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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
ENPHEnphase Energy Inc
Recent Activity
Exited
0%
$263,902
2,335 shares@ $113.03 avg price
DISDisney Walt Co
Recent Activity
Exited
0%
$249,132
2,590 shares@ $96.19 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Exited
0%
$249,001
541 shares@ $460.27 avg price
CEGConstellation Energy Corp
Recent Activity
Exited
0%
$208,796
803 shares@ $260.02 avg price