Taylor & Morgan Wealth Management, LLC Portfolio Holdings
Taylor & Morgan Wealth Management, LLC
- $139 Million
- Q2 2024
Taylor & Morgan Wealth Management, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $139 Million distributed in 64 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 $27.6M, Ishares Core S&P 500 ETF with a value of $15.6M, Spdr Portfolio S&P 600 Small C with a value of $11.7M, Ishares Russell Mid Cap ETF with a value of $8.92M, and Apple Inc. with a value of $6.63M.
Examining the 13F form we can see an increase of $4.47M in the current position value, from $135M to 139M.
Below you can find more details about Taylor & Morgan Wealth Management, LLC portfolio as well as his latest detailed transactions.