Taylor & Morgan Wealth Management, LLC Incresed Positions in Q4 2025

Taylor & Morgan Wealth Management, LLC

  • $170 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
50.6K
+ 881.56%
$52.21 - $52.72 $2.64M - $2.67M
56.3K $2.96M
GLD
Spdr Gold Trust

ETFs
6.16K
+ 200.62%
$354.79 - $403.15 $2.19M - $2.48M
9.24K $3.47M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.35K
+ 3.0%
$653.02 - $687.39 $881K - $927K
46.3K $30.8M
BOND
Pimco Active Bond Exchange Tra

ETFs
8.45K
+ 31.7%
$93.0 - $94.55 $786K - $799K
35.1K $3.27M
XLK
Technology Sector Spdr

ETFs
2.47K
+ 96.4%
$278.39 - $304.13 $687K - $750K
5.03K $1.45M
XLU
Utilities Sector Spdr

ETFs
5.64K
+ 101.46%
$87.89 - $92.9 $496K - $524K
11.2K $994K
UNH
Unitedhealth Group Inc

Healthcare
1.5K
+ 227.23%
$320.52 - $369.92 $481K - $556K
2.16K $693K
IXUS
Ishares Tr

ETFs
4.77K
+ 16.97%
$81.21 - $85.27 $388K - $407K
32.9K $2.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
670
+ 105.18%
$600.51 - $631.95 $402K - $423K
1.31K $807K
AVGO
Broadcom Inc.

Technology
304
+ 2.52%
$324.63 - $385.98 $98.7K - $117K
12.4K $4.24M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.27K
+ 2.78%
$94.02 - $97.61 $307K - $319K
121K $11.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
78
+ 0.94%
$589.5 - $635.77 $46K - $49.6K
8.34K $5.04M
JNJ
Johnson & Johnson

Healthcare
29
+ 0.62%
$185.98 - $199.58 $5.39K - $5.79K
4.71K $939K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
321
+ 10.44%
$114.27 - $121.15 $36.7K - $38.9K
3.4K $396K
TSLA
Tesla, Inc.

Consumer Cyclical
205
+ 13.42%
$401.99 - $468.37 $82.4K - $96K
1.73K $708K
EEM
Ishares Msci Emerging Markets

ETFs
70
+ 0.53%
$51.94 - $56.01 $3.64K - $3.92K
13.2K $728K
VIG
Vanguard Dividend Appreciation

ETFs
121
+ 3.99%
N/A
3.16K $575K
EFG
Msci Eafe Growth ETF

ETFs
117
+ 1.6%
$112.91 - $117.61 $13.2K - $13.8K
7.44K $853K
VLUE
Ishares Msci Usa Value Factor

ETFs
15
+ 0.57%
$122.29 - $132.67 $1.83K - $1.99K
2.63K $342K
BXSL
Blackstone Secured Lending Fund

Financial Services
89
+ 0.44%
$25.02 - $27.16 $2.23K - $2.42K
20.2K $539K
VTI
Vanguard Total Stock Market Et

ETFs
19
+ 1.3%
$321.8 - $337.95 $6.11K - $6.42K
1.48K $489K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
30
+ 0.55%
$137.47 - $143.13 $4.12K - $4.29K
5.46K $770K
V
Visa Inc.

Financial Services
49
+ 6.08%
$325.75 - $352.42 $16K - $17.3K
855 $278K
ET
Energy Transfer LP

Energy
316
+ 1.96%
$16.29 - $17.01 $5.15K - $5.38K
16.4K $279K
BND
Vanguard Bd Index Fd Inc Total

ETFs
41
+ 0.45%
$74.09 - $75.1 $3.04K - $3.08K
9.2K $682K
Pimco ETF Tr
44.5K
+ 85.3%
N/A
96.6K $0
Ishares Bitcoin Trust ETF
924
+ 14.04%
N/A
7.51K $0
Perspective Therapeutics Inc
6K
+ 6.59%
N/A
97K $0
VOT
Vanguard Mid Cap Growth Index

ETFs
56
+ 5.15%
$279.76 - $298.12 $15.7K - $16.7K
1.14K $319K
TFLO
Ishares Treasury Floating Rate

ETFs
17
+ 0.27%
$50.42 - $50.61 $857 - $860
6.41K $323K
IYR
Ishares Tr

ETFs
23
+ 0.9%
$93.69 - $98.5 $2.15K - $2.27K
2.58K $244K
VBR
Vanguard Small Cap Value ETF

ETFs
16
+ 0.69%
$201.42 - $211.15 $3.22K - $3.38K
2.32K $476K
DLTH
Duluth Holdings Inc.

Consumer Cyclical
7K
+ 29.17%
$2.76 - $3.95 $19.3K - $27.7K
31K $88K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
178
+ 0.76%
$63.25 - $66.24 $11.3K - $11.8K
23.7K $1.52M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
563
+ 2.51%
$13.24 - $14.59 $7.45K - $8.21K
23K $308K
UWMC
Uwm Holdings Corp

Financial Services
643
+ 1.89%
$5.09 - $6.26 $3.27K - $4.03K
34.7K $177K
VZ
Verizon Communications Inc

Communication Services
130
+ 0.99%
$38.4 - $43.83 $4.99K - $5.7K
13.3K $543K
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.04%
$248.1 - $260.08 $1.49K - $1.56K
13.4K $3.36M
MO
Altria Group, Inc.

Consumer Defensive
201
+ 1.53%
$56.38 - $66.65 $11.3K - $13.4K
13.3K $774K
T
At&T Inc.

Communication Services
318
+ 0.83%
$24.44 - $27.55 $7.77K - $8.76K
38.6K $982K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.4K
+ 0.51%
$44.53 - $47.25 $62.4K - $66.2K
277K $12.6M
Activity Summary
Buys All Purchases 53 New Holdings 11 Increased Positions 42 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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