Taylor Financial Group, Inc. Portfolio Holdings

Taylor Financial Group, Inc.

  • $145 Billion
  • Q3 2024

Taylor Financial Group, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $23.1B, Norfolk Southern Corp with a value of $20.9B, Fiserv Inc with a value of $5.07B, Berkshire Hathaway Inc Class B with a value of $4.42B, and Apple Inc. with a value of $4.36B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $130B to 145B.

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 $145 Billion
ETFs: $51.5 Billion
Industrials: $31.4 Billion
Technology: $20.9 Billion
Financial Services: $10.3 Billion
Consumer Cyclical: $8.56 Billion
Healthcare: $6.81 Billion
Consumer Defensive: $3.96 Billion
Communication Services: $3.73 Billion
Other: $4.78 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$614B
$4.42 Billion 3.05% of portfolio
9,593
Q4 2023 Added 0.65%
$3.67T
$4.36 Billion 3.01% of portfolio
18,703
Q4 2023 Added 1.63%
$519B
$3.7 Billion 2.56% of portfolio
21,716
Q3 2024 Reduced 0.81%
$420B
$3.51 Billion 2.42% of portfolio
8,653
Q3 2024 Reduced 0.23%
$3.08T
$3.1 Billion 2.14% of portfolio
7,199
Q4 2023 Added 1.18%
$713B
$2.78 Billion 1.92% of portfolio
3,138
Q3 2024 Reduced 0.32%
$221B
$1.67 Billion 1.15% of portfolio
9,806
Q4 2023 Added 4.58%
$2.02T
$1.03 Billion 0.71% of portfolio
5,545
Q4 2023 New
$718B
$852 Million 0.59% of portfolio
4,041
Q4 2023 Added 4.7%
$508B
$853 Million 0.59% of portfolio
7,280
Q4 2023 Added 26.1%
$212B
$732 Million 0.51% of portfolio
2,405
Q4 2023 Added 7.07%
$206B
$706 Million 0.49% of portfolio
1,805
Q4 2023 New
$366B
$642 Million 0.44% of portfolio
5,289
Q3 2024 New
$423B
$572 Million 0.4% of portfolio
645
Q4 2023 Added 8.53%
$399B
$529 Million 0.37% of portfolio
746
Q4 2023 New
$203B
$515 Million 0.36% of portfolio
1,040
Q4 2023 New
$209B
$449 Million 0.31% of portfolio
4,673
Q3 2024 Reduced 0.26%
$407B
$416 Million 0.29% of portfolio
2,564
Q3 2024 Reduced 1.31%
$1.07T
$425 Million 0.29% of portfolio
1,625
Q3 2024 Reduced 0.18%
$1.03T
$346 Million 0.24% of portfolio
2,070
Q4 2023 New
$559B
$295 Million 0.2% of portfolio
505
Q4 2023 New
$1.27T
$297 Million 0.2% of portfolio
518
Q1 2024 New
$304B
$276 Million 0.19% of portfolio
1,399
Q4 2023 Added 6.5%
$240B
$268 Million 0.19% of portfolio
3,315
Q2 2024 New
$205B
$236 Million 0.16% of portfolio
2,071
Q4 2023 Added 10.82%
$276B
$215 Million 0.15% of portfolio
2,993
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $145 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Taylor Financial Group, Inc. Portfolio

Follow Taylor Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Taylor Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Taylor Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email