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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
PYLDPimco Etf Tr
Recent Activity
New Position
0.88%
$1.242M
47,913 shares@ $25.93 avg price
KRESpdr Ser Tr
Recent Activity
Decreased -21.52%
0.83%
$1.177M
19,505 shares@ $60.35 avg price
TAt&t Inc
Recent Activity
Decreased -0.17%
0.66%
$936,039
41,108 shares@ $22.78 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -17.28%
0.66%
$935,717
16,265 shares@ $57.53 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -4.86%
0.66%
$931,410
19,477 shares@ $47.83 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 10.38%
0.65%
$917,650
18,987 shares@ $48.34 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Decreased -14.81%
0.57%
$809,494
25,054 shares@ $32.31 avg price
IWFIshares Tr
Recent Activity
0.51%
$724,450
1,804 shares@ $401.58 avg price
GLDSpdr Gold Tr
Recent Activity
0.5%
$706,777
2,919 shares@ $242.13 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.89%
0.5%
$706,599
5,538 shares@ $127.6 avg price