The Analysis of Taylor & Morgan Wealth Management, LLC's Holdings
Currently, Taylor & Morgan Wealth Management, LLC holds 80 types of securities in its portfolio with a total value $178.4M. In the most recent quarter, they have increased their positions in MUNI (+50.6K shares, valued at $2.7M), GLD (+6.2K shares, valued at $2.4M), PYLD (+44.5K shares, valued at $1.2M); decreased their positions in IVV (-986 shares, valued at $675.4K), N/A (-716 shares, valued at $224.1K), AAPL (-762 shares, valued at $207.2K); initiated new positions in ARKB (+40.1K shares, valued at $1.2M), SLV (+14.8K shares, valued at $950.9K), VXF (+3.0K shares, valued at $617.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR46.3K shares3.00%2025-12-312026-01-16
IVV ISHARES TR28.4K shares-3.36%2025-12-312026-01-16 SPSM SPDR SERIES TRUST277.3K shares0.51%2025-12-312026-01-16 IWR ISHARES TR121.0K shares2.78%2025-12-312026-01-16 AAPL APPLE INC26.7K shares-2.78%2025-12-312026-01-16 VOE VANGUARD INDEX FDS31.9K shares-2.27%2025-12-312026-01-16 MSFT MICROSOFT CORP11.2K shares-3.15%2025-12-312026-01-16 NVDA NVIDIA CORPORATION26.8K shares-1.37%2025-12-312026-01-16 ALPHABET INC ALPHABET INC15.3K shares-4.47%2025-12-312026-01-16 BROADCOM INC BROADCOM INC12.4K shares2.52%2025-12-312026-01-16 AMZN AMAZON COM INC17.2K shares-2.06%2025-12-312026-01-16 GLD SPDR GOLD TR9.2K shares200.62%2025-12-312026-01-16 VB VANGUARD INDEX FDS13.4K shares0.04%2025-12-312026-01-16 BOND PIMCO ETF TR35.1K shares31.70%2025-12-312026-01-16 MUNI PIMCO ETF TR56.3K shares881.56%2025-12-312026-01-16 IXUS ISHARES TR32.9K shares16.97%2025-12-312026-01-16 PYLD PIMCO ETF TR96.6K shares85.30%2025-12-312026-01-16 BRTR BLACKROCK ETF TRUST II44.3K shares-1.38%2025-12-312026-01-16 IJH ISHARES TR23.7K shares0.76%2025-12-312026-01-16 VO VANGUARD INDEX FDS5.0K shares0.00%2025-12-312026-01-16 IWP ISHARES TR10.5K shares-0.04%2025-12-312026-01-16 VEA VANGUARD TAX-MANAGED FDS19.6K shares-1.10%2025-12-312026-01-16 ARKB ARK 21SHARES BITCOIN ETF40.1K sharesnew addition2025-12-312026-01-16 KRE SPDR SERIES TRUST16.8K shares-5.54%2025-12-312026-01-16 XLF SELECT SECTOR SPDR TR18.1K shares-0.06%2025-12-312026-01-16 JNJ JOHNSON & JOHNSON4.7K shares0.62%2025-12-312026-01-16 T AT&T INC38.6K shares0.83%2025-12-312026-01-16 SLV ISHARES SILVER TR14.8K sharesnew addition2025-12-312026-01-16 IWF ISHARES TR1.8K shares0.00%2025-12-312026-01-16 EFG ISHARES TR7.4K shares1.60%2025-12-312026-01-16 VYM VANGUARD WHITEHALL FDS5.5K shares0.55%2025-12-312026-01-16 SPMD SPDR SERIES TRUST13.5K shares14.92%2025-12-312026-01-16 TSLA TESLA INC1.7K shares13.42%2025-12-312026-01-16 MO ALTRIA GROUP INC13.3K shares1.53%2025-12-312026-01-16 JEPI J P MORGAN EXCHANGE TRADED