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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.37B
$486 Million 0.3% of portfolio
15,534
Q2 2025 Reduced 12.31%

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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