0001844266-23-000002.txt : 20230406
0001844266-23-000002.hdr.sgml : 20230406
20230406153601
ACCESSION NUMBER: 0001844266-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230406
DATE AS OF CHANGE: 20230406
EFFECTIVENESS DATE: 20230406
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Taylor & Morgan Wealth Management, LLC
CENTRAL INDEX KEY: 0001844266
IRS NUMBER: 273223635
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21468
FILM NUMBER: 23806017
BUSINESS ADDRESS:
STREET 1: 2302 STONEBRIDGE DR.
STREET 2: BLDG D
CITY: FLINT
STATE: MI
ZIP: 48532
BUSINESS PHONE: 8102308200
MAIL ADDRESS:
STREET 1: 2302 STONEBRIDGE DR.
STREET 2: BLDG D
CITY: FLINT
STATE: MI
ZIP: 48532
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001844266
XXXXXXXX
03-31-2023
03-31-2023
false
Taylor & Morgan Wealth Management, LLC
2302 Stonebridge Dr.
Bldg D
Flint
MI
48532
13F HOLDINGS REPORT
028-21468
000156177
801-113195
N
Robert Thomas Taylor
CCO
810-230-8200
/s/ Robert Thomas Taylor
Flint
MI
04-06-2023
0
65
115010057
INFORMATION TABLE
2
infotable.xml
ADOBE SYSTEMS INCORPORATED
COM
00724F101
587689
1525
SH
SOLE
0
0
1525
ALPHABET INC
CAP STK CL A
02079K305
2289632
22073
SH
SOLE
0
0
22073
ALTRIA GROUP INC
COM
02209S103
490404
10991
SH
SOLE
0
0
10991
AMAZON COM INC
COM
023135106
2602908
25200
SH
SOLE
0
0
25200
APPLE INC
COM
037833100
5417031
32850
SH
SOLE
0
0
32850
AT&T INC
COM
00206R102
956473
49687
SH
SOLE
0
0
49687
BIOCEPT INC
COM
09072V501
8840
26000
SH
SOLE
0
0
26000
BLACKSTONE SECD LENDING FD
COMMON STOCK
09261X102
1253569
50284
SH
SOLE
0
0
50284
BROADCOM INC
COM
11135F101
1300663
2027
SH
SOLE
0
0
2027
DEERE & CO
COM
244199105
950813
2303
SH
SOLE
0
0
2303
DELTA AIR LINES INC DEL
COM NEW
247361702
691905
19814
SH
SOLE
0
0
19814
DISNEY WALT CO
COM
254687106
397216
3967
SH
SOLE
0
0
3967
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
9689796
67002
SH
SOLE
0
0
67002
INVESCO QQQ TR
UNIT SER 1
46090E103
3129258
9751
SH
SOLE
0
0
9751
ISHARES TR
RUS MID CAP ETF
464287499
5166524
73892
SH
SOLE
0
0
73892
ISHARES TR
RUS MD CP GR ETF
464287481
1055093
11588
SH
SOLE
0
0
11588
ISHARES TR
CORE S&P MCP ETF
464287507
1294794
5176
SH
SOLE
0
0
5176
ISHARES TR
CORE S&P500 ETF
464287200
10893194
26499
SH
SOLE
0
0
26499
ISHARES TR
RUS 1000 GRW ETF
464287614
409497
1676
SH
SOLE
0
0
1676
ISHARES TR
U.S. REAL ES ETF
464287739
202867
2389
SH
SOLE
0
0
2389
ISHARES TR
CORE US AGGBD ET
464287226
220251
2210
SH
SOLE
0
0
2210
ISHARES TR
MSCI EMG MKT ETF
464287234
550672
13955
SH
SOLE
0
0
13955
ISHARES TR
PFD AND INCM SEC
464288687
206203
6605
SH
SOLE
0
0
6605
ISHARES TR
CORE MSCI TOTAL
46432F834
1151898
18594
SH
SOLE
0
0
18594
ISHARES TR
MSCI USA VALUE
46432F388
531730
5743
SH
SOLE
0
0
5743
ISHARES TR
TRS FLT RT BD
46434V860
1451731
28696
SH
SOLE
0
0
28696
JOHNSON & JOHNSON
COM
478160104
