TF

Taylor Financial Group, Inc.

13F
Taylor Financial Group, Inc.
Last update 2024-09-17 91 Stocks (2 new)
Value $130.00 Mil Turnover 2 %
Countries:
Top Holdings: VUG(17.40%)NSC(13.89%)FI(3.23%)AAPL(3.03%)BRK.B(3.00%)
Portfolio Report
Summary Stock Picks Current Portfolio
Taylor Financial Group, Inc. Top Holdings of 2024-06-30 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
60,543
22643.690
+1.59%
17.400
+0.27%
-
+2.26%
+22.83%
133314.222
 
NSC 		Norfolk Southern Corp
84,202
18077.370
-0.08%
13.890
-0.01%
0.040
+10.00%
+5.87%
55619.723
Transportation
FI 		Fiserv Inc
28,242
4209.190
-0.35%
3.230
-0.01%
0.000
+19.71%
+34.98%
103233.284
Software
AAPL 		Apple Inc
18,703
3939.230
0%
3.030
0%
0.000
+9.27%
+18.07%
3443280.906
Hardware
BRK.B 		Berkshire Hathaway Inc
9,593
3902.430
0%
3.000
0%
0.000
+11.07%
+27.57%
982078.357
Insurance
MSFT 		Microsoft Corp
7,199
3217.590
-1.17%
2.470
-0.03%
0.000
-3.44%
+15.91%
3222296.469
Software
ORCL 		Oracle Corp
21,894
3091.380
-1.84%
2.380
-0.04%
0.000
+17.61%
+58.97%
459842.140
Software
HD 		The Home Depot Inc
8,673
2985.590
0%
2.290
0%
0.000
+10.83%
+15.27%
389331.272
Retail - Cyclical
LLY 		Eli Lilly and Co
3,148
2850.140
-1.59%
2.190
-0.03%
0.000
+4.06%
+58.34%
827059.086
Drug Manufacturers
MCHP 		Microchip Technology Inc
26,072
2385.590
-2.58%
1.830
-0.05%
0.000
-15.39%
-13.21%
41343.081
Semiconductors

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
VUG 		Vanguard Growth ETF2024-06-30Add
+0.27%
●
322.46 ($349.89) 377.11
$381.84
9.13%
Add 1.59%
60,543
948
VTV 		Vanguard Value ETF2024-06-30Add
+0.18%
●
154.57 ($159.83) 163.65
$174.30
9.05%
Add 18.43%
9,258
1,441
IRBO 		IRBO2024-06-30Sold Out
-0.18%
●
31.2 ($33.35) 34.68
$32.73
-1.86%
Sold Out
0
-6,965
WMT 		Walmart Inc2024-06-30New Buy
+0.17%
●
58.85 ($62.97) 68.9
$80.33
27.57%
New holding
3,315
3,315
GOOGL 		Alphabet Inc2024-06-30New Buy
+0.16%
●
150.53 ($168.57) 185.41
$161.85
-3.99%
New holding
1,122
1,122
IEV 		iShares Europe ETF2024-06-30Sold Out
-0.16%
●
53.34 ($55.82) 58.37
$57.41
2.85%
Sold Out
0
-3,826
CRM 		Salesforce Inc2024-06-30Sold Out
-0.16%
●
218.01 ($267.58) 304.74
$264.21
-1.26%
Sold Out
0
-685
WDFC 		WD-40 Co2024-06-30Sold Out
-0.15%
●
218.06 ($231.2) 259.03
$256.68
11.02%
Sold Out
0
-800
ENB 		Enbridge Inc2024-06-30Sold Out
-0.15%
●
32.97 ($35.72) 37.83
$40.88
14.45%
Sold Out
0
-5,555
MRK 		Merck & Co Inc2024-06-30Sold Out
-0.15%
●
123.8 ($128.81) 132.96
$115.63
-10.23%
Sold Out
0
-1,528

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 2024-06-30

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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