Taylor & Morgan Wealth Management, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $143 Million distributed in 70 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 $27.5M, Ishares Core S&P 500 ETF with a value of $17.9M, Spdr Portfolio S&P 600 Small C with a value of $11.8M, Ishares Russell Mid Cap ETF with a value of $10.6M, and Microsoft Corp with a value of $5.74M.
Examining the 13F form we can see an increase of $15.5M in the current position value, from $128M to 143M.
Below you can find more details about Taylor & Morgan Wealth Management, LLC portfolio as well as his latest detailed transactions.