Taylor & Morgan Wealth Management, LLC Portfolio Holdings

Taylor & Morgan Wealth Management, LLC

  • $138 Million
  • Q4 2024

Taylor & Morgan Wealth Management, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $138 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $25.9M, Ishares Core S&P 500 ETF with a value of $16.5M, Spdr Portfolio S&P 600 Small C with a value of $11.5M, Ishares Russell Mid Cap ETF with a value of $9.91M, and Apple Inc. with a value of $7.07M.

Examining the 13F form we can see an decrease of $7.96M in the current position value, from $146M to 138M.

Below you can find more details about Taylor & Morgan Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Million
ETFs: $105 Million
Technology: $18.8 Million
Consumer Cyclical: $4.79 Million
Communication Services: $4.72 Million
Financial Services: $1.8 Million
Healthcare: $967,000
Industrials: $736,000
Consumer Defensive: $651,000
Other: $1.06 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.2M
$83,000 0.06% of portfolio
27,000
Q4 2024 Added 22.73%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $138 Million
  • Prior Value $146 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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