Sponsored

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

Currently, Taylor Financial Group, Inc. holds 103 types of securities in its portfolio with a total value $181.9M. In the most recent quarter, they have increased their positions in VUG (+270.6K shares, valued at $23.3M), IYW (+1.1K shares, valued at $274.4K), N/A (+1.1K shares, valued at $238.7K); decreased their positions in IVE (-1.5K shares, valued at $340.1K), VBK (-569 shares, valued at $208.1K), CSX (-2.4K shares, valued at $116.0K); initiated new positions in IYW (+1.1K shares, valued at $274.4K), N/A (+1.1K shares, valued at $238.7K), N/A (+1.1K shares, valued at $235.7K).

1M P&L

-2.6M-1.51%

3M P&L

+5.9M+3.61%

HY P&L

-112.7M-40.12%

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/A77.9M

46.6%

2Railroads25.9M

15.5%

3Consumer Electronics5.5M

3.3%

Top Industries by Stock Count

1N/A21 stocks

24.4%

2Specialty Industrial Machinery4 stocks

4.7%

3Semiconductors4 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS331.3K shares446.17%2026-06-302026-07-24

NSC NORFOLK SOUTHN CORP79.9K shares-0.28%2026-06-302026-07-24

IJT ISHARES TR33.7K shares0.59%2026-06-302026-07-24

AAPL APPLE INC19.2K shares0.00%2026-06-302026-07-24

DIVB ISHARES TR80.5K shares4.54%2026-06-302026-07-24

DVY ISHARES TR30.4K shares4.69%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL9.3K shares0.00%2026-06-302026-07-24

CGBL CAPITAL GROUP CORE BALANCED121.7K shares4.97%2026-06-302026-07-24

Sponsored

GAL SSGA ACTIVE ETF TR81.7K shares4.00%2026-06-302026-07-24

LLY ELI LILLY & CO3.5K shares0.00%2026-06-302026-07-24

AOM ISHARES TR81.1K shares4.51%2026-06-302026-07-24

VTV VANGUARD INDEX FDS15.6K shares0.57%2026-06-302026-07-24

IJH ISHARES TR43.7K shares2.25%2026-06-302026-07-24

HD HOME DEPOT INC8.9K shares-1.47%2026-06-302026-07-24

ORACLE CORP ORACLE CORP19.4K shares-0.33%2026-06-302026-07-24

MSFT MICROSOFT CORP7.4K shares0.09%2026-06-302026-07-24

Sponsored

IJS ISHARES TR17.8K shares-2.37%2026-06-302026-07-24

PH PARKER-HANNIFIN CORP2.4K shares-0.21%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.9K shares-0.47%2026-06-302026-07-24

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.21.6K shares-2.88%2026-06-302026-07-24

BX BLACKSTONE INC16.0K shares0.00%2026-06-302026-07-24

CAT CATERPILLAR INC1.8K shares0.00%2026-06-302026-07-24

QQQ INVESCO QQQ TR2.5K shares-3.42%2026-06-302026-07-24

MAR MARRIOTT INTL INC NEW4.9K shares-1.22%2026-06-302026-07-24

Sponsored

LMT LOCKHEED MARTIN CORP3.3K shares0.00%2026-06-302026-07-24

IVE ISHARES TR7.3K shares-17.06%2026-06-302026-07-24

GE GE AEROSPACE4.2K shares-2.33%2026-06-302026-07-24

TFC TRUIST FINL CORP31.3K shares0.00%2026-06-302026-07-24

LOW LOWES COS INC6.9K shares-0.26%2026-06-302026-07-24

AMZN AMAZON COM INC6.3K shares0.00%2026-06-302026-07-24

FI FISERV INC30.5K shares0.00%2026-06-302026-07-24

IVW ISHARES TR10.9K shares0.00%2026-06-302026-07-24

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.2K shares0.00%2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 401.9K shares0.00%2026-06-302026-07-24

GEV GE VERNOVA INC1.1K shares0.00%2026-06-302026-07-24

GLW CORNING INC4.6K shares0.00%2026-06-302026-07-24

T AT&T INC55.7K shares0.00%2026-06-302026-07-24

PEP PEPSICO INC8.3K shares-1.70%2026-06-302026-07-24

QQQM INVESCO EXCH TRADED FD TR II3.6K shares3.78%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC1.0K shares0.00%2026-06-302026-07-24

