Sponsored

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

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).

1M P&L

+4.4M+2.68%

3M P&L

-135.4M-44.48%

HY P&L

-129.4M-43.38%

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/A71.2M

45.2%

2Railroads24.5M

15.5%

3Software - Infrastructure8.7M

5.5%

Top Industries by Stock Count

1N/A21 stocks

22.8%

2Semiconductors5 stocks

5.4%

3Drug Manufacturers - General4 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%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

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.6K shares0.00%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

Sponsored

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

Sponsored

BLACKSTONE INC BLACKSTONE INC15.7K shares2.99%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

INVESCO QQQ TR INVESCO QQQ TR2.7K shares0.22%2025-12-312026-02-06

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

VANGUARD INDEX FDS VANGUARD INDEX FDS867 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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares0.00%2025-12-312026-02-06

Sponsored

V VISA INC626 shares0.00%2025-12-312026-02-06

IYW ISHARES TR1.1K shares0.00%2025-12-312026-02-06

EATON CORP PLC EATON CORP PLC650 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

VUG

VANGUARD INDEX FDS

-0.95%

Shares61.4K

Event2025-12-31

Filed2026-02-06

NSC

NORFOLK SOUTHN CORP

-0.29%

Shares82.3K

Event2025-12-31

Filed2026-02-06

AAPL

APPLE INC

-0.39%

Shares19.3K

Event2025-12-31

Filed2026-02-06

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares9.6K

Event2025-12-31

Filed2026-02-06

DVY

ISHARES TR

-0.06%

Shares28.1K

Event2025-12-31

Filed2026-02-06

DIVB

ISHARES TR

-0.47%

Shares74.3K

Event2025-12-31

Filed2026-02-06

CGBL

CAPITAL GROUP CORE BALANCED

-0.22%

Shares111.4K

Event2025-12-31

Filed2026-02-06

ORCL

ORACLE CORP

-1.11%

Shares19.4K

Event2025-12-31

Filed2026-02-06

LLY

ELI LILLY & CO

-2.05%

Shares3.5K

Event2025-12-31

Filed2026-02-06

GAL

SSGA ACTIVE ETF TR

-0.07%

Shares75.2K

Event2025-12-31

Filed2026-02-06

MSFT

MICROSOFT CORP

-1.54%

Shares7.5K

Event2025-12-31

Filed2026-02-06

AOM

ISHARES TR

-1.07%

Shares74.5K

Event2025-12-31

Filed2026-02-06

HOME DEPOT INC

0.00%

Shares9.0K

Event2025-12-31

Filed2026-02-06

VTV

VANGUARD INDEX FDS

0.97%

Shares15.6K

Event2025-12-31

Filed2026-02-06

IJH

ISHARES TR

0.82%

Shares42.6K

Event2025-12-31

Filed2026-02-06

IJT

ISHARES TR

0.45%

Shares17.6K

Event2025-12-31

Filed2026-02-06

BLACKSTONE INC

2.99%

Shares15.7K

Event2025-12-31

Filed2026-02-06

IJS

ISHARES TR

-1.81%

Shares19.7K

Event2025-12-31

Filed2026-02-06

PARKER-HANNIFIN CORP

0.00%

Shares2.4K

Event2025-12-31

Filed2026-02-06

SPY

SPDR S&P 500 ETF TR

0.00%

Shares3.0K

Event2025-12-31

Filed2026-02-06

LOW

LOWES COS INC

-0.10%

Shares7.9K

Event2025-12-31

Filed2026-02-06

FISERV INC

-5.92%

Shares27.8K

Event2025-12-31

Filed2026-02-06

IVE

ISHARES TR

0.00%

Shares8.7K

Event2025-12-31

Filed2026-02-06

INVESCO QQQ TR

0.22%

Shares2.7K

Event2025-12-31

Filed2026-02-06

TFC

TRUIST FINL CORP

-0.75%

Shares32.9K

Event2025-12-31

Filed2026-02-06

LMT

LOCKHEED MARTIN CORP

-0.61%

Shares3.3K

Event2025-12-31

Filed2026-02-06

MAR

MARRIOTT INTL INC NEW

0.00%

Shares4.9K

Event2025-12-31

Filed2026-02-06

MCHP

MICROCHIP TECHNOLOGY INC.

