Sponsored

The Analysis of Taylor Financial Group, Inc.'s Holdings & P&L

Currently, Taylor Financial Group, Inc. holds 99 types of securities in its portfolio with a total value $165.0M. In the most recent quarter, they have increased their positions in IJT (+15.8K shares, valued at $2.3M), SHEL (+2.3K shares, valued at $214.3K), GAL (+3.4K shares, valued at $166.9K); decreased their positions in NSC (-2.2K shares, valued at $619.9K), TT (-822 shares, valued at $342.6K), VUG (-696 shares, valued at $304.0K); initiated new positions in SHEL (+2.3K shares, valued at $214.3K).

1M P&L

+3.4M+2.02%

3M P&L

+4.9M+2.95%

HY P&L

-134.8M-44.23%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A70.5M

45.9%

2Railroads23.8M

15.5%

3Software - Infrastructure6.7M

4.3%

Top Industries by Stock Count

1N/A20 stocks

22.5%

2Semiconductors5 stocks

5.6%

3Drug Manufacturers - General4 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS60.7K shares-1.13%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP80.1K shares-2.63%2026-03-312026-05-14

AAPL APPLE INC19.2K shares-0.91%2026-03-312026-05-14

IJT ISHARES TR33.5K shares89.77%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.3K shares-2.61%2026-03-312026-05-14

DVY ISHARES TR29.1K shares3.31%2026-03-312026-05-14

DIVB ISHARES TR77.0K shares3.67%2026-03-312026-05-14

CGBL CAPITAL GROUP CORE BALANCED116.0K shares4.14%2026-03-312026-05-14

Sponsored

GAL SSGA ACTIVE ETF TR78.5K shares4.49%2026-03-312026-05-14

AOM ISHARES TR77.6K shares4.16%2026-03-312026-05-14

LLY ELI LILLY & CO3.5K shares0.00%2026-03-312026-05-14

VTV VANGUARD INDEX FDS15.5K shares-0.82%2026-03-312026-05-14

HD HOME DEPOT INC9.0K shares0.00%2026-03-312026-05-14

IJH ISHARES TR42.8K shares0.40%2026-03-312026-05-14

ORCL ORACLE CORP19.5K shares0.31%2026-03-312026-05-14

MSFT MICROSOFT CORP7.4K shares-0.51%2026-03-312026-05-14

Sponsored

IJS ISHARES TR18.3K shares-7.44%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP2.4K shares0.00%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP3.3K shares0.00%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T3.0K shares0.00%2026-03-312026-05-14

IVE ISHARES TR8.8K shares0.52%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC16.0K shares2.08%2026-03-312026-05-14

FI FISERV INC30.5K shares9.50%2026-03-312026-05-14

LOW LOWES COS INC6.9K shares-12.94%2026-03-312026-05-14

Sponsored

T AT&T INC55.7K shares4.36%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW4.9K shares0.00%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR2.6K shares-2.81%2026-03-312026-05-14

MCHP MICROCHIP TECHNOLOGY INC.22.3K shares-1.90%2026-03-312026-05-14

TFC TRUIST FINL CORP31.3K shares-4.92%2026-03-312026-05-14

PEP PEPSICO INC8.5K shares-3.42%2026-03-312026-05-14

AMZN AMAZON COM INC6.3K shares1.21%2026-03-312026-05-14

CAT CATERPILLAR INC1.8K shares0.86%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO4.2K shares0.00%2026-03-312026-05-14

IVW ISHARES TR10.9K shares0.00%2026-03-312026-05-14

XOM EXXON MOBIL CORP7.2K shares0.91%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE4.3K shares-3.49%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 401.9K shares0.00%2026-03-312026-05-14

NFLX NETFLIX INC.11.2K shares10.92%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC7.1K shares0.35%2026-03-312026-05-14

GEV GE VERNOVA INC1.1K shares0.00%2026-03-312026-05-14

Sponsored

GS GOLDMAN SACHS GROUP INC1.0K shares0.00%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC16.8K shares2.73%2026-03-312026-05-14

