Taylor & Morgan Wealth Management, LLC Portfolio Holdings by Sector
Taylor & Morgan Wealth Management, LLC
- $135 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY IVV SPSM IWR RSP VOE QQQ VB 36 stocks |
$101,278
75.02% of portfolio
|
  14  
|
  16  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$6,458
4.78% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO NXPI 3 stocks |
$5,436
4.03% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,433
4.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4,186
3.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$3,005
2.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BXSL 1 stocks |
$1,476
1.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1,066
0.79% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
$746
0.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$614
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$552
0.41% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$550
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$512
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Airlines | Industrials
DAL 1 stocks |
$462
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$425
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$425
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$382
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Solar | Technology
ENPH 1 stocks |
$318
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$316
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$238
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
UWMC 1 stocks |
$222
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$220
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$219
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$216
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ISR 1 stocks |
$172
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
DLTH 1 stocks |
$78
0.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|