Taylor & Morgan Wealth Management, LLC Sells in Q4 2025

Taylor & Morgan Wealth Management, LLC

  • $170 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-986
- 3.36%
$656.2 - $690.71 $647K - $681K
28.4K $19.2M
MSFT
Microsoft Corp

Technology
-366
- 3.15%
$496.82 - $542.07 $182K - $198K
11.2K $5.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
-740
- 2.27%
$169.53 - $176.53 $125K - $131K
31.9K $5.54M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-401
- 1.5%
$185.12 - $192.11 $74.2K - $77K
26.4K $4.95M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.85K
- 12.71%
$56.0 - $57.6 $103K - $106K
12.7K $718K
KRE
Spdr S&P Regional Banking ETF

ETFs
-982
- 5.54%
$58.14 - $64.09 $57.1K - $62.9K
16.8K $1.02M
VGT
Vanguard Information Technolog

ETFs
-104
- 16.46%
$736.33 - $801.52 $76.6K - $83.4K
528 $399K
DAL
Delta Air Lines, Inc.

Industrials
-1.42K
- 17.75%
$55.65 - $62.32 $79.1K - $88.6K
6.59K $384K
NVDA
Nvidia Corp

Technology
-372
- 1.37%
$179.83 - $207.04 $66.9K - $77K
26.8K $5M
IWP
Ishares Russell Mid Cap Growth

ETFs
-4
- 0.04%
$136.84 - $145.3 $547 - $581
10.5K $1.43M
XLF
Financial Sector Spdr

ETFs
-11
- 0.06%
$51.76 - $53.77 $569 - $591
18.1K $946K
DE
Deere & CO

Industrials
-67
- 11.67%
$439.11 - $480.78 $29.4K - $32.2K
507 $241K
VUG
Vanguard Growth ETF

ETFs
-30
- 3.39%
$470.44 - $504.26 $14.1K - $15.1K
854 $412K
PLD
Prologis, Inc.

Real Estate
-193
- 9.63%
$111.23 - $127.18 $21.5K - $24.5K
1.81K $223K
Blackrock ETF Trust Ii
-618
- 1.38%
N/A
44.3K $0
VEA
Vanguard Ftse Developed Market

ETFs
-218
- 1.1%
$59.18 - $62.09 $12.9K - $13.5K
19.6K $1.2M
NEE
Nextera Energy Inc

Utilities
-478
- 7.12%
$78.18 - $86.03 $37.4K - $41.1K
6.23K $534K
AAPL
Apple Inc.

Technology
-762
- 2.78%
$245.27 - $275.25 $187K - $210K
26.7K $7.13M
AMZN
Amazon Com Inc

Consumer Cyclical
-362
- 2.06%
$213.04 - $254.0 $77.1K - $91.9K
17.2K $4.04M
GOOGL
Alphabet Inc.

Communication Services
-716
- 4.47%
$236.57 - $291.31 $169K - $209K
15.3K $4.23M
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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