Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Taylor & Morgan Wealth Management LLC
  City: Flint
  State: MI
  Zip: 48532
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $136,234,000
  Total Value Change : $10,479,000
  Securities Held Change : 3
   
All Securities Held : 66
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 21
  Unchanged Positions : 7
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 59 New $0.00 $220,000 4,835 0.16% 220,000 4,835 0.001    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 60 New $413.99 $217,000 516 0.16% 217,000 516 0    Property & Casualty I...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 63 New $353.04 $209,000 608 0.15% 209,000 608 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results