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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$439B
$642 Million 0.4% of portfolio
649
Q2 2025 Added 1.25%
$207B
$640 Million 0.4% of portfolio
5,161
Q1 2025 Added 10.73%
$456B
$634 Million 0.4% of portfolio
4,011
Q2 2025 Reduced 32.2%
$150B
$610 Million 0.38% of portfolio
3,090
Q2 2025 Reduced 16.26%
Ge Vernova Inc
-
$585 Million 0.37% of portfolio
-
Q2 2025 Reduced 3.07%
$57.5B
$558 Million 0.35% of portfolio
5,376
Q2 2025 Added 1.9%
$173B
$559 Million 0.35% of portfolio
3,511
Q4 2024 Reduced 2.77%
$0
$546 Million 0.34% of portfolio
1,971
Q2 2025 Added 4.51%
$39.2B
$547 Million 0.34% of portfolio
1,648
Q3 2024 Reduced 13.4%
$60B
$512 Million 0.32% of portfolio
2,251
Q2 2025 Added 73.02%
$75.3B
$520 Million 0.32% of portfolio
15,922
Q2 2025 Reduced 1.85%
$146B
$497 Million 0.31% of portfolio
2,135
Q4 2023 New
$0
$493 Million 0.31% of portfolio
867
Q4 2023 Added 0.58%
$0
$495 Million 0.31% of portfolio
797
Q2 2025 Reduced 2.8%
$2.5B
$486 Million 0.3% of portfolio
15,534
Q2 2025 Reduced 12.31%
$17.2B
$466 Million 0.29% of portfolio
3,639
Q4 2023 Added 0.03%
$19B
$456 Million 0.28% of portfolio
3,758
Q1 2025 Reduced 2.08%
$281B
$436 Million 0.27% of portfolio
4,460
Q2 2025 Added 34.54%
$1.24T
$395 Million 0.25% of portfolio
2,225
Q2 2025 Added 4.71%
$1.78T
$397 Million 0.25% of portfolio
538
Q1 2025 Added 3.86%
$452B
$402 Million 0.25% of portfolio
2,631
Q1 2025 Added 5.71%
$64.2B
$405 Million 0.25% of portfolio
1,435
Q4 2024 Reduced 2.05%
$45.1B
$377 Million 0.24% of portfolio
2,921
Q4 2024 Reduced 1.25%
$229B
$378 Million 0.24% of portfolio
2,591
Q1 2025 Added 19.62%
$118B
$369 Million 0.23% of portfolio
6,288
Q2 2025 Reduced 9.37%
$210B
$367 Million 0.23% of portfolio
1,245
Q4 2024 Reduced 2.35%
$27.8B
$376 Million 0.23% of portfolio
8,960
Q2 2025 Added 100.09%
$138B
$335 Million 0.21% of portfolio
13,806
Q2 2025 Added 25.61%
$0
$324 Million 0.2% of portfolio
4,183
Q2 2025 Added 15.14%
$229B
$298 Million 0.19% of portfolio
2,194
Q1 2025 Added 11.31%
$351B
$288 Million 0.18% of portfolio
1,551
Q1 2025 Added 10.86%
$153B
$277 Million 0.17% of portfolio
545
Q4 2023 New
$177B
$271 Million 0.17% of portfolio
1,304
Q1 2025 Added 5.42%
$77.3B
$250 Million 0.16% of portfolio
1,342
Q4 2023 Added 0.15%
$38.4B
$261 Million 0.16% of portfolio
475
Q4 2023 New
$306B
$249 Million 0.16% of portfolio
3,522
Q1 2025 New
$127B
$233 Million 0.15% of portfolio
847
Q2 2025 New
$124B
$240 Million 0.15% of portfolio
779
Q1 2025 New
$1.08T
$238 Million 0.15% of portfolio
750
Q2 2025 New
$95.8B
$244 Million 0.15% of portfolio
5,395
Q4 2024 Reduced 2.86%
$95.8B
$238 Million 0.15% of portfolio
2,019
Q1 2025 New
$1.21T
$219 Million 0.14% of portfolio
1,240
Q2 2025 New
$55.6B
$228 Million 0.14% of portfolio
4,337
Q2 2025 New
$551B
$222 Million 0.14% of portfolio
626
Q1 2025 New
$145B
$232 Million 0.14% of portfolio
650
Q2 2025 New
$15.3B
$227 Million 0.14% of portfolio
8,575
Q2 2025 Added 41.15%
$56.3B
$215 Million 0.13% of portfolio
655
Q3 2024 New
$25.1B
$213 Million 0.13% of portfolio
975
Q1 2025 New
$182B
$212 Million 0.13% of portfolio
2,275
Q2 2025 New

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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