CIK 1844266
Taylor & Morgan Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
80
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–80 of 80
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VIOO | VANGUARD ADMIRAL FDS INC | 5K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 6K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 11K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 7K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 854 | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 528 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 8K | $100K–$500K | SH |
| VLUE | ISHARES TR | 3K | $100K–$500K | SH |
| TFLO | ISHARES TR | 6K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| V | VISA INC | 855 | $100K–$500K | SH |
| AWI | ARMSTRONG WORLD INDS INC NEW | 2K | $100K–$500K | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 23K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 16K | $100K–$500K | SH |
| CATX | PERSPECTIVE THERAPEUTICS INC | 97K | $100K–$500K | SH |
| GE | GE AEROSPACE | 806 | $100K–$500K | SH |
| ONEQ | FIDELITY COMWLTH TR | 3K | $100K–$500K | SH |
| IYR | ISHARES TR | 3K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| AGG | ISHARES TR | 2K | $100K–$500K | SH |
| DE | DEERE & CO | 507 | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 392 | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 569 | $100K–$500K | SH |
| UWMC | UWM HOLDINGS CORPORATION | 35K | $100K–$500K | SH |
| DLTH | DULUTH HLDGS INC | 31K | $50K–$100K | SH |