Taylor & Morgan Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$142M
Signature - Title
Robert Thomas Taylor - CCO
Location
Flint, MI
Summary
This page shows a list of all the recent 13F filings made by Taylor & Morgan Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Taylor & Morgan Wealth Management, LLC reported 72 stock holdings with total value $142M as of Q4 2024. Top holdings included SPY, IVV, SPSM, IWR, and AAPL.
Holdings Value