Taylor & Morgan Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TM Taylor & Morgan Wealth Management, LLC | Institutional Filer | ▼ 1.75% | $175.3M | 79 |
Current Portfolio Holdings
Showing all 79 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 48K | $31.2M | 17.79% |
| 2 | IVV | ISHARES TR | — | 29K | $18.9M | 10.81% |
| 3 | SPSM | SPDR SERIES TRUST | — | 285K | $13.8M | 7.86% |
| 4 | IWR | ISHARES TR | — | 128K | $12.4M | 7.09% |
| 5 | AAPL | Apple Inc. | Technology | 26K | $6.5M | 3.71% |
| 6 | VOE | VANGUARD INDEX FDS | — | 31K | $5.7M | 3.26% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | — | 26K | $5.0M | 2.85% |
| 8 | QQQ | Invesco QQQ Trust | — | 8K | $4.6M | 2.63% |
| 9 | BOND | PIMCO ETF TR | — | 50K | $4.6M | 2.61% |
| 10 | NVDA | NVIDIA Corporation | Technology | 25K | $4.3M | 2.48% |
| 11 | GOOGL | Alphabet Inc. | Technology | 15K | $4.3M | 2.45% |
| 12 | MSFT | Microsoft Corporation | Technology | 11K | $4.1M | 2.32% |
| 13 | GLD | SPDR GOLD TR | — | 9K | $3.9M | 2.25% |
| 14 | AVGO | Broadcom Inc. | Technology | 12K | $3.7M | 2.09% |
| 15 | VB | VANGUARD INDEX FDS | — | 13K | $3.5M | 2.01% |
Showing 1 to 15 of 79 holdings