Taylor Financial Group, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Billion distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $24.5B, Norfolk Southern Corp with a value of $19.7B, Fiserv Inc with a value of $5.8B, Apple Inc. with a value of $4.68B, and Berkshire Hathaway Inc Class B with a value of $4.35B.
Examining the 13F form we can see an decrease of $328M in the current position value, from $145B 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: $53.8 Billion
Industrials: $29.5 Billion
Technology: $21.6 Billion
Financial Services: $10.8 Billion
Consumer Cyclical: $8.32 Billion
Healthcare: $5.4 Billion
Communication Services: $4.15 Billion
Consumer Defensive: $3.53 Billion
Other: $4.17 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
