Taylor & Morgan Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Flint, MI
CIK
0001844266
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 71 149,055 SPY, IVV, SPSM, IWR 13F-HR 10/24/2024 000184426624000004
Q2 2024 64 141,433 SPY, IVV, SPSM, IWR 13F-HR 7/16/2024 000184426624000003
Q1 2024 66 136,233 SPY, IVV, SPSM, IWR 13F-HR 4/15/2024 000184426624000002
Q4 2023 63 125,755 SPY, IVV, SPSM, RSP 13F-HR 1/10/2024 000184426624000001
Q3 2023 58 110,956 SPY, IVV, SPSM, RSP 13F-HR 10/5/2023 000184426623000004
Q2 2023 64 121,884 SPY, IVV, SPSM, RSP 13F-HR 7/13/2023 000184426623000003
Q1 2023 65 115,010 SPY, IVV, SLY, RSP 13F-HR 4/6/2023 000184426623000002
Q4 2022 66 106,101 SPY, SLY, IVV, RSP 13F-HR 1/17/2023 000184426623000001
Q3 2022 64 100,459 SPY, IVV, SLY, RSP 13F-HR 10/12/2022 000184426622000004
Q2 2022 66 105,445 SPY, SLY, RSP, IVV 13F-HR 7/8/2022 000184426622000003
Q1 2022 63 122,236 SPY, SLY, RSP, IVV 13F-HR 4/18/2022 000184426622000002
Q4 2021 68 123,570 SPY, SLY, RSP, IVV 13F-HR 1/20/2022 000184426622000001