548010
3536
SH
SOLE
0
0
3536
MARVELL TECHNOLOGY INC
COM
573874104
316032
7299
SH
SOLE
0
0
7299
MGM RESORTS INTERNATIONAL
COM
552953101
593512
13361
SH
SOLE
0
0
13361
MICROSOFT CORP
COM
594918104
4083814
14165
SH
SOLE
0
0
14165
MYMD PHARMACEUTICALS INC
COM
62856X102
27668
16086
SH
SOLE
0
0
16086
NEXTERA ENERGY INC
COM
65339F101
1253299
16260
SH
SOLE
0
0
16260
NVIDIA CORPORATION
COM
67066G104
1797949
6473
SH
SOLE
0
0
6473
NXP SEMICONDUCTORS N V
COM
N6596X109
531901
2852
SH
SOLE
0
0
2852
PAYPAL HLDGS INC
COM
70450Y103
244679
3222
SH
SOLE
0
0
3222
PERSPECTIVE THERAPEUTICS INC
COM
46489V104
484780
759843
SH
SOLE
0
0
759843
PROLOGIS INC.
COM
74340W103
374435
3001
SH
SOLE
0
0
3001
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
263404
3891
SH
SOLE
0
0
3891
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
602467
18739
SH
SOLE
0
0
18739
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
547142
3623
SH
SOLE
0
0
3623
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
244797
1637
SH
SOLE
0
0
1637
SKYWORKS SOLUTIONS INC
COM
83088M102
483284
4096
SH
SOLE
0
0
4096
SPDR GOLD TR
GOLD SHS
78463V107
512833
2799
SH
SOLE
0
0
2799
SPDR S&P 500 ETF TR
TR UNIT
78462F103
17456329
42640
SH
SOLE
0
0
42640
SPDR SER TR
S&P 600 SML CAP
78464A813
10639093
126611
SH
SOLE
0
0
126611
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
350018
3812
SH
SOLE
0
0
3812
SPDR SER TR
S&P REGL BKG
78464A698
1626555
37085
SH
SOLE
0
0
37085
SPDR SER TR
S&P 600 SMCP VAL
78464A300
1302257
17094
SH
SOLE
0
0
17094
UNITEDHEALTH GROUP INC
COM
91324P102
435610
922
SH
SOLE
0
0
922
UWM HOLDINGS CORPORATION
COM CL A
91823B109
129882
26453
SH
SOLE
0
0
26453
VANGUARD ADMIRAL FDS INC
SMLLCP 600 IDX
921932828
500776
5640
SH
SOLE
0
0
5640
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
707369
9581
SH
SOLE
0
0
9581
VANGUARD INDEX FDS
MID CAP ETF
922908629
1013892
4807
SH
SOLE
0
0
4807
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
729480
4595
SH
SOLE
0
0
4595
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2778231
14656
SH
SOLE
0
0
14656
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
6803451
50746
SH
SOLE
0
0
50746
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
487423
3165
SH
SOLE
0
0
3165
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
995875
22047
SH
SOLE
0
0
22047
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
1521451
14421
SH
SOLE
0
0
14421
VANGUARD WORLD FDS
INF TECH ETF
92204A702
297569
772
SH
SOLE
0
0
772
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
262806
1358
SH
SOLE
0
0
1358
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
232135
973
SH
SOLE
0
0
973
VERIZON COMMUNICATIONS INC
COM
92343V104
494000
12702
SH
SOLE
0
0
12702
VISA INC
COM CL A
92826C839
207789
922
SH
SOLE
0
0
922
WALMART INC
COM
931142103
227409
1542
SH
SOLE
0
0
1542