Taylor Securities Services, Inc. - Portfolio overview

Taylor Securities Services, Inc. has 55 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. HEGD - LISTED FDS TR, 24.87%
2. HELO - J P MORGAN EXCHANGE TRADED F, 20.74%
3. SPY - STATE STR SPDR S&P 500 ETF T, 11.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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