The Analysis of Taylor Financial Group, Inc.'s Holdings
Currently, Taylor Financial Group, Inc. holds 105 types of securities in its portfolio with a total value $173.8M. In the most recent quarter, they have increased their positions in CSX (+9.8K shares, valued at $346.2K), AOM (+6.9K shares, valued at $326.4K), DOCU (+4.0K shares, valued at $288.4K); decreased their positions in ORCL (-2.2K shares, valued at $613.1K), NSC (-1.7K shares, valued at $502.6K), VUG (-714 shares, valued at $342.4K); initiated new positions in DOCU (+4.0K shares, valued at $288.4K), INTC (+8.2K shares, valued at $275.8K), IYW (+1.1K shares, valued at $213.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS61.9K shares-1.14%2025-09-302025-10-31
NSC NORFOLK SOUTHN CORP82.5K shares-1.99%2025-09-302025-10-31 ORCL ORACLE CORP19.7K shares-9.98%2025-09-302025-10-31 AAPL APPLE INC19.4K shares0.00%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL9.6K shares-0.21%2025-09-302025-10-31 DVY ISHARES TR28.2K shares6.56%2025-09-302025-10-31 MSFT MICROSOFT CORP7.6K shares0.00%2025-09-302025-10-31 DIVB ISHARES TR74.6K shares6.92%2025-09-302025-10-31 CGBL CAPITAL GROUP CORE BALANCED111.6K shares6.93%2025-09-302025-10-31 FI FISERV INC29.6K shares6.23%2025-09-302025-10-31 GAL SSGA ACTIVE ETF TR75.2K shares7.93%2025-09-302025-10-31 HD HOME DEPOT INC9.0K shares0.00%2025-09-302025-10-31 AOM ISHARES TR75.3K shares10.02%2025-09-302025-10-31 VTV VANGUARD INDEX FDS15.5K shares6.07%2025-09-302025-10-31 IJH ISHARES TR42.3K shares5.84%2025-09-302025-10-31 LLY ELI LILLY & CO3.6K shares1.86%2025-09-302025-10-31 BX BLACKSTONE INC15.2K shares0.00%2025-09-302025-10-31 IJT ISHARES TR17.6K shares3.04%2025-09-302025-10-31 IJS ISHARES TR20.1K shares-3.65%2025-09-302025-10-31 LOW LOWES COS INC8.0K shares-0.40%2025-09-302025-10-31 SPY SPDR S&P 500 ETF TR3.0K shares0.00%2025-09-302025-10-31 PH PARKER-HANNIFIN CORP2.4K shares-0.33%2025-09-302025-10-31 IVE ISHARES TR8.7K shares0.00%2025-09-302025-10-31 LMT LOCKHEED MARTIN CORP3.3K shares0.00%2025-09-302025-10-31 QQQ INVESCO QQQ TR2.7K shares-1.31%2025-09-302025-10-31 T AT&T INC54.3K shares-1.49%2025-09-302025-10-31 TFC TRUIST FINL CORP33.1K shares-0.60%2025-09-302025-10-31 MCHP MICROCHIP TECHNOLOGY INC.22.9K shares-0.16%2025-09-302025-10-31 GE GE AEROSPACE4.4K shares0.00%2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.4.2K shares0.00%2025-09-302025-10-31 IVW ISHARES TR10.9K shares0.00%2025-09-302025-10-31 PLTR PALANTIR TECHNOLOGIES INC7.1K shares0.00%2025-09-302025-10-31 MAR MARRIOTT INTL INC NEW4.9K shares-0.77%2025-09-302025-10-31 AMZN AMAZON COM INC5.8K shares-0.16%2025-09-302025-10-31 PEP PEPSICO INC8.9K shares-1.11%2025-09-302025-10-31 MDY SPDR S&P MIDCAP 400 ETF TR1.9K shares-0.73%2025-09-302025-10-31 CSX CSX CORP25.7K shares61.24%2025-09-302025-10-31 NFLX NETFLIX INC752 shares0.00%2025-09-302025-10-31 QQQM INVESCO EXCH TRADED FD TR II3.4K shares0.00%2025-09-302025-10-31 CAT CATERPILLAR INC1.8K shares0.00%2025-09-302025-10-31 GS GOLDMAN SACHS GROUP INC1.0K shares0.00%2025-09-302025-10-31 XOM EXXON MOBIL CORP7.2K shares-0.95%2025-09-302025-10-31 PPG PPG INDS INC7.7K shares-0.65%2025-09-302025-10-31 PAYX PAYCHEX INC6.3K shares-0.79%2025-09-302025-10-31 SDY SPDR SERIES TRUST5.6K shares-6.74%2025-09-302025-10-31 MCD MCDONALDS CORP2.6K shares-0.16%2025-09-302025-10-31 ATO ATMOS ENERGY CORP4.5K shares0.00%2025-09-302025-10-31 NVDA NVIDIA CORPORATION4.0K shares0.00%2025-09-302025-10-31 VZ VERIZON COMMUNICATIONS INC16.5K shares-2.93%2025-09-302025-10-31 GEV GE VERNOVA INC1.1K shares0.00%2025-09-302025-10-31 TT TRANE TECHNOLOGIES PLC1.5K shares0.00%2025-09-302025-10-31 AEP AMERICAN ELEC PWR CO INC5.4K shares0.00%2025-09-302025-10-31 DHR DANAHER CORPORATION3.0K shares-1.39%2025-09-302025-10-31 ELV ELEVANCE HEALTH INC FORMERLY1.9K shares0.00%2025-09-302025-10-31 COST COSTCO WHSL CORP NEW641 shares-1.23%2025-09-302025-10-31 DIS DISNEY WALT CO5.1K shares-1.26%2025-09-302025-10-31 VBK VANGUARD INDEX FDS1.9K shares-1.07%2025-09-302025-10-31 ROK ROCKWELL AUTOMATION INC1.6K shares0.00%2025-09-302025-10-31 QCOM QUALCOMM INC3.4K shares-2.71%2025-09-302025-10-31 UPS UNITED PARCEL SERVICE INC6.7K shares0.84%2025-09-302025-10-31 GOOG ALPHABET INC2.2K shares0.00%2025-09-302025-10-31 AUB ATLANTIC UN BANKSHARES CORP15.2K shares-2.11%2025-09-302025-10-31 FDX FEDEX CORP2.3K shares0.18%2025-09-302025-10-31 VOO VANGUARD INDEX FDS867 shares0.00%2025-09-302025-10-31 IVV ISHARES TR790 shares-0.88%2025-09-302025-10-31 GPC GENUINE PARTS CO3.7K shares-0.27%2025-09-302025-10-31 STLD STEEL DYNAMICS INC3.6K shares0.00%2025-09-302025-10-31 JNJ JOHNSON & JOHNSON2.6K shares-1.90%2025-09-302025-10-31 WMT WALMART INC4.5K shares0.00%2025-09-302025-10-31 HON HONEYWELL INTL INC2.1K shares0.00%2025-09-302025-10-31 PG PROCTER AND GAMBLE CO2.9K shares0.00%2025-09-302025-10-31 FAST FASTENAL CO9.0K shares0.04%2025-09-302025-10-31 RTX RTX CORPORATION2.6K shares0.00%2025-09-302025-10-31 MO ALTRIA GROUP INC6.3K shares0.00%2025-09-302025-10-31 META META PLATFORMS INC538 shares0.00%2025-09-302025-10-31 APD AIR PRODS & CHEMS INC1.4K shares0.00%2025-09-302025-10-31 GLW CORNING INC4.6K shares5.30%2025-09-302025-10-31 KMB KIMBERLY-CLARK CORP2.9K shares0.00%2025-09-302025-10-31 ABBV ABBVIE INC1.6K shares0.00%2025-09-302025-10-31 VGK VANGUARD INTL EQUITY INDEX F4.4K shares5.98%2025-09-302025-10-31 IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2025-09-302025-10-31 PFE PFIZER INC13.7K shares-0.48%2025-09-302025-10-31 GOOGL ALPHABET INC1.2K shares0.00%2025-09-302025-10-31 MLM MARTIN MARIETTA MATLS INC475 shares0.00%2025-09-302025-10-31 ABT ABBOTT LABS2.2K shares0.00%2025-09-302025-10-31 TSLA TESLA INC660 shares-12.00%2025-09-302025-10-31 DOCU DOCUSIGN INC4.0K sharesnew addition2025-09-302025-10-31 CMI CUMMINS INC655 shares0.00%2025-09-302025-10-31 INTC INTEL CORP8.2K sharesnew addition2025-09-302025-10-31 ENB ENBRIDGE INC5.4K shares-0.30%2025-09-302025-10-31 PNC PNC FINL SVCS GROUP INC1.3K shares0.00%2025-09-302025-10-31 DE DEERE & CO545 shares0.00%2025-09-302025-10-31 DUK DUKE ENERGY CORP NEW2.0K shares-0.50%2025-09-302025-10-31 ETN EATON CORP PLC650 shares0.00%2025-09-302025-10-31 TXN TEXAS INSTRS INC1.3K shares0.00%2025-09-302025-10-31 KO COCA COLA CO3.5K shares0.00%2025-09-302025-10-31 AVGO BROADCOM INC702 shares-17.12%2025-09-302025-10-31 ADP AUTOMATIC DATA PROCESSING IN779 shares0.00%2025-09-302025-10-31 BAC BANK AMERICA CORP4.4K shares0.00%2025-09-302025-10-31 UBER UBER TECHNOLOGIES INC2.3K shares0.00%2025-09-302025-10-31 V VISA INC626 shares0.00%2025-09-302025-10-31 IYW ISHARES TR1.1K sharesnew addition2025-09-302025-10-31 MMM 3M CO1.3K shares0.00%2025-09-302025-10-31 CADL CANDEL THERAPEUTICS INC13.6K shares36.00%2025-09-302025-10-31 MIST MILESTONE PHARMACEUTICALS IN10.0K shares0.00%2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available