F12.7K shares-12.71%2025-12-312026-01-16 EEM ISHARES TR13.2K shares0.53%2025-12-312026-01-16 XLK SELECT SECTOR SPDR TR5.0K shares96.40%2025-12-312026-01-16 UNH UNITEDHEALTH GROUP INC2.2K shares227.23%2025-12-312026-01-16 VIG VANGUARD SPECIALIZED FUNDS3.2K shares3.99%2025-12-312026-01-16 BND VANGUARD BD INDEX FDS9.2K shares0.45%2025-12-312026-01-16 SLYV SPDR SERIES TRUST7.5K shares0.00%2025-12-312026-01-16 VXF VANGUARD INDEX FDS3.0K sharesnew addition2025-12-312026-01-16 GBTC GRAYSCALE BITCOIN TRUST ETF8.3K sharesnew addition2025-12-312026-01-16 GDX VANECK ETF TRUST6.4K sharesnew addition2025-12-312026-01-16 VZ VERIZON COMMUNICATIONS INC13.3K shares0.99%2025-12-312026-01-16 SCHX SCHWAB STRATEGIC TR19.8K sharesnew addition2025-12-312026-01-16 BXSL BLACKSTONE SECD LENDING FD20.2K shares0.44%2025-12-312026-01-16 VIOO VANGUARD ADMIRAL FDS INC4.7K shares0.00%2025-12-312026-01-16 NEE NEXTERA ENERGY INC6.2K shares-7.12%2025-12-312026-01-16 VTI VANGUARD INDEX FDS1.5K shares1.30%2025-12-312026-01-16 VBR VANGUARD INDEX FDS2.3K shares0.69%2025-12-312026-01-16 XLU SELECT SECTOR SPDR TR11.2K shares101.46%2025-12-312026-01-16 DAL DELTA AIR LINES INC DEL6.6K shares-17.75%2025-12-312026-01-16 VUG VANGUARD INDEX FDS854 shares-3.39%2025-12-312026-01-16 IJR ISHARES TR3.4K shares10.44%2025-12-312026-01-16 VGT VANGUARD WORLD FD528 shares-16.46%2025-12-312026-01-16 IBIT ISHARES BITCOIN TRUST ETF7.5K shares14.04%2025-12-312026-01-16 VLUE ISHARES TR2.6K shares0.57%2025-12-312026-01-16 TFLO ISHARES TR6.4K shares0.27%2025-12-312026-01-16 VOT VANGUARD INDEX FDS1.1K shares5.15%2025-12-312026-01-16 V VISA INC855 shares6.08%2025-12-312026-01-16 AWI ARMSTRONG WORLD INDS INC NEW1.6K sharesnew addition2025-12-312026-01-16 PTY PIMCO CORPORATE & INCOME OPP23.0K shares2.51%2025-12-312026-01-16 ET ENERGY TRANSFER L P16.4K shares1.96%2025-12-312026-01-16 CATX PERSPECTIVE THERAPEUTICS INC97.0K shares6.59%2025-12-312026-01-16 GE AEROSPACE GE AEROSPACE806 shares-13.43%2025-12-312026-01-16 ONEQ FIDELITY COMWLTH TR2.7K shares0.00%2025-12-312026-01-16 IYR ISHARES TR2.6K shares0.90%2025-12-312026-01-16 PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-12-312026-01-16 AGG ISHARES TR2.4K sharesnew addition2025-12-312026-01-16 DE DEERE & CO507 shares-11.67%2025-12-312026-01-16 PLD PROLOGIS INC.1.8K shares-9.63%2025-12-312026-01-16 ORCL ORACLE CORP1.2K shares0.00%2025-12-312026-01-16 MA MASTERCARD INCORPORATED392 sharesnew addition2025-12-312026-01-16 CEG CONSTELLATION ENERGY CORP569 sharesnew addition2025-12-312026-01-16 UWMC UWM HOLDINGS CORPORATION34.7K shares1.89%2025-12-312026-01-16 DLTH DULUTH HLDGS INC31.0K shares29.17%2025-12-312026-01-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available