Taylor & Morgan Wealth Management, LLC
Q1 2025 13F Holdings
- Locationflint, MI
- Num holdings
66
- Value ($000)
$132,614
- Date Filed04/08/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $24.99 M | 19 % | 44,672 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $15.52 M | 12 % | 27,621 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $10.51 M | 8 % | 257,946 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $9.82 M | 7 % | 115,407 | ||
AAPL APPLE INC | COM | 037833100 | $6.16 M | 5 % | 27,746 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $5.29 M | 4 % | 32,982 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5.13 M | 4 % | 29,605 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.33 M | 3 % | 11,540 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $3.74 M | 3 % | 7,975 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.34 M | 3 % | 17,551 |
Rows Per Page
10
- 10
- 50
- 100