Taylor & Morgan Wealth Management, LLC
Q3 2025 13F Holdings
- Locationtroy, MI
- Num holdings
74
- Value ($000)
$162,848
- Date Filed10/15/2025
- Form type13F-HR
- CIK0001844266
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $29.96M | 18 % | 44,967 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $19.65M | 12 % | 29,365 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P600 | 78468R853 | $12.78M | 8 % | 275,937 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $11.37M | 7 % | 117,714 | ||
AAPL APPLE INC | COM | 037833100 | $6.98M | 4 % | 27,426 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.01M | 4 % | 11,607 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $5.70M | 4 % | 32,636 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5.09M | 3 % | 26,813 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.07M | 3 % | 27,148 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.96M | 3 % | 8,265 |
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