TM
| |
Taylor & Morgan Wealth Management, LLC13F | |
| Taylor & Morgan Wealth Management, LLC | |
| Last update 2025-07-07 | 70 Stocks (7 new) |
| Value $148.00 Mil | Turnover 3 % |
Taylor & Morgan Wealth Managem... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 44,485 | 27,484.9 | -0.42% | 18.550 | -0.08% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
IVV | iShares Core S&P 500 ETF | 28,863 | 17,920.8 | +4.50% | 12.100 | +0.52% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 276,366 | 11,773.2 | +7.14% | 7.950 | +0.53% | 0.100 | +16.57% | -2.16% | 11,667.3 | ||
IWR | iShares Russell Mid-Cap ETF | 115,764 | 10,646.8 | +0.31% | 7.190 | +0.02% | 0.020 | +17.12% | +6.87% | 43,057.9 | ||
MSFT | Microsoft Corp | 11,545 | 5,742.8 | +0.04% | 3.880 | 0% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 27,402 | 5,622.1 | -1.24% | 3.790 | -0.06% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VOE | Vanguard Mid-Cap Value ETF | 32,862 | 5,404.6 | -0.36% | 3.650 | -0.01% | 0.030 | +11.04% | +4.56% | 17,498.4 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 29,288 | 5,322.8 | -1.07% | 3.590 | -0.04% | 0.010 | +13.69% | +6.04% | 74,012.7 | ||
QQQ | INVESCO QQQ Trust | 8,032 | 4,430.7 | +0.71% | 2.990 | +0.02% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
NVDA | NVIDIA Corp | 26,909 | 4,251.4 | +1.19% | 2.870 | +0.03% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors |
Taylor & Morgan Wealth Management, LLC's Historical Top Holdings Breakdowns
Taylor & Morgan Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 2025-06-30 | Add Add | +0.53% | 35.35 ($40.33) 42.68 | $43.59 | 8.08% | Add 7.14% | 276,366 | 18,420 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.52% | 498.8 ($573.99) 620.9 | $630.67 | 9.87% | Add 4.5% | 28,863 | 1,242 | |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2025-06-30 | New Buy New Buy | +0.28% | 44.89 ($51.5) 54.38 | $55.62 | 8.00% | New holding | 7,658 | 7,658 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Sold Out Sold Out | -0.22% | 274.35 ($384.44) 599.47 | $282.65 | -26.48% | Sold Out | 0 | -552 | |
NFLX | Netflix Inc | 2025-06-30 | New Buy New Buy | +0.17% | 855.86 ($1127.52) 1339.13 | $1,209.24 | 7.25% | New holding | 185 | 185 | |
GE | GE Aerospace | 2025-06-30 | New Buy New Buy | +0.16% | 166.81 ($219.12) 257.39 | $263.27 | 20.15% | New holding | 948 | 948 | |
ORCL | Oracle Corp | 2025-06-30 | New Buy New Buy | +0.16% | 122.82 ($161.13) 218.63 | $245.45 | 52.33% | New holding | 1,093 | 1,093 | |
VHT | Vanguard Health Care ETF | 2025-06-30 | Sold Out Sold Out | -0.16% | 236.71 ($247.43) 264.73 | $243.33 | -1.66% | Sold Out | 0 | -803 | |
ADBE | Adobe Inc | 2025-06-30 | Sold Out Sold Out | -0.16% | 340 ($385.29) 420.68 | $365.79 | -5.06% | Sold Out | 0 | -543 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | New Buy New Buy | +0.15% | 90.56 ($103.39) 109.49 | $111.87 | 8.20% | New holding | 2,060 | 2,060 |
Taylor & Morgan Wealth Management, LLC Total Holding History ($B)
Taylor & Morgan Wealth Management, LLC's Asset Allocation
Taylor & Morgan Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Taylor & Morgan Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Taylor & Morgan Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Taylor & Morgan Wealth Management, LLC's Holdings Heat Map
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Taylor & Morgan Wealth Management, LLC's Holdings Bubble Chart
Taylor & Morgan Wealth Management, LLC News
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