Taylor Financial Group, Inc. Top Holdings and 13F Report (2025)

About Taylor Financial Group, Inc.

Investment Activity

Taylor Financial Group, Inc. has $160.18 million in total holdings as of June 30, 2025.
Taylor Financial Group, Inc. owns shares of 104 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 4.18% of the portfolio was purchased this quarter.
About 0.89% of the portfolio was sold this quarter.
This quarter, Taylor Financial Group, Inc. has purchased 97 new stocks and bought additional shares in 34 stocks.
Taylor Financial Group, Inc. sold shares of 19 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Vanguard Growth ETF: $27,466,870
Norfolk Southern: $21,550,155
Fiserv: $4,803,860
Oracle: $4,776,481
Berkshire Hathaway: $4,659,992

Largest New Holdings this Quarter

88160R101 - Tesla: $238,245 Holding
11135F101 - Broadcom: $233,476 Holding
G29183103 - Eaton: $232,044 Holding
219350105 - Corning: $228,083 Holding
02079K305 - Alphabet: $218,525 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 2,346 shares (about $1.03M)
iShares Select Dividend ETF: 2,981 shares (about $395.91K)
iShares Core Dividend ETF: 7,672 shares (about $386.06K)
iShares Core 40/60 Moderate Allocation ETF: 8,145 shares (about $375.00K)
SPDR SSgA Global Allocation ETF: 7,972 shares (about $374.67K)