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP7.2K shares0.00%2026-06-302026-07-24

INTC INTEL CORP6.5K shares0.00%2026-06-302026-07-24

STLD STEEL DYNAMICS INC3.6K shares0.00%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC7.1K shares0.00%2026-06-302026-07-24

ROK ROCKWELL AUTOMATION INC1.6K shares0.00%2026-06-302026-07-24

NVDA NVIDIA CORPORATION4.0K shares0.00%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.11.2K shares0.00%2026-06-302026-07-24

CSX CSX CORP16.8K shares-12.66%2026-06-302026-07-24

Sponsored

PPG PPG INDS INC6.5K shares-5.83%2026-06-302026-07-24

GOOG ALPHABET INC2.2K shares0.00%2026-06-302026-07-24

ATO ATMOS ENERGY CORP4.5K shares-0.22%2026-06-302026-07-24

SDY SPDR SERIES TRUST5.0K shares-6.93%2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC5.3K shares-1.15%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC16.8K shares0.00%2026-06-302026-07-24

FDX FEDEX CORP2.3K shares0.00%2026-06-302026-07-24

UPS UNITED PARCEL SVCS INC6.5K shares16.75%2026-06-302026-07-24

Sponsored

QCOM QUALCOMM INC3.8K shares0.00%2026-06-302026-07-24

TXN TEXAS INSTRS INC2.3K shares0.00%2026-06-302026-07-24

MCD MCDONALDS CORP2.6K shares0.00%2026-06-302026-07-24

ELV ELEVANCE HEALTH INC FORMERLY1.7K shares0.00%2026-06-302026-07-24

AUB ATLANTIC UN BANKSHARES CORP15.1K shares0.00%2026-06-302026-07-24

PAYX PAYCHEX INC6.2K shares0.00%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION641 shares0.00%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON2.4K shares0.00%2026-06-302026-07-24

Sponsored

VOO VANGUARD INDEX FDS867 shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR789 shares0.00%2026-06-302026-07-24

DHR DANAHER CORP DEL2.9K shares0.00%2026-06-302026-07-24

VBK VANGUARD INDEX FDS1.4K shares-29.00%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION2.6K shares0.00%2026-06-302026-07-24

CMI CUMMINS INC655 shares0.00%2026-06-302026-07-24

MO ALTRIA GROUP INC6.3K shares0.00%2026-06-302026-07-24

GOOGL ALPHABET INC1.2K shares0.00%2026-06-302026-07-24

Sponsored

FAST FASTENAL CO9.0K shares0.04%2026-06-302026-07-24

DIS DISNEY WALT CO4.5K shares0.00%2026-06-302026-07-24

PG PROCTER & GAMBLE CO2.9K shares4.75%2026-06-302026-07-24

APD AIR PRODUCTS AND CHEMICALS I1.4K shares0.00%2026-06-302026-07-24

GPC GENUINE PARTS CO3.4K shares-6.39%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC703 shares0.00%2026-06-302026-07-24

VGK VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2026-06-302026-07-24

ABBVIE INC ABBVIE INC1.5K shares0.00%2026-06-302026-07-24

Sponsored

PFE PFIZER INC14.7K shares0.00%2026-06-302026-07-24

DE DEERE & CO545 shares0.00%2026-06-302026-07-24

KMB KIMBERLY-CLARK CORP3.1K shares0.00%2026-06-302026-07-24

PNC PNC FINL SVCS GROUP INC1.3K shares0.00%2026-06-302026-07-24

TT TRANE TECHNOLOGIES PLC650 shares-5.80%2026-06-302026-07-24

ENB ENBRIDGE INC5.4K shares0.00%2026-06-302026-07-24

TSLA TESLA INC660 shares0.00%2026-06-302026-07-24

ETN EATON CORP PLC650 shares0.00%2026-06-302026-07-24

Sponsored

IYW ISHARES TR1.1K sharesnew addition2026-06-302026-07-24

MLM MARTIN MARIETTA MATLS INC475 shares0.00%2026-06-302026-07-24

WMT WALMART INC2.4K shares-9.59%2026-06-302026-07-24

BROADCOM INC BROADCOM INC702 shares0.00%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS908 shares0.00%2026-06-302026-07-24

