Taylor Financial Group, Inc. Portfolio Holdings

Taylor Financial Group, Inc.

  • $174 Billion
  • Q3 2025

Taylor Financial Group, Inc. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $29.7B, Norfolk Southern Corp with a value of $24.8B, Oracle Corp with a value of $5.53B, Apple Inc. with a value of $4.94B, and Berkshire Hathaway Inc Class B with a value of $4.81B.

Examining the 13F form we can see an increase of $13.6B in the current position value, from $160B to 174B.

Taylor Financial Group, Inc. is based out at Roanoke, VA

Below you can find more details about Taylor Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
ETFs: $66.9 Billion
Industrials: $37 Billion
Technology: $24.3 Billion
Financial Services: $12.3 Billion
Consumer Cyclical: $9.78 Billion
Healthcare: $5.49 Billion
Communication Services: $4.98 Billion
Consumer Defensive: $3.75 Billion
Other: $4.7 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $174 Billion
  • Prior Value $160 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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