Taylor & Morgan Wealth Management, LLC
Q2 2025 13F Holdings
- Locationflint, MI
- Num holdings
70
- Value ($000)
$148,148
- Date Filed07/07/2025
- Form type13F-HR
- CIK0001844266
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $27.48 M | 19 % | 44,485 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $17.92 M | 12 % | 28,863 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $11.77 M | 8 % | 276,366 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $10.65 M | 7 % | 115,764 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.74 M | 4 % | 11,545 | ||
AAPL APPLE INC | COM | 037833100 | $5.62 M | 4 % | 27,402 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $5.40 M | 4 % | 32,862 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5.32 M | 4 % | 29,288 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.43 M | 3 % | 8,032 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.25 M | 3 % | 26,909 |
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