Taylor Financial Group, Inc. Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$160.2B
Holdings
104
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (104 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | 62,653 | $27.5B | 17.15% | |
| 2 | NSCNORFOLK SOUTHN CORP | 84,190 | $21.6B | 13.45% | |
| 3 | FISVFISERV INC | 27,863 | $4.8B | 3.00% | |
| 4 | ORCLORACLE CORP | 21,847 | $4.8B | 2.98% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,593 | $4.7B | 2.91% | |
| 6 | AAPLAPPLE INC | 19,403 | $4.0B | 2.49% | |
| 7 | MSFTMICROSOFT CORP | 7,597 | $3.8B | 2.36% | |
| 8 | DIVBISHARES TR | 69,785 | $3.5B | 2.19% | |
| 9 | AQLTISHARES TR | 26,421 | $3.5B | 2.19% | |
| 10 | CGBLCAPITAL GROUP CORE BALANCED | 104,370 | $3.5B | 2.18% | |
| 11 | HDHOME DEPOT INC | 8,993 | $3.3B | 2.06% | |
| 12 | GALSSGA ACTIVE ETF TR | 69,682 | $3.3B | 2.04% | |
| 13 | AOMISHARES TR | 68,457 | $3.2B | 1.97% | |
| 14 | LLYELI LILLY & CO | 3,493 | $2.7B | 1.70% | |
| 15 | VTVVANGUARD INDEX FDS | 14,605 | $2.6B | 1.61% | |
| 16 | IJHISHARES TR | 39,925 | $2.5B | 1.55% | |
| 17 | BXBLACKSTONE INC | 15,240 | $2.3B | 1.42% | |
| 18 | IJTISHARES TR | 17,042 | $2.3B | 1.42% | |
| 19 | IJSISHARES TR | 20,842 | $2.1B | 1.29% | |
| 20 | SPYSPDR S&P 500 ETF TR | 2,955 | $1.8B | 1.14% | |
| 21 | LOWLOWES COS INC | 7,987 | $1.8B | 1.11% | |
| 22 | IVEISHARES TR | 8,737 | $1.7B | 1.07% | |
| 23 | PHPARKER-HANNIFIN CORP | 2,403 | $1.7B | 1.05% | |
| 24 | MCHPMICROCHIP TECHNOLOGY INC. | 22,968 | $1.6B | 1.01% | |
| 25 | TAT&T INC | 55,069 | $1.6B | 0.99% | |
| 26 | LMTLOCKHEED MARTIN CORP | 3,299 | $1.5B | 0.95% | |
| 27 | NDQINVESCO QQQ TR | 2,738 | $1.5B | 0.94% | |
| 28 | TFCTRUIST FINL CORP | 33,338 | $1.4B | 0.89% | |
| 29 | MARMARRIOTT INTL INC NEW | 4,954 | $1.4B | 0.84% | |
| 30 | AMZNAMAZON COM INC | 5,779 | $1.3B | 0.79% | |
| 31 | JPMJPMORGAN CHASE & CO. | 4,192 | $1.2B | 0.76% | |
| 32 | IVWISHARES TR | 10,856 | $1.2B | 0.75% | |
| 33 | PEPPEPSICO INC | 8,981 | $1.2B | 0.74% | |
| 34 | GEGE AEROSPACE | 4,442 | $1.1B | 0.71% | |
| 35 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,929 | $1.1B | 0.68% | |
| 36 | NFLXNETFLIX INC | 752 | $1.0B | 0.63% | |
| 37 | PLTRPALANTIR TECHNOLOGIES INC | 7,112 | $969.5M | 0.61% | |
| 38 | PAYXPAYCHEX INC | 6,331 | $920.9M | 0.57% | |
| 39 | PPGPPG INDS INC | 7,712 | $877.2M | 0.55% | |
| 40 | SDYSPDR SERIES TRUST | 6,024 | $817.6M | 0.51% | |
| 41 | XOMEXXON MOBIL CORP | 7,280 | $784.7M | 0.49% | |
| 42 | QQQMINVESCO EXCH TRADED FD TR II | 3,435 | $780.1M | 0.49% | |
| 43 | MCDMCDONALDS CORP | 2,564 | $749.0M | 0.47% | |
| 44 | GSGOLDMAN SACHS GROUP INC | 1,040 | $736.1M | 0.46% | |
| 45 | BACVERIZON COMMUNICATIONS INC | 16,947 | $733.3M | 0.46% | |
| 46 | ELVELEVANCE HEALTH INC | 1,865 | $725.4M | 0.45% | |
| 47 | CATCATERPILLAR INC | 1,779 | $690.6M | 0.43% | |
| 48 | ATOATMOS ENERGY CORP | 4,465 | $688.1M | 0.43% | |
| 49 | UPSUNITED PARCEL SERVICE INC | 6,635 | $669.7M | 0.42% | |
