Taylor & Morgan Wealth Management, LLC
Q4 2024 13F Holdings
- Locationflint, MI
- Num holdings
72
- Value ($000)
$142,318
- Date Filed01/15/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $25.91 M | 18 % | 44,211 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $16.53 M | 12 % | 28,080 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $11.52 M | 8 % | 256,349 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $9.91 M | 7 % | 112,065 | ||
AAPL APPLE INC | COM | 037833100 | $7.07 M | 5 % | 28,224 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $5.45 M | 4 % | 33,680 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5.25 M | 4 % | 29,934 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.97 M | 4 % | 11,792 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.07 M | 3 % | 7,971 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.92 M | 3 % | 17,865 |
Rows Per Page
10
- 10
- 50
- 100