Taylor & Morgan Wealth Management, LLC Portfolio Holdings

Taylor & Morgan Wealth Management, LLC

  • $146 Million
  • Q3 2024

Taylor & Morgan Wealth Management, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Million distributed in 71 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 $29.1M, Ishares Core S&P 500 ETF with a value of $16.4M, Spdr Portfolio S&P 600 Small C with a value of $12.7M, Ishares Russell Mid Cap ETF with a value of $9.82M, and Apple Inc. with a value of $7.12M.

Examining the 13F form we can see an increase of $6.59M in the current position value, from $139M to 146M.

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

Portfolio value $146 Million
ETFs: $111 Million
Technology: $19.6 Million
Communication Services: $5.17 Million
Consumer Cyclical: $4.86 Million
Financial Services: $1.82 Million
Healthcare: $1.01 Million
Industrials: $948,000
Utilities: $862,000
Other: $891,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$606M
$268,000 0.18% of portfolio
31,485
Q3 2024 Added 1.36%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $146 Million
  • Prior Value $139 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
Track This Portfolio

Track Taylor & Morgan Wealth Management, LLC Portfolio

Follow Taylor & Morgan Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor & Morgan Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Taylor & Morgan Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email