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Portfolio (Quarterly) Guide ↗

Taylor & Morgan Wealth Management, LLC

· CIK 0001844266
13F Portfolio $203M AUM 89 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 31 Added 29 Reduced 2 Exited
Page 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMD ADVANCED MICRO DEVICES INC Technology 719.0 $418K 0.21% NEW $580.91 -20.9%
62 ARTY ISHARES TR 5,100.0 $388K 0.19% NEW $76.16 -3.9%
63 BXSL BLACKSTONE SECD LENDING FD Financial Services 16,377.0 $388K 0.19% -421.0 -2.5% $23.71 +4.1%
64 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 8,274.0 $377K 0.19% $45.52 +31.3%
65 VDC VANGUARD WORLD FD 1,562.0 $352K 0.17% NEW $225.48 +2.0%
66 ET ENERGY TRANSFER L P Energy 16,977.0 $325K 0.16% +277.0 +1.7% $19.12 +12.0%
67 TFLO ISHARES TR 5,930.0 $300K 0.15% $50.63 -0.2%
68 BERKSHIRE HATHAWAY INC DEL 598.0 $299K 0.15% +75.0 +14.3% $500.39
69 PTY PIMCO CORPORATE & INCOME OPP Financial Services 24,333.0 $293K 0.14% +677.0 +2.9% $12.03 -2.0%
70 SNX TD SYNNEX CORPORATION Technology 1,048.0 $280K 0.14% NEW $267.34 -6.0%
71 ONEQ FIDELITY COMWLTH TR 2,671.0 $276K 0.14% $103.22 -0.4%
72 IYR ISHARES TR 2,596.0 $265K 0.13% +13.0 +0.5% $102.25 +0.2%
73 GE GE AEROSPACE Industrials 708.0 $264K 0.13% $373.57 -11.4%
74 ASML ASML HLDG NV Technology 132.0 $263K 0.13% NEW $1989.44 -16.3%
75 DE DEERE & CO Industrials 407.0 $258K 0.13% -100.0 -19.7% $634.33 +6.6%
76 AGG ISHARES TR 2,379.0 $235K 0.12% +19.0 +0.8% $98.97 -2.2%
77 PLD PROLOGIS INC. Real Estate 1,737.0 $235K 0.12% -30.0 -1.7% $135.47 +3.1%
78 PG PROCTER & GAMBLE CO Consumer Defensive 1,594.0 $234K 0.12% +8.0 +0.5% $146.61 -0.3%
79 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 66,000.0 $225K 0.11% +37K +127.6% $3.41 -9.1%
80 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,486.0 $216K 0.11% $33.29 +31.5%
Page 4 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.4%
Technology 25.6%
Communication Services 7.5%
Consumer Cyclical 5.5%
Healthcare 2.0%
Consumer Defensive 1.3%
Industrials 1.3%
Utilities 0.8%
Energy 0.4%
Real Estate 0.3%