Taylor Financial Group, Inc. Portfolio Holdings

Taylor Financial Group, Inc.

  • $160 Billion
  • Q2 2025

Taylor Financial Group, Inc. has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $27.5B, Norfolk Southern Corp with a value of $21.6B, Fiserv Inc with a value of $4.8B, Oracle Corp with a value of $4.78B, and Berkshire Hathaway Inc Class B with a value of $4.66B.

Examining the 13F form we can see an increase of $16.4B in the current position value, from $144B to 160B.

Taylor Financial Group, Inc. is based out at Roanoke, VA

Below you can find more details about Taylor Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $160 Billion
ETFs: $61.1 Billion
Industrials: $32.8 Billion
Technology: $22.4 Billion
Financial Services: $11.5 Billion
Consumer Cyclical: $9.35 Billion
Healthcare: $5.45 Billion
Communication Services: $4.98 Billion
Consumer Defensive: $3.71 Billion
Other: $4.75 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.5 Billion 17.15% of portfolio
62,653
Q2 2025 Added 3.89%
$64.8B
$21.6 Billion 13.45% of portfolio
84,190
Q2 2025 Added 0.31%
$79.5B
$4.8 Billion 3.0% of portfolio
27,863
Q2 2025 Added 0.41%
$689B
$4.78 Billion 2.98% of portfolio
21,847
Q2 2025 Added 0.64%
$611B
$4.66 Billion 2.91% of portfolio
9,593
Q4 2023 Added 0.65%
$3.26T
$3.98 Billion 2.49% of portfolio
19,403
Q2 2025 Added 0.69%
$3.93T
$3.78 Billion 2.36% of portfolio
7,597
Q2 2025 Reduced 0.91%
$0
$3.51 Billion 2.19% of portfolio
26,421
Q2 2025 Added 12.72%
$0
$3.51 Billion 2.19% of portfolio
69,785
Q2 2025 Added 12.35%
Capital Group Core Balanced
-
$3.49 Billion 2.18% of portfolio
-
Q2 2025 Added 11.05%
$395B
$3.3 Billion 2.06% of portfolio
8,993
Q1 2025 Added 3.93%
$0
$3.27 Billion 2.04% of portfolio
69,682
Q2 2025 Added 12.92%
$0
$3.15 Billion 1.97% of portfolio
68,457
Q2 2025 Added 13.5%
$728B
$2.72 Billion 1.7% of portfolio
3,493
Q2 2025 Added 3.01%
$0
$2.58 Billion 1.61% of portfolio
14,605
Q2 2025 Added 12.92%
$0
$2.48 Billion 1.55% of portfolio
39,925
Q2 2025 Added 8.88%
$119B
$2.28 Billion 1.42% of portfolio
15,240
Q2 2025 Added 0.79%
$0
$2.07 Billion 1.29% of portfolio
20,842
Q2 2025 Added 1.79%
$0
$1.83 Billion 1.14% of portfolio
2,955
Q2 2025 Reduced 0.51%
$147B
$1.77 Billion 1.11% of portfolio
7,987
Q2 2025 Reduced 0.56%
$0
$1.71 Billion 1.07% of portfolio
8,737
Q2 2025 Added 3.31%
$91.8B
$1.68 Billion 1.05% of portfolio
2,403
Q2 2025 Reduced 1.03%
$37.1B
$1.62 Billion 1.01% of portfolio
22,968
Q2 2025 Reduced 2.21%
$198B
$1.59 Billion 0.99% of portfolio
55,069
Q1 2025 Added 4.0%
$112B
$1.53 Billion 0.95% of portfolio
3,299
Q4 2023 Added 3.67%
$0
$1.51 Billion 0.94% of portfolio
2,738
Q2 2025 Added 2.16%
$57.6B
$1.43 Billion 0.89% of portfolio
33,338
Q2 2025 Added 8.56%
$84.3B
$1.35 Billion 0.84% of portfolio
4,954
Q4 2023 Added 0.46%
$2.18T
$1.27 Billion 0.79% of portfolio
5,779
Q2 2025 Added 2.57%
$855B
$1.22 Billion 0.76% of portfolio
4,192
Q1 2025 Added 3.74%
$0
$1.2 Billion 0.75% of portfolio
10,856
Q4 2023 New
$192B
$1.19 Billion 0.74% of portfolio
8,981
Q2 2025 Reduced 4.67%
$297B
$1.14 Billion 0.71% of portfolio
4,442
Q2 2025 Reduced 2.95%
$0
$1.09 Billion 0.68% of portfolio
1,929
Q2 2025 Reduced 4.69%
$511B
$1.01 Billion 0.63% of portfolio
752
Q1 2025 Added 0.8%
$340B
$970 Million 0.61% of portfolio
7,112
Q2 2025 Added 1.89%
$50.2B
$921 Million 0.57% of portfolio
6,331
Q4 2023 Added 5.8%
$24.9B
$877 Million 0.55% of portfolio
7,712
Q2 2025 Reduced 1.87%
$0
$818 Million 0.51% of portfolio
6,024
Q1 2025 Reduced 2.49%
$447B
$785 Million 0.49% of portfolio
7,280
Q4 2023 Added 26.1%
$0
$780 Million 0.49% of portfolio
3,435
Q2 2025 Added 12.44%
$220B
$749 Million 0.47% of portfolio
2,564
Q2 2025 Added 4.06%
$246B
$736 Million 0.46% of portfolio
1,040
Q4 2023 New
$179B
$733 Million 0.46% of portfolio
16,947
Q2 2025 Added 0.39%
$66.3B
$725 Million 0.45% of portfolio
1,865
Q1 2025 Reduced 5.09%
$229B
$691 Million 0.43% of portfolio
1,779
Q2 2025 Reduced 1.44%
$21.9B
$688 Million 0.43% of portfolio
4,465
Q4 2023 New
$63.3B
$670 Million 0.42% of portfolio
6,635
Q2 2025 Reduced 11.83%
$99.4B
$661 Million 0.41% of portfolio
1,512
Q1 2025 Reduced 2.58%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $160 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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