Taylor & Morgan Wealth Management, LLC Portfolio Holdings

Taylor & Morgan Wealth Management, LLC

  • $158 Million
  • Q3 2025

Taylor & Morgan Wealth Management, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $158 Million distributed in 74 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 $30M, Ishares Core S&P 500 ETF with a value of $19.7M, Spdr Portfolio S&P 600 Small C with a value of $12.8M, Ishares Russell Mid Cap ETF with a value of $11.4M, and Apple Inc. with a value of $6.98M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $143M to 158M.

Below you can find more details about Taylor & Morgan Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $158 Million
ETFs: $120 Million
Technology: $22.4 Million
Communication Services: $5.77 Million
Consumer Cyclical: $4.63 Million
Financial Services: $1.55 Million
Healthcare: $1.1 Million
Industrials: $996,000
Consumer Defensive: $867,000
Other: $1.01 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$580M
$207,000 0.13% of portfolio
34,075
Q3 2025 Added 2.44%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $158 Million
  • Prior Value $143 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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