ATO ATMOS ENERGY CORP4.5K shares0.00%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II3.4K shares0.00%2026-03-312026-05-14

FDX FEDEX CORP2.3K shares0.00%2026-03-312026-05-14

MCD MCDONALDS CORP2.6K shares0.00%2026-03-312026-05-14

CSX CSX CORP19.3K shares-4.93%2026-03-312026-05-14

SDY SPDR SERIES TRUST5.4K shares-3.74%2026-03-312026-05-14

Sponsored

PPG PPG INDS INC6.9K shares-4.69%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC5.4K shares0.00%2026-03-312026-05-14

NVDA NVIDIA CORPORATION4.0K shares0.00%2026-03-312026-05-14

STLD STEEL DYNAMICS INC3.6K shares0.00%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION641 shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC2.2K shares-0.72%2026-03-312026-05-14

GLW CORNING INC4.6K shares0.00%2026-03-312026-05-14

VBK VANGUARD INDEX FDS2.0K shares0.62%2026-03-312026-05-14

Sponsored

ROK ROCKWELL AUTOMATION INC1.6K shares0.00%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON2.4K shares-6.91%2026-03-312026-05-14

PAYX PAYCHEX INC6.2K shares-1.18%2026-03-312026-05-14

DHR DANAHER CORP DEL2.9K shares-0.75%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC5.6K shares35.58%2026-03-312026-05-14

AUB ATLANTIC UN BANKSHARES CORP15.1K shares-0.99%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS867 shares0.00%2026-03-312026-05-14

IVV ISHARES TR789 shares0.00%2026-03-312026-05-14

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY1.7K shares-6.70%2026-03-312026-05-14

RTX RTX CORPORATION2.6K shares0.00%2026-03-312026-05-14

QCOM QUALCOMM INC3.8K shares1.90%2026-03-312026-05-14

HON HONEYWELL INTL INC2.1K shares0.00%2026-03-312026-05-14

TXN TEXAS INSTRS INC2.3K shares21.75%2026-03-312026-05-14

DIS DISNEY WALT CO4.5K shares-3.35%2026-03-312026-05-14

FAST FASTENAL CO9.0K shares0.06%2026-03-312026-05-14

MO ALTRIA GROUP INC6.3K shares0.00%2026-03-312026-05-14

Sponsored

PFE PFIZER INC14.7K shares7.28%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I1.4K shares-1.39%2026-03-312026-05-14

META META PLATFORMS INC703 shares0.00%2026-03-312026-05-14

PG PROCTER & GAMBLE CO2.8K shares-3.60%2026-03-312026-05-14

GPC GENUINE PARTS CO3.7K shares-1.29%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2026-03-312026-05-14

CMI CUMMINS INC655 shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.2K shares-1.29%2026-03-312026-05-14

Sponsored

WMT WALMART INC2.7K shares-40.36%2026-03-312026-05-14

ABBV ABBVIE INC1.5K shares-4.26%2026-03-312026-05-14

DE DEERE & CO545 shares0.00%2026-03-312026-05-14

KMB KIMBERLY-CLARK CORP3.1K shares12.68%2026-03-312026-05-14

ENB ENBRIDGE INC5.4K shares0.00%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC690 shares-54.37%2026-03-312026-05-14

INTC INTEL CORP6.5K shares-13.36%2026-03-312026-05-14

MLM MARTIN MARIETTA MATLS INC475 shares0.00%2026-03-312026-05-14

Sponsored

PNC PNC FINL SVCS GROUP INC1.3K shares0.00%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares0.00%2026-03-312026-05-14

TSLA TESLA INC660 shares-0.15%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC650 shares0.00%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS908 shares-27.07%2026-03-312026-05-14

