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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 $132,613,848
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 44,672 $24,988,832 18.84%
2.
Ishares Trust
 IEF 27,621 $15,520,131 11.7%
3.
Spdr Ser Tr - PORTFOLIO S&P600
 257,946 $10,513,869 7.93%
4.
Ishares Trust
 IEF 115,407 $9,817,636 7.4%
5.
Apple Inc.
 AAPL 27,746 $6,163,206 4.65%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)