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 Market Cap. of $10 Billions to $200 Billions
