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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
VTIVanguard Index Fds
Recent Activity
Decreased -3.92%
0.15%
$205,822
710 shares@ $289.9 avg price
ONEQFidelity Comwlth Tr
Recent Activity
Decreased -13.02%
0.15%
$203,156
2,671 shares@ $76.06 avg price