DUK DUKE ENERGY CORP NEW2.0K shares0.00%2026-06-302026-07-24

BAC BANK OF AMER CORP4.4K shares0.00%2026-06-302026-07-24

HONEYWELL INTL INC HONEYWELL INTL INC1.1K sharesnew addition2026-06-302026-07-24

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.1K sharesnew addition2026-06-302026-07-24

KO COCA COLA CO2.8K shares0.00%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS570 sharesnew addition2026-06-302026-07-24

CVS CVS HEALTH CORP2.0K sharesnew addition2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC505 sharesnew addition2026-06-302026-07-24

DRI DARDEN RESTAURANTS INC975 sharesnew addition2026-06-302026-07-24

MIST MILESTONE PHARMACEUTICALS IN20.0K shares33.33%2026-06-302026-07-24

VUG

VANGUARD INDEX FDS

446.17%

Shares331.3K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHN CORP

-0.28%

Shares79.9K

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

0.59%

Shares33.7K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

0.00%

Shares19.2K

Event2026-06-30

Filed2026-07-24

DIVB

ISHARES TR

4.54%

Shares80.5K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

4.69%

Shares30.4K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-24

CGBL

CAPITAL GROUP CORE BALANCED

4.97%

Shares121.7K

Event2026-06-30

Filed2026-07-24

GAL

SSGA ACTIVE ETF TR

4.00%

Shares81.7K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

AOM

ISHARES TR

4.51%

Shares81.1K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

0.57%

Shares15.6K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

2.25%

Shares43.7K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-1.47%

Shares8.9K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

-0.33%

Shares19.4K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

0.09%

Shares7.4K

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

-2.37%

Shares17.8K

Event2026-06-30

Filed2026-07-24

PARKER-HANNIFIN CORP

-0.21%

Shares2.4K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-0.47%

Shares2.9K

Event2026-06-30

Filed2026-07-24

MICROCHIP TECHNOLOGY INC.

-2.88%

Shares21.6K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

-3.42%

Shares2.5K

Event2026-06-30

Filed2026-07-24

MAR

MARRIOTT INTL INC NEW

-1.22%

Shares4.9K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

-17.06%

Shares7.3K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

-2.33%

Shares4.2K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP

0.00%

Shares31.3K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-0.26%

Shares6.9K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-24

FISERV INC

0.00%

Shares30.5K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

AT&T INC

0.00%

Shares55.7K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-1.70%

Shares8.3K

Event2026-06-30

Filed2026-07-24

QQQM

INVESCO EXCH TRADED FD TR II

3.78%

Shares3.6K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-24

STLD

STEEL DYNAMICS INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

-12.66%

Shares16.8K

Event2026-06-30

Filed2026-07-24

PPG

PPG INDS INC

-5.83%

Shares6.5K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

ATO

ATMOS ENERGY CORP

-0.22%

Shares4.5K

Event2026-06-30

Filed2026-07-24

SDY

SPDR SERIES TRUST

-6.93%

Shares5.0K

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

-1.15%

Shares5.3K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-24

FDX

FEDEX CORP

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

16.75%

Shares6.5K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-24

PAYX

PAYCHEX INC

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

0.00%

Shares641

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

0.00%

Shares867

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares789

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS

-29.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

0.00%

Shares655

Event2026-06-30

Filed2026-07-24

ALTRIA GROUP INC

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

0.04%

Shares9.0K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

4.75%

Shares2.9K

Event2026-06-30

Filed2026-07-24

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

GPC

GENUINE PARTS CO

-6.39%

Shares3.4K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

0.00%

Shares703

Event2026-06-30

Filed2026-07-24

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

0.00%

Shares14.7K

Event2026-06-30

Filed2026-07-24

DEERE & CO

0.00%

Shares545

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC

-5.80%

Shares650

Event2026-06-30

Filed2026-07-24

ENB

ENBRIDGE INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

0.00%

Shares660

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

0.00%

Shares650

Event2026-06-30

Filed2026-07-24

IYW

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares475

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-9.59%

Shares2.4K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

0.00%

Shares702

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares908

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP NEW

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTL INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

New

Shares570

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

New

Shares505

Event2026-06-30

Filed2026-07-24

DRI

DARDEN RESTAURANTS INC

New

Shares975

Event2026-06-30

Filed2026-07-24

MIST

MILESTONE PHARMACEUTICALS IN

33.33%

Shares20.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available