BROADCOM INC BROADCOM INC702 shares0.00%2026-03-312026-05-14

SHEL SHELL PLC2.3K sharesnew addition2026-03-312026-05-14

KO COCA COLA CO2.8K shares-20.10%2026-03-312026-05-14

Sponsored

BAC BANK AMERICA CORP4.4K shares0.00%2026-03-312026-05-14

CADL CANDEL THERAPEUTICS INC16.6K shares22.06%2026-03-312026-05-14

MIST MILESTONE PHARMACEUTICALS IN15.0K shares50.00%2026-03-312026-05-14

VUG

VANGUARD INDEX FDS

-1.13%

Shares60.7K

Event2026-03-31

Filed2026-05-14

NSC

NORFOLK SOUTHN CORP

-2.63%

Shares80.1K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-0.91%

Shares19.2K

Event2026-03-31

Filed2026-05-14

IJT

ISHARES TR

89.77%

Shares33.5K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-2.61%

Shares9.3K

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

3.31%

Shares29.1K

Event2026-03-31

Filed2026-05-14

DIVB

ISHARES TR

3.67%

Shares77.0K

Event2026-03-31

Filed2026-05-14

CGBL

CAPITAL GROUP CORE BALANCED

4.14%

Shares116.0K

Event2026-03-31

Filed2026-05-14

GAL

SSGA ACTIVE ETF TR

4.49%

Shares78.5K

Event2026-03-31

Filed2026-05-14

AOM

ISHARES TR

4.16%

Shares77.6K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-0.82%

Shares15.5K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

0.40%

Shares42.8K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

0.31%

Shares19.5K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-0.51%

Shares7.4K

Event2026-03-31

Filed2026-05-14

IJS

ISHARES TR

-7.44%

Shares18.3K

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

0.52%

Shares8.8K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

2.08%

Shares16.0K

Event2026-03-31

Filed2026-05-14

FISERV INC

9.50%

Shares30.5K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

-12.94%

Shares6.9K

Event2026-03-31

Filed2026-05-14

AT&T INC

4.36%

Shares55.7K

Event2026-03-31

Filed2026-05-14

MAR

MARRIOTT INTL INC NEW

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-2.81%

Shares2.6K

Event2026-03-31

Filed2026-05-14

MCHP

MICROCHIP TECHNOLOGY INC.

-1.90%

Shares22.3K

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINL CORP

-4.92%

Shares31.3K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

-3.42%

Shares8.5K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

1.21%

Shares6.3K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

0.86%

Shares1.8K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.91%

Shares7.2K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

-3.49%

Shares4.3K

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

10.92%

Shares11.2K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

0.35%

Shares7.1K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

2.73%

Shares16.8K

Event2026-03-31

Filed2026-05-14

ATO

ATMOS ENERGY CORP

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-14

FDX

FEDEX CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

-4.93%

Shares19.3K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

-3.74%

Shares5.4K

Event2026-03-31

Filed2026-05-14

PPG

PPG INDS INC

-4.69%

Shares6.9K

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-14

STLD

STEEL DYNAMICS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares641

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-0.72%

Shares2.2K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

0.62%

Shares2.0K

Event2026-03-31

Filed2026-05-14

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-6.91%

Shares2.4K

Event2026-03-31

Filed2026-05-14

PAYX

PAYCHEX INC

-1.18%

Shares6.2K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

-0.75%

Shares2.9K

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

35.58%

Shares5.6K

Event2026-03-31

Filed2026-05-14

AUB

ATLANTIC UN BANKSHARES CORP

-0.99%

Shares15.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares867

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

0.00%

Shares789

Event2026-03-31

Filed2026-05-14

ELV

ELEVANCE HEALTH INC FORMERLY

-6.70%

Shares1.7K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

1.90%

Shares3.8K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

21.75%

Shares2.3K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

-3.35%

Shares4.5K

Event2026-03-31

Filed2026-05-14

FAST

FASTENAL CO

0.06%

Shares9.0K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

7.28%

Shares14.7K

Event2026-03-31

Filed2026-05-14

APD

AIR PRODUCTS AND CHEMICALS I

-1.39%

Shares1.4K

Event2026-03-31

Filed2026-05-14