-1.07%

Shares22.7K

Event2025-12-31

Filed2026-02-06

AMZN

AMAZON COM INC

7.45%

Shares6.2K

Event2025-12-31

Filed2026-02-06

GE AEROSPACE

0.00%

Shares4.4K

Event2025-12-31

Filed2026-02-06

JPM

JPMORGAN CHASE & CO.

0.00%

Shares4.2K

Event2025-12-31

Filed2026-02-06

IVW

ISHARES TR

0.00%

Shares10.9K

Event2025-12-31

Filed2026-02-06

AT&T INC

-1.59%

Shares53.4K

Event2025-12-31

Filed2026-02-06

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares7.1K

Event2025-12-31

Filed2026-02-06

PEP

PEPSICO INC

-1.35%

Shares8.8K

Event2025-12-31

Filed2026-02-06

MDY

SPDR S&P MIDCAP 400 ETF TR

-1.67%

Shares1.9K

Event2025-12-31

Filed2026-02-06

CAT

CATERPILLAR INC

-1.46%

Shares1.8K

Event2025-12-31

Filed2026-02-06

NFLX

NETFLIX INC

1245.74%

Shares10.1K

Event2025-12-31

Filed2026-02-06

GOLDMAN SACHS GROUP INC

0.00%

Shares1.0K

Event2025-12-31

Filed2026-02-06

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.4K

Event2025-12-31

Filed2026-02-06

XOM

EXXON MOBIL CORP

-0.90%

Shares7.1K

Event2025-12-31

Filed2026-02-06

MCD

MCDONALDS CORP

0.00%

Shares2.6K

Event2025-12-31

Filed2026-02-06

SDY

SPDR SERIES TRUST

0.00%

Shares5.6K

Event2025-12-31

Filed2026-02-06

ATO

ATMOS ENERGY CORP

0.00%

Shares4.5K

Event2025-12-31

Filed2026-02-06

NVDA

NVIDIA CORPORATION

0.00%

Shares4.0K

Event2025-12-31

Filed2026-02-06

PPG

PPG INDS INC

-5.39%

Shares7.2K

Event2025-12-31

Filed2026-02-06

CSX

CSX CORP

-21.03%

Shares20.3K

Event2025-12-31

Filed2026-02-06

GEV

GE VERNOVA INC

0.00%

Shares1.1K

Event2025-12-31

Filed2026-02-06

PAYX

PAYCHEX INC

0.00%

Shares6.3K

Event2025-12-31

Filed2026-02-06

ALPHABET INC

0.00%

Shares2.2K

Event2025-12-31

Filed2026-02-06

DHR

DANAHER CORPORATION

-3.28%

Shares2.9K

Event2025-12-31

Filed2026-02-06

VERIZON COMMUNICATIONS INC

-0.76%

Shares16.3K

Event2025-12-31

Filed2026-02-06

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares1.9K

Event2025-12-31

Filed2026-02-06

FDX

FEDEX CORP

0.00%

Shares2.3K

Event2025-12-31

Filed2026-02-06

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.6K

Event2025-12-31

Filed2026-02-06

QCOM

QUALCOMM INC

8.05%

Shares3.7K

Event2025-12-31

Filed2026-02-06

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares5.4K

Event2025-12-31

Filed2026-02-06

STLD

STEEL DYNAMICS INC

0.00%

Shares3.6K

Event2025-12-31

Filed2026-02-06

VBK

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2025-12-31

Filed2026-02-06

TRANE TECHNOLOGIES PLC

0.00%

Shares1.5K

Event2025-12-31

Filed2026-02-06

COST

COSTCO WHSL CORP NEW

0.00%

Shares641

Event2025-12-31

Filed2026-02-06

VANGUARD INDEX FDS

0.00%

Shares867

Event2025-12-31

Filed2026-02-06

IVV

ISHARES TR

-0.13%

Shares789

Event2025-12-31

Filed2026-02-06

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares15.2K

Event2025-12-31

Filed2026-02-06

DIS

DISNEY WALT CO

-9.22%

Shares4.6K

Event2025-12-31

Filed2026-02-06

JNJ

JOHNSON & JOHNSON

-1.94%

Shares2.5K

Event2025-12-31

Filed2026-02-06

WMT

WALMART INC

0.00%

Shares4.5K

Event2025-12-31

Filed2026-02-06

RTX

RTX CORPORATION

0.00%

Shares2.6K

Event2025-12-31

Filed2026-02-06