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 %
Countries:
Top Holdings: VUG(15.56%)NSC(13.83%)FI(4.26%)BRK.B(3.55%)AAPL(2.98%)
Summary Stock Picks Current Portfolio
Taylor Financial Group, Inc. Top Holdings of 2025-03-31 View Full List
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
+27.33%
+9.25%
167,127.0
 
NSC
Norfolk Southern Corp
83,934
19,879.8
-0.09%
13.830
-0.01%
0.040
+26.62%
+19.24%
62,371.2
Transportation
FI
Fiserv Inc
27,748
6,127.6
-1.75%
4.260
-0.07%
0.010
-20.57%
-19.32%
91,891.9
Software
BRK.B
Berkshire Hathaway Inc
9,593
5,109.0
0%
3.550
0%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
AAPL
Apple Inc
19,270
4,280.4
+3.03%
2.980
+0.09%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
HD
The Home Depot Inc
8,993
3,295.8
+3.93%
2.290
+0.09%
0.000
+1.85%
-6.44%
357,577.1
Retail - Cyclical
DVY
iShares Select Dividend ETF
23,440
3,147.8
+8.41%
2.190
+0.17%
0.020
+7.75%
+3.30%
20,057.6
 
ORCL
Oracle Corp
21,707
3,034.9
+0.42%
2.110
+0.01%
0.000
+91.24%
+48.50%
689,428.1
Software
DIVB
iShares Core Dividend ETF
62,113
3,013.7
+10.40%
2.100
+0.20%
0.390
+12.67%
+6.92%
940.1
 
CGBL
Capital Group Core Balanced ETF
93,985
2,911.7
+9.61%
2.030
+0.18%
0.150
+12.53%
+7.68%
2,529.0
 

Taylor Financial Group, Inc.'s Historical Top Holdings Breakdowns

Taylor Financial Group, Inc.'s Top Stock Picks View Full List
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
$219.16
-10.93%
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
$50.68
3.41%
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
$99.22
-17.02%
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
$33.67
6.08%
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
$45.69
3.82%
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
$47.08
4.44%
Add 10.31%
61,710
5,770
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.18%
●
369.1 ($404.54) 427.61
$448.39
10.84%
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
$301.79
0.05%
New holding
779
779

Taylor Financial Group, Inc. Total Holding History ($B)

To

Taylor Financial Group, Inc.'s Asset Allocation

To

Taylor Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Taylor Financial Group, Inc.'s Holdings Bubble Chart

Taylor Financial Group, Inc. News

  • 1

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