Taylor Financial Group, Inc.
Q2 2025 13F Holdings
- Locationroanoke, VA
- Num holdings
104
- Value ($000)
$160,180
- Date Filed08/01/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $27.47M | 17 % | 62,653 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | $21.55M | 14 % | 84,190 | ||
FI FISERV INC | COM | 337738108 | $4.80M | 3 % | 27,863 | ||
ORCL ORACLE CORP | COM | 68389X105 | $4.78M | 3 % | 21,847 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.66M | 3 % | 9,593 | ||
AAPL APPLE INC | COM | 037833100 | $3.98M | 3 % | 19,403 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.78M | 2 % | 7,597 | ||
DIVB ISHARES TR | CORE DIVID ETF | 46435U861 | $3.51M | 2 % | 69,785 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $3.51M | 2 % | 26,421 | ||
CGBL CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | $3.49M | 2 % | 104,370 |
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