Taylor & Morgan Wealth Management, LLC Purchases in Q3 2025

Taylor & Morgan Wealth Management, LLC

  • $158 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
482
+ 1.08%
$617.65 - $666.84 $298K - $321K
45K $30M
IVV
Ishares Core S&P 500 ETF

ETFs
502
+ 1.74%
$620.67 - $670.08 $312K - $336K
29.4K $19.7M
AAPL
Apple Inc.

Technology
24
+ 0.09%
$202.38 - $256.87 $4.86K - $6.16K
27.4K $6.98M
GOOGL
Alphabet Inc.

Communication Services
113
+ 0.71%
$174.36 - $254.72 $19.7K - $28.8K
16K $3.89M
NVDA
Nvidia Corp

Technology
239
+ 0.89%
$153.3 - $186.58 $36.6K - $44.6K
27.1K $5.07M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.95K
+ 1.68%
$92.26 - $97.51 $180K - $190K
118K $11.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
233
+ 2.9%
$546.99 - $602.2 $127K - $140K
8.27K $4.96M
VTI
Vanguard Total Stock Market Et

ETFs
1.47K
New
$303.93 - $329.86 $445K - $483K
1.47K $480K
BOND
Pimco Active Bond Exchange Tra

ETFs
4.28K
+ 19.13%
$90.83 - $93.81 $389K - $401K
26.6K $2.49M
IXUS
Ishares Tr

ETFs
2.23K
+ 8.61%
$76.35 - $82.58 $170K - $184K
28.1K $2.32M
MSFT
Microsoft Corp

Technology
62
+ 0.54%
$491.09 - $535.64 $30.4K - $33.2K
11.6K $6.01M
SPMD
Spdr Portfolio

ETFs
4.07K
+ 53.11%
$54.43 - $58.29 $221K - $237K
11.7K $670K
TSLA
Tesla, Inc.

Consumer Cyclical
159
+ 11.61%
$293.94 - $444.72 $46.7K - $70.7K
1.53K $679K
UNH
Unitedhealth Group Inc

Healthcare
661
New
$237.77 - $353.61 $157K - $234K
661 $228K
BX
Blackstone Inc.

Financial Services
1.27K
New
$152.77 - $188.68 $194K - $239K
1.27K $216K
JNJ
Johnson & Johnson

Healthcare
34
+ 0.73%
$155.17 - $185.42 $5.28K - $6.3K
4.68K $867K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.02K
+ 49.32%
$108.46 - $120.63 $110K - $123K
3.08K $365K
MO
Altria Group, Inc.

Consumer Defensive
217
+ 1.68%
$57.75 - $67.68 $12.5K - $14.7K
13.1K $867K
ORCL
Oracle Corp

Technology
60
+ 5.49%
$218.96 - $328.33 $13.1K - $19.7K
1.15K $324K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$62.09 - $66.51 $62.1 - $66.5
23.5K $1.53M
VEA
Vanguard Ftse Developed Market

ETFs
281
+ 1.44%
$56.02 - $60.3 $15.7K - $16.9K
19.8K $1.19M
UWMC
Uwm Holdings Corp

Financial Services
811
+ 2.44%
$3.99 - $6.91 $3.24K - $5.6K
34.1K $207K
DAL
Delta Air Lines, Inc.

Industrials
13
+ 0.16%
$49.0 - $61.97 $637 - $806
8.01K $454K
VUG
Vanguard Growth ETF

ETFs
36
+ 4.25%
$433.97 - $484.08 $15.6K - $17.4K
884 $423K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
27
+ 0.5%
$132.9 - $142.03 $3.59K - $3.83K
5.43K $765K
XLU
Utilities Sector Spdr

ETFs
37
+ 0.67%
$81.14 - $87.32 $3K - $3.23K
5.56K $485K
VLUE
Ishares Msci Usa Value Factor

ETFs
14
+ 0.54%
$111.55 - $125.05 $1.56K - $1.75K
2.61K $326K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 1.11%
$567.77 - $614.76 $3.97K - $4.3K
637 $390K
VBR
Vanguard Small Cap Value ETF

ETFs
4
+ 0.17%
$195.41 - $212.37 $782 - $849
2.31K $481K
JEPI
J P Morgan Exchange Traded Fd

ETFs
426
+ 3.02%
$55.61 - $57.37 $23.7K - $24.4K
14.5K $828K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.1%
$214.92 - $244.84 $215 - $245
965 $233K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
542
+ 2.47%
$13.77 - $14.45 $7.46K - $7.83K
22.5K $324K
VZ
Verizon Communications Inc

Communication Services
116
+ 0.89%
$40.84 - $45.06 $4.74K - $5.23K
13.1K $576K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.09%
$282.75 - $294.19 $283 - $294
1.09K $319K
IYR
Ishares Tr

ETFs
16
+ 0.63%
$94.16 - $98.46 $1.51K - $1.58K
2.55K $247K
AMZN
Amazon Com Inc

Consumer Cyclical
26
+ 0.15%
$211.65 - $238.24 $5.5K - $6.19K
17.6K $3.86M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11
+ 0.12%
$72.57 - $74.72 $798 - $822
9.16K $680K
TFLO
Ishares Treasury Floating Rate

ETFs
14
+ 0.22%
$50.45 - $50.65 $706 - $709
6.39K $323K
VDC
Vanguard Consumer Staples ETF

ETFs
7
+ 0.54%
$212.64 - $225.25 $1.49K - $1.58K
1.31K $279K
V
Visa Inc.

Financial Services
5
+ 0.62%
$332.09 - $358.86 $1.66K - $1.79K
806 $275K
ET
Energy Transfer LP

Energy
301
+ 1.91%
$17.11 - $18.16 $5.15K - $5.47K
16.1K $276K
T
At&T Inc.

Communication Services
276
+ 0.73%
$26.94 - $29.62 $7.44K - $8.18K
38.3K $1.08M
NFLX
Netflix Inc

Communication Services
1
+ 0.54%
$1147.87 - $1297.18 $1.15K - $1.3K
186 $222K
Activity Summary
Buys All Purchases 44 New Holdings 4 Increased Positions 40 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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