Taylor & Morgan Wealth Management, LLC Top Holdings and 13F Report (2024) → Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (From Priority Gold) (Ad) About Taylor & Morgan Wealth Management, LLCInvestment ActivityTaylor & Morgan Wealth Management, LLC has $136.23 million in total holdings as of March 31, 2024.Taylor & Morgan Wealth Management, LLC owns shares of 66 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.39% of the portfolio was purchased this quarter.About 3.33% of the portfolio was sold this quarter.This quarter, Taylor & Morgan Wealth Management, LLC has purchased 63 new stocks and bought additional shares in 20 stocks.Taylor & Morgan Wealth Management, LLC sold shares of 34 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $24,959,170iShares Core S&P 500 ETF $14,483,948SPDR Portfolio S&P 600 Small Cap ETF $11,917,090iShares Russell Mid-Cap ETF $8,940,320Invesco S&P 500 Equal Weight ETF $7,702,575 Largest New Holdings this Quarter BLACKROCK ETF TRUST II $1,069,070 HoldingDraftKings $219,557 HoldingBerkshire Hathaway $216,988 HoldingVanguard Health Care ETF $216,217 HoldingVanguard Growth ETF $209,353 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 22,003 shares (about $1.34M)BLACKROCK ETF TRUST II 21,107 shares (about $1.07M)iShares Russell Mid-Cap ETF 12,030 shares (about $1.01M)SPDR S&P 500 ETF Trust 1,039 shares (about $543.47K)iShares Core MSCI Total International Stock ETF 7,206 shares (about $489.00K) Largest Sales this Quarter SPDR S&P Regional Banking ETF 15,262 shares (about $767.37K)Invesco S&P 500 Equal Weight ETF 4,069 shares (about $689.16K)Perspective Therapeutics 375,000 shares (about $446.25K)iShares Treasury Floating Rate Bond ETF 7,493 shares (about $379.82K)Vanguard Mid-Cap Value ETF 2,383 shares (about $371.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTaylor & Morgan Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$24,959,170$543,466 ▲2.2%47,71718.3%FinanceIVViShares Core S&P 500 ETF$14,483,948$77,283 ▲0.5%27,55010.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$11,917,090$334,550 ▲2.9%276,8848.7%ETFIWRiShares Russell Mid-Cap ETF$8,940,320$1,011,607 ▲12.8%106,3186.6%ETFRSPInvesco S&P 500 Equal Weight ETF$7,702,575$689,164 ▼-8.2%45,4785.7%ETFVOEVanguard Mid-Cap Value ETF$6,059,907$371,533 ▼-5.8%38,8684.4%ETFMSFTMicrosoft$5,835,702$71,942 ▲1.2%13,8714.3%Computer and TechnologyAAPLApple$5,433,192$195,145 ▼-3.5%31,6844.0%Computer and TechnologyAMZNAmazon.com$4,186,800$29,582 ▼-0.7%23,2113.1%Retail/WholesaleQQQInvesco QQQ$4,144,380$85,694 ▼-2.0%9,3343.0%FinanceVBVanguard Small-Cap ETF$3,345,9820.0%14,6372.5%ETFGOOGLAlphabet$3,005,469$22,036 ▼-0.7%19,9132.2%Computer and TechnologyNVDANVIDIA$2,980,816$206,913 ▼-6.5%3,2992.2%Computer and TechnologyAVGOBroadcom$2,219,880$58,313 ▼-2.6%1,6751.6%Computer and TechnologyKRESPDR S&P Regional Banking ETF$2,066,543$767,368 ▼-27.1%41,1011.5%ETFIXUSiShares Core MSCI Total International Stock ETF$1,660,670$488,999 ▲41.7%24,4721.2%ManufacturingIJHiShares Core S&P Mid-Cap ETF$1,659,992$1,336,485 ▲413.1%27,3291.2%ETFBXSLBlackstone Secured Lending Fund$1,476,378$49,061 ▼-3.2%47,3961.1%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,326,556$64,490 ▼-4.6%11,6221.0%ETFVOVanguard Mid-Cap ETF$1,288,5280.0%5,1570.9%ETFSLYVSPDR S&P 600 Small CapValue ETF$1,201,489$84,546 ▼-6.6%14,4810.9%ETFBLACKROCK ETF TRUST II$1,069,070$1,069,070 ▲New Holding21,1070.8%TOTAL RETURN ETFVEAVanguard FTSE Developed Markets Index Fund ETF Shares$995,480$38,531 ▼-3.7%19,8420.