Taylor Financial Group, Inc.
Q1 2025 13F Holdings
- Locationroanoke, VA
- Num holdings
97
- Value ($000)
$143,756
- Date Filed05/12/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $22.36 M | 16 % | 60,307 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | $19.88 M | 14 % | 83,934 | ||
FI FISERV INC | COM | 337738108 | $6.13 M | 4 % | 27,748 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $5.11 M | 4 % | 9,593 | ||
AAPL APPLE INC | COM | 037833100 | $4.28 M | 3 % | 19,270 | ||
HD HOME DEPOT INC | COM | 437076102 | $3.30 M | 2 % | 8,993 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $3.15 M | 2 % | 23,440 | ||
ORCL ORACLE CORP | COM | 68389X105 | $3.03 M | 2 % | 21,707 | ||
DIVB ISHARES TR | CORE DIVID ETF | 46435U861 | $3.01 M | 2 % | 62,113 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $2.91 M | 2 % | 93,985 |
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