Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR S&P 500 ETF TR (SPY) | 47,717 | +1,039 | $24,959 |
SPY | 47,717 | +1,039 | $24,959 |
ISHARES TR (IVV) | 27,550 | +147 | $14,484 |
IVV | 27,550 | +147 | $14,484 |
SPDR SER TR (SPSM) | 276,884 | +7,773 | $11,917 |
SPSM | 276,884 | +7,773 | $11,917 |
ISHARES TR (IWR) | 106,318 | +12,030 | $8,940 |
IWR | 106,318 | +12,030 | $8,940 |
INVESCO EXCHANGE TRADED FD T (RSP) | 45,478 | -4,069 | $7,703 |
RSP | 45,478 | -4,069 | $7,703 |
VANGUARD INDEX FDS (VOE) | 38,868 | -2,383 | $6,060 |
VOE | 38,868 | -2,383 | $6,060 |
MICROSOFT CORP | 13,871 | +171 | $5,836 |
MSFT | 13,871 | +171 | $5,836 |
APPLE INC | 31,684 | -1,138 | $5,433 |
AAPL | 31,684 | -1,138 | $5,433 |
AMAZON COM INC | 23,211 | -164 | $4,187 |
AMZN | 23,211 | -164 | $4,187 |
INVESCO QQQ TR | 9,334 | -193 | $4,144 |
QQQ | 9,334 | -193 | $4,144 |
VANGUARD INDEX FDS (VB) | 14,637 | UNCH | $3,346 |
VB | 14,637 | UNCH | $3,346 |
ALPHABET INC | 19,913 | -146 | $3,005 |
GOOGL | 19,913 | -146 | $3,005 |
NVIDIA CORPORATION | 3,299 | -229 | $2,981 |
NVDA | 3,299 | -229 | $2,981 |
BROADCOM INC | 1,675 | -44 | $2,220 |
AVGO | 1,675 | -44 | $2,220 |
SPDR SER TR (KRE) | 41,101 | -15,262 | $2,067 |
KRE | 41,101 | -15,262 | $2,067 |
ISHARES TR (IXUS) | 24,472 | +7,206 | $1,661 |
IXUS | 24,472 | +7,206 | $1,661 |
ISHARES TR (IJH) | 27,329 | +22,003 | $1,660 |
IJH | 27,329 | +22,003 | $1,660 |
BLACKSTONE SECD LENDING FD | 47,396 | -1,575 | $1,476 |
BXSL | 47,396 | -1,575 | $1,476 |
ISHARES TR (IWP) | 11,622 | -565 | $1,327 |
IWP | 11,622 | -565 | $1,327 |
VANGUARD INDEX FDS (VO) | 5,157 | UNCH | $1,289 |
VO | 5,157 | UNCH | $1,289 |
SPDR SER TR (SLYV) | 14,481 | -1,019 | $1,201 |
SLYV | 14,481 | -1,019 | $1,201 |
BLACKROCK ETF TRUST II (BRTR) | 21,107 | +21,107 | $1,069 |
BRTR | 21,107 | +21,107 | $1,069 |
VANGUARD TAX MANAGED FDS (VEA) | 19,842 | -768 | $995 |
VEA | 19,842 | -768 | $995 |
ISHARES TR (TFLO) | 15,384 | -7,493 | $780 |
TFLO | 15,384 | -7,493 | $780 |
SELECT SECTOR SPDR TR (XLF) | 17,774 | -1,422 | $749 |
XLF | 17,774 | -1,422 | $749 |
DEERE & CO | 1,817 | -122 | $746 |
DE | 1,817 | -122 | $746 |
AT&T INC | 40,321 | +133 | $710 |
T | 40,321 | +133 | $710 |
VANGUARD BD INDEX FDS (BND) | 9,546 | -224 | $693 |
BND | 9,546 | -224 | $693 |
SELECT SECTOR SPDR TR (XLK) | 3,253 | -216 | $677 |
XLK | 3,253 | -216 | $677 |
VANGUARD WHITEHALL FDS (VYM) | 5,479 | +26 | $663 |
VYM | 5,479 | +26 | $663 |
ADOBE INC | 1,236 | -44 | $624 |
ADBE | 1,236 | -44 | $624 |
NEXTERA ENERGY INC | 9,613 | -1,837 | $614 |
NEE | 9,613 | -1,837 | $614 |
VANGUARD ADMIRAL FDS INC (VIOO) | 5,995 | -206 | $608 |
VIOO | 5,995 | -206 | $608 |
SPDR GOLD TR (GLD) | 2,869 | UNCH | $590 |
GLD | 2,869 | UNCH | $590 |
VANGUARD INDEX FDS (VBR) | 3,074 | -303 | $590 |
VBR | 3,074 | -303 | $590 |
ISHARES TR (IWF) | 1,680 | +4 | $566 |
IWF | 1,680 | +4 | $566 |
ISHARES TR (EEM) | 13,451 | -210 | $553 |
EEM | 13,451 | -210 | $553 |
JOHNSON & JOHNSON | 3,479 | +25 | $550 |
JNJ | 3,479 | +25 | $550 |
VANGUARD SPECIALIZED FUNDS (VIG) | 2,955 | -160 | $540 |
VIG | 2,955 | -160 | $540 |
ALTRIA GROUP INC | 11,741 | -240 | $512 |
MO | 11,741 | -240 | $512 |
J P MORGAN EXCHANGE TRADED F (JEPI) | 8,387 | +692 | $485 |
JEPI | 8,387 | +692 | $485 |
DELTA AIR LINES INC DEL | 9,667 | -1,028 | $463 |
DAL | 9,667 | -1,028 | $463 |
DISNEY WALT CO | 3,479 | -174 | $426 |
DIS | 3,479 | -174 | $426 |
MGM RESORTS INTERNATIONAL | 9,007 | UNCH | $425 |
MGM | 9,007 | UNCH | $425 |
VANGUARD WORLD FDS (VGT) | 732 | UNCH | $384 |
VGT | 732 | UNCH | $384 |
UNITEDHEALTH GROUP INC | 773 | +1 | $382 |
UNH | 773 | +1 | $382 |
VERIZON COMMUNICATIONS INC | 8,531 | +590 | $358 |
VZ | 8,531 | +590 | $358 |
VANGUARD INDEX FDS (VOO) | 715 | +157 | $344 |
VOO | 715 | +157 | $344 |
ENPHASE ENERGY INC | 2,635 | -150 | $319 |
ENPH | 2,635 | -150 | $319 |
PROLOGIS INC. | 2,430 | -30 | $316 |
PLD | 2,430 | -30 | $316 |
See Full List: All Stocks Held By Taylor & Morgan Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Taylor & Morgan Wealth Management LLC
Size ($ in 1000's)
At 03/31/2024: $136,234 At 12/31/2023: $125,755 Taylor & Morgan Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Taylor & Morgan Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |