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CIK: 0001844266
Total reported value
$208.0M
$208.0M
72 檔
34.1%
According to the latest 13F quarterly dataset, Taylor & Morgan Wealth Management, LLC managed an equity portfolio of $208.0M at the end of Q4 2024, spanning 72 distinct U.S. exchange-listed positions.
During Q4 2024, Taylor & Morgan Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 18.21% | +0.65% | -12.92% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.61% | +0.32% | -1.05% | |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 8.09% | -0.59% | -7.95% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 6.96% | -0.07% | +0.63% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.97% | +0.41% | -7.74% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 3.83% | -0.16% | -8.94% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.69% | -0.20% | -22.93% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | +0.60% | -11.55% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.86% | +0.08% | -16.78% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.75% | +0.03% | -16.52% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | +0.26% | -10.20% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.43% | -0.17% | -0.67% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.14% | -0.16% | -16.53% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | -0.23% | -11.35% | |
| 15 | BRTR | Ishares Total Return Act ETF | ETF-Other | 1.56% | -0.09% | +6.15% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.37% | +0.03% | — | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.09% | +0.03% | -7.49% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.08% | -0.07% | -8.31% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.99% | -0.06% | -2.23% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.94% | -0.09% | -0.59% | |
| 21 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.87% | +0.16% | — | |
| 22 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.83% | -0.06% | -21.52% | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.66% | +0.06% | -0.17% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.66% | -0.03% | -17.29% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | -0.03% | -4.86% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.64% | -0.01% | +10.37% | |
| 27 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.57% | — | -14.81% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | -0.01% | — | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | -0.01% | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.02% | -1.90% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | -0.01% | -0.64% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | -0.01% | -13.57% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | +0.01% | +29.37% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.46% | -0.03% | -19.96% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | -0.02% | +0.21% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.46% | -0.03% | +1.94% | |
| 37 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.42% | -0.05% | — | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.06% | -17.21% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.39% | -0.01% | -3.16% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | -0.04% | -1.72% | |
| 41 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.36% | -0.01% | — | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.36% | +0.02% | -2.91% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.35% | +0.05% | +15.46% | |
| 44 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.33% | -0.03% | -16.54% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.33% | -0.02% | -2.86% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.29% | -0.04% | +0.81% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | +0.01% | -13.66% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | -0.02% | -1.37% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.02% | +8.62% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | -0.04% | -19.09% |
According to official SEC Form 13F filings, Taylor & Morgan Wealth Management, LLC reported a total U.S. public equity portfolio value of $208.0M across 72 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, SPSM) accounted for 34.1% of total reported equity market value during Q4 2024.
During Q4 2024, Taylor & Morgan Wealth Management, LLC's top holdings by market value included SPY (18.2%)、IVV (11.6%)、SPSM (8.1%). The largest single position, SPY, represented 18.2% of total portfolio value.
In Q4 2024, Taylor & Morgan Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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