Taylor & Morgan Wealth Management, LLC Sells in Q4 2024

Taylor & Morgan Wealth Management, LLC

  • $138 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.56K
- 12.92%
$567.81 - $607.81 $3.73M - $3.99M
44.2K $25.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.91K
- 22.93%
$174.22 - $187.62 $1.55M - $1.67M
29.9K $5.25M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-22.1K
- 7.95%
$44.33 - $49.55 $981K - $1.1M
256K $11.5M
MSFT
Microsoft Corp

Technology
-1.54K
- 11.55%
$406.35 - $454.46 $626K - $700K
11.8K $4.97M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.31K
- 8.94%
$160.89 - $176.18 $532K - $583K
33.7K $5.45M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.61K
- 16.78%
$481.22 - $538.17 $773K - $865K
7.97K $4.08M
IXUS
Ishares Tr

ETFs
-1.89K
- 7.49%
$65.95 - $72.56 $125K - $137K
23.4K $1.55M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.4K
- 17.29%
$57.53 - $60.83 $196K - $207K
16.3K $935K
KRE
Spdr S&P Regional Banking ETF

ETFs
-5.35K
- 21.52%
$54.6 - $68.9 $292K - $369K
19.5K $1.18M
ADBE
Adobe Inc.

Technology
-357
- 38.59%
$437.39 - $552.96 $156K - $197K
568 $252K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.89K
- 19.96%
$84.34 - $95.14 $159K - $179K
7.56K $659K
GOOGL
Alphabet Inc.

Communication Services
-3.19K
- 16.53%
$161.86 - $196.66 $516K - $628K
16.1K $3.05M
VEA
Vanguard Ftse Developed Market

ETFs
-996
- 4.86%
$47.57 - $52.44 $47.4K - $52.2K
19.5K $931K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.24K
- 8.31%
$61.68 - $67.87 $138K - $152K
24.7K $1.54M
MGM
Mgm Resorts International

Consumer Cyclical
-2.65K
- 30.25%
$33.44 - $41.99 $88.6K - $111K
6.11K $211K
UNH
Unitedhealth Group Inc

Healthcare
-143
- 19.09%
$485.52 - $625.25 $69.4K - $89.4K
606 $306K
NEE
Nextera Energy Inc

Utilities
-133
- 1.72%
$69.77 - $85.43 $9.28K - $11.4K
7.61K $545K
XLK
Technology Sector Spdr

ETFs
-461
- 13.57%
$220.26 - $241.44 $102K - $111K
2.94K $682K
VZ
Verizon Communications Inc

Communication Services
-386
- 2.91%
$39.6 - $45.21 $15.3K - $17.5K
12.9K $514K
EEM
Ishares Msci Emerging Markets

ETFs
-428
- 3.16%
$41.82 - $47.36 $17.9K - $20.3K
13.1K $547K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.54K
- 16.52%
$180.88 - $232.93 $640K - $824K
17.9K $3.92M
AAPL
Apple Inc.

Technology
-2.37K
- 7.74%
$221.69 - $259.02 $525K - $613K
28.2K $7.07M
BXSL
Blackstone Secured Lending Fund

Financial Services
-4.36K
- 14.81%
$29.25 - $33.27 $127K - $145K
25.1K $809K
PLD
Prologis, Inc.

Real Estate
-45
- 2.13%
$101.4 - $126.96 $4.56K - $5.71K
2.07K $219K
VGT
Vanguard Information Technolog

ETFs
-100
- 13.66%
$571.78 - $647.97 $57.2K - $64.8K
632 $392K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-63
- 0.64%
$71.75 - $75.11 $4.52K - $4.73K
9.77K $702K
NVDA
Nvidia Corp

Technology
-3.04K
- 10.2%
$117.0 - $148.88 $356K - $452K
26.7K $3.59M
VBR
Vanguard Small Cap Value ETF

ETFs
-69
- 2.86%
$197.36 - $217.3 $13.6K - $15K
2.35K $464K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-107
- 1.9%
$126.68 - $134.74 $13.6K - $14.4K
5.54K $706K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-400
- 13.03%
$70.54 - $79.61 $28.2K - $31.8K
2.67K $203K
VO
Vanguard Mid Cap ETF

ETFs
-30
- 0.59%
$261.5 - $284.63 $7.85K - $8.54K
5.09K $1.34M
VTI
Vanguard Total Stock Market Et

ETFs
-29
- 3.92%
$280.04 - $302.45 $8.12K - $8.77K
710 $205K
DAL
Delta Air Lines, Inc.

Industrials
-1.53K
- 16.54%
$47.46 - $65.77 $72.5K - $100K
7.71K $466K
META
Meta Platforms, Inc.

Communication Services
-10
- 2.58%
$554.08 - $632.68 $5.54K - $6.33K
378 $222K
VUG
Vanguard Growth ETF

ETFs
-12
- 1.37%
$378.79 - $428.11 $4.55K - $5.14K
861 $353K
VB
Vanguard Small Cap ETF

ETFs
-97
- 0.67%
$233.76 - $261.58 $22.7K - $25.4K
14.4K $3.46M
T
At&T Inc.

Communication Services
-71
- 0.17%
$21.22 - $23.88 $1.51K - $1.7K
41.1K $936K
IWP
Ishares Russell Mid Cap Growth

ETFs
-254
- 2.23%
$116.4 - $138.52 $29.6K - $35.2K
11.2K $1.41M
TSLA
Tesla, Inc.

Consumer Cyclical
-295
- 17.21%
$213.65 - $479.86 $63K - $142K
1.42K $573K
IVV
Ishares Core S&P 500 ETF

ETFs
-298
- 1.05%
$570.51 - $610.59 $170K - $182K
28.1K $16.5M
AVGO
Broadcom Inc.

Technology
-1.6K
- 11.35%
$159.67 - $250.0 $255K - $399K
12.5K $2.89M
Activity Summary
Buys All Purchases 25 New Holdings 5 Increased Positions 20 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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