Taylor & Morgan Wealth Management, LLC Incresed Positions 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
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
GLD
Spdr Gold Trust

ETFs
50
+ 1.74%
$215.56 - $246.98 $10.8K - $12.3K
2.92K $709K
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
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
VZ
Verizon Communications Inc

Communication Services
112
+ 0.85%
$38.89 - $45.0 $4.36K - $5.04K
13.3K $595K
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
DLTH
Duluth Holdings Inc.

Consumer Cyclical
2K
+ 10.0%
$3.12 - $4.16 $6.24K - $8.32K
22K $82K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.11%
$341.08 - $391.94 $341 - $392
873 $335K
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.15%
$182.15 - $182.15 $911 - $911
3.32K $605K
Blackrock ETF Trust Ii
3.89K
+ 10.08%
N/A
42.4K $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
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