Taylor & Morgan Wealth Management, LLC Purchases in Q3 2024

Taylor & Morgan Wealth Management, LLC

  • $146 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
1.32K
+ 1.19%
$79.92 - $88.19 $105K - $116K
111K $9.82M
META
Meta Platforms, Inc.

Communication Services
388
New
$453.41 - $572.44 $176K - $222K
388 $222K
BX
Blackstone Inc.

Financial Services
1.44K
New
$120.77 - $159.66 $174K - $230K
1.44K $220K
IWM
Ishares Russell 2000 ETF

ETFs
961
New
$200.87 - $224.6 $193K - $216K
961 $212K
VTI
Vanguard Total Stock Market Et

ETFs
739
New
$255.18 - $283.2 $189K - $209K
739 $209K
CEG
Constellation Energy Corp

Utilities
803
New
$167.08 - $262.86 $134K - $211K
803 $208K
IXUS
Ishares Tr

ETFs
430
+ 1.73%
$64.9 - $73.35 $27.9K - $31.5K
25.3K $1.83M
TSLA
Tesla, Inc.

Consumer Cyclical
194
+ 12.76%
$191.76 - $263.26 $37.2K - $51.1K
1.71K $448K
T
At&T Inc.

Communication Services
403
+ 0.99%
$18.21 - $22.28 $7.34K - $8.98K
41.2K $905K
NEE
Nextera Energy Inc

Utilities
126
+ 1.65%
$69.9 - $84.97 $8.81K - $10.7K
7.74K $654K
MO
Altria Group, Inc.

Consumer Defensive
240
+ 2.0%
$45.95 - $54.71 $11K - $13.1K
12.2K $624K
XLF
Financial Sector Spdr

ETFs
45
+ 0.26%
$40.84 - $45.74 $1.84K - $2.06K
17.2K $779K
XLU
Utilities Sector Spdr

ETFs
37
+ 0.69%
$67.67 - $80.78 $2.5K - $2.99K
5.41K $436K
JNJ
Johnson & Johnson

Healthcare
26
+ 0.74%
$145.48 - $167.38 $3.78K - $4.35K
3.53K $572K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
29
+ 0.52%
$117.9 - $128.2 $3.42K - $3.72K
5.65K $723K
VZ
Verizon Communications Inc

Communication Services
112
+ 0.85%
$38.89 - $45.0 $4.36K - $5.04K
13.3K $595K
BND
Vanguard Bd Index Fd Inc Total

ETFs
323
+ 3.4%
$71.45 - $75.64 $23.1K - $24.4K
9.84K $738K
UWMC
Uwm Holdings Corp

Financial Services
422
+ 1.36%
$6.62 - $9.52 $2.79K - $4.02K
31.5K $268K
VHT
Vanguard Health Care ETF

ETFs
136
+ 17.02%
$261.88 - $288.1 $35.6K - $39.2K
935 $263K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 4.84%
$405.19 - $478.57 $10.1K - $12K
541 $249K
IYR
Ishares Tr

ETFs
17
+ 0.69%
$86.93 - $103.61 $1.48K - $1.76K
2.49K $253K
XLK
Technology Sector Spdr

ETFs
151
+ 4.65%
$197.34 - $237.68 $29.8K - $35.9K
3.4K $766K
DIS
Walt Disney CO

Communication Services
342
+ 15.21%
$85.6 - $98.61 $29.3K - $33.7K
2.59K $249K
IWF
Ishares Russell 1000 Gr ETF

ETFs
10
+ 0.56%
$332.02 - $382.76 $3.32K - $3.83K
1.8K $677K
VDC
Vanguard Consumer Staples ETF

ETFs
10
+ 0.77%
$201.77 - $221.32 $2.02K - $2.21K
1.3K $284K
VLUE
Ishares Msci Usa Value Factor

ETFs
20
+ 0.79%
$99.14 - $109.18 $1.98K - $2.18K
2.54K $277K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.11%
$341.08 - $391.94 $341 - $392
873 $335K
DLTH
Duluth Holdings Inc.

Consumer Cyclical
2K
+ 10.0%
$3.12 - $4.16 $6.24K - $8.32K
22K $82K
Blackrock ETF Trust Ii
3.89K
+ 10.08%
N/A
42.4K $0
Ishares Bitcoin Trust ETF
8.09K
New
N/A
8.09K $0
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.15%
$182.15 - $182.15 $911 - $911
3.32K $605K
Perspective Therapeutics Inc
30K
New
N/A
30K $0
AVGO
Broadcom Inc.

Technology
12.4K
+ 763.14%
$136.27 - $1745.86 $1.69M - $21.7M
14.1K $2.42M
Activity Summary
Buys All Purchases 34 New Holdings 7 Increased Positions 27 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email