Taylor Financial Group, Inc. Top Holdings and 13F Report (2025)

About Taylor Financial Group, Inc.

Investment Activity

Taylor Financial Group, Inc. has $144.35 million in total holdings as of December 31, 2024.
Taylor Financial Group, Inc. owns shares of 96 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
Approximately 1.64% of the portfolio was purchased this quarter.
About 1.65% of the portfolio was sold this quarter.
This quarter, Taylor Financial Group, Inc. has purchased 99 new stocks and bought additional shares in 17 stocks.
Taylor Financial Group, Inc. sold shares of 24 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Vanguard Growth ETF: $24,470,916
Norfolk Southern: $19,717,911
Fiserv: $5,801,472
Apple: $4,683,605
Berkshire Hathaway: $4,348,315

Largest New Holdings this Quarter

Salesforce: $229,016 Holding
Alphabet: $212,395 Holding
Cisco Systems: $210,574 Holding

Largest Purchases this Quarter

Vanguard Value ETF: 1,609 shares (about $272.41K)
Salesforce: 685 shares (about $229.02K)
Alphabet: 1,122 shares (about $212.40K)
Cisco Systems: 3,557 shares (about $210.57K)
iShares Core S&P Mid-Cap ETF: 2,971 shares (about $185.12K)

Largest Sales this Quarter

Tesla: 1,095 shares (about $442.20K)
Vanguard Growth ETF: 641 shares (about $263.09K)
Microchip Technology: 1,795 shares (about $102.94K)
Intel: 4,723 shares (about $94.70K)
Eli Lilly and Company: 97 shares (about $74.88K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VUG Vanguard Growth ETF	$24,470,916	$263,093 ▼	-1.1%	59,621	17.0%	ETF
NSC Norfolk Southern	$19,717,911	$11,970 ▼	-0.1%	84,013	13.7%	Transportation
FI Fiserv	$5,801,472		0.0%	28,242	4.0%	Business Services
AAPL Apple	$4,683,605		0.0%	18,703	3.2%	Computer and Technology
BRK.B Berkshire Hathaway	$4,348,315		0.0%	9,593	3.0%	Finance
ORCL Oracle	$3,602,032	$16,664 ▼	-0.5%	21,616	2.5%	Computer and Technology
HD Home Depot	$3,365,930		0.0%	8,653	2.3%	Retail/Wholesale
MSFT Microsoft	$3,034,379		0.0%	7,199	2.1%	Computer and Technology
DVY iShares Select Dividend ETF	$2,838,621	$179,867 ▲	6.8%	21,621	2.0%	ETF
CAPITAL GROUP CORE BALANCED	$2,681,309	$178,583 ▲	7.1%	85,747	1.9%	SHS
DIVB iShares Core Dividend ETF	$2,666,914	$168,886 ▲	6.8%	56,264	1.8%	ETF
BX Blackstone	$2,632,164		0.0%	15,266	1.8%	Finance
GAL SPDR SSgA Global Allocation ETF	$2,471,429	$182,419 ▲	8.0%	55,940	1.7%	ETF
AOM iShares Core 40/60 Moderate Allocation ETF	$2,365,395	$139,225 ▲	6.3%	54,452	1.6%	ETF
LLY Eli Lilly and Company	$2,347,652	$74,884 ▼	-3.1%	3,041	1.6%	Medical
IJS iShares S&P Small-Cap 600 Value ETF	$2,135,317	$109,155 ▲	5.4%	19,660	1.5%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$2,131,505	$108,159 ▲	5.3%	15,746	1.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,125,230	$185,125 ▲	9.5%	34,107	1.5%	ETF
VTV Vanguard Value ETF	$2,085,854	$272,414 ▲	15.0%	12,320	1.4%	ETF
