Taylor Financial Group, Inc. Portfolio Holdings

Taylor Financial Group, Inc.

  • $174 Billion
  • Q3 2025

Taylor Financial Group, Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $29.7B, Norfolk Southern Corp with a value of $24.8B, Oracle Corp with a value of $5.53B, Apple Inc. with a value of $4.94B, and Berkshire Hathaway Inc Class B with a value of $4.81B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $160B to 174B.

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 $174 Billion
ETFs: $66.9 Billion
Industrials: $37 Billion
Technology: $24.3 Billion
Financial Services: $12.3 Billion
Consumer Cyclical: $9.78 Billion
Healthcare: $5.49 Billion
Communication Services: $4.98 Billion
Consumer Defensive: $3.75 Billion
Other: $4.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.9B
$638 Million 0.37% of portfolio
1,512
Q1 2025 Reduced 2.58%
$160B
$604 Million 0.35% of portfolio
3,047
Q3 2025 Reduced 1.39%
$62.3B
$605 Million 0.35% of portfolio
5,376
Q2 2025 Added 1.9%
$78.2B
$603 Million 0.35% of portfolio
1,865
Q1 2025 Reduced 5.09%
$193B
$583 Million 0.34% of portfolio
5,096
Q3 2025 Reduced 1.26%
$404B
$593 Million 0.34% of portfolio
641
Q3 2025 Reduced 1.23%
$187B
$568 Million 0.33% of portfolio
3,416
Q3 2025 Reduced 2.71%
$43.5B
$576 Million 0.33% of portfolio
1,648
Q3 2024 Reduced 13.4%
$0
$580 Million 0.33% of portfolio
1,950
Q3 2025 Reduced 1.07%
$68.7B
$559 Million 0.32% of portfolio
6,691
Q3 2025 Added 0.84%
$1.74T
$542 Million 0.31% of portfolio
2,225
Q2 2025 Added 4.71%
$68.9B
$532 Million 0.31% of portfolio
2,255
Q3 2025 Added 0.18%
$0
$531 Million 0.31% of portfolio
867
Q4 2023 Added 0.58%
$2.43B
$537 Million 0.31% of portfolio
15,206
Q3 2025 Reduced 2.11%
$18B
$519 Million 0.3% of portfolio
3,748
Q3 2025 Reduced 0.27%
$0
$529 Million 0.3% of portfolio
790
Q3 2025 Reduced 0.88%
$522B
$479 Million 0.28% of portfolio
2,581
Q3 2025 Reduced 1.9%
$279B
$460 Million 0.26% of portfolio
4,460
Q2 2025 Added 34.54%
$132B
$449 Million 0.26% of portfolio
2,135
Q4 2023 New
$346B
$440 Million 0.25% of portfolio
2,861
Q2 2025 Reduced 1.04%
$23.2B
$440 Million 0.25% of portfolio
8,964
Q3 2025 Added 0.04%
$258B
$434 Million 0.25% of portfolio
2,591
Q1 2025 Added 19.62%
$104B
$415 Million 0.24% of portfolio
6,288
Q2 2025 Reduced 9.37%
$57.5B
$391 Million 0.23% of portfolio
1,435
Q4 2024 Reduced 2.05%
$1.37T
$395 Million 0.23% of portfolio
538
Q1 2025 Added 3.86%
$69.4B
$375 Million 0.22% of portfolio
4,567
Q3 2025 Added 5.3%
$414B
$359 Million 0.21% of portfolio
1,551
Q1 2025 Added 10.86%
$35.1B
$363 Million 0.21% of portfolio
2,921
Q4 2024 Reduced 1.25%
$266B
$351 Million 0.2% of portfolio
1,245
Q4 2024 Reduced 2.35%
$141B
$350 Million 0.2% of portfolio
13,740
Q3 2025 Reduced 0.48%
$0
$354 Million 0.2% of portfolio
4,433
Q3 2025 Added 5.98%
$1.29T
$294 Million 0.17% of portfolio
660
Q3 2025 Reduced 12.0%
$228B
$294 Million 0.17% of portfolio
2,194
Q1 2025 Added 11.31%
$1.65T
$301 Million 0.17% of portfolio
1,240
Q2 2025 New
$37.2B
$299 Million 0.17% of portfolio
475
Q4 2023 New
$13.6B
$288 Million 0.17% of portfolio
4,000
Q3 2025 New
$65.2B
$277 Million 0.16% of portfolio
655
Q3 2024 New
$74.3B
$270 Million 0.16% of portfolio
1,342
Q4 2023 Added 0.15%
$143B
$276 Million 0.16% of portfolio
8,220
Q3 2025 New
$96.7B
$271 Million 0.16% of portfolio
5,379
Q3 2025 Reduced 0.3%
$140B
$243 Million 0.14% of portfolio
650
Q2 2025 New
$144B
$249 Million 0.14% of portfolio
545
Q4 2023 New
$177B
$240 Million 0.14% of portfolio
1,304
Q1 2025 Added 5.42%
$96.4B
$249 Million 0.14% of portfolio
2,009
Q3 2025 Reduced 0.5%
$104B
$229 Million 0.13% of portfolio
779
Q1 2025 New
$181B
$223 Million 0.13% of portfolio
2,275
Q2 2025 New
$306B
$234 Million 0.13% of portfolio
3,522
Q1 2025 New
$413B
$225 Million 0.13% of portfolio
4,363
Q2 2025 New
$139B
$232 Million 0.13% of portfolio
702
Q3 2025 Reduced 17.12%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $174 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 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