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Robert Thomas Taylor

@Taylor & Morgan Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$142.318MTotal holdings72
Assets growth rate-4.52%Assets growth rate (2-Q avg)0.44%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Taylor & Morgan Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Taylor & Morgan Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 142.318M in assets, with a quarterly growth rate of -4.52% and a 2-quarter average growth rate of 0.44%. The portfolio is managed by Robert Thomas Taylor, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BONDPimco Etf Tr
Recent Activity
New Position
1.38%
$1.95M
21,570 shares@ $90.42 avg price
PYLDPimco Etf Tr
Recent Activity
New Position
0.88%
$1.242M
47,913 shares@ $25.93 avg price
PTYPimco Corporate & Income Opp
Recent Activity
New Position
0.22%
$300,485
20,911 shares@ $14.37 avg price
ETEnergy Transfer L P
Recent Activity
New Position
0.22%
$299,153
15,271 shares@ $19.59 avg price
VOTVanguard Index Fds
Recent Activity
New Position
0.21%
$287,893
1,135 shares@ $253.66 avg price