0001844266-22-000001.txt : 20220121 0001844266-22-000001.hdr.sgml : 20220121 20220120173355 ACCESSION NUMBER: 0001844266-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220121 DATE AS OF CHANGE: 20220120 EFFECTIVENESS DATE: 20220121 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: 22543320 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 13F-HR LIVE false false false 0001844266 XXXXXXXX 12-31-2021 12-31-2021 false Taylor & Morgan Wealth Management, LLC

2302 Stonebridge Dr. Bldg D Flint MI 48532

13F HOLDINGS REPORT 028-21468 N Robert Thomas Taylor 810-230-8200 /s/ Robert Thomas Taylor Flint MI 01-20-2022 0 68 123570 INFORMATION TABLE 2 infotable.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 1046 1845 SH SOLE 0 0 1845 ALPHABET INC CAP STK CL A 02079K305 2323 802 SH SOLE 0 0 802 ALTRIA GROUP INC COM 02209S103 515 10872 SH SOLE 0 0 10872 AMAZON COM INC COM 023135106 2631 789 SH SOLE 0 0 789 APPLE INC COM 037833100 5334 30039 SH SOLE 0 0 30039 AT&T INC COM 00206R102 1429 58082 SH SOLE 0 0 58082 BIOCEPT INC COM 09072V501 43 12000 SH SOLE 0 0 12000 BLACKROCK CORE BD TR SHS BEN INT 09249E101 189 11465 SH SOLE 0 0 11465 BROADCOM INC COM 11135F101 938 1410 SH SOLE 0 0 1410 COMCAST CORP NEW CL A 20030N101 234 4645 SH SOLE 0 0 4645 CSX CORP COM 126408103 204 5433 SH SOLE 0 0 5433 DEERE & CO COM 244199105 739 2155 SH SOLE 0 0 2155 DELTA AIR LINES INC DEL COM NEW 247361702 1002 25627 SH SOLE 0 0 25627 DISNEY WALT CO COM 254687106 266 1718 SH SOLE 0 0 1718 GENERAL MTRS CO COM 37045V100 1550 26438 SH SOLE 0 0 26438 HUNTINGTON BANCSHARES INC COM 446150104 211 13691 SH SOLE 0 0 13691 INTEL CORP COM 458140100 633 12287 SH SOLE 0 0 12287 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 11383 69943 SH SOLE 0 0 69943 ISHARES TR CORE US AGGBD ET 464287226 866 7590 SH SOLE 0 0 7590 ISHARES TR MSCI EMG MKT ETF 464287234 1071 21927 SH SOLE 0 0 21927 ISHARES TR CORE S&P MCP ETF 464287507 1940 6855 SH SOLE 0 0 6855 ISHARES TR CORE S&P500 ETF 464287200 10511 22035 SH SOLE 0 0 22035 ISHARES TR RUS 1000 GRW ETF 464287614 512 1676 SH SOLE 0 0 1676 ISHARES TR U.S. REAL ES ETF 464287739 289 2485 SH SOLE 0 0 2485 ISHARES TR RUS MID CAP ETF 464287499 4106 49460 SH SOLE 0 0 49460 ISHARES TR RUS MD CP GR ETF 464287481 2555 22174 SH SOLE 0 0 22174 ISHARES TR CORE MSCI TOTAL 46432F834 1260 17759 SH SOLE 0 0 17759 ISHARES TR MSCI USA VALUE 46432F388 607 5543 SH SOLE 0 0 5543 ISHARES TR PFD AND INCM SEC 464288687 364 9233 SH SOLE 0 0 9233 ISHARES TR MICRO-CAP ETF 464288869 4310 30842 SH SOLE 0 0 30842 ISORAY INC COM 46489V104 132 340000 SH SOLE 0 0 340000 JOHNSON & JOHNSON COM 478160104 627 3664 SH SOLE 0 0 3664 MGM RESORTS INTERNATIONAL COM 552953101 857 19100 SH SOLE 0 0 19100 MICROSOFT CORP COM 594918104 2439 7253 SH SOLE 0 0 7253 MYMD PHARMACEUTICALS INC COM 62856X102 108 17836 SH SOLE 0 0 17836 NEXTERA ENERGY INC COM 65339F101 2059 22059 SH SOLE 0 0 22059 NVIDIA CORPORATION COM 67066G104 1691 5748 SH SOLE 0 0 5748 NXP SEMICONDUCTORS N V COM N6596X109 887 3893 SH SOLE 0 0 3893 PAYPAL HLDGS INC COM 70450Y103 1106 5867 SH SOLE 0 0 5867 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1841 18126 SH SOLE 0 0 18126 PROLOGIS INC. COM 74340W103 615 3654 SH SOLE 0 0 3654 RESONANT INC COM 76118L102 17 10000 SH SOLE 0 0 10000 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 372 5197 SH SOLE 0 0 5197 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 764 19553 SH SOLE 0 0 19553 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1563 8988 SH SOLE 0 0 8988 SKYWORKS SOLUTIONS INC COM 83088M102 1038 6691 SH SOLE 0 0 6691 SPDR GOLD TR GOLD SHS 78463V107 427 2499 SH SOLE 0 0 2499 SPDR S&P 500 ETF TR TR UNIT 78462F103 14792 31144 SH SOLE 0 0 31144 SPDR SER TR S&P 600 SML CAP 78464A813 11520 115879 SH SOLE 0 0 115879 SPDR SER TR S&P REGL BKG 78464A698 2408 33991 SH SOLE 0 0 33991 UNITEDHEALTH GROUP INC COM 91324P102 367 731 SH SOLE 0 0 731 UWM HOLDINGS CORPORATION COM CL A 91823B109 130 21980 SH SOLE 0 0 21980 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 978 11534 SH SOLE 0 0 11534 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1333 7451 SH SOLE 0 0 7451 VANGUARD INDEX FDS SMALL CP ETF 922908751 3295 14577 SH SOLE 0 0 14577 VANGUARD INDEX FDS GROWTH ETF 922908736 224 698 SH SOLE 0 0 698 VANGUARD INDEX FDS TOTAL STK MKT 922908769 219 905 SH SOLE 0 0 905 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6653 44254 SH SOLE 0 0 44254 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 666 3875 SH SOLE 0 0 3875 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1393 27281 SH SOLE 0 0 27281 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 719 6410 SH SOLE 0 0 6410 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 206 603 SH SOLE 0 0 603 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 318 1193 SH SOLE 0 0 1193 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 214 1070 SH SOLE 0 0 1070 VANGUARD WORLD FDS INF TECH ETF 92204A702 354 772 SH SOLE 0 0 772 VERIZON COMMUNICATIONS INC COM 92343V104 1414 27205 SH SOLE 0 0 27205 VISA INC COM CL A 92826C839 231 1067 SH SOLE 0 0 1067 WALMART INC COM 931142103 532 3673 SH SOLE 0 0 3673