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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
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -4.86%
0.66%
$931,410
19,477 shares@ $47.83 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Decreased -14.81%
0.57%
$809,494
25,054 shares@ $32.31 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.89%
0.5%
$706,599
5,538 shares@ $127.6 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.64%
0.5%
$702,704
9,772 shares@ $71.91 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -13.57%
0.48%
$682,759
2,936 shares@ $232.55 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -19.96%
0.47%
$659,348
7,557 shares@ $87.25 avg price
TSLATesla Inc
Recent Activity
Decreased -17.21%
0.41%
$573,049
1,419 shares@ $403.85 avg price
EEMIshares Tr
Recent Activity
Decreased -3.16%
0.39%
$547,924
13,102 shares@ $41.82 avg price
NEENextera Energy Inc
Recent Activity
Decreased -1.71%
0.39%
$545,625
7,611 shares@ $71.69 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -2.91%
0.37%
$514,980
12,878 shares@ $39.99 avg price