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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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -12.92%
18.21%
$25.911M
44,211 shares@ $586.09 avg price
IVVIshares Tr
Recent Activity
Decreased -1.05%
11.62%
$16.53M
28,080 shares@ $588.68 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -7.94%
8.1%
$11.515M
256,349 shares@ $44.93 avg price
IWRIshares Tr
Recent Activity
Increased 0.64%
6.97%
$9.907M
112,065 shares@ $88.4 avg price
AAPLApple Inc
Recent Activity
Decreased -7.74%
4.97%
$7.068M
28,224 shares@ $250.42 avg price
VOEVanguard Index Fds
Recent Activity
Decreased -8.94%
3.83%
$5.448M
33,680 shares@ $161.77 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -22.92%
3.69%
$5.245M
29,934 shares@ $175.23 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -11.55%
3.5%
$4.97M
11,792 shares@ $421.52 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -16.77%
2.87%
$4.075M
7,971 shares@ $511.22 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -16.52%
2.76%
$3.919M
17,865 shares@ $219.39 avg price