The Analysis of Taylor Financial Group, Inc.'s Holdings
Currently, Taylor Financial Group, Inc. holds 102 types of securities in its portfolio with a total value $170.2M. In the most recent quarter, they have increased their positions in NFLX (+9.4K shares, valued at $878.3K), META (+165 shares, valued at $108.9K), TXN (+604 shares, valued at $104.8K); decreased their positions in VUG (-589 shares, valued at $287.3K), UPS (-2.6K shares, valued at $256.7K), CSX (-5.4K shares, valued at $195.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS61.4K shares-0.95%2025-12-312026-02-06
NSC NORFOLK SOUTHN CORP82.3K shares-0.29%2025-12-312026-02-06 AAPL APPLE INC19.3K shares-0.39%2025-12-312026-02-06 DVY ISHARES TR28.1K shares-0.06%2025-12-312026-02-06 DIVB ISHARES TR74.3K shares-0.47%2025-12-312026-02-06 CGBL CAPITAL GROUP CORE BALANCED111.4K shares-0.22%2025-12-312026-02-06 ORCL ORACLE CORP19.4K shares-1.11%2025-12-312026-02-06 LLY ELI LILLY & CO3.5K shares-2.05%2025-12-312026-02-06 GAL SSGA ACTIVE ETF TR75.2K shares-0.07%2025-12-312026-02-06 MSFT MICROSOFT CORP7.5K shares-1.54%2025-12-312026-02-06 AOM ISHARES TR74.5K shares-1.07%2025-12-312026-02-06 HD HOME DEPOT INC9.0K shares0.00%2025-12-312026-02-06 VTV VANGUARD INDEX FDS15.6K shares0.97%2025-12-312026-02-06 IJH ISHARES TR42.6K shares0.82%2025-12-312026-02-06 IJT ISHARES TR17.6K shares0.45%2025-12-312026-02-06 IJS ISHARES TR19.7K shares-1.81%2025-12-312026-02-06 PH PARKER-HANNIFIN CORP2.4K shares0.00%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR3.0K shares0.00%2025-12-312026-02-06 LOW LOWES COS INC7.9K shares-0.10%2025-12-312026-02-06 FI FISERV INC27.8K shares-5.92%2025-12-312026-02-06 IVE ISHARES TR8.7K shares0.00%2025-12-312026-02-06 TFC TRUIST FINL CORP32.9K shares-0.75%2025-12-312026-02-06 LMT LOCKHEED MARTIN CORP3.3K shares-0.61%2025-12-312026-02-06 MAR MARRIOTT INTL INC NEW4.9K shares0.00%2025-12-312026-02-06 MCHP MICROCHIP TECHNOLOGY INC.22.7K shares-1.07%2025-12-312026-02-06 AMZN AMAZON COM INC6.2K shares7.45%2025-12-312026-02-06 GE AEROSPACE GE AEROSPACE4.4K shares0.00%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.4.2K shares0.00%2025-12-312026-02-06 IVW ISHARES TR10.9K shares0.00%2025-12-312026-02-06 T AT&T INC53.4K shares-1.59%2025-12-312026-02-06 PLTR PALANTIR TECHNOLOGIES INC7.1K shares0.00%2025-12-312026-02-06 PEP PEPSICO INC8.8K shares-1.35%2025-12-312026-02-06 MDY SPDR S&P MIDCAP 400 ETF TR1.9K shares-1.67%2025-12-312026-02-06 CAT CATERPILLAR INC1.8K shares-1.46%2025-12-312026-02-06 NFLX NETFLIX INC10.1K shares1245.74%2025-12-312026-02-06 GS GOLDMAN SACHS GROUP INC1.0K shares0.00%2025-12-312026-02-06 QQQM INVESCO EXCH TRADED FD TR II3.4K shares0.00%2025-12-312026-02-06 XOM EXXON MOBIL CORP7.1K shares-0.90%2025-12-312026-02-06 MCD MCDONALDS CORP2.6K shares0.00%2025-12-312026-02-06 SDY SPDR SERIES TRUST5.6K shares0.00%2025-12-312026-02-06 ATO ATMOS ENERGY CORP4.5K shares0.00%2025-12-312026-02-06 NVDA NVIDIA CORPORATION4.0K shares0.00%2025-12-312026-02-06 PPG PPG INDS INC7.2K shares-5.39%2025-12-312026-02-06 CSX CSX