Robert Thomas Taylor

@Taylor & Morgan Wealth Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$142.318M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VLUEIshares Tr Recent Activity Increased 0.71%	0.2%	$270,582 2,562 shares@ $105.62 avg price	Increased 0.71%
VVisa Inc Recent Activity Increased 0.13%	0.18%	$252,486 799 shares@ $316.01 avg price	Increased 0.13%
VHTVanguard World Fd Recent Activity Increased 0.22%	0.17%	$237,679 937 shares@ $253.66 avg price	Increased 0.22%
IYRIshares Tr Recent Activity Increased 0.89%	0.17%	$233,865 2,513 shares@ $93.07 avg price	Increased 0.89%
EFGIshares Tr Recent Activity Increased 0.72%	0.16%	$217,887 2,250 shares@ $96.84 avg price	Increased 0.72%
IWMIshares Tr Recent Activity Increased 0.11%	0.15%	$212,589 962 shares@ $220.99 avg price	Increased 0.11%
AGGIshares Tr Recent Activity Increased 1.17%	0.15%	$211,156 2,179 shares@ $96.91 avg price	Increased 1.17%
UWMCUwm Holdings Corporation Recent Activity Increased 1.4%	0.14%	$187,390 31,923 shares@ $5.88 avg price	Increased 1.4%
CATXPerspective Therapeutics Inc Recent Activity Increased 86.67%	0.13%	$178,640 56,000 shares@ $3.19 avg price	Increased 86.67%
DLTHDuluth Hldgs Inc Recent Activity Increased 22.73%	0.06%	$83,430 27,000 shares@ $3.09 avg price	Increased 22.73%