Largest Sales this Quarter

NVIDIA: 1,905 shares (about $300.97K)
Danaher: 600 shares (about $118.52K)
United Parcel Service: 890 shares (about $89.84K)
Atlantic Union Bankshares: 2,180 shares (about $68.19K)
PepsiCo: 440 shares (about $58.10K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VUG Vanguard Growth ETF	$27,466,870	$1,028,479 ▲	3.9%	62,653	17.1%	ETF
NSC Norfolk Southern	$21,550,155	$65,528 ▲	0.3%	84,190	13.5%	Transportation
FI Fiserv	$4,803,860	$19,827 ▲	0.4%	27,863	3.0%	Business Services
ORCL Oracle	$4,776,481	$30,609 ▲	0.6%	21,847	3.0%	Computer and Technology
BRK.B Berkshire Hathaway	$4,659,992		0.0%	9,593	2.9%	Finance
AAPL Apple	$3,980,914	$27,288 ▲	0.7%	19,403	2.5%	Computer and Technology
MSFT Microsoft	$3,778,824	$34,819 ▼	-0.9%	7,597	2.4%	Computer and Technology
DIVB iShares Core Dividend ETF	$3,511,581	$386,055 ▲	12.4%	69,785	2.2%	ETF
DVY iShares Select Dividend ETF	$3,508,973	$395,907 ▲	12.7%	26,421	2.2%	ETF
CAPITAL GROUP CORE BALANCED	$3,490,133	$347,274 ▲	11.0%	104,370	2.2%	SHS
HD Home Depot	$3,297,194		0.0%	8,993	2.1%	Retail/Wholesale
GAL SPDR SSgA Global Allocation ETF	$3,274,929	$374,670 ▲	12.9%	69,682	2.0%	ETF
AOM iShares Core 40/60 Moderate Allocation ETF	$3,151,760	$374,996 ▲	13.5%	68,457	2.0%	ETF
LLY Eli Lilly and Company	$2,722,898	$79,512 ▲	3.0%	3,493	1.7%	Medical
VTV Vanguard Value ETF	$2,581,238	$295,327 ▲	12.9%	14,605	1.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$2,476,149	$201,875 ▲	8.9%	39,925	1.5%	ETF
BX Blackstone	$2,279,599	$17,950 ▲	0.8%	15,240	1.4%	Finance
IJT iShares S&P Small-Cap 600 Growth ETF	$2,267,242	$107,761 ▲	5.0%	17,042	1.4%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$2,073,571	$36,413 ▲	1.8%	20,842	1.3%	ETF
SPY SPDR S&P 500 ETF Trust	$1,825,747	$9,268 ▼	-0.5%	2,955	1.1%	Finance
LOW Lowe's Companies	$1,772,076	$9,984 ▼	-0.6%	7,987	1.1%	Retail/Wholesale
IVE iShares S&P 500 Value ETF	$1,707,385	$54,718 ▲	3.3%	8,737	1.1%	ETF
PH Parker-Hannifin	$1,678,423	$17,462 ▼	-1.0%	2,403	1.0%	Industrials
MCHP Microchip Technology	$1,616,258	$36,592 ▼	-2.2%	22,968	1.0%	Computer and Technology
T AT&T	$1,593,696		0.0%	55,069	1.0%	Computer and Technology
LMT Lockheed Martin	$1,527,899		0.0%	3,299	1.0%	Aerospace
QQQ Invesco QQQ	$1,510,390	$31,995 ▲	2.2%	2,738	0.9%	Finance
TFC Truist Financial	$1,433,182	$113,062 ▲	8.6%	33,338	0.9%	Finance
MAR Marriott International	$1,353,482		0.0%	4,954	0.8%	Consumer Discretionary
AMZN Amazon.com	$1,267,855	$31,812 ▲	2.6%	5,779	0.8%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$1,215,303		0.0%	4,192	0.8%	Finance
IVW iShares S&P 500 Growth ETF	$1,195,246		0.0%	10,856	0.7%	ETF
PEP PepsiCo	$1,185,851	$58,098 ▼	-4.7%	8,981	0.7%	Consumer Staples
GE GE Aerospace	$1,143,198	$34,744 ▼	-2.9%	4,442	0.7%	Aerospace
MDY SPDR S&P MidCap 400 ETF Trust	$1,092,740	$53,816 ▼	-4.7%	1,929	0.7%	ETF
NFLX Netflix	$1,007,026		0.0%	752	0.6%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$969,508	$17,994 ▲	1.9%	7,112	0.6%	CL A
PAYX Paychex	$920,907		0.0%	6,331	0.6%	Computer and Technology
PPG PPG Industries	$877,240	$16,721 ▼	-1.9%	7,712	0.5%	Basic Materials
SDY SPDR S&P Dividend ETF	$817,638		0.0%	6,024	0.5%	ETF
XOM Exxon Mobil	$784,747		0.0%	7,280	0.5%	Energy
QQQM Invesco NASDAQ 100 ETF	$780,089	$86,298 ▲	12.4%	3,435	0.5%	ETF
MCD McDonald's	$748,978	$29,211 ▲	4.1%	2,564	0.5%	Retail/Wholesale
GS The Goldman Sachs Group	$736,060		0.0%	1,040	0.5%	Finance
VZ Verizon Communications	$733,297	$2,856 ▲	0.4%	16,947	0.5%	Computer and Technology
ELV Elevance Health	$725,410		0.0%	1,865	0.5%	Medical
CAT Caterpillar	$690,626	$10,093 ▼	-1.4%	1,779	0.4%	Industrials
ATO Atmos Energy	$688,101		0.0%	4,465	0.4%	Utilities
UPS United Parcel Service	$669,737	$89,837 ▼	-11.8%	6,635	0.4%	Transportation
TT Trane Technologies	$661,364		0.0%	1,512	0.4%	Construction
COST Costco Wholesale	$642,471	$7,920 ▲	1.2%	649	0.4%	Retail/Wholesale
DIS Walt Disney	$640,016		0.0%	5,161	0.4%	Consumer Discretionary
NVDA NVIDIA	$633,698	$300,971 ▼	-32.2%	4,011	0.4%	Computer and Technology
DHR Danaher	$610,399	$118,524 ▼	-16.3%	3,090	0.4%	Medical
GE VERNOVA INC	$584,711	$18,520 ▼	-3.1%	1,105	0.4%	COM
QCOM QUALCOMM	$559,162		0.0%	3,511	0.3%	Computer and Technology
AEP American Electric Power	$557,813	$10,376 ▲	1.9%	5,376	0.3%	Utilities
ROK Rockwell Automation	$547,416		0.0%	1,648	0.3%	Computer and Technology
VBK Vanguard Small-Cap Growth ETF	$545,849	$23,540 ▲	4.5%	1,971	0.3%	ETF
CSX CSX	$519,535	$9,789 ▼	-1.8%	15,922	0.3%	Transportation
FDX FedEx	$511,675	$215,945 ▲	73.0%	2,251	0.3%	Transportation
HON Honeywell International	$497,199		0.0%	2,135	0.3%	Multi-Sector Conglomerates
IVV iShares Core S&P 500 ETF	$494,857	$14,281 ▼	-2.8%	797	0.3%	ETF
VOO Vanguard S&P 500 ETF	$492,596		0.0%	867	0.3%	ETF
AUB Atlantic Union Bankshares	$485,904	$68,190 ▼	-12.3%	15,534	0.3%	Finance
STLD Steel Dynamics	$465,828		0.0%	3,639	0.3%	Basic Materials
GPC Genuine Parts	$455,883		0.0%	3,758	0.3%	Retail/Wholesale
PG Procter & Gamble	$455,815	$4,780 ▼	-1.0%	2,861	0.3%	Consumer Staples
WMT Walmart	$436,099	$111,958 ▲	34.5%	4,460	0.3%	Retail/Wholesale
APD Air Products and Chemicals	$404,756		0.0%	1,435	0.3%	Basic Materials
JNJ Johnson & Johnson	$401,885		0.0%	2,631	0.3%	Medical
META Meta Platforms	$397,092		0.0%	538	0.2%	Computer and Technology
GOOG Alphabet	$394,693	$17,739 ▲	4.7%	2,225	0.2%	Computer and Technology
RTX RTX	$378,338		0.0%	2,591	0.2%	Aerospace
KMB Kimberly-Clark	$376,575		0.0%	2,921	0.2%	Consumer Staples
FAST Fastenal	$376,332	$188,250 ▲	100.1%	8,960	0.2%	Retail/Wholesale
MO Altria Group	$368,652	$38,108 ▼	-9.4%	6,288	0.2%	Consumer Staples
IBM International Business Machines	$367,001		0.0%	1,245	0.2%	Computer and Technology
PFE Pfizer	$334,657	$68,236 ▲	25.6%	13,806	0.2%	Medical
VGK Vanguard FTSE Europe ETF	$324,183	$42,625 ▲	15.1%	4,183	0.2%	ETF
ABT Abbott Laboratories	$298,406		0.0%	2,194	0.2%	Medical
ABBV AbbVie	$287,897		0.0%	1,551	0.2%	Medical
DE Deere & Company	$277,127		0.0%	545	0.2%	Industrials
TXN Texas Instruments	$270,736		0.0%	1,304	0.2%	Computer and Technology
MLM Martin Marietta Materials	$260,756		0.0%	475	0.2%	Construction
PNC The PNC Financial Services Group	$250,176		0.0%	1,342	0.2%	Finance
KO CocaCola	$249,182		0.0%	3,522	0.2%	Consumer Staples
ENB Enbridge	$244,443		0.0%	5,395	0.2%	Energy
ADP Automatic Data Processing	$240,244		0.0%	779	0.1%	Computer and Technology
TSLA Tesla	$238,245	$238,245 ▲	New Holding	750	0.1%	Auto/Tires/Trucks
DUK Duke Energy	$238,242		0.0%	2,019	0.1%	Utilities
AVGO Broadcom	$233,476	$233,476 ▲	New Holding	847	0.1%	Computer and Technology
ETN Eaton	$232,044	$232,044 ▲	New Holding	650	0.1%	Industrials
GLW Corning	$228,083	$228,083 ▲	New Holding	4,337	0.1%	Computer and Technology
DOW DOW	$227,066	$66,200 ▲	41.2%	8,575	0.1%	Basic Materials
V Visa	$222,261		0.0%	626	0.1%	Business Services
GOOGL Alphabet	$218,525	$218,525 ▲	New Holding	1,240	0.1%	Computer and Technology
CMI Cummins	$214,513		0.0%	655	0.1%	Auto/Tires/Trucks
DRI Darden Restaurants	$212,521		0.0%	975	0.1%	Retail/Wholesale
UBER Uber Technologies	$212,258	$212,258 ▲	New Holding	2,275	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Taylor Financial Group, Inc. Top Holdings and 13F Report (2025)

About Taylor Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Taylor Financial Group, Inc. Top Holdings and 13F Report (2025)

About Taylor Financial Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTaylor Financial Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools