Taylor Financial Group, Inc.
Q3 2025 13F Holdings
- Locationroanoke, VA
- Num holdings
105
- Value ($000)
$173,786
- Date Filed10/31/2025
- Form type13F-HR
- CIK0002012516
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $29.71 M | 17 % | 61,939 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | $24.79 M | 14 % | 82,517 | ||
ORCL ORACLE CORP | COM | 68389X105 | $5.53 M | 3 % | 19,667 | ||
AAPL APPLE INC | COM | 037833100 | $4.94 M | 3 % | 19,403 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.81 M | 3 % | 9,573 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $4.00 M | 2 % | 28,154 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.93 M | 2 % | 7,597 | ||
DIVB ISHARES TR | CORE DIVID ETF | 46435U861 | $3.90 M | 2 % | 74,614 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $3.87 M | 2 % | 111,605 | ||
FI FISERV INC | COM | 337738108 | $3.82 M | 2 % | 29,598 |
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