Taylor Financial Group, Inc. Portfolio Holdings

Taylor Financial Group, Inc.

  • $144 Billion
  • Q1 2025

Taylor Financial Group, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $22.4B, Norfolk Southern Corp with a value of $19.9B, Fiserv Inc with a value of $6.13B, Berkshire Hathaway Inc Class B with a value of $5.11B, and Apple Inc. with a value of $4.28B.

Examining the 13F form we can see an decrease of $599M in the current position value, from $144B to 144B.

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 $144 Billion
ETFs: $52 Billion
Industrials: $29.7 Billion
Technology: $20 Billion
Financial Services: $11.1 Billion
Consumer Cyclical: $8.84 Billion
Healthcare: $6.02 Billion
Communication Services: $4.18 Billion
Consumer Defensive: $3.89 Billion
Other: $4.79 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.4 Billion 15.56% of portfolio
60,307
Q1 2025 Added 1.15%
$58.6B
$19.9 Billion 13.83% of portfolio
83,934
Q1 2025 Reduced 0.09%
$79.5B
$6.13 Billion 4.26% of portfolio
27,748
Q1 2025 Reduced 1.75%
$631B
$5.11 Billion 3.55% of portfolio
9,593
Q4 2023 Added 0.65%
$3.23T
$4.28 Billion 2.98% of portfolio
19,270
Q1 2025 Added 3.03%
$358B
$3.3 Billion 2.29% of portfolio
8,993
Q1 2025 Added 3.93%
$0
$3.15 Billion 2.19% of portfolio
23,440
Q1 2025 Added 8.41%
$553B
$3.03 Billion 2.11% of portfolio
21,707
Q1 2025 Added 0.42%
$0
$3.01 Billion 2.1% of portfolio
62,113
Q1 2025 Added 10.4%
Capital Group Core Balanced
-
$2.91 Billion 2.03% of portfolio
-
Q1 2025 Added 9.61%
$3.56T
$2.88 Billion 2.0% of portfolio
7,667
Q1 2025 Added 6.5%
$725B
$2.8 Billion 1.95% of portfolio
3,391
Q1 2025 Added 11.51%
$0
$2.77 Billion 1.92% of portfolio
61,710
Q1 2025 Added 10.31%
$0
$2.65 Billion 1.84% of portfolio
60,312
Q1 2025 Added 10.76%
$0
$2.23 Billion 1.55% of portfolio
12,934
Q1 2025 Added 4.98%
$0
$2.14 Billion 1.49% of portfolio
36,670
Q1 2025 Added 7.51%
$0
$2.02 Billion 1.41% of portfolio
16,232
Q1 2025 Added 3.09%
$0
$2 Billion 1.39% of portfolio
20,476
Q1 2025 Added 4.15%
$132B
$1.87 Billion 1.3% of portfolio
8,032
Q1 2025 Added 98.81%
$0
$1.66 Billion 1.16% of portfolio
2,970
Q1 2025 Reduced 0.74%
$0
$1.61 Billion 1.12% of portfolio
8,457
Q1 2025 Reduced 6.38%
$198B
$1.56 Billion 1.08% of portfolio
55,069
Q1 2025 Added 4.0%
$83.9B
$1.48 Billion 1.03% of portfolio
2,428
Q1 2025 Reduced 0.49%
$123B
$1.47 Billion 1.03% of portfolio
3,299
Q4 2023 Added 3.67%
$178B
$1.41 Billion 0.98% of portfolio
9,421
Q4 2024 Reduced 3.93%
$53.4B
$1.26 Billion 0.88% of portfolio
30,708
Q1 2025 Added 0.66%
$0
$1.26 Billion 0.87% of portfolio
2,680
Q1 2025 Reduced 1.83%
$84.4B
$1.18 Billion 0.82% of portfolio
4,954
Q4 2023 Added 0.46%
$38.1B
$1.14 Billion 0.79% of portfolio
23,488
Q1 2025 Reduced 2.08%
$0
$1.08 Billion 0.75% of portfolio
2,024
Q1 2025 Reduced 3.57%
$2.14T
$1.07 Billion 0.75% of portfolio
5,634
Q1 2025 Added 1.61%
$807B
$1.03 Billion 0.72% of portfolio
4,192
Q1 2025 Added 3.74%
$0
$1.01 Billion 0.7% of portfolio
10,856
Q4 2023 New
$53.7B
$977 Million 0.68% of portfolio
6,331
Q4 2023 Added 5.8%
$262B
$916 Million 0.64% of portfolio
4,577
Q4 2024 Added 0.64%
$478B
$866 Million 0.6% of portfolio
7,280
Q4 2023 Added 26.1%
$25.5B
$859 Million 0.6% of portfolio
7,859
Q1 2025 Reduced 1.54%
$72.4B
$828 Million 0.58% of portfolio
7,525
Q1 2025 Added 47.96%
$0
$817 Million 0.57% of portfolio
6,024
Q1 2025 Reduced 2.49%
$89.9B
$811 Million 0.56% of portfolio
1,865
Q1 2025 Reduced 5.09%
$211B
$770 Million 0.54% of portfolio
2,464
Q1 2025 Added 2.45%
$143B
$756 Million 0.53% of portfolio
3,690
Q1 2025 Reduced 5.26%
$175B
$766 Million 0.53% of portfolio
16,881
Q1 2025 Reduced 20.44%
$548B
$701 Million 0.49% of portfolio
752
Q1 2025 Added 0.8%
$21.5B
$690 Million 0.48% of portfolio
4,465
Q4 2023 New
$358B
$641 Million 0.45% of portfolio
5,916
Q1 2025 Added 10.54%
$434B
$606 Million 0.42% of portfolio
641
Q1 2025 Reduced 0.62%
$270B
$589 Million 0.41% of portfolio
6,980
Q3 2024 New
$190B
$595 Million 0.41% of portfolio
1,805
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $144 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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