTS INTERNATIONAL |
9,007 |
UNCH |
$425 | | MGM | 9,007 | UNCH | $425 | | VANGUARD WORLD FDS (VGT) |
732 |
UNCH |
$384 | | VGT | 732 | UNCH | $384 | | UNITEDHEALTH GROUP INC |
773 |
+1 |
$382 | | UNH | 773 | +1 | $382 | | VERIZON COMMUNICATIONS INC |
8,531 |
+590 |
$358 | | VZ | 8,531 | +590 | $358 | | VANGUARD INDEX FDS (VOO) |
715 |
+157 |
$344 | | VOO | 715 | +157 | $344 | | ENPHASE ENERGY INC |
2,635 |
-150 |
$319 | | ENPH | 2,635 | -150 | $319 | | PROLOGIS INC. |
2,430 |
-30 |
$316 | | PLD | 2,430 | -30 | $316 |
See Full List: All Stocks Held By Taylor & Morgan Wealth Management LLC
— Including:
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See Details: Top 10 Stocks Held By Taylor & Morgan Wealth Management LLC
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