All Stocks Held By Taylor & Morgan Wealth Management LLC

As of 03/31/2024, we find all stocks held by Taylor & Morgan Wealth Management LLC to be as follows, presented in the table below with each row detailing each Taylor & Morgan Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Taylor & Morgan Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Taylor & Morgan Wealth Management LLC as of the latest filing.

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
PERSPECTIVE THERAPEUTICS INC	250,000	-375,000	$298
CATX	250,000	-375,000	$298
ISHARES TR (VLUE)	2,510	-116	$272
VLUE	2,510	-116	$272
VANGUARD WORLD FDS (VDC)	1,291	+5	$264
VDC	1,291	+5	$264
SELECT SECTOR SPDR TR (XLU)	4,025	+32	$264
XLU	4,025	+32	$264
VISA INC	853	-72	$238
V	853	-72	$238
NXP SEMICONDUCTORS N V	955	-132	$237
NXPI	955	-132	$237
ISHARES TR (EFG)	2,215	UNCH	$230
EFG	2,215	UNCH	$230
UWM HOLDINGS CORPORATION	30,584	+455	$222
UWMC	30,584	+455	$222
ISHARES TR (IYR)	2,458	+9	$221
IYR	2,458	+9	$221
DRAFTKINGS INC NEW	4,835	+4,835	$220
DKNG	4,835	+4,835	$220
BERKSHIRE HATHAWAY INC DEL			$217
BRK.B	516	+516	$217
VANGUARD WORLD FDS (VHT)	799	+799	$216
VHT	799	+799	$216
ISHARES TR (AGG)	2,196	-38	$215
AGG	2,196	-38	$215
VANGUARD INDEX FDS (VUG)	608	+608	$209
VUG	608	+608	$209
SELECT SECTOR SPDR TR (XLY)	1,119	UNCH	$206
XLY	1,119	UNCH	$206
DULUTH HLDGS INC	16,000	+6,000	$78
DLTH	16,000	+6,000	$78
SPDR SER TR			$0 (exited)
BIL	0	-2,508	$0
FIDELITY COMWLTH TR	0	-3,622	$0 (exited)
ONEQ	0	-3,622	$0

See Summary: Taylor & Morgan Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Taylor & Morgan Wealth Management LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
BRTR	+21,107	+$1,069
DKNG	+4,835	+$220
BRK	+516	+$217
VHT	+799	+$216
VUG	+608	+$209

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
BIL	-2,508	-$229
ONEQ	-3,622	-$215

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IJH	+22,003	+$184
IWR	+12,030	+$1,611
SPSM	+7,773	+$566
IXUS	+7,206	+$540
DLTH	+6,000	+$24
SPY	+1,039	+$2,772
JEPI	+692	+$62
VZ	+590	+$59
UWMC	+455	+$7
MSFT	+171	+$684

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
CATX	-375,000	+$47
KRE	-15,262	-$888
TFLO	-7,493	-$375
RSP	-4,069	-$115
VOE	-2,383	+$78
NEE	-1,837	-$81
BXSL	-1,575	+$122
XLF	-1,422	+$27
AAPL	-1,138	-$886

Taylor & Morgan Wealth Management LLC Info

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

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