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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
IWRIshares Tr
Recent Activity
Increased 0.64%
6.97%
$9.907M
112,065 shares@ $88.4 avg price
BRTRBlackrock Etf Trust Ii
Recent Activity
Increased 6.15%
1.57%
$2.222M
45,047 shares@ $49.32 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 10.38%
0.65%
$917,650
18,987 shares@ $48.34 avg price
JNJJohnson & Johnson
Recent Activity
Increased 29.38%
0.47%
$661,148
4,572 shares@ $144.61 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.22%
0.46%
$652,044
3,330 shares@ $195.81 avg price
MOAltria Group Inc
Recent Activity
Increased 1.94%
0.46%
$651,959
12,468 shares@ $52.3 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 15.46%
0.35%
$495,381
9,338 shares@ $53.06 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 0.82%
0.29%
$412,451
5,449 shares@ $75.7 avg price
VOOVanguard Index Fds
Recent Activity
Increased 8.63%
0.25%
$352,921
655 shares@ $538.82 avg price
VDCVanguard World Fd
Recent Activity
Increased 1.08%
0.2%
$278,059
1,315 shares@ $211.46 avg price