Taylor Financial Group, Inc. Portfolio Holdings

Taylor Financial Group, Inc.

  • $145 Billion
  • Q3 2024

Taylor Financial Group, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $23.1B, Norfolk Southern Corp with a value of $20.9B, Fiserv Inc with a value of $5.07B, Berkshire Hathaway Inc Class B with a value of $4.42B, and Apple Inc. with a value of $4.36B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $130B to 145B.

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 $145 Billion
ETFs: $51.5 Billion
Industrials: $31.4 Billion
Technology: $20.9 Billion
Financial Services: $10.3 Billion
Consumer Cyclical: $8.56 Billion
Healthcare: $6.81 Billion
Consumer Defensive: $3.96 Billion
Communication Services: $3.73 Billion
Other: $4.78 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.1 Billion 15.99% of portfolio
60,262
Q3 2024 Reduced 0.46%
$0
$2.74 Billion 1.89% of portfolio
20,251
Q3 2024 Added 7.41%
$0
$2.55 Billion 1.76% of portfolio
52,701
Q3 2024 Added 8.63%
$0
$2.36 Billion 1.63% of portfolio
51,811
Q3 2024 Added 8.46%
$0
$2.31 Billion 1.6% of portfolio
51,247
Q3 2024 Added 8.35%
$0
$2.08 Billion 1.44% of portfolio
14,947
Q3 2024 Added 6.11%
$0
$2.01 Billion 1.39% of portfolio
18,655
Q3 2024 Added 5.95%
$0
$1.94 Billion 1.34% of portfolio
31,136
Q3 2024 Added 3.28%
$0
$1.87 Billion 1.29% of portfolio
10,711
Q3 2024 Added 15.69%
$0
$1.78 Billion 1.23% of portfolio
9,033
Q3 2024 Added 0.9%
$0
$1.72 Billion 1.19% of portfolio
2,992
Q4 2023 Added 0.07%
$0
$1.33 Billion 0.92% of portfolio
2,730
Q4 2023 Added 1.83%
$0
$1.2 Billion 0.83% of portfolio
2,099
Q4 2023 New
$0
$1.04 Billion 0.72% of portfolio
10,856
Q4 2023 New
$0
$881 Million 0.61% of portfolio
6,199
Q3 2024 Reduced 0.24%
$0
$614 Million 0.42% of portfolio
3,055
Q3 2024 Added 12.94%
$0
$473 Million 0.33% of portfolio
820
Q3 2024 Reduced 1.8%
$0
$458 Million 0.32% of portfolio
867
Q4 2023 Added 0.58%
$0
$249 Million 0.17% of portfolio
3,496
Q4 2023 New
$0
$231 Million 0.16% of portfolio
2,958
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $145 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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