Taylor & Morgan Wealth Management, LLC Incresed Positions in Q2 2025

Taylor & Morgan Wealth Management, LLC

  • $143 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.24K
+ 4.5%
$498.8 - $620.9 $620K - $771K
28.9K $17.9M
MSFT
Microsoft Corp

Technology
5
+ 0.04%
$354.56 - $497.45 $1.77K - $2.49K
11.5K $5.74M
NVDA
Nvidia Corp

Technology
317
+ 1.19%
$94.31 - $157.99 $29.9K - $50.1K
26.9K $4.25M
AVGO
Broadcom Inc.

Technology
19
+ 0.16%
$146.29 - $275.65 $2.78K - $5.24K
12.1K $3.34M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
18.4K
+ 7.14%
$35.35 - $42.68 $651K - $786K
276K $11.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
357
+ 0.31%
$74.88 - $91.97 $26.7K - $32.8K
116K $10.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
57
+ 0.71%
$416.06 - $551.64 $23.7K - $31.4K
8.03K $4.43M
GOOGL
Alphabet Inc.

Communication Services
221
+ 1.41%
$144.7 - $178.6 $32K - $39.5K
15.9K $2.8M
IXUS
Ishares Tr

ETFs
1.9K
+ 7.9%
$62.37 - $77.63 $118K - $147K
25.9K $2M
GLD
Spdr Gold Trust

ETFs
230
+ 8.02%
$273.71 - $316.29 $63K - $72.7K
3.1K $944K
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 1.26%
$221.86 - $362.89 $3.77K - $6.17K
1.37K $434K
XLF
Financial Sector Spdr

ETFs
108
+ 0.58%
$43.92 - $52.37 $4.74K - $5.66K
18.6K $973K
EEM
Ishares Msci Emerging Markets

ETFs
16
+ 0.12%
$38.52 - $48.28 $616 - $772
13.4K $645K
DAL
Delta Air Lines, Inc.

Industrials
272
+ 3.52%
$35.88 - $52.99 $9.76K - $14.4K
7.99K $393K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
31
+ 0.58%
$114.78 - $133.31 $3.56K - $4.13K
5.41K $720K
XLU
Utilities Sector Spdr

ETFs
38
+ 0.69%
$73.09 - $82.77 $2.78K - $3.15K
5.53K $451K
VLUE
Ishares Msci Usa Value Factor

ETFs
18
+ 0.7%
$93.5 - $113.21 $1.68K - $2.04K
2.6K $293K
VDC
Vanguard Consumer Staples ETF

ETFs
8
+ 0.62%
$204.89 - $224.73 $1.64K - $1.8K
1.3K $284K
V
Visa Inc.

Financial Services
1
+ 0.13%
$308.27 - $373.31 $308 - $373
801 $284K
TFLO
Ishares Treasury Floating Rate

ETFs
14
+ 0.22%
$50.47 - $50.66 $707 - $709
6.38K $323K
Pimco ETF Tr
1K
+ 1.94%
N/A
52.5K $0
Perspective Therapeutics Inc
4K
+ 4.44%
N/A
94K $0
Blackrock ETF Trust Ii
500
+ 1.11%
N/A
45.6K $0
IYR
Ishares Tr

ETFs
13
+ 0.52%
$84.48 - $96.25 $1.1K - $1.25K
2.54K $238K
ET
Energy Transfer LP

Energy
281
+ 1.81%
$15.65 - $18.93 $4.4K - $5.32K
15.8K $286K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
528
+ 2.47%
$12.71 - $14.52 $6.71K - $7.67K
21.9K $305K
MO
Altria Group, Inc.

Consumer Defensive
209
+ 1.65%
$55.56 - $60.91 $11.6K - $12.7K
12.9K $757K
VZ
Verizon Communications Inc

Communication Services
113
+ 0.88%
$41.67 - $45.62 $4.71K - $5.16K
13K $562K
UWMC
Uwm Holdings Corp

Financial Services
747
+ 2.3%
$3.94 - $5.79 $2.94K - $4.33K
33.3K $137K
JNJ
Johnson & Johnson

Healthcare
38
+ 0.83%
$146.36 - $159.82 $5.56K - $6.07K
4.64K $709K
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 20 Reductions 20 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