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Home > Institutional Investor > Taylor & Morgan Wealth Management, Llc > Profile

Instuitional Investor - Taylor & Morgan Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Taylor & Morgan Wealth Management, Llc
Portfolio Value $175,293,102
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 47,943 $31,179,364 17.79%
2.
Ishares Trust
 IEF 29,001 $18,943,902 10.81%
3.
Spdr Series Trust
 285,077 $13,774,914 7.86%
4.
Ishares Trust
 IEF 127,738 $12,419,993 7.09%
5.
Apple Inc.
 AAPL 25,612 $6,499,987 3.71%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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