Taylor Financial Group, Inc. Top Holdings and 13F Report (2024) About Taylor Financial Group, Inc.Investment ActivityTaylor Financial Group, Inc. has $144.68 million in total holdings as of September 30, 2024.Taylor Financial Group, Inc. owns shares of 99 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 4.84% of the portfolio was purchased this quarter.About 1.78% of the portfolio was sold this quarter.This quarter, Taylor Financial Group, Inc. has purchased 95 new stocks and bought additional shares in 19 stocks.Taylor Financial Group, Inc. sold shares of 39 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Growth ETF $23,136,487Norfolk Southern $20,889,958Fiserv $5,073,675Berkshire Hathaway $4,415,274Apple $4,357,799 Largest New Holdings this Quarter General Electric $857,568 HoldingNVIDIA $642,296 HoldingTexas Instruments $290,024 HoldingGE VERNOVA INC $288,892 HoldingWalmart $267,686 Holding Largest Purchases this Quarter General Electric 4,548 shares (about $857.57K)NVIDIA 5,289 shares (about $642.30K)Vanguard Value ETF 2,894 shares (about $505.21K)CAPITAL GROUP CORE BALANCED 14,638 shares (about $454.51K)iShares Core Dividend ETF 8,393 shares (about $406.64K) Largest Sales this Quarter Oracle 588 shares (about $100.19K)Microchip Technology 979 shares (about $78.60K)Rockwell Automation 255 shares (about $68.46K)PPG Industries 493 shares (about $65.30K)Eli Lilly and Company 61 shares (about $54.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTaylor Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$23,136,487$256,082 ▲1.1%60,26216.0%ETFNSCNorfolk Southern$20,889,958$50,197 ▼-0.2%84,06414.4%TransportationFIFiserv$5,073,675$17,965 ▼-0.4%28,2423.5%Business ServicesBRK.BBerkshire Hathaway$4,415,2740.0%9,5933.1%FinanceAAPLApple$4,357,7990.0%18,7033.0%Computer and TechnologyORCLOracle$3,700,347$100,194 ▼-2.6%21,7162.6%Computer and TechnologyHDHome Depot$3,506,196$8,104 ▼-0.2%8,6532.4%Retail/WholesaleMSFTMicrosoft$3,097,730$36,576 ▼-1.2%7,1992.1%Computer and TechnologyLLYEli Lilly and Company$2,780,080$54,042 ▼-1.9%3,1381.9%MedicalDVYiShares Select Dividend ETF$2,735,303$383,059 ▲16.3%20,2511.9%ETFDIVBiShares Core Dividend ETF$2,553,363$406,641 ▲18.9%52,7011.8%ETFCAPITAL GROUP CORE BALANCED$2,485,118$454,510 ▲22.4%80,0361.7%SHSGALSPDR SSgA Global Allocation ETF$2,358,955$378,992 ▲19.1%51,8111.6%ETFBXBlackstone$2,337,683$5,666 ▼-0.2%15,2661.6%FinanceAOMiShares Core Moderate Allocation ETF$2,311,752$368,955 ▲19.0%51,2471.6%ETFIJTiShares S&P Small-Cap 600 Growth ETF$2,084,957$228,624 ▲12.3%14,9471.4%ETFMCHPMicrochip Technology$2,070,117$78,604 ▼-3.7%25,7831.4%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$2,008,424$222,967 ▲12.5%18,6551.4%ETFIJHiShares Core S&P Mid-Cap ETF$1,940,396$167,392 ▲9.4%31,1361.3%ETFLMTLockheed Martin$1,928,463$585 ▼0.0%3,2991.3%AerospaceVTVVanguard Value ETF$1,869,819$505,206 ▲37.0%10,7111.3%ETFIVEiShares S&P 500 Value ETF$1,781,037$5,718 ▼-0.3%9,0331.2%ETFSPYSPDR S&P 500 ETF Trust$1,716,690$574 ▼0.0%2,9921.2%FinancePEPPepsiCo$1,667,510$23,637 ▼-1.4%9,8061.2%Consumer StaplesPHParker-Hannifin$1,541,957$17,687 ▲1.2%2,4411.1%Industrial ProductsQQQInvesco QQQ$1,332,4310.0%2,7300.9%FinanceTFCTruist Financial$1,304,831$4,020 ▼-0.3%30,5080.9%FinanceMARMarriott International$1,231,564$5,718 ▼-0.5%4,9540.9%Consumer DiscretionaryMDYSPDR S&P MidCap 400 ETF Trust$1,195,7160.0%2,0990.8%ETFTAT&T$1,122,747$6,116 ▲0.5%51,0340.8%Computer and TechnologyLOWLowe's Companies$1,094,234$17,334 ▲1.6%4,0400.8%Retail/WholesaleDHRDanaher$1,085,668$12,511 ▼-1.1%3,9050.8%Multi-Sector ConglomeratesPPGPPG Industries$1,070,012$65,303 ▼-5.8%8,0780.7%Basic MaterialsIVWiShares S&P 500 Growth ETF$1,039,4620.0%10,8560.7%ETFAMZNAmazon.com$1,033,2000.0%5,5450.7%Retail/WholesaleELVElevance Health$1,021,800$52,000 ▼-4.8%1,9650.7%MedicalVZVerizon Communications$985,775$43,203 ▼-4.2%21,9500.7%Computer and TechnologySDYSPDR S&P Dividend ETF$880,506$3,835 ▼-0.4%6,1990.6%ETFGEGeneral Electric$857,568$857,568 ▲New Holding4,5480.6%TransportationXOMExxon Mobil$853,3220.0%7,2800.6%Oils/EnergyJPMJPMorgan Chase & Co.