0001844266-22-000002.txt : 20220418 0001844266-22-000002.hdr.sgml : 20220418 20220418145942 ACCESSION NUMBER: 0001844266-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220418 DATE AS OF CHANGE: 20220418 EFFECTIVENESS DATE: 20220418 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: 22831963 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 03-31-2022 03-31-2022 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 04-18-2022 0 63 122236 INFORMATION TABLE 2 infotable.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 929 2038 SH SOLE 0 0 2038 ALPHABET INC CAP STK CL A 02079K305 2920 1050 SH SOLE 0 0 1050 ALTRIA GROUP INC COM 02209S103 574 10982 SH SOLE 0 0 10982 AMAZON COM INC COM 023135106 3302 1013 SH SOLE 0 0 1013 APPLE INC COM 037833100 5391 30874 SH SOLE 0 0 30874 AT&T INC COM 00206R102 1110 46968 SH SOLE 0 0 46968 BIOCEPT INC COM 09072V501 53 23000 SH SOLE 0 0 23000 BLACKROCK CORE BD TR SHS BEN INT 09249E101 149 11465 SH SOLE 0 0 11465 BROADCOM INC COM 11135F101 1282 2036 SH SOLE 0 0 2036 CSX CORP COM 126408103 204 5436 SH SOLE 0 0 5436 DEERE & CO COM 244199105 1030 2478 SH SOLE 0 0 2478 DELTA AIR LINES INC DEL COM NEW 247361702 996 25162 SH SOLE 0 0 25162 DISNEY WALT CO COM 254687106 702 5121 SH SOLE 0 0 5121 ENPHASE ENERGY INC COM 29355A107 777 3853 SH SOLE 0 0 3853 GENERAL MTRS CO COM 37045V100 1666 38096 SH SOLE 0 0 38096 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 10518 66695 SH SOLE 0 0 66695 ISHARES TR MSCI EMG MKT ETF 464287234 980 21699 SH SOLE 0 0 21699 ISHARES TR CORE US AGGBD ET 464287226 583 5445 SH SOLE 0 0 5445 ISHARES TR CORE S&P MCP ETF 464287507 2060 7676 SH SOLE 0 0 7676 ISHARES TR CORE S&P500 ETF 464287200 9820 21646 SH SOLE 0 0 21646 ISHARES TR RUS 1000 GRW ETF 464287614 465 1676 SH SOLE 0 0 1676 ISHARES TR U.S. REAL ES ETF 464287739 270 2494 SH SOLE 0 0 2494 ISHARES TR RUS MID CAP ETF 464287499 5048 64689 SH SOLE 0 0 64689 ISHARES TR RUS MD CP GR ETF 464287481 2302 22907 SH SOLE 0 0 22907 ISHARES TR CORE MSCI TOTAL 46432F834 1134 17028 SH SOLE 0 0 17028 ISHARES TR MSCI USA VALUE 46432F388 581 5555 SH SOLE 0 0 5555 ISHARES TR PFD AND INCM SEC 464288687 336 9237 SH SOLE 0 0 9237 ISORAY INC COM 46489V104 200 550000 SH SOLE 0 0 550000 JOHNSON & JOHNSON COM 478160104 624 3523 SH SOLE 0 0 3523 MGM RESORTS INTERNATIONAL COM 552953101 739 17630 SH SOLE 0 0 17630 MICRON TECHNOLOGY INC COM 595112103 252 3238 SH SOLE 0 0 3238 MICROSOFT CORP COM 594918104 3318 10761 SH SOLE 0 0 10761 NEXTERA ENERGY INC COM 65339F101 1826 21556 SH SOLE 0 0 21556 NVIDIA CORPORATION COM 67066G104 1922 7042 SH SOLE 0 0 7042 NXP SEMICONDUCTORS N V COM N6596X109 708 3826 SH SOLE 0 0 3826 PAYPAL HLDGS INC COM 70450Y103 933 8068 SH SOLE 0 0 8068 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1776 17727 SH SOLE 0 0 17727 PROLOGIS INC. COM 74340W103 545 3376 SH SOLE 0 0 3376 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 389 5231 SH SOLE 0 0 5231 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 770 20082 SH SOLE 0 0 20082 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1004 6314 SH SOLE 0 0 6314 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 276 1494 SH SOLE 0 0 1494 SKYWORKS SOLUTIONS INC COM 83088M102 1223 9179 SH SOLE 0 0 9179 SOLAREDGE TECHNOLOGIES INC COM 83417M104 924 2866 SH SOLE 0 0 2866 SPDR GOLD TR GOLD SHS 78463V107 578 3199 SH SOLE 0 0 3199 SPDR S&P 500 ETF TR TR UNIT 78462F103 16219 35912 SH SOLE 0 0 35912 SPDR SER TR S&P REGL BKG 78464A698 2173 31541 SH SOLE 0 0 31541 SPDR SER TR S&P 600 SML CAP 78464A813 12430 132789 SH SOLE 0 0 132789 UNITEDHEALTH GROUP INC COM 91324P102 373 731 SH SOLE 0 0 731 UWM HOLDINGS CORPORATION COM CL A 91823B109 101 22352 SH SOLE 0 0 22352 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 801 10075 SH SOLE 0 0 10075 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1237 7033 SH SOLE 0 0 7033 VANGUARD INDEX FDS SMALL CP ETF 922908751 3039 14301 SH SOLE 0 0 14301 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7148 47760 SH SOLE 0 0 47760 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 597 3680 SH SOLE 0 0 3680 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1532 31888 SH SOLE 0 0 31888 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 928 8271 SH SOLE 0 0 8271 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 305 1197 SH SOLE 0 0 1197 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 260 1329 SH SOLE 0 0 1329 VANGUARD WORLD FDS INF TECH ETF 92204A702 323 775 SH SOLE 0 0 775 VERIZON COMMUNICATIONS INC COM 92343V104 1114 21868 SH SOLE 0 0 21868 VISA INC COM CL A 92826C839 217 977 SH SOLE 0 0 977 WALMART INC COM 931142103 250 1681 SH SOLE 0 0 1681