Sponsored

The Analysis of Taylor & Morgan Wealth Management, LLC's Holdings & P&L

Currently, Taylor & Morgan Wealth Management, LLC holds 79 types of securities in its portfolio with a total value $175.3M. In the most recent quarter, they have increased their positions in BOND (+14.5K shares, valued at $1.3M), SPY (+1.6K shares, valued at $1.1M), IWR (+6.8K shares, valued at $656.7K); decreased their positions in NVDA (-1.8K shares, valued at $320.9K), CATX (-68.0K shares, valued at $283.6K), AAPL (-1.1K shares, valued at $267.0K); initiated new positions in N/A (+523 shares, valued at $250.6K), PG (+1.6K shares, valued at $229.1K), N/A (+554 shares, valued at $217.0K).

1M P&L

+3.1M+1.89%

3M P&L

-2.6M-1.52%

HY P&L

+4.3M+2.64%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A129.9M

83.1%

2Consumer Electronics6.5M

4.2%

3Semiconductors4.3M

2.8%

Top Industries by Stock Count

1N/A49 stocks

69.0%

2Telecom Services2 stocks

2.8%

3Software - Infrastructure2 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T47.9K shares3.51%2026-03-312026-04-09

IVV ISHARES TR29.0K shares2.19%2026-03-312026-04-09

SPSM SPDR SERIES TRUST285.1K shares2.79%2026-03-312026-04-09

IWR ISHARES TR127.7K shares5.58%2026-03-312026-04-09

AAPL APPLE INC25.6K shares-3.95%2026-03-312026-04-09

VOE VANGUARD INDEX FDS31.1K shares-2.63%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T26.0K shares-1.38%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR8.0K shares-4.39%2026-03-312026-04-09

Sponsored

BOND PIMCO ETF TR49.6K shares41.25%2026-03-312026-04-09

NVDA NVIDIA CORPORATION24.9K shares-6.87%2026-03-312026-04-09

ALPHABET INC ALPHABET INC14.9K shares-2.48%2026-03-312026-04-09

MSFT MICROSOFT CORP11.0K shares-2.13%2026-03-312026-04-09

GLD SPDR GOLD TR9.2K shares-0.76%2026-03-312026-04-09

BROADCOM INC BROADCOM INC11.8K shares-4.46%2026-03-312026-04-09

VB VANGUARD INDEX FDS13.4K shares0.02%2026-03-312026-04-09

AMZN AMAZON COM INC16.6K shares-3.32%2026-03-312026-04-09

Sponsored

IXUS ISHARES TR36.5K shares10.83%2026-03-312026-04-09

MUNI PIMCO ETF TR56.3K shares0.00%2026-03-312026-04-09

PYLD PIMCO ETF TR110.7K shares14.58%2026-03-312026-04-09

BRTR BLACKROCK ETF TRUST II43.8K shares-1.17%2026-03-312026-04-09

IJH ISHARES TR24.1K shares2.00%2026-03-312026-04-09

VO VANGUARD INDEX FDS4.9K shares-1.65%2026-03-312026-04-09

IWP ISHARES TR10.2K shares-2.11%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS19.1K shares-2.43%2026-03-312026-04-09

Sponsored

EEM ISHARES TR20.2K shares52.84%2026-03-312026-04-09

T AT&T INC38.9K shares0.77%2026-03-312026-04-09

KRE SPDR SERIES TRUST16.8K shares0.09%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON4.2K shares-10.14%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS6.9K shares26.36%2026-03-312026-04-09

SLV ISHARES SILVER TR14.8K shares0.33%2026-03-312026-04-09

EFG ISHARES TR8.9K shares20.16%2026-03-312026-04-09

MO ALTRIA GROUP INC13.6K shares1.77%2026-03-312026-04-09

Sponsored

IWF ISHARES TR1.8K shares0.00%2026-03-312026-04-09

XLF SELECT SECTOR SPDR TR15.4K shares-14.46%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares-5.13%2026-03-312026-04-09

SPMD SPDR SERIES TRUST12.2K shares-9.18%2026-03-312026-04-09

JEPI J P MORGAN EXCHANGE TRADED F12.6K shares-0.51%2026-03-312026-04-09

SLYV SPDR SERIES TRUST7.5K shares0.00%2026-03-312026-04-09

BND VANGUARD BD INDEX FDS9.2K shares0.54%2026-03-312026-04-09

ARKB ARK 21SHARES BITCOIN ETF29.5K shares-26.36%2026-03-312026-04-09

Sponsored

VZ VERIZON COMMUNICATIONS INC13.2K shares-0.62%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR4.6K shares-8.67%2026-03-312026-04-09

VXF VANGUARD INDEX FDS2.9K shares-2.44%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS2.7K shares-13.02%2026-03-312026-04-09

GDX VANECK ETF TRUST6.4K shares0.00%2026-03-312026-04-09

NEE NEXTERA ENERGY INC6.3K shares0.34%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC2.0K shares-6.66%2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR11.7K shares4.27%2026-03-312026-04-09

Sponsored

VIOO VANGUARD ADMIRAL FDS INC4.6K shares-1.85%2026-03-312026-04-09

SCHX SCHWAB STRATEGIC TR20.2K shares1.61%2026-03-312026-04-09

VBR VANGUARD INDEX FDS2.3K shares-0.39%2026-03-312026-04-09

TSLA TESLA INC1.3K shares-22.79%2026-03-312026-04-09

VTI VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-09

GBTC GRAYSCALE BITCOIN TRUST ETF8.3K shares0.00%2026-03-312026-04-09

IJR ISHARES TR3.4K shares-1.32%2026-03-312026-04-09

BXSL BLACKSTONE SECD LENDING FD16.8K shares-17.03%2026-03-312026-04-09

Sponsored

VLUE ISHARES TR2.6K shares0.46%2026-03-312026-04-09

VUG VANGUARD INDEX FDS851 shares-0.35%2026-03-312026-04-09

DAL DELTA AIR LINES INC5.6K shares-15.52%2026-03-312026-04-09

VGT VANGUARD WORLD FD515 shares-2.46%2026-03-312026-04-09

VOT VANGUARD INDEX FDS1.3K shares11.02%2026-03-312026-04-09

ET ENERGY TRANSFER L P16.7K shares1.75%2026-03-312026-04-09

TFLO ISHARES TR5.9K shares-7.69%2026-03-312026-04-09

DE DEERE & CO507 shares0.00%2026-03-312026-04-09

Sponsored

PTY PIMCO CORPORATE & INCOME OPP23.7K shares2.68%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL523 sharesnew addition2026-03-312026-04-09

IBIT ISHARES BITCOIN TRUST ETF6.5K shares-13.59%2026-03-312026-04-09

IYR ISHARES TR2.6K shares0.31%2026-03-312026-04-09

AGG ISHARES TR2.4K shares-0.92%2026-03-312026-04-09

PLD PROLOGIS INC.1.8K shares-2.48%2026-03-312026-04-09

PG PROCTER & GAMBLE CO1.6K sharesnew addition2026-03-312026-04-09

ONEQ FIDELITY COMWLTH TR2.7K shares0.00%2026-03-312026-04-09

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL554 sharesnew addition2026-03-312026-04-09

AWI ARMSTRONG WORLD INDS INC NEW1.3K shares-15.67%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC1.5K shares9.78%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE707 shares-12.28%2026-03-312026-04-09

DLTH DULUTH HLDGS INC50.0K shares61.29%2026-03-312026-04-09

UWMC UWM HOLDINGS CORPORATION35.5K shares2.15%2026-03-312026-04-09

CATX PERSPECTIVE THERAPEUTICS INC29.0K shares-70.10%2026-03-312026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

3.51%

Shares47.9K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

2.19%

Shares29.0K

Event2026-03-31

Filed2026-04-09

SPSM

SPDR SERIES TRUST

2.79%

Shares285.1K

Event2026-03-31

Filed2026-04-09

IWR

ISHARES TR

5.58%

Shares127.7K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-3.95%

Shares25.6K

Event2026-03-31

Filed2026-04-09

VOE

VANGUARD INDEX FDS

-2.63%

Shares31.1K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

-1.38%

Shares26.0K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-4.39%

Shares8.0K

Event2026-03-31

Filed2026-04-09

BOND

PIMCO ETF TR

41.25%

Shares49.6K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-6.87%

Shares24.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-2.48%

Shares14.9K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-2.13%

Shares11.0K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

-0.76%

Shares9.2K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

-4.46%

Shares11.8K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.02%

Shares13.4K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-3.32%

Shares16.6K

Event2026-03-31

Filed2026-04-09

IXUS

ISHARES TR

10.83%

Shares36.5K

Event2026-03-31

Filed2026-04-09

MUNI

PIMCO ETF TR

0.00%

Shares56.3K

Event2026-03-31

Filed2026-04-09

PYLD

PIMCO ETF TR

14.58%

Shares110.7K

Event2026-03-31

Filed2026-04-09

BRTR

BLACKROCK ETF TRUST II

-1.17%

Shares43.8K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

2.00%

Shares24.1K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-1.65%

Shares4.9K

Event2026-03-31

Filed2026-04-09

IWP

ISHARES TR

-2.11%

Shares10.2K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

-2.43%

Shares19.1K

Event2026-03-31

Filed2026-04-09

EEM

ISHARES TR

52.84%

Shares20.2K

Event2026-03-31

Filed2026-04-09

AT&T INC

0.77%

Shares38.9K

Event2026-03-31

Filed2026-04-09

KRE

SPDR SERIES TRUST

0.09%

Shares16.8K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

-10.14%

Shares4.2K

Event2026-03-31

Filed2026-04-09

VYM

VANGUARD WHITEHALL FDS

26.36%

Shares6.9K

Event2026-03-31

Filed2026-04-09

SLV

ISHARES SILVER TR

0.33%

Shares14.8K

Event2026-03-31

Filed2026-04-09

EFG

ISHARES TR

20.16%

Shares8.9K

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

1.77%

Shares13.6K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

XLF

SELECT SECTOR SPDR TR

-14.46%

Shares15.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-5.13%

Shares1.2K

Event2026-03-31

Filed2026-04-09

SPMD

SPDR SERIES TRUST

-9.18%

Shares12.2K

Event2026-03-31

Filed2026-04-09

JEPI

J P MORGAN EXCHANGE TRADED F

-0.51%

Shares12.6K

Event2026-03-31

Filed2026-04-09

SLYV

SPDR SERIES TRUST

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-09

BND

VANGUARD BD INDEX FDS

0.54%

Shares9.2K

Event2026-03-31

Filed2026-04-09

ARKB

ARK 21SHARES BITCOIN ETF

-26.36%

Shares29.5K

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS INC

-0.62%

Shares13.2K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

-8.67%

Shares4.6K

Event2026-03-31

Filed2026-04-09

VXF

VANGUARD INDEX FDS

-2.44%

Shares2.9K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

-13.02%

Shares2.7K

Event2026-03-31

Filed2026-04-09

GDX

VANECK ETF TRUST

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-09

NEE

NEXTERA ENERGY INC

0.34%

Shares6.3K

Event2026-03-31

Filed2026-04-09

UNH

UNITEDHEALTH GROUP INC

-6.66%

Shares2.0K

Event2026-03-31

Filed2026-04-09

XLU

SELECT SECTOR SPDR TR

4.27%

Shares11.7K

Event2026-03-31

Filed2026-04-09

VIOO

VANGUARD ADMIRAL FDS INC

-1.85%

Shares4.6K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWAB STRATEGIC TR

1.61%

Shares20.2K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

-0.39%

Shares2.3K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

-22.79%

Shares1.3K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

-1.32%

Shares3.4K

Event2026-03-31

Filed2026-04-09

BXSL

BLACKSTONE SECD LENDING FD

-17.03%

Shares16.8K

Event2026-03-31

Filed2026-04-09

VLUE

ISHARES TR

0.46%

Shares2.6K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

-0.35%

Shares851

Event2026-03-31

Filed2026-04-09

DAL

DELTA AIR LINES INC

-15.52%

Shares5.6K

Event2026-03-31

Filed2026-04-09

VGT

VANGUARD WORLD FD

-2.46%

Shares515

Event2026-03-31

Filed2026-04-09

VOT

VANGUARD INDEX FDS

11.02%

Shares1.3K

Event2026-03-31

Filed2026-04-09

ENERGY TRANSFER L P

1.75%

Shares16.7K

Event2026-03-31

Filed2026-04-09

TFLO

ISHARES TR

-7.69%

Shares5.9K

Event2026-03-31

Filed2026-04-09

DEERE & CO

0.00%

Shares507

Event2026-03-31

Filed2026-04-09

PTY

PIMCO CORPORATE & INCOME OPP

2.68%

Shares23.7K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

New

Shares523

Event2026-03-31

Filed2026-04-09

IBIT

ISHARES BITCOIN TRUST ETF

-13.59%

Shares6.5K

Event2026-03-31

Filed2026-04-09

IYR

ISHARES TR

0.31%

Shares2.6K

Event2026-03-31

Filed2026-04-09

AGG

ISHARES TR

-0.92%

Shares2.4K

Event2026-03-31

Filed2026-04-09

PLD

PROLOGIS INC.

-2.48%

Shares1.8K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

New

Shares1.6K

Event2026-03-31

Filed2026-04-09

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-09

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares554

Event2026-03-31

Filed2026-04-09

AWI

ARMSTRONG WORLD INDS INC NEW

-15.67%

Shares1.3K

Event2026-03-31

Filed2026-04-09

PLTR

PALANTIR TECHNOLOGIES INC

9.78%

Shares1.5K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

-12.28%

Shares707

Event2026-03-31

Filed2026-04-09

DLTH

DULUTH HLDGS INC

61.29%

Shares50.0K

Event2026-03-31

Filed2026-04-09

UWMC

UWM HOLDINGS CORPORATION

2.15%

Shares35.5K

Event2026-03-31

Filed2026-04-09

CATX

PERSPECTIVE THERAPEUTICS INC

-70.10%

Shares29.0K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available