Taylor & Morgan Wealth Management, LLC Portfolio Holdings by Sector
Taylor & Morgan Wealth Management, LLC
- $138 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY IVV SPSM IWR VOE RSP QQQ VB 39 stocks |
$103,629
75.04% of portfolio
|
  13  
|
  22  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7,067
5.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$6,479
4.69% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$5,222
3.78% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,919
2.84% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$3,271
2.37% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1,450
1.05% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BXSL PTY BX 3 stocks |
$1,357
0.98% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$661
0.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$651
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$573
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$547
0.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$545
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Airlines | Industrials
DAL 1 stocks |
$466
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR VTI 2 stocks |
$438
0.32% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$306
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$299
0.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$270
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$252
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$219
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$211
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
UWMC 1 stocks |
$187
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
DLTH 1 stocks |
$83
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|