SPY SPDR S&P 500 ETF Trust	$1,753,551		0.0%	2,992	1.2%	Finance
IVE iShares S&P 500 Value ETF	$1,724,219		0.0%	9,033	1.2%	ETF
LMT Lockheed Martin	$1,603,116		0.0%	3,299	1.1%	Aerospace
PH Parker-Hannifin	$1,551,913	$636 ▼	0.0%	2,440	1.1%	Industrial Products
PEP PepsiCo	$1,432,557	$58,543 ▼	-3.9%	9,421	1.0%	Consumer Staples
QQQ Invesco QQQ	$1,395,658		0.0%	2,730	1.0%	Finance
MAR Marriott International	$1,381,869		0.0%	4,954	1.0%	Consumer Discretionary
MCHP Microchip Technology	$1,375,712	$102,943 ▼	-7.0%	23,988	1.0%	Computer and Technology
TFC Truist Financial	$1,323,447		0.0%	30,508	0.9%	Finance
AMZN Amazon.com	$1,216,518		0.0%	5,545	0.8%	Retail/Wholesale
T AT&T	$1,205,648	$43,605 ▲	3.8%	52,949	0.8%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$1,195,548		0.0%	2,099	0.8%	ETF
IVW iShares S&P 500 Growth ETF	$1,102,210		0.0%	10,856	0.8%	ETF
LOW Lowe's Companies	$997,072		0.0%	4,040	0.7%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$968,668		0.0%	4,041	0.7%	Finance
PPG PPG Industries	$953,450	$11,467 ▼	-1.2%	7,982	0.7%	Basic Materials
DHR Danaher	$894,097	$2,295 ▼	-0.3%	3,895	0.6%	Medical
PAYX Paychex	$887,733		0.0%	6,331	0.6%	Business Services
VZ Verizon Communications	$848,468	$29,313 ▼	-3.3%	21,217	0.6%	Computer and Technology
SDY SPDR S&P Dividend ETF	$816,114	$2,774 ▼	-0.3%	6,178	0.6%	ETF
XOM Exxon Mobil	$783,073		0.0%	7,280	0.5%	Oils/Energy
GE General Electric	$763,314	$4,836 ▲	0.6%	4,577	0.5%	Transportation
ELV Elevance Health	$724,889		0.0%	1,965	0.5%	Medical
NVDA NVIDIA	$718,720	$8,460 ▲	1.2%	5,352	0.5%	Computer and Technology
MCD McDonald's	$697,041		0.0%	2,405	0.5%	Retail/Wholesale
AUB Atlantic Union Bankshares	$671,688		0.0%	17,732	0.5%	Finance
NFLX Netflix	$664,925		0.0%	746	0.5%	Consumer Discretionary
CAT Caterpillar	$654,782		0.0%	1,805	0.5%	Industrial Products
QQQM Invesco NASDAQ 100 ETF	$642,925		0.0%	3,055	0.4%	ETF
UPS United Parcel Service	$641,345	$7,944 ▲	1.3%	5,086	0.4%	Transportation
ATO Atmos Energy	$621,841		0.0%	4,465	0.4%	Utilities
GS The Goldman Sachs Group	$595,525		0.0%	1,040	0.4%	Finance
COST Costco Wholesale	$590,994		0.0%	645	0.4%	Retail/Wholesale
CSX CSX	$585,604		0.0%	18,147	0.4%	Transportation
TT Trane Technologies	$573,231		0.0%	1,552	0.4%	Construction
QCOM QUALCOMM	$539,360	$15,362 ▼	-2.8%	3,511	0.4%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$527,897		0.0%	6,980	0.4%	CL A
VBK Vanguard Small-Cap Growth ETF	$524,832		0.0%	1,874	0.4%	ETF
DIS Walt Disney	$519,002	$1,336 ▼	-0.3%	4,661	0.4%	Consumer Discretionary
AEP American Electric Power	$508,186	$110,676 ▲	27.8%	5,510	0.4%	Utilities
IVV iShares Core S&P 500 ETF	$482,718		0.0%	820	0.3%	ETF
HON Honeywell International	$482,275		0.0%	2,135	0.3%	Multi-Sector Conglomerates
ROK Rockwell Automation	$470,982		0.0%	1,648	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$467,256		0.0%	867	0.3%	ETF
