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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 $148,148,430
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 44,485 $27,484,867 18.55%
2.
Ishares Trust
 IEF 28,863 $17,920,821 12.1%
3.
Spdr Series Trust - PORTFOLIO S&P600
 276,366 $11,773,172 7.95%
4.
Ishares Trust
 IEF 115,764 $10,646,840 7.19%
5.
Microsoft Corp
 MSFT 11,545 $5,742,766 3.88%
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)