Taylor & Morgan Wealth Management, LLC
Top Portfolio Positions
35 positions ·
$77,398,220 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
47,943 | $31,179,250 | 40.28% | |
| AAPL |
Apple Inc.
Technology
|
25,612 | $6,500,069 | 8.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,977 | $4,604,164 | 5.95% | |
| NVDA |
Nvidia Corp
Technology
|
24,936 | $4,348,838 | 5.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,924 | $4,291,545 | 5.54% | |
| MSFT |
Microsoft Corp
Technology
|
11,002 | $4,072,610 | 5.26% | |
| GLD |
Spdr Gold Trust
|
9,165 | $3,943,607 | 5.10% | |
| AVGO |
Broadcom Inc.
Technology
|
11,833 | $3,662,431 | 4.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,634 | $3,464,363 | 4.48% | |
| T |
At&T Inc.
Communication Services
|
38,883 | $1,127,218 | 1.46% |
Portfolio Trend
18 quarters · across all stocks
Holdings in DLTH
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,000 | 50,000 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $64,480 | 31,000 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $93,840 | 24,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $83,342 | 39,687 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $69,055 | 39,687 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $83,430 | 27,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $82,720 | 22,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $73,800 | 20,000 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $78,400 | 16,000 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $53,800 | 10,000 | Shares | Sole | 2024-01-10 | |
| No 13F history on record for this holder in this stock. | ||||||