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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.4B
$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%
$684B
$4.78 Billion 2.98% of portfolio
21,847
Q2 2025 Added 0.64%
$621B
$4.66 Billion 2.91% of portfolio
9,593
Q4 2023 Added 0.65%
$3.69T
$3.98 Billion 2.49% of portfolio
19,403
Q2 2025 Added 0.69%
$3.95T
$3.78 Billion 2.36% of portfolio
7,597
Q2 2025 Reduced 0.91%
$405B
$3.3 Billion 2.06% of portfolio
8,993
Q1 2025 Added 3.93%
$608B
$2.72 Billion 1.7% of portfolio
3,493
Q2 2025 Added 3.01%
$123B
$2.28 Billion 1.42% of portfolio
15,240
Q2 2025 Added 0.79%
$152B
$1.77 Billion 1.11% of portfolio
7,987
Q2 2025 Reduced 0.56%
$96.6B
$1.68 Billion 1.05% of portfolio
2,403
Q2 2025 Reduced 1.03%
$35.6B
$1.62 Billion 1.01% of portfolio
22,968
Q2 2025 Reduced 2.21%
$203B
$1.59 Billion 0.99% of portfolio
55,069
Q1 2025 Added 4.0%
$113B
$1.53 Billion 0.95% of portfolio
3,299
Q4 2023 Added 3.67%
$58.4B
$1.43 Billion 0.89% of portfolio
33,338
Q2 2025 Added 8.56%
$86B
$1.35 Billion 0.84% of portfolio
4,954
Q4 2023 Added 0.46%
$859B
$1.22 Billion 0.76% of portfolio
4,192
Q1 2025 Added 3.74%
$202B
$1.19 Billion 0.74% of portfolio
8,981
Q2 2025 Reduced 4.67%
$306B
$1.14 Billion 0.71% of portfolio
4,442
Q2 2025 Reduced 2.95%
$545B
$1.01 Billion 0.63% of portfolio
752
Q1 2025 Added 0.8%
$367B
$970 Million 0.61% of portfolio
7,112
Q2 2025 Added 1.89%
$48.7B
$921 Million 0.57% of portfolio
6,331
Q4 2023 Added 5.8%
$25.6B
$877 Million 0.55% of portfolio
7,712
Q2 2025 Reduced 1.87%
$442B
$785 Million 0.49% of portfolio
7,280
Q4 2023 Added 26.1%
$222B
$749 Million 0.47% of portfolio
2,564
Q2 2025 Added 4.06%
$254B
$736 Million 0.46% of portfolio
1,040
Q4 2023 New
$182B
$733 Million 0.46% of portfolio
16,947
Q2 2025 Added 0.39%
$70.7B
$725 Million 0.45% of portfolio
1,865
Q1 2025 Reduced 5.09%
$218B
$691 Million 0.43% of portfolio
1,779
Q2 2025 Reduced 1.44%
$23.2B
$688 Million 0.43% of portfolio
4,465
Q4 2023 New
$63.8B
$670 Million 0.42% of portfolio
6,635
Q2 2025 Reduced 11.83%
$102B
$661 Million 0.41% of portfolio
1,512
Q1 2025 Reduced 2.58%
$439B
$642 Million 0.4% of portfolio
649
Q2 2025 Added 1.25%
$207B
$640 Million 0.4% of portfolio
5,161
Q1 2025 Added 10.73%
$456B
$634 Million 0.4% of portfolio
4,011
Q2 2025 Reduced 32.2%
$150B
$610 Million 0.38% of portfolio
3,090
Q2 2025 Reduced 16.26%
$57.5B
$558 Million 0.35% of portfolio
5,376
Q2 2025 Added 1.9%
$173B
$559 Million 0.35% of portfolio
3,511
Q4 2024 Reduced 2.77%
$39.2B
$547 Million 0.34% of portfolio
1,648
Q3 2024 Reduced 13.4%
$60B
$512 Million 0.32% of portfolio
2,251
Q2 2025 Added 73.02%
$75.3B
$520 Million 0.32% of portfolio
15,922
Q2 2025 Reduced 1.85%
$146B
$497 Million 0.31% of portfolio
2,135
Q4 2023 New
$2.5B
$486 Million 0.3% of portfolio
15,534
Q2 2025 Reduced 12.31%
$17.2B
$466 Million 0.29% of portfolio
3,639
Q4 2023 Added 0.03%
$368B
$456 Million 0.28% of portfolio
2,861
Q2 2025 Reduced 1.04%
$19B
$456 Million 0.28% of portfolio
3,758
Q1 2025 Reduced 2.08%
$281B
$436 Million 0.27% of portfolio
4,460
Q2 2025 Added 34.54%
$1.24T
$395 Million 0.25% of portfolio
2,225
Q2 2025 Added 4.71%
$1.78T
$397 Million 0.25% of portfolio
538
Q1 2025 Added 3.86%

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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