Long-term investor
Taylor & Morgan Wealth Management, LLC @taylormorganwealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844266).
Record
- Tracked since 2025-06-30 (449 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +1.8% · 1 year n/a · all +20.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 18.2% · long · since 2025-06-30
- 464287200 · 10.7% · long · since 2025-06-30
- 78468R853 · 8.6% · long · since 2025-06-30
- 464287499 · 7.4% · long · since 2025-06-30
- AAPL · 3.6% · long · since 2025-06-30
- 46090E103 · 3.0% · long · since 2025-06-30
- 922908512 · 3.0% · long · since 2025-06-30
- 72201R775 · 2.6% · long · since 2025-06-30
- 46137V357 · 2.5% · long · since 2025-06-30
- GOOGL · 2.5% · long · since 2025-06-30
- NVDA · 2.4% · long · since 2025-06-30
- AVGO · 2.2% · long · since 2025-06-30