Taylor & Morgan Wealth Management, LLC Portfolio Holdings
Taylor & Morgan Wealth Management, LLC
- $135 Million
- Q1 2024
Taylor & Morgan Wealth Management, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $135 Million distributed in 66 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $25M, Ishares Core S&P 500 ETF with a value of $14.5M, Spdr Portfolio S&P 600 Small C with a value of $11.9M, Ishares Russell Mid Cap ETF with a value of $8.94M, and Invesco S&P 500 Equal Weight E with a value of $7.7M.
Examining the 13F form we can see an increase of $9.1M in the current position value, from $126M to 135M.
Below you can find more details about Taylor & Morgan Wealth Management, LLC portfolio as well as his latest detailed transactions.