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$779,815$379,820 ▼-32.8%15,3840.6%ETFXLFFinancial Select Sector SPDR Fund$748,652$59,896 ▼-7.4%17,7740.5%ETFDEDeere & Company$746,315$50,110 ▼-6.3%1,8170.5%Industrial ProductsTAT&T$709,653$2,341 ▲0.3%40,3210.5%Computer and TechnologyBNDVanguard Total Bond Market ETF$693,344$16,270 ▼-2.3%9,5460.5%ETFXLKTechnology Select Sector SPDR Fund$677,479$44,985 ▼-6.2%3,2530.5%ETFVYMVanguard High Dividend Yield Index Fund ETF Shares$662,869$3,146 ▲0.5%5,4790.5%ETFADBEAdobe$623,686$22,202 ▼-3.4%1,2360.5%Computer and TechnologyNEENextEra Energy$614,339$117,397 ▼-16.0%9,6130.5%UtilitiesVIOOVanguard S&P Small-Cap 600 ETF$608,493$20,909 ▼-3.3%5,9950.4%ETFGLDSPDR Gold Shares$590,2110.0%2,8690.4%FinanceVBRVanguard Small-Cap Value ETF$589,883$58,144 ▼-9.0%3,0740.4%ETFIWFiShares Russell 1000 Growth ETF$566,244$1,348 ▲0.2%1,6800.4%ETFEEMiShares MSCI Emerging Markets ETF$552,583$8,627 ▼-1.5%13,4510.4%FinanceJNJJohnson & Johnson$550,408$3,955 ▲0.7%3,4790.4%MedicalVIGVanguard Dividend Appreciation ETF$539,532$29,213 ▼-5.1%2,9550.4%ETFMOAltria Group$512,134$10,469 ▼-2.0%11,7410.4%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$485,248$40,037 ▲9.0%8,3870.4%ETFDALDelta Air Lines$462,766$49,211 ▼-9.6%9,6670.3%TransportationDISWalt Disney$425,630$21,288 ▼-4.8%3,4790.3%Consumer DiscretionaryMGMMGM Resorts International$425,2380.0%9,0070.3%Consumer DiscretionaryVGTVanguard Information Technology ETF$383,7980.0%7320.3%ETFUNHUnitedHealth Group$382,159$494 ▲0.1%7730.3%MedicalVZVerizon Communications$357,955$24,756 ▲7.4%8,5310.3%Computer and TechnologyVOOVanguard S&P 500 ETF$343,701$75,470 ▲28.1%7150.3%ETFENPHEnphase Energy$318,782$18,147 ▼-5.4%2,6350.2%Computer and TechnologyPLDPrologis$316,435$3,907 ▼-1.2%2,4300.2%FinanceCATXPerspective Therapeutics$297,500$446,250 ▼-60.0%250,0000.2%MedicalVLUEiShares MSCI USA Value Factor ETF$271,812$12,562 ▼-4.4%2,5100.2%ETFXLUUtilities Select Sector SPDR Fund$264,263$2,101 ▲0.8%4,0250.2%ETFVDCVanguard Consumer Staples ETF$263,531$1,021 ▲0.4%1,2910.2%ETFVVisa$238,039$20,092 ▼-7.8%8530.2%Business ServicesNXPINXP Semiconductors$236,620$32,706 ▼-12.1%9550.2%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$229,8770.0%2,2150.2%ETFUWMCUWM$222,041$3,303 ▲1.5%30,5840.2%FinanceIYRiShares U.S. Real Estate ETF$221,012$809 ▲0.4%2,4580.2%ETFDKNGDraftKings$219,557$219,557 ▲New Holding4,8350.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$216,988$216,988 ▲New Holding5160.2%FinanceVHTVanguard Health Care ETF$216,217$216,217 ▲New Holding7990.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$215,077$3,722 ▼-1.7%2,1960.2%FinanceVUGVanguard Growth ETF$209,353$209,353 ▲New Holding6080.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$205,7730.0%1,1190.2%FinanceDLTHDuluth$78,400$29,400 ▲60.0%16,0000.1%Consumer DiscretionaryBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$0$229,250 ▼-100.0%00.0%ETFONEQFidelity NASDAQ Composite Index ETF$0$214,566 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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