13F HOLDINGS REPORT
Taylor Financial Group, Inc.
Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0001172661-25-004521
Total Value
$173.8M
Positions
105
Other Managers
0
Confidential Omitted
No
Holdings (105)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 61,939 | $29.7M | 17.09% |
| 2 | NORFOLK SOUTHN CORP | 655844108 | 82,517 | $24.8M | 14.26% |
| 3 | ORACLE CORP | ORCL-PD | 19,667 | $5.5M | 3.18% |
| 4 | APPLE INC | AAPL | 19,403 | $4.9M | 2.84% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,573 | $4.8M | 2.77% |
| 6 | ISHARES TR | 464287168 | 28,154 | $4.0M | 2.30% |
| 7 | MICROSOFT CORP | MSFT | 7,597 | $3.9M | 2.26% |
| 8 | ISHARES TR | 46435U861 | 74,614 | $3.9M | 2.24% |
| 9 | CAPITAL GROUP CORE BALANCED | 14021D107 | 111,605 | $3.9M | 2.23% |
| 10 | FISERV INC | FISV | 29,598 | $3.8M | 2.20% |
| 11 | SSGA ACTIVE ETF TR | 78467V400 | 75,211 | $3.7M | 2.13% |
| 12 | HOME DEPOT INC | HD | 8,993 | $3.6M | 2.10% |
| 13 | ISHARES TR | 464289875 | 75,317 | $3.6M | 2.06% |
| 14 | VANGUARD INDEX FDS | 922908744 | 15,491 | $2.9M | 1.66% |
| 15 | ISHARES TR | 464287507 | 42,256 | $2.8M | 1.59% |
| 16 | ELI LILLY & CO | LLY | 3,558 | $2.7M | 1.56% |
| 17 | BLACKSTONE INC | BX | 15,240 | $2.6M | 1.50% |
| 18 | ISHARES TR | 464287887 | 17,560 | $2.5M | 1.43% |
| 19 | ISHARES TR | 464287879 | 20,081 | $2.2M | 1.28% |
| 20 | LOWES COS INC | 548661107 | 7,955 | $2.0M | 1.15% |
| 21 | SPDR S&P 500 ETF TR | SPY | 2,955 | $2.0M | 1.13% |
| 22 | PARKER-HANNIFIN CORP | PH | 2,395 | $1.8M | 1.04% |
| 23 | ISHARES TR | 464287408 | 8,737 | $1.8M | 1.04% |
| 24 | LOCKHEED MARTIN CORP | LMT | 3,299 | $1.6M | 0.95% |
| 25 | INVESCO QQQ TR | IVZ | 2,702 | $1.6M | 0.93% |
| 26 | AT&T INC | T-PC | 54,250 | $1.5M | 0.88% |
| 27 | TRUIST FINL CORP | 89832Q109 | 33,138 | $1.5M | 0.87% |
| 28 | MICROCHIP TECHNOLOGY INC. | MCHPP | 22,932 | $1.5M | 0.85% |
| 29 | GE AEROSPACE | 369604301 | 4,442 | $1.3M | 0.77% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 4,192 | $1.3M | 0.76% |
| 31 | ISHARES TR | 464287309 | 10,856 | $1.3M | 0.75% |
| 32 | PALANTIR TECHNOLOGIES INC | PLTR | 7,112 | $1.3M | 0.75% |
| 33 | MARRIOTT INTL INC NEW | 571903202 | 4,916 | $1.3M | 0.74% |
| 34 | AMAZON COM INC | AMZN | 5,770 | $1.3M | 0.73% |
| 35 | PEPSICO INC | PEP | 8,881 | $1.2M | 0.72% |
| 36 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,915 | $1.1M | 0.66% |
| 37 | CSX CORP | CSX | 25,672 | $911,613 | 0.52% |
| 38 | NETFLIX INC | NFLX | 752 | $901,588 | 0.52% |
| 39 | INVESCO EXCH TRADED FD TR II | IVZ | 3,435 | $848,857 | 0.49% |
| 40 | CATERPILLAR INC | CAT | 1,779 | $848,850 | 0.49% |
| 41 | GOLDMAN SACHS GROUP INC | GSCE | 1,040 | $828,204 | 0.48% |
| 42 | EXXON MOBIL CORP | XOM | 7,211 | $813,077 | 0.47% |
| 43 | PPG INDS INC | 693506107 | 7,662 | $805,353 | 0.46% |
| 44 | PAYCHEX INC | PAYX | 6,281 | $796,180 | 0.46% |
| 45 | SPDR SERIES TRUST | 78464A763 | 5,618 | $786,801 | 0.45% |
| 46 | MCDONALDS CORP | MCD | 2,560 | $777,806 | 0.45% |
| 47 | ATMOS ENERGY CORP | ATO | 4,465 | $762,399 | 0.44% |
| 48 | NVIDIA CORPORATION | NVDA | 4,011 | $748,372 | 0.43% |
| 49 | VERIZON COMMUNICATIONS INC | VZ | 16,451 | $723,021 | 0.42% |
| 50 | GE VERNOVA INC | GEV | 1,105 | $679,465 | 0.39% |
| 51 | TRANE TECHNOLOGIES PLC | TT | 1,512 | $638,004 | 0.37% |
| 52 | AMERICAN ELEC PWR CO INC | 025537101 | 5,376 | $604,799 | 0.35% |
| 53 | DANAHER CORPORATION | 235851102 | 3,047 | $604,098 | 0.35% |
| 54 | ELEVANCE HEALTH INC FORMERLY | ELV | 1,865 | $602,619 | 0.35% |
| 55 | COSTCO WHSL CORP NEW | 22160K105 | 641 | $593,329 | 0.34% |
| 56 | DISNEY WALT CO | 254687106 | 5,096 | $583,492 | 0.34% |
| 57 | VANGUARD INDEX FDS | 922908595 | 1,950 | $580,359 | 0.33% |
| 58 | ROCKWELL AUTOMATION INC | ROK | 1,648 | $576,025 | 0.33% |
| 59 | QUALCOMM INC | QCOM | 3,416 | $568,286 | 0.33% |
| 60 | UNITED PARCEL SERVICE INC | UPS | 6,691 | $558,899 | 0.32% |
| 61 | ALPHABET INC | GOOG | 2,225 | $541,899 | 0.31% |
| 62 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 15,206 | $536,606 | 0.31% |
| 63 | FEDEX CORP | FDX | 2,255 | $531,752 | 0.31% |
| 64 | VANGUARD INDEX FDS | 922908363 | 867 | $531,056 | 0.31% |
| 65 | ISHARES TR | 464287200 | 790 | $528,747 | 0.30% |
| 66 | GENUINE PARTS CO | GPC | 3,748 | $519,473 | 0.30% |
| 67 | STEEL DYNAMICS INC | STLD | 3,639 | $507,386 | 0.29% |
| 68 | JOHNSON & JOHNSON | JNJ | 2,581 | $478,569 | 0.28% |
| 69 | WALMART INC | WMT | 4,460 | $459,648 | 0.26% |
| 70 | HONEYWELL INTL INC | 438516106 | 2,135 | $449,418 | 0.26% |
| 71 | PROCTER AND GAMBLE CO | 742718109 | 2,861 | $439,593 | 0.25% |
| 72 | FASTENAL CO | FAST | 8,964 | $439,589 | 0.25% |
| 73 | RTX CORPORATION | RTX | 2,591 | $433,552 | 0.25% |
| 74 | ALTRIA GROUP INC | MO | 6,288 | $415,370 | 0.24% |
| 75 | META PLATFORMS INC | META | 538 | $395,096 | 0.23% |
| 76 | AIR PRODS & CHEMS INC | AIIR | 1,435 | $391,353 | 0.23% |
| 77 | CORNING INC | GLW | 4,567 | $374,631 | 0.22% |
| 78 | KIMBERLY-CLARK CORP | KMB | 2,921 | $363,197 | 0.21% |
| 79 | ABBVIE INC | ABBV | 1,551 | $359,119 | 0.21% |
| 80 | VANGUARD INTL EQUITY INDEX F | 922042874 | 4,433 | $353,753 | 0.20% |
| 81 | INTERNATIONAL BUSINESS MACHS | INTR | 1,245 | $351,289 | 0.20% |
| 82 | PFIZER INC | PFE | 13,740 | $350,095 | 0.20% |
| 83 | ALPHABET INC | GOOG | 1,240 | $301,444 | 0.17% |
| 84 | MARTIN MARIETTA MATLS INC | 573284106 | 475 | $299,383 | 0.17% |
| 85 | ABBOTT LABS | ABLZF | 2,194 | $293,864 | 0.17% |
| 86 | TESLA INC | TSLA | 660 | $293,515 | 0.17% |
| 87 | DOCUSIGN INC | DOCU | 4,000 | $288,360 | 0.17% |
| 88 | CUMMINS INC | CMI | 655 | $276,652 | 0.16% |
| 89 | INTEL CORP | INTC | 8,220 | $275,781 | 0.16% |
| 90 | ENBRIDGE INC | ENNPF | 5,379 | $271,431 | 0.16% |
| 91 | PNC FINL SVCS GROUP INC | 693475105 | 1,342 | $269,648 | 0.16% |
| 92 | DEERE & CO | DE | 545 | $249,207 | 0.14% |
| 93 | DUKE ENERGY CORP NEW | DUKB | 2,009 | $248,614 | 0.14% |
| 94 | EATON CORP PLC | ETN | 650 | $243,263 | 0.14% |
| 95 | TEXAS INSTRS INC | 882508104 | 1,304 | $239,584 | 0.14% |
| 96 | COCA COLA CO | KO | 3,522 | $233,579 | 0.13% |
| 97 | BROADCOM INC | AVGO | 702 | $231,597 | 0.13% |
| 98 | AUTOMATIC DATA PROCESSING IN | ADP | 779 | $228,637 | 0.13% |
| 99 | BANK AMERICA CORP | 060505104 | 4,363 | $225,087 | 0.13% |
| 100 | UBER TECHNOLOGIES INC | UBER | 2,275 | $222,882 | 0.13% |
| 101 | VISA INC | V | 626 | $213,704 | 0.12% |
| 102 | ISHARES TR | 464287721 | 1,088 | $213,096 | 0.12% |
| 103 | 3M CO | MMM | 1,341 | $208,135 | 0.12% |
| 104 | CANDEL THERAPEUTICS INC | CADL | 13,600 | $69,360 | 0.04% |
| 105 | MILESTONE PHARMACEUTICALS IN | MIST | 10,000 | $20,000 | 0.01% |