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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$590 Million 0.41% of portfolio
3,055
Q3 2024 Added 12.94%
$52.3B
$577 Million 0.4% of portfolio
5,276
Q1 2025 Reduced 4.25%
$219B
$568 Million 0.4% of portfolio
1,040
Q4 2023 New
$170B
$539 Million 0.38% of portfolio
3,511
Q4 2024 Reduced 2.77%
$2.23B
$552 Million 0.38% of portfolio
17,714
Q1 2025 Reduced 0.1%
$97.3B
$509 Million 0.35% of portfolio
1,512
Q1 2025 Reduced 2.58%
$214B
$509 Million 0.35% of portfolio
5,161
Q1 2025 Added 10.73%
$377B
$493 Million 0.34% of portfolio
2,891
Q1 2025 Added 10.6%
$67.4B
$477 Million 0.33% of portfolio
16,222
Q1 2025 Reduced 10.61%
$0
$475 Million 0.33% of portfolio
1,886
Q1 2025 Added 0.64%
$17.2B
$455 Million 0.32% of portfolio
3,639
Q4 2023 Added 0.03%
$0
$461 Million 0.32% of portfolio
820
Q3 2024 Reduced 1.8%
$16.9B
$448 Million 0.31% of portfolio
3,758
Q1 2025 Reduced 2.08%
$149B
$452 Million 0.31% of portfolio
2,135
Q4 2023 New
$0
$446 Million 0.31% of portfolio
867
Q4 2023 Added 0.58%
$37.1B
$426 Million 0.3% of portfolio
1,648
Q3 2024 Reduced 13.4%
$107B
$416 Million 0.29% of portfolio
6,938
Q1 2025 Reduced 6.55%
$60B
$423 Million 0.29% of portfolio
1,435
Q4 2024 Reduced 2.05%
$43.3B
$415 Million 0.29% of portfolio
2,921
Q4 2024 Reduced 1.25%
Ge Vernova Inc
-
$348 Million 0.24% of portfolio
-
Q4 2024 Added 0.62%
$216B
$343 Million 0.24% of portfolio
2,591
Q1 2025 Added 19.62%
$23.4B
$347 Million 0.24% of portfolio
4,478
Q1 2025 Added 0.04%
$328B
$325 Million 0.23% of portfolio
1,551
Q1 2025 Added 10.86%
$1.02T
$332 Million 0.23% of portfolio
2,125
Q1 2025 Added 2.66%
$1.53T
$310 Million 0.22% of portfolio
538
Q1 2025 Added 3.86%
$58.8B
$317 Million 0.22% of portfolio
1,301
Q3 2024 Reduced 4.2%
$252B
$310 Million 0.22% of portfolio
1,245
Q4 2024 Reduced 2.35%
$261B
$291 Million 0.2% of portfolio
3,315
Q2 2024 New
$233B
$291 Million 0.2% of portfolio
2,194
Q1 2025 Added 11.31%
$135B
$279 Million 0.19% of portfolio
10,991
Q1 2025 Reduced 15.4%
$0
$255 Million 0.18% of portfolio
3,633
Q1 2025 Added 3.92%
$282B
$264 Million 0.18% of portfolio
505
Q4 2023 New
$298B
$252 Million 0.18% of portfolio
3,522
Q1 2025 New
$157B
$256 Million 0.18% of portfolio
545
Q4 2023 New
$90.7B
$239 Million 0.17% of portfolio
5,395
Q4 2024 Reduced 2.86%
$127B
$238 Million 0.17% of portfolio
779
Q1 2025 New
$88.9B
$246 Million 0.17% of portfolio
2,019
Q1 2025 New
$71.7B
$236 Million 0.16% of portfolio
1,342
Q4 2023 Added 0.15%
$33.6B
$227 Million 0.16% of portfolio
475
Q4 2023 New
$177B
$234 Million 0.16% of portfolio
1,304
Q1 2025 Added 5.42%
$19.5B
$212 Million 0.15% of portfolio
6,075
Q1 2025 New
$86.6B
$211 Million 0.15% of portfolio
9,310
Q1 2025 Reduced 43.18%
$554B
$219 Million 0.15% of portfolio
626
Q1 2025 New
$27.6B
$203 Million 0.14% of portfolio
975
Q1 2025 New
$44.3B
$205 Million 0.14% of portfolio
655
Q3 2024 New
$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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