GPC Genuine Parts	$448,125	$2,919 ▼	-0.6%	3,838	0.3%	Retail/Wholesale
PG Procter & Gamble	$438,237		0.0%	2,614	0.3%	Consumer Staples
APD Air Products and Chemicals	$416,207	$8,701 ▼	-2.0%	1,435	0.3%	Basic Materials
STLD Steel Dynamics	$415,101		0.0%	3,639	0.3%	Basic Materials
GOOG Alphabet	$394,211		0.0%	2,070	0.3%	Computer and Technology
MO Altria Group	$388,204	$13,073 ▲	3.5%	7,424	0.3%	Consumer Staples
KMB Kimberly-Clark	$382,768	$4,848 ▼	-1.3%	2,921	0.3%	Consumer Staples
GE VERNOVA INC	$374,980	$2,303 ▲	0.6%	1,140	0.3%	COM
FDX FedEx	$366,010		0.0%	1,301	0.3%	Transportation
JNJ Johnson & Johnson	$359,959	$10,846 ▼	-2.9%	2,489	0.2%	Medical
PFE Pfizer	$344,651	$18,995 ▼	-5.2%	12,991	0.2%	Medical
INTC Intel	$328,519	$94,696 ▼	-22.4%	16,385	0.2%	Computer and Technology
FAST Fastenal	$321,838	$6,399 ▲	2.0%	4,476	0.2%	Retail/Wholesale
META Meta Platforms	$303,294		0.0%	518	0.2%	Computer and Technology
WMT Walmart	$299,510		0.0%	3,315	0.2%	Retail/Wholesale
IBM International Business Machines	$273,688	$6,595 ▼	-2.4%	1,245	0.2%	Computer and Technology
PNC The PNC Financial Services Group	$258,805		0.0%	1,342	0.2%	Finance
UNH UnitedHealth Group	$255,459		0.0%	505	0.2%	Medical
RTX RTX	$250,650		0.0%	2,166	0.2%	Aerospace
ABBV AbbVie	$248,602		0.0%	1,399	0.2%	Medical
MLM Martin Marietta Materials	$245,338		0.0%	475	0.2%	Construction
TXN Texas Instruments	$231,950	$31,314 ▼	-11.9%	1,237	0.2%	Computer and Technology
DE Deere & Company	$230,917		0.0%	545	0.2%	Industrial Products
CRM Salesforce	$229,016	$229,016 ▲	New Holding	685	0.2%	Computer and Technology
ENB Enbridge	$228,907	$6,746 ▼	-2.9%	5,395	0.2%	Oils/Energy
CMI Cummins	$228,333		0.0%	655	0.2%	Auto/Tires/Trucks
ABT Abbott Laboratories	$222,940	$11,311 ▼	-4.8%	1,971	0.2%	Medical
VGK Vanguard FTSE Europe ETF	$221,891		0.0%	3,496	0.2%	ETF
ETN Eaton	$215,716		0.0%	650	0.1%	Industrial Products
TSLA Tesla	$214,035	$442,204 ▼	-67.4%	530	0.1%	Auto/Tires/Trucks
GOOGL Alphabet	$212,395	$212,395 ▲	New Holding	1,122	0.1%	Computer and Technology
CSCO Cisco Systems	$210,574	$210,574 ▲	New Holding	3,557	0.1%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$207,888		0.0%	2,958	0.1%	ETF
CVS CVS Health	$0	$280,193 ▼	-100.0%	0	0.0%	Medical
MMM 3M	$0	$218,481 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
KO Coca-Cola	$0	$215,077 ▼	-100.0%	0	0.0%	Consumer Staples
DOW DOW	$0	$211,036 ▼	-100.0%	0	0.0%	Basic Materials

Showing largest 100 holdings. View all holdings.

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Taylor Financial Group, Inc. Top Holdings and 13F Report (2025)

About Taylor Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Taylor Financial Group, Inc. Top Holdings and 13F Report (2025)

About Taylor Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTaylor Financial Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools