test

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
DALDelta Air Lines Inc Del
Recent Activity
Decreased -16.54%
0.33%
$466,425
7,710 shares@ $60.5 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -2.85%
0.33%
$464,755
2,345 shares@ $198.19 avg price
VGTVanguard World Fd
Recent Activity
Decreased -13.66%
0.28%
$392,955
632 shares@ $621.77 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -1.37%
0.25%
$353,411
861 shares@ $410.47 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -19.09%
0.22%
$306,551
606 shares@ $505.86 avg price
DEDeere & Co
Recent Activity
Decreased -44.43%
0.2%
$270,744
639 shares@ $423.7 avg price
ADBEAdobe Inc
Recent Activity
Decreased -38.59%
0.18%
$252,578
568 shares@ $444.68 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.57%
0.16%
$221,496
378 shares@ $585.97 avg price
PLDPrologis Inc.
Recent Activity
Decreased -2.12%
0.16%
$219,010
2,072 shares@ $105.7 avg price
MGMMgm Resorts International
Recent Activity
Decreased -30.25%
0.15%
$211,655
6,108 shares@ $34.66 avg price