StockDriftsStockDriftsTop 50 Taylor & Morgan Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 17.79% | 47.9K | $31.2M | +3.51%(+1.63K) | $464.85(+55.70%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.81% | 29.0K | $18.9M | +2.19%(+622) | $455.27(+59.68%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 7.86% | 285.1K | $13.8M | +2.79%(+7.74K) | $38.65(+39.03%) | 2026-03-31 | |
| IWR | ISHARES TR | 7.09% | 127.7K | $12.4M | +5.58%(+6.75K) | $79.72(+31.78%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.71% | 25.6K | $6.5M | -3.95%(-1.05K) | $160.01(+77.61%) | 2026-03-31 | |
| VOE | VANGUARD INDEX FDS | 3.26% | 31.1K | $5.7M | -2.63%(-839) | $144.99(+33.62%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.85% | 26.0K | $5.0M | -1.38%(-365) | $155.69(+30.54%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.63% | 8.0K | $4.6M | -4.39%(-366) | $312.65(+118.01%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 2.61% | 49.6K | $4.6M | +41.25%(+14.48K) | $92.69(-0.91%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.48% | 24.9K | $4.3M | -6.87%(-1.84K) | $27.99(+602.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.08% | +60.49% |
| Top 20 Holdings Unweighted | +20.76% | +76.12% |
Sign up free to track Taylor & Morgan Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.