Taylor Financial Group, Inc. Portfolio Holdings

Taylor Financial Group, Inc.

  • $130 Billion
  • Q2 2024

Taylor Financial Group, Inc. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $22.6B, Norfolk Southern Corp with a value of $18.1B, Fiserv Inc with a value of $4.21B, Apple Inc. with a value of $3.94B, and Berkshire Hathaway Inc Class B with a value of $3.9B.

Examining the 13F form we can see an decrease of $1.21B in the current position value, from $131B to 130B.

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 $130 Billion
ETFs: $47.8 Billion
Industrials: $27.1 Billion
Technology: $18.4 Billion
Financial Services: $9.04 Billion
Consumer Cyclical: $7.61 Billion
Healthcare: $6.74 Billion
Communication Services: $3.72 Billion
Consumer Defensive: $3.57 Billion
Other: $4.09 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.5B
$378 Million 0.29% of portfolio
4,310
Q4 2023 New
$97.3B
$327 Million 0.25% of portfolio
7,174
Q4 2023 Added 1.6%
$938B
$322 Million 0.25% of portfolio
1,628
Q4 2023 Added 0.98%
$80.9B
$278 Million 0.21% of portfolio
4,711
Q4 2023 Added 22.05%
$47.9B
$271 Million 0.21% of portfolio
4,309
Q4 2023 Reduced 0.05%
$38.5B
$257 Million 0.2% of portfolio
475
Q4 2023 New
$1.33T
$261 Million 0.2% of portfolio
518
Q1 2024 New
$566B
$257 Million 0.2% of portfolio
505
Q4 2023 New
$355B
$240 Million 0.18% of portfolio
1,399
Q4 2023 Added 6.5%
$228B
$224 Million 0.17% of portfolio
3,315
Q2 2024 New
$191B
$221 Million 0.17% of portfolio
1,275
Q4 2023 New
$202B
$215 Million 0.17% of portfolio
2,071
Q4 2023 Added 10.82%
$179B
$217 Million 0.17% of portfolio
2,166
Q1 2024 New
$82.8B
$209 Million 0.16% of portfolio
1,342
Q4 2023 Added 0.15%
$143B
$204 Million 0.16% of portfolio
650
Q2 2024 Reduced 2.4%
$34B
$205 Million 0.16% of portfolio
3,863
Q4 2023 New
$1.08T
$204 Million 0.16% of portfolio
1,122
Q2 2024 New
$942M
$16.6 Million 0.01% of portfolio
10,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $130 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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