| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 17.4% |
| ISHARES TR | 8 | Q3 2023 | 10.3% |
| INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 9.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 6.4% |
| APPLE INC | 8 | Q3 2023 | 5.1% |
| ISHARES TR | 8 | Q3 2023 | 5.7% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.9% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.7% |
| AMAZON COM INC | 8 | Q3 2023 | 2.7% |
| ALPHABET INC | 8 | Q3 2023 | 2.4% |
View Taylor & Morgan Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-21 |
View Taylor & Morgan Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.