Taylor & Morgan Wealth Management, LLC Reduced Holdings in Q3 2024

Taylor & Morgan Wealth Management, LLC

  • $146 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-1.38K
- 6.04%
$161.02 - $200.0 $222K - $275K
21.4K $3.99M
BXSL
Blackstone Secured Lending Fund

Financial Services
-12.2K
- 29.36%
$28.75 - $31.59 $351K - $386K
29.4K $861K
MSFT
Microsoft Corp

Technology
-356
- 2.6%
$395.15 - $467.56 $141K - $166K
13.3K $5.74M
GOOGL
Alphabet Inc.

Communication Services
-361
- 1.84%
$148.65 - $191.18 $53.7K - $69K
19.3K $3.2M
TFLO
Ishares Treasury Floating Rate

ETFs
-4.24K
- 29.27%
$50.42 - $50.66 $214K - $215K
10.2K $518K
NVDA
Nvidia Corp

Technology
-1.16K
- 3.75%
$98.91 - $134.91 $115K - $156K
29.8K $3.62M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.15K
- 17.44%
$54.98 - $59.51 $228K - $247K
19.7K $1.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-399
- 4.0%
$434.77 - $502.96 $173K - $201K
9.58K $4.67M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.5K
- 13.71%
$77.23 - $87.97 $116K - $132K
9.44K $819K
VBR
Vanguard Small Cap Value ETF

ETFs
-363
- 13.07%
$179.99 - $201.6 $65.3K - $73.2K
2.41K $484K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-37
- 5.78%
$475.2 - $527.7 $17.6K - $19.5K
603 $318K
PLD
Prologis, Inc.

Real Estate
-260
- 10.94%
$111.95 - $132.43 $29.1K - $34.4K
2.12K $267K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-61
- 2.75%
$96.25 - $101.98 $5.87K - $6.22K
2.15K $218K
DAL
Delta Air Lines, Inc.

Industrials
-188
- 1.99%
$37.32 - $51.8 $7.02K - $9.74K
9.24K $469K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-300
- 5.0%
$97.19 - $109.09 $29.2K - $32.7K
5.7K $616K
DE
Deere & CO

Industrials
-40
- 3.36%
$344.84 - $418.0 $13.8K - $16.7K
1.15K $479K
UNH
Unitedhealth Group Inc

Healthcare
-24
- 3.1%
$488.01 - $604.18 $11.7K - $14.5K
749 $437K
VEA
Vanguard Ftse Developed Market

ETFs
-96
- 0.47%
$47.6 - $53.31 $4.57K - $5.12K
20.5K $1.08M
IWP
Ishares Russell Mid Cap Growth

ETFs
-75
- 0.65%
$103.87 - $117.59 $7.79K - $8.82K
11.4K $1.34M
KRE
Spdr S&P Regional Banking ETF

ETFs
-781
- 3.05%
$47.94 - $59.23 $37.4K - $46.3K
24.9K $1.41M
VB
Vanguard Small Cap ETF

ETFs
-97
- 0.67%
$214.77 - $237.72 $20.8K - $23.1K
14.5K $3.43M
AAPL
Apple Inc.

Technology
-907
- 2.88%
$207.23 - $234.82 $188K - $213K
30.6K $7.12M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-487
- 1.24%
$162.83 - $179.16 $79.3K - $87.3K
38.8K $6.96M
VOE
Vanguard Mid Cap Value Index F

ETFs
-369
- 0.99%
$149.02 - $167.67 $55K - $61.9K
37K $6.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-75
- 0.26%
$520.18 - $576.82 $39K - $43.3K
28.4K $16.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.54K
- 0.9%
$41.02 - $46.01 $104K - $117K
278K $12.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.02%
$517.38 - $573.86 $4.14K - $4.59K
50.8K $29.1M
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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