Portfolio (Quarterly) Guide ↗

Taylor & Morgan Wealth Management, LLC

· CIK 0001844266

13F Portfolio $175M AUM 79 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 22 Added 38 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	V	VISA INC	Financial Services	855	$300K	0.17%	SOLD
2	ORCL	ORACLE CORP	Technology	1,153	$225K	0.13%	SOLD
3	MA	MASTERCARD INCORPORATED	Financial Services	392	$224K	0.12%	SOLD
4	CEG	CONSTELLATION ENERGY CORP	Utilities	569	$201K	0.11%	SOLD

Sector Allocation

Financial Services 55.6%

Technology 24.6%

Communication Services 7.9%

Consumer Cyclical 5.3%

Healthcare 2.2%

Consumer Defensive 1.5%

Industrials 1.4%

Utilities 0.8%

Energy 0.4%

Real Estate 0.3%