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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$138M
$56.5 Million 0.04% of portfolio
10,000
Q1 2025 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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