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  Name: Taylor & Morgan Wealth Management LLC
  City: Flint
  State: MI
  Zip: 48532
   
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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
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 67 Closed $0.00 $0 0 0% -229,000 -2,508 0    Closed - End Fund - E...
   (ONEQ)1 Year Chart         ONEQ Fidelity NASD Comp Index Fund 66 Closed $66.31 $0 0 0% -215,000 -3,622 0    Closed - End Fund - Debt

      2 Records Found
  1    
Page 1 of 1
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