Taylor Financial Group, Inc.
Q4 2024 13F Holdings
- Locationroanoke, VA
- Num holdings
96
- Value ($000)
$144,355
- Date Filed02/10/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $24.47M | 17 % | 59,621 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | $19.72M | 14 % | 84,013 | ||
FI FISERV INC | COM | 337738108 | $5.80M | 4 % | 28,242 | ||
AAPL APPLE INC | COM | 037833100 | $4.68M | 3 % | 18,703 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.35M | 3 % | 9,593 | ||
ORCL ORACLE CORP | COM | 68389X105 | $3.60M | 3 % | 21,616 | ||
HD HOME DEPOT INC | COM | 437076102 | $3.37M | 2 % | 8,653 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.03M | 2 % | 7,199 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $2.84M | 2 % | 21,621 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $2.68M | 2 % | 85,747 |
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