Taylor & Morgan Wealth Management, LLC Purchases and Sells in Q3 2025

Taylor & Morgan Wealth Management, LLC

40 operations

Stock	Shares change	Price Range	Shares Held
SPY	482 + 1.08%	$617.65 - $666.84 $298K - $321K	45K $30M
IVV	502 + 1.74%	$620.67 - $670.08 $312K - $336K	29.4K $19.7M
AAPL	24 + 0.09%	$202.38 - $256.87 $4.86K - $6.16K	27.4K $6.98M
GOOGL	113 + 0.71%	$174.36 - $254.72 $19.7K - $28.8K	16K $3.89M
NVDA	239 + 0.89%	$153.3 - $186.58 $36.6K - $44.6K	27.1K $5.07M
IWR	1.95K + 1.68%	$92.26 - $97.51 $180K - $190K	118K $11.4M

4 operations

Stock	Shares change	Price Range	Shares Held
VTI	1.47K New	$303.93 - $329.86 $445K - $483K	1.47K $480K
MUNI	5.74K New	$50.9 - $52.37 $292K - $301K	5.74K $300K
UNH	661 New	$237.77 - $353.61 $157K - $234K	661 $228K
BX	1.27K New	$152.77 - $188.68 $194K - $239K	1.27K $216K

24 operations

Stock	Shares change	Price Range	Shares Held
RSP	-2.48K - 8.45%	$181.56 - $190.33 $449K - $471K	26.8K $5.09M
BXSL	-4.13K - 16.99%	$26.07 - $32.55 $108K - $134K	20.2K $525K
DE	-65 - 10.17%	$457.26 - $524.37 $29.7K - $34.1K	574 $262K
VIOO	-1K - 17.56%	$100.63 - $112.27 $101K - $112K	4.7K $518K
IWP	-387 - 3.56%	$137.51 - $145.26 $53.2K - $56.2K	10.5K $1.49M
VIG	-20 - 0.65%	N/A	3.04K $553K

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