Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TAYLOR & MORGAN WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 66 | 136,233,349 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $24,959,170 | 47,717 | 0.02 | 0.02 | 1,039 | 2.23 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $14,483,948 | 27,550 | 0.01 | 0.01 | 147 | 0.54 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P600 | 3 | $11,917,090 | 276,884 | 0.01 | 0.01 | 7,773 | 2.89 | 03-31-2024 |
| ISHARES TR | RUS MID CAP ETF | 4 | $8,940,320 | 106,318 | 0.01 | 0.01 | 12,030 | 12.76 | 03-31-2024 |
