TM

Taylor & Morgan Wealth Management, LLC

13F
Taylor & Morgan Wealth Management, LLC
Last update 2024-10-24 71 Stocks (7 new)
Value $149.00 Mil Turnover 2 %
Countries:
Top Holdings: SPY(19.54%)IVV(10.98%)SPSM(8.50%)IWR(6.58%)AAPL(4.78%)
Portfolio Report
Summary Stock Picks Current Portfolio
Taylor & Morgan Wealth Managem... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
50,772
29131.130
-0.02%
19.540
0%
0.000
+12.73%
+25.85%
618697.219
 
IVV 		iShares Core S&P 500 ETF
28,378
16368.810
-0.26%
10.980
-0.03%
0.000
+12.66%
+25.86%
566290.956
 
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF
278,483
12673.780
-0.90%
8.500
-0.07%
0.110
+12.73%
+14.60%
12857.766
 
IWR 		iShares Russell Mid-Cap ETF
111,358
9815.060
+1.19%
6.580
+0.08%
0.030
+13.00%
+19.17%
39338.902
 
AAPL 		Apple Inc
30,592
7128.000
-2.88%
4.780
-0.14%
0.000
+6.64%
+18.46%
3430687.188
Hardware
RSP 		Invesco S&P 500 Equal Weight ETF
38,839
6958.320
-1.24%
4.670
-0.06%
0.010
+10.70%
+16.67%
68746.622
 
VOE 		Vanguard Mid-Cap Value ETF
36,988
6201.720
-0.99%
4.160
-0.04%
0.040
+10.83%
+18.50%
17565.451
 
MSFT 		Microsoft Corp
13,332
5736.730
-2.60%
3.850
-0.11%
0.000
+5.12%
+12.98%
3141534.523
Software
QQQ 		INVESCO QQQ Trust
9,578
4674.940
-4.00%
3.140
-0.14%
0.000
+14.75%
+25.55%
310746.216
 
AMZN 		Amazon.com Inc
21,401
3987.650
-6.04%
2.680
-0.19%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical

Taylor & Morgan Wealth Management, LLC's Historical Top Holdings Breakdowns

Taylor & Morgan Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CATX 		Perspective Therapeutics Inc2024-09-30New Buy
+0.27%
●
10.49 ($13.3) 15.84
$11.25
-15.41%
New holding
30,000
30,000
BXSL 		Blackstone Secured Lending Fund2024-09-30Reduce
-0.26%
●
28.75 ($30.2) 31.59
$31.42
4.04%
Reduce -29.36%
29,410
-12,223
AVGO 		Broadcom Inc2024-09-30Reduce
-0.25%
●
136.27 ($160.32) 178.09
$183.64
14.55%
Reduce -13.69%
14,052
-2,228
IBIT 		iShares Bitcoin Trust ETF2024-09-30New Buy
+0.20%
●
30.41 ($34.72) 38.93
$43.69
25.84%
New holding
8,088
8,088
AMZN 		Amazon.com Inc2024-09-30Reduce
-0.19%
●
161.02 ($182.46) 200
$208.18
14.10%
Reduce -6.04%
21,401
-1,376
JEPI 		JPMorgan Equity Premium Income ETF2024-09-30Reduce
-0.17%
●
54.98 ($57.52) 59.51
$60.03
4.36%
Reduce -17.44%
19,664
-4,154
BX 		Blackstone Inc2024-09-30New Buy
+0.15%
●
120.77 ($138.73) 159.66
$177.46
27.92%
New holding
1,442
1,442
TFLO 		iShares Treasury Floating Rate Bond ETF2024-09-30Reduce
-0.15%
●
50.42 ($50.54) 50.66
$50.49
-0.10%
Reduce -29.27%
10,247
-4,240
META 		Meta Platforms Inc2024-09-30New Buy
+0.15%
●
453.41 ($514.55) 572.44
$589.50
14.57%
New holding
388
388
AAPL 		Apple Inc2024-09-30Reduce
-0.14%
●
207.23 ($223.32) 234.82
$226.96
1.63%
Reduce -2.88%
30,592
-907

Taylor & Morgan Wealth Management, LLC Total Holding History ($B)

To

Taylor & Morgan Wealth Management, LLC's Asset Allocation

To

Taylor & Morgan Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Taylor & Morgan Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Taylor & Morgan Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Taylor & Morgan Wealth Management, LLC's Holdings Heat Map

Size field:

Taylor & Morgan Wealth Management, LLC's Holdings Bubble Chart

Taylor & Morgan Wealth Management, LLC News

  • 1

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