| 50 | TTTRANE TECHNOLOGIES PLC | 1,512 | $661.4M | 0.41% | |
| 51 | COSTCOSTCO WHSL CORP NEW | 649 | $642.5M | 0.40% | |
| 52 | DISDISNEY WALT CO | 5,161 | $640.0M | 0.40% | |
| 53 | NVDANVIDIA CORPORATION | 4,011 | $633.7M | 0.40% | |
| 54 | DHRDANAHER CORPORATION | 3,090 | $610.4M | 0.38% | |
| 55 | GEVGE VERNOVA INC | 1,105 | $584.7M | 0.37% | |
| 56 | QCOMQUALCOMM INC | 3,511 | $559.2M | 0.35% | |
| 57 | AEPAMERICAN ELEC PWR CO INC | 5,376 | $557.8M | 0.35% | |
| 58 | ROKROCKWELL AUTOMATION INC | 1,648 | $547.4M | 0.34% | |
| 59 | VBKVANGUARD INDEX FDS | 1,971 | $545.8M | 0.34% | |
| 60 | CSXCSX CORP | 15,922 | $519.5M | 0.32% | |
| 61 | FDXFEDEX CORP | 2,251 | $511.7M | 0.32% | |
| 62 | HONHONEYWELL INTL INC | 2,135 | $497.2M | 0.31% | |
| 63 | IVVISHARES TR | 797 | $494.9M | 0.31% | |
| 64 | VOOVANGUARD INDEX FDS | 867 | $492.6M | 0.31% | |
| 65 | AUBATLANTIC UN BANKSHARES CORP | 15,534 | $485.9M | 0.30% | |
| 66 | STLDSTEEL DYNAMICS INC | 3,639 | $465.8M | 0.29% | |
| 67 | GPCGENUINE PARTS CO | 3,758 | $455.9M | 0.28% | |
| 68 | PGPROCTER AND GAMBLE CO | 2,861 | $455.8M | 0.28% | |
| 69 | WMTWALMART INC | 4,460 | $436.1M | 0.27% | |
| 70 | APDAIR PRODS & CHEMS INC | 1,435 | $404.8M | 0.25% | |
| 71 | JNJJOHNSON & JOHNSON | 2,631 | $401.9M | 0.25% | |
| 72 | METAMETA PLATFORMS INC | 538 | $397.1M | 0.25% | |
| 73 | GOOGALPHABET INC | 2,225 | $394.7M | 0.25% | |
| 74 | RTXRTX CORPORATION | 2,591 | $378.3M | 0.24% | |
| 75 | KMBKIMBERLY-CLARK CORP | 2,921 | $376.6M | 0.24% | |
| 76 | FASTFASTENAL CO | 8,960 | $376.3M | 0.23% | |
| 77 | MOALTRIA GROUP INC | 6,288 | $368.7M | 0.23% | |
| 78 | IBMINTERNATIONAL BUSINESS MACHS | 1,245 | $367.0M | 0.23% | |
| 79 | PFEPFIZER INC | 13,806 | $334.7M | 0.21% | |
| 80 | VGKVANGUARD INTL EQUITY INDEX F | 4,183 | $324.2M | 0.20% | |
| 81 | ABTABBOTT LABS | 2,194 | $298.4M | 0.19% | |
| 82 | ABBVABBVIE INC | 1,551 | $287.9M | 0.18% | |
| 83 | DEDEERE & CO | 545 | $277.1M | 0.17% | |
| 84 | TXNTEXAS INSTRS INC | 1,304 | $270.7M | 0.17% | |
| 85 | MLMMARTIN MARIETTA MATLS INC | 475 | $260.8M | 0.16% | |
| 86 | PNCPNC FINL SVCS GROUP INC | 1,342 | $250.2M | 0.16% | |
| 87 | KOCOCA COLA CO | 3,522 | $249.2M | 0.16% | |
| 88 | ENBENBRIDGE INC | 5,395 | $244.4M | 0.15% | |
| 89 | ADPAUTOMATIC DATA PROCESSING IN | 779 | $240.2M | 0.15% | |
| 90 | TSLATESLA INC | 750 | $238.2M | 0.15% | |
| 91 | DUKDUKE ENERGY CORP NEW | 2,019 | $238.2M | 0.15% | |
| 92 | AVGOBROADCOM INC | 847 | $233.5M | 0.15% | |
| 93 | ETNEATON CORP PLC | 650 | $232.0M | 0.14% | |
| 94 | GLWCORNING INC | 4,337 | $228.1M | 0.14% | |
| 95 | DOWDOW INC | 8,575 | $227.1M | 0.14% | |
| 96 | VVISA INC | 626 | $222.3M | 0.14% | |
| 97 | GOOGLALPHABET INC | 1,240 | $218.5M | 0.14% | |
| 98 | CMICUMMINS INC | 655 | $214.5M | 0.13% | |
| 99 | DRIDARDEN RESTAURANTS INC | 975 | $212.5M | 0.13% | |
| 100 | UBERUBER TECHNOLOGIES INC | 2,275 | $212.3M | 0.13% |
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