CORP20.3K shares-21.03%2025-12-312026-02-06 GEV GE VERNOVA INC1.1K shares0.00%2025-12-312026-02-06 PAYX PAYCHEX INC6.3K shares0.00%2025-12-312026-02-06 ALPHABET INC ALPHABET INC2.2K shares0.00%2025-12-312026-02-06 DHR DANAHER CORPORATION2.9K shares-3.28%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC16.3K shares-0.76%2025-12-312026-02-06 ELV ELEVANCE HEALTH INC FORMERLY1.9K shares0.00%2025-12-312026-02-06 FDX FEDEX CORP2.3K shares0.00%2025-12-312026-02-06 ROK ROCKWELL AUTOMATION INC1.6K shares0.00%2025-12-312026-02-06 QCOM QUALCOMM INC3.7K shares8.05%2025-12-312026-02-06 AEP AMERICAN ELEC PWR CO INC5.4K shares0.00%2025-12-312026-02-06 STLD STEEL DYNAMICS INC3.6K shares0.00%2025-12-312026-02-06 VBK VANGUARD INDEX FDS1.9K shares0.00%2025-12-312026-02-06 TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW641 shares0.00%2025-12-312026-02-06 IVV ISHARES TR789 shares-0.13%2025-12-312026-02-06 AUB ATLANTIC UN BANKSHARES CORP15.2K shares0.00%2025-12-312026-02-06 DIS DISNEY WALT CO4.6K shares-9.22%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON2.5K shares-1.94%2025-12-312026-02-06 WMT WALMART INC4.5K shares0.00%2025-12-312026-02-06 RTX RTX CORPORATION2.6K shares0.00%2025-12-312026-02-06 META META PLATFORMS INC703 shares30.67%2025-12-312026-02-06 GPC GENUINE PARTS CO3.7K shares-0.59%2025-12-312026-02-06 HON HONEYWELL INTL INC2.1K shares0.00%2025-12-312026-02-06 PG PROCTER AND GAMBLE CO2.9K shares0.00%2025-12-312026-02-06 UPS UNITED PARCEL SERVICE INC4.1K shares-38.68%2025-12-312026-02-06 GLW CORNING INC4.6K shares0.00%2025-12-312026-02-06 ALPHABET INC ALPHABET INC1.2K shares0.00%2025-12-312026-02-06 VGK VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2025-12-312026-02-06 MO ALTRIA GROUP INC6.3K shares0.00%2025-12-312026-02-06 FAST FASTENAL CO9.0K shares0.04%2025-12-312026-02-06 APD AIR PRODS & CHEMS INC1.4K shares0.00%2025-12-312026-02-06 ABBV ABBVIE INC1.6K shares0.00%2025-12-312026-02-06 PFE PFIZER INC13.7K shares0.00%2025-12-312026-02-06 CMI CUMMINS INC655 shares0.00%2025-12-312026-02-06 TXN TEXAS INSTRS INC1.9K shares46.32%2025-12-312026-02-06 TSLA TESLA INC661 shares0.15%2025-12-312026-02-06 MLM MARTIN MARIETTA MATLS INC475 shares0.00%2025-12-312026-02-06 PNC PNC FINL SVCS GROUP INC1.3K shares0.00%2025-12-312026-02-06 INTC INTEL CORP7.5K shares-8.94%2025-12-312026-02-06 KMB KIMBERLY-CLARK CORP2.7K shares-6.85%2025-12-312026-02-06 ABT ABBOTT LABS2.1K shares-4.56%2025-12-312026-02-06 ENB ENBRIDGE INC5.4K shares0.00%2025-12-312026-02-06 DE DEERE & CO545 shares0.00%2025-12-312026-02-06 KO COCA COLA CO3.5K shares0.00%2025-12-312026-02-06 BROADCOM INC BROADCOM INC702 shares0.00%2025-12-312026-02-06 BAC BANK AMERICA CORP4.4K shares0.00%2025-12-312026-02-06 V VISA INC626 shares0.00%2025-12-312026-02-06 IYW ISHARES TR1.1K shares0.00%2025-12-312026-02-06 ADP AUTOMATIC DATA PROCESSING IN779 shares0.00%2025-12-312026-02-06 CADL CANDEL THERAPEUTICS INC13.6K shares0.00%2025-12-312026-02-06 MIST MILESTONE PHARMACEUTICALS IN10.0K shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available