Taylor & Morgan Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationflint, MI
- CIK0001844266
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
66 | $132.61 M | SPY, IVV, KRE, IWR | 13F-HR | Apr 8, 2025 | 000166773125000378 | ||
72 | $142.32 M | SPY, IVV, KRE, IWR | 13F-HR | Jan 15, 2025 | 000166773125000032 | ||
71 | $149.06 M | SPY, IVV, KRE, IWR | 13F-HR | Oct 24, 2024 | 000184426624000004 | ||
64 | $141.43 M | SPY, IVV, KRE, IWR | 13F-HR | Jul 16, 2024 | 000184426624000003 | ||
66 | $136.23 M | SPY, IVV, KRE, IWR | 13F-HR | Apr 15, 2024 | 000184426624000002 | ||
63 | $125.76 M | SPY, IVV, KRE, RSP | 13F-HR | Jan 10, 2024 | 000184426624000001 | ||
58 | $110.96 M | SPY, IVV, KRE, RSP | 13F-HR | Oct 5, 2023 | 000184426623000004 | ||
64 | $121.89 M | SPY, IVV, KRE, RSP | 13F-HR | Jul 13, 2023 | 000184426623000003 | ||
65 | $115.01 M | SPY, IVV, SLY, RSP | 13F-HR | Apr 6, 2023 | 000184426623000002 | ||
66 | $106.10 M | SPY, SLY, IVV, RSP | 13F-HR | Jan 17, 2023 | 000184426623000001 | ||
64 | $100.46 M | SPY, IVV, SLY, RSP | 13F-HR | Oct 12, 2022 | 000184426622000004 | ||
66 | $105.44 M | SPY, SLY, RSP, IVV | 13F-HR | Jul 8, 2022 | 000184426622000003 | ||
63 | $122.24 M | SPY, SLY, RSP, IVV | 13F-HR | Apr 18, 2022 | 000184426622000002 | ||
68 | $123.57 M | SPY, SLY, RSP, IVV | 13F-HR | Jan 21, 2022 | 000184426622000001 |