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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
NVDANvidia Corporation
Recent Activity
Decreased -10.2%
2.53%
$3.591M
26,744 shares@ $134.29 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.66%
2.43%
$3.456M
14,382 shares@ $240.29 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -16.53%
2.15%
$3.05M
16,110 shares@ $189.3 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -11.35%
2.03%
$2.888M
12,457 shares@ $231.84 avg price
BRTRBlackrock Etf Trust Ii
Recent Activity
Increased 6.15%
1.57%
$2.222M
45,047 shares@ $49.32 avg price
BONDPimco Etf Tr
Recent Activity
New Position
1.38%
$1.95M
21,570 shares@ $90.42 avg price
IXUSIshares Tr
Recent Activity
Decreased -7.48%
1.09%
$1.546M
23,373 shares@ $66.14 avg price
IJHIshares Tr
Recent Activity
Decreased -8.3%
1.09%
$1.54M
24,711 shares@ $62.31 avg price
IWPIshares Tr
Recent Activity
Decreased -2.22%
1%
$1.414M
11,156 shares@ $126.76 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.58%
0.95%
$1.343M
5,085 shares@ $264.13 avg price