$852,0850.0%4,0410.6%FinancePAYXPaychex$849,557$17,042 ▼-2.0%6,3310.6%Business ServicesMCDMcDonald's$732,194$51,756 ▼-6.6%2,4050.5%Retail/WholesaleCATCaterpillar$705,9720.0%1,8050.5%Industrial ProductsUPSUnited Parcel Service$684,836$13,634 ▲2.0%5,0230.5%TransportationAUBAtlantic Union Bankshares$667,964$149,587 ▲28.9%17,7320.5%FinanceNVDANVIDIA$642,296$642,296 ▲New Holding5,2890.4%Computer and TechnologyCSXCSX$626,6160.0%18,1470.4%TransportationATOAtmos Energy$619,3400.0%4,4650.4%UtilitiesQCOMQUALCOMM$614,0510.0%3,6110.4%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$613,597$70,298 ▲12.9%3,0550.4%ETFTTTrane Technologies$603,3090.0%1,5520.4%ConstructionCOSTCostco Wholesale$571,8050.0%6450.4%Retail/WholesaleGPCGenuine Parts$539,584$5,727 ▼-1.1%3,8630.4%Retail/WholesaleNFLXNetflix$529,1150.0%7460.4%Consumer DiscretionaryGSThe Goldman Sachs Group$514,9140.0%1,0400.4%FinanceVBKVanguard Small-Cap Growth ETF$501,051$5,882 ▼-1.2%1,8740.3%ETFINTCIntel$495,194$26,697 ▲5.7%21,1080.3%Computer and TechnologyIVViShares Core S&P 500 ETF$472,992$21,919 ▼-4.4%8200.3%ETFSTLDSteel Dynamics$458,805$126 ▼0.0%3,6390.3%Basic MaterialsVOOVanguard S&P 500 ETF$457,595$2,639 ▼-0.6%8670.3%ETFPGProcter & Gamble$452,7450.0%2,6140.3%Consumer StaplesDISWalt Disney$449,496$46,364 ▼-9.4%4,6730.3%Consumer DiscretionaryROKRockwell Automation$442,422$68,457 ▼-13.4%1,6480.3%Computer and TechnologyAEPAmerican Electric Power$442,2050.0%4,3100.3%UtilitiesHONHoneywell International$441,3260.0%2,1350.3%Multi-Sector ConglomeratesAPDAir Products and Chemicals$436,189$2,084 ▼-0.5%1,4650.3%Basic MaterialsTSLATesla$425,149$7,326 ▼-1.7%1,6250.3%Auto/Tires/TrucksKMBKimberly-Clark$420,864$28,883 ▼-6.4%2,9580.3%Consumer StaplesJNJJohnson & Johnson$415,522$5,672 ▼-1.3%2,5640.3%MedicalPFEPfizer$396,681$64,565 ▲19.4%13,7070.3%MedicalMOAltria Group$366,1640.0%7,1740.3%Consumer StaplesFDXFedEx$356,058$15,600 ▼-4.2%1,3010.2%TransportationGOOGAlphabet$346,0830.0%2,0700.2%Computer and TechnologyFASTFastenal$313,295$5,713 ▲1.9%4,3870.2%Retail/WholesaleMETAMeta Platforms$296,5240.0%5180.2%Computer and TechnologyUNHUnitedHealth Group$295,2630.0%5050.2%MedicalTXNTexas Instruments$290,024$290,024 ▲New Holding1,4040.2%Computer and TechnologyGE VERNOVA INC$288,892$288,892 ▲New Holding1,1330.2%COMIBMInternational Business Machines$281,8770.0%1,2750.2%Computer and TechnologyCVSCVS Health$280,193$46,468 ▼-14.2%4,4560.2%Retail/WholesaleABBVAbbVie$276,275$197 ▼-0.1%1,3990.2%MedicalWMTWalmart$267,686$267,686 ▲New Holding3,3150.2%Retail/WholesaleRTXRTX$262,4330.0%2,1660.2%AerospacePLTRPalantir Technologies$259,656$259,656 ▲New Holding6,9800.2%Business ServicesMLMMartin Marietta Materials$255,6690.0%4750.2%ConstructionVGKVanguard FTSE Europe ETF$248,5660.0%3,4960.2%ETFPNCThe PNC Financial Services Group$248,069$185 ▼-0.1%1,3420.2%FinanceABTAbbott Laboratories$236,115$15,391 ▼-6.1%2,0710.2%MedicalIEFAiShares Core MSCI EAFE ETF$230,8720.0%2,9580.2%ETFDEDeere & Company$227,4450.0%5450.2%Industrial ProductsENBEnbridge$225,620$41 ▼0.0%5,5540.2%Oils/EnergyMMM3M$218,481$218,481 ▲New Holding1,5980.2%Multi-Sector ConglomeratesETNEaton$215,436$5,303 ▼-2.4%6500.1%Industrial ProductsKOCoca-Cola$215,077$215,077 ▲New Holding2,9930.1%Consumer StaplesCMICummins$212,082$212,082 ▲New Holding6550.1%Auto/Tires/TrucksDOWDOW$211,0360.0%3,8630.1%Basic MaterialsWDFCWD-40$206,3040.0%8000.1%Consumer StaplesTLRYTilray$17,6000.0%10,0000.0%Consumer StaplesGENERAL ELECTRIC CO$0$798,223 ▼-100.0%00.0%COMShowing largest 100 holdings. 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