TF
| |
Taylor Financial Group, Inc.13F | |
| Taylor Financial Group, Inc. | |
| Last update 2025-05-12 | 97 Stocks (7 new) |
| Value $144.00 Mil | Turnover 4 % |
Taylor Financial Group, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUG | Vanguard Growth ETF | 60,307 | 22,363.1 | +1.15% | 15.560 | +0.18% | 0.020 | +31.66% | +9.99% | 167,854.7 | ||
NSC | Norfolk Southern Corp | 83,934 | 19,879.8 | -0.09% | 13.830 | -0.01% | 0.040 | +27.21% | +19.30% | 62,405.0 | Transportation | |
FI | Fiserv Inc | 27,748 | 6,127.6 | -1.75% | 4.260 | -0.07% | 0.010 | -20.21% | -19.42% | 91,772.7 | Software | |
BRK.B | Berkshire Hathaway Inc | 9,593 | 5,109.0 | 0% | 3.550 | 0% | 0.000 | -6.31% | +4.78% | 1,024,777.9 | Insurance | |
AAPL | Apple Inc | 19,270 | 4,280.4 | +3.03% | 2.980 | +0.09% | 0.000 | +10.48% | -14.69% | 3,183,272.6 | Hardware | |
HD | The Home Depot Inc | 8,993 | 3,295.8 | +3.93% | 2.290 | +0.09% | 0.000 | +4.89% | -5.87% | 359,772.2 | Retail - Cyclical | |
DVY | iShares Select Dividend ETF | 23,440 | 3,147.8 | +8.41% | 2.190 | +0.17% | 0.020 | +11.13% | +5.45% | 20,124.1 | ||
ORCL | Oracle Corp | 21,707 | 3,034.9 | +0.42% | 2.110 | +0.01% | 0.000 | +99.32% | +47.80% | 686,155.8 | Software | |
DIVB | iShares Core Dividend ETF | 62,113 | 3,013.7 | +10.40% | 2.100 | +0.20% | 0.390 | +15.32% | +8.40% | 941.4 | ||
CGBL | Capital Group Core Balanced ETF | 93,985 | 2,911.7 | +9.61% | 2.030 | +0.18% | 0.150 | +15.01% | +8.89% | 2,534.9 |
Taylor Financial Group, Inc.'s Historical Top Holdings Breakdowns
Taylor Financial Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LOW | Lowe's Companies Inc | 2025-03-31 | Add Add | +0.65% | 222.66 ($246.05) 268.42 | $220.45 | -10.40% | Add 98.81% | 8,032 | 3,992 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.20% | 725.72 ($832.09) 929.72 | $771.71 | -7.26% | Add 11.51% | 3,391 | 350 | |
DIVB | iShares Core Dividend ETF | 2025-03-31 | Add Add | +0.20% | 46.86 ($49.01) 50.66 | $50.80 | 3.65% | Add 10.4% | 62,113 | 5,849 | |
UPS | United Parcel Service Inc | 2025-03-31 | Add Add | +0.19% | 109.66 ($119.57) 136.26 | $99.08 | -17.13% | Add 47.96% | 7,525 | 2,439 | |
CGBL | Capital Group Core Balanced ETF | 2025-03-31 | Add Add | +0.18% | 30.81 ($31.74) 32.56 | $33.75 | 6.33% | Add 9.61% | 93,985 | 8,238 | |
KO | Coca-Cola Co | 2025-03-31 | New Buy New Buy | +0.18% | 60.81 ($66.78) 72.32 | $69.85 | 4.60% | New holding | 3,522 | 3,522 | |
AOM |
iShares Core 40/60 Moderate Allocation ETF
iShares Core 40/60 Moderate Allocation ETF
| 2025-03-31 | Add Add | +0.18% | 42.93 ($44.01) 44.71 | $45.82 | 4.11% | Add 10.76% | 60,312 | 5,860 | |
GAL | SPDR SSgA Global Allocation ETF | 2025-03-31 | Add Add | +0.18% | 43.75 ($45.08) 45.8 | $47.23 | 4.77% | Add 10.31% | 61,710 | 5,770 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.18% | 369.1 ($404.54) 427.61 | $450.34 | 11.32% | Add 1.15% | 60,307 | 686 | |
ADP | Automatic Data Processing Inc | 2025-03-31 | New Buy New Buy | +0.17% | 286.85 ($301.63) 318.64 | $301.88 | 0.08% | New holding | 779 | 779 |
Taylor Financial Group, Inc. Total Holding History ($B)
Taylor Financial Group, Inc.'s Asset Allocation
Taylor Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Taylor Financial Group, Inc.'s Hypothetical Growth since 2025-03-31
Taylor Financial Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Taylor Financial Group, Inc.'s Holdings Heat Map
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Taylor Financial Group, Inc.'s Holdings Bubble Chart
Taylor Financial Group, Inc. News
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