News + Filings Holdings
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Taylor & Morgan Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| TFLO | Common | 25,845 | 4,529 | 1,311,375,000 | 231,293,000 | 1.18 | |
Hist
| 09/30/2023 |
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SPDR SERIES TRUST
| KRE | Common | 74,483 | 1,093 | 3,111,172,000 | 114,655,000 | 2.80 | |
Hist
| 09/30/2023 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 3,039 | 240 | 521,037,000 | 22,059,000 | 0.47 | |
Hist
| 09/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 3,223 | 163 | 500,829,000 | 3,813,000 | 0.45 | |
Hist
| 09/30/2023 |
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ALTRIA GROUP, INC.
| MO | Common | 11,735 | 715 | 493,452,000 | -5,743,000 | 0.44 | |
Hist
| 09/30/2023 |
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VISA INC.
| V | CL A | 924 | 1 | 212,504,000 | -6,645,000 | 0.19 | |
Hist
| 09/30/2023 |
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SSGA FUNDS MANAGEMENT INC
| XLF | Common | 18,588 | 62 | 616,559,000 | -7,954,000 | 0.56 | |
Hist
| 09/30/2023 |
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VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 877 | 1 | 206,221,000 | -8,357,000 | 0.19 | |
Hist
| 09/30/2023 |
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VANGUARD WORLD FUND
| VDC | Common | 1,267 | 9 | 231,403,000 | -13,221,000 | 0.21 | |
Hist
| 09/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | common | 3,369 | 6 | 537,369,000 | -18,808,000 | 0.48 | |
Hist
| 09/30/2023 |
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UWM Holdings Corp
| UWMC | Common | 29,558 | 510 | 143,357,000 | -19,314,000 | 0.13 | |
Hist
| 09/30/2023 |
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SELECT SECTOR SPDR TR SBI INT-UTILS
| XLU | OPTION | 3,955 | 32 | 233,090,000 | -23,631,000 | 0.21 | |
Hist
| 09/30/2023 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 9,689 | 49 | 676,103,000 | -24,598,000 | 0.61 | |
Hist
| 09/30/2023 |
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iSHARES TRUST
| IJH | Common | 5,371 | 13 | 1,339,383,000 | -61,757,000 | 1.21 | |
Hist
| 09/30/2023 |
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Apple Inc.
| AAPL | Common | 32,759 | 678 | 5,608,685,000 | -613,984,000 | 5.05 | |
Hist
| 09/30/2023 |
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