Taylor Financial Group, Inc. Top Holdings and 13F Report (2025) About Taylor Financial Group, Inc.Investment ActivityTaylor Financial Group, Inc. has $143.76 million in total holdings as of March 31, 2025.Taylor Financial Group, Inc. owns shares of 97 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 4.03% of the portfolio was purchased this quarter.About 1.61% of the portfolio was sold this quarter.This quarter, Taylor Financial Group, Inc. has purchased 96 new stocks and bought additional shares in 36 stocks.Taylor Financial Group, Inc. sold shares of 23 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Growth ETF $22,363,098Norfolk Southern $19,879,837Fiserv $6,127,591Berkshire Hathaway $5,109,040Apple $4,280,445 Largest New Holdings this Quarter 191216100 - Coca-Cola $252,246 Holding26441C204 - Duke Energy $246,257 Holding053015103 - Automatic Data Processing $238,008 Holding92826C839 - Visa $219,388 Holding260557103 - DOW $212,139 Holding Largest Purchases this Quarter Lowe's Companies 3,992 shares (about $931.05K)Eli Lilly and Company 350 shares (about $289.07K)iShares Core Dividend ETF 5,849 shares (about $283.79K)United Parcel Service 2,439 shares (about $268.27K)SPDR SSgA Global Allocation ETF 5,770 shares (about $258.62K) Largest Sales this Quarter Verizon Communications 4,336 shares (about $196.68K)Intel 7,075 shares (about $160.67K)iShares S&P 500 Value ETF 576 shares (about $109.77K)Fiserv 494 shares (about $109.09K)CSX 1,925 shares (about $56.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTaylor Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$22,363,098$254,383 ▲1.2%60,30715.6%ETFNSCNorfolk Southern$19,879,837$18,711 ▼-0.1%83,93413.8%TransportationFIFiserv$6,127,591$109,090 ▼-1.7%27,7484.3%Business ServicesBRK.BBerkshire Hathaway$5,109,0400.0%9,5933.6%FinanceAAPLApple$4,280,445$125,948 ▲3.0%19,2703.0%Computer and TechnologyHDHome Depot$3,295,845$124,607 ▲3.9%8,9932.3%Retail/WholesaleDVYiShares Select Dividend ETF$3,147,758$244,274 ▲8.4%23,4402.2%ETFORCLOracle$3,034,901$12,723 ▲0.4%21,7072.1%Computer and TechnologyDIVBiShares Core Dividend ETF$3,013,723$283,794 ▲10.4%62,1132.1%ETFCAPITAL GROUP CORE BALANCED$2,911,655$255,213 ▲9.6%93,9852.0%SHSMSFTMicrosoft$2,878,115$175,683 ▲6.5%7,6672.0%Computer and TechnologyLLYEli Lilly and Company$2,800,661$289,069 ▲11.5%3,3911.9%MedicalGALSPDR SSgA Global Allocation ETF$2,765,972$258,624 ▲10.3%61,7101.9%ETFAOMiShares Core 40/60 Moderate Allocation ETF$2,646,491$257,137 ▲10.8%60,3121.8%ETFVTVVanguard Value ETF$2,234,219$106,062 ▲5.0%12,9341.6%ETFIJHiShares Core S&P Mid-Cap ETF$2,139,669$149,549 ▲7.5%36,6701.5%ETFBXBlackstone$2,113,474$20,408 ▼-1.0%15,1201.5%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$2,020,931$60,508 ▲3.1%16,2321.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,996,028$79,545 ▲4.2%20,4761.4%ETFLOWLowe's Companies$1,873,303$931,054 ▲98.8%8,0321.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,661,388$12,307 ▼-0.7%2,9701.2%FinanceIVEiShares S&P 500 Value ETF$1,611,735$109,774 ▼-6.4%8,4571.1%ETFTAT&T$1,557,350$59,954 ▲4.0%55,0691.1%Computer and TechnologyPHParker-Hannifin$1,475,860$7,294 ▼-0.5%2,4281.0%IndustrialsLMTLockheed Martin$1,473,6960.0%3,2991.0%AerospacePEPPepsiCo$1,412,5850.0%9,4211.0%Consumer StaplesTFCTruist Financial$1,263,650$8,230 ▲0.7%30,7080.9%FinanceQQQInvesco QQQ$1,256,706$23,446 ▼-1.8%2,6800.9%FinanceMARMarriott International$1,180,0430.0%4,9540.8%Consumer DiscretionaryMCHPMicrochip Technology$1,137,054$24,205 ▼-2.1%23,4880.8%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,079,764$40,011 ▼-3.6%2,0240.8%ETFAMZNAmazon.com$1,071,925$16,933 ▲1.6%5,6340.7%Retail/WholesaleJPMJPMorgan Chase & Co.$1,028,298$37,040 ▲3.7%4,1920.7%FinanceIVWiShares S&P 500 Growth ETF$1,007,7620.0%10,8560.7%ETFPAYXPaychex$976,7470.0%6,3310.7%Business ServicesGEGE Aerospace$915,9860.0%4,5770.6%IndustrialsXOMExxon Mobil$865,7700.0%7,2800.6%EnergyPPGPPG Industries$859,382$13,450 ▼-1.5%7,8590.6%Basic MaterialsUPSUnited Parcel Service$827,675$268,266 ▲48.0%7,5250.6%TransportationSDYSPDR S&P Dividend ETF$817,336$20,895 ▼-2.5%6,0240.6%ETFELVElevance Health$811,200$43,496 ▼-5.1%1,8650.6%MedicalMCDMcDonald's$769,524$18,426 ▲2.5%2,4640.5%Retail/WholesaleVZVerizon Communications$765,722$196,681 ▼-20.4%16,8810.5%Computer and TechnologyDHRDanaher$756,450$42,025 ▼-5.3%3,6900.5%MedicalNFLXNetflix$701,263$5,595 ▲0.8%7520.5%Consumer DiscretionaryATOAtmos Energy$690,2000.0%4,4650.5%UtilitiesNVDANVIDIA$641,176$61,126 ▲10.5%5,9160.4%Computer and TechnologyCOSTCostco Wholesale$606,245$3,783 ▼-0.6%6410.4%Retail/WholesaleCATCaterpillar$595,2890.0%1,8050.4%IndustrialsQQQMInvesco NASDAQ 100 ETF$589,6760.0%3,0550.4%ETFPALANTIR TECHNOLOGIES INC$589,1120.0%6,9800.4%CL AAEPAmerican Electric Power$576,507$25,569 ▼-4.2%5,2760.4%UtilitiesGSThe Goldman Sachs Group$568,1420.0%1,0400.4%FinanceAUBAtlantic Union Bankshares$551,614$561 ▼-0.1%17,7140.4%FinanceQCOMQUALCOMM$539,3250.0%3,5110.4%Computer and TechnologyTTTrane Technologies$509,423$13,477 ▼-2.6%1,5120.4%ConstructionDISWalt Disney$509,391$49,350 ▲10.7%5,1610.4%Consumer DiscretionaryPGProcter & Gamble$492,684$47,206 ▲10.6%2,8910.3%Consumer StaplesCSXCSX$477,413$56,653 ▼-10.6%16,2220.3%TransportationVBKVanguard Small-Cap Growth ETF$474,838$3,021 ▲0.6%1,8860.3%ETFIVViShares Core S&P 500 ETF$460,7580.0%8200.3%ETFSTLDSteel Dynamics$455,1660.0%3,6390.3%Basic MaterialsHONHoneywell International$452,0860.0%2,1350.3%Multi-Sector ConglomeratesGPCGenuine Parts$447,728$9,531 ▼-2.1%3,7580.3%Retail/WholesaleVOOVanguard S&P 500 ETF$445,6630.0%8670.3%ETFJNJJohnson & Johnson$436,325$23,549 ▲5.7%2,6310.3%MedicalROKRockwell Automation$425,8100.0%1,6480.3%Computer and TechnologyAPDAir Products and Chemicals$423,2100.0%1,4350.3%Basic MaterialsMOAltria Group$416,405$29,169 ▼-6.5%6,9380.3%Consumer StaplesKMBKimberly-Clark$415,4250.0%2,9210.3%Consumer StaplesGE VERNOVA INC$348,0190.0%1,1400.2%COMFASTFastenal$347,264$155 ▲0.0%4,4780.2%Retail/WholesaleRTXRTX$343,204$56,296 ▲19.6%2,5910.2%AerospaceGOOGAlphabet$331,989$8,593 ▲2.7%2,1250.2%Computer and TechnologyABBVAbbVie$324,966$31,847 ▲10.9%1,5510.2%MedicalFDXFedEx$317,1580.0%1,3010.2%TransportationMETAMeta Platforms$310,082$11,527 ▲3.9%5380.2%Computer and TechnologyIBMInternational Business Machines$309,5820.0%1,2450.2%Computer and TechnologyABTAbbott Laboratories$291,034$29,581 ▲11.3%2,1940.2%MedicalWMTWalmart$291,0240.0%3,3150.2%Retail/WholesalePFEPfizer$278,512$50,680 ▼-15.4%10,9910.2%MedicalUNHUnitedHealth Group$264,4940.0%5050.2%MedicalDEDeere & Company$255,7960.0%5450.2%IndustrialsVGKVanguard FTSE Europe ETF$255,073$9,619 ▲3.9%3,6330.2%ETFKOCoca-Cola$252,246$252,246 ▲New Holding3,5220.2%Consumer StaplesDUKDuke Energy$246,257$246,257 ▲New Holding2,0190.2%UtilitiesENBEnbridge$239,0000.0%5,3950.2%EnergyADPAutomatic Data Processing$238,008$238,008 ▲New Holding7790.2%Business ServicesPNCThe PNC Financial Services Group$235,8830.0%1,3420.2%FinanceTXNTexas Instruments$234,329$12,040 ▲5.4%1,3040.2%Computer and TechnologyMLMMartin Marietta Materials$227,1120.0%4750.2%ConstructionVVisa$219,388$219,388 ▲New Holding6260.2%Business ServicesDOWDOW$212,139$212,139 ▲New Holding6,0750.1%Basic MaterialsINTCIntel$211,430$160,673 ▼-43.2%9,3100.1%Computer and TechnologyCMICummins$205,3030.0%6550.1%Auto/Tires/TrucksDRIDarden Restaurants$202,566$202,566 ▲New Holding9750.1%Retail/WholesaleCADLCandel Therapeutics$56,500$56,500 ▲New Holding10,0000.0%MedicalCRMSalesforce$0$229,016 ▼-100.0%00.0%Computer and TechnologyETNEaton$0$215,716 ▼-100.0%00.0%IndustrialsTSLATesla$0$214,035 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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