Filer Name: TAYLOR FINANCIAL GROUP, INC.
CIK: 2012516
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 96
Portfolio Value: $0.14B

Taylor Financial Group, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VUG US VANGUARD GROWTH ETF 59,621 $24M 16.95% -1.1% -
NSC US NORFOLK SOUTHERN CORP 84,013 $20M 13.66% -0.1% -
FI US FISERV INC 28,242 $6M 4.02% - -
AAPL US APPLE INC 18,703 $5M 3.24% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 9,593 $4M 3.01% - -
ORCL US ORACLE CORP 21,616 $4M 2.50% -0.5% -
HD US HOME DEPOT INC 8,653 $3M 2.33% - -
MSFT US MICROSOFT CORP 7,199 $3M 2.10% - -
DVY US ISHARES SELECT DIVIDEND ETF 21,621 $3M 1.97% 6.8% -
CGBL US CAP GROUP CORE BALANCED 85,747 $3M 1.86% 7.1% -
DIVB US ISHARES CORE DIVIDEND ETF 56,264 $3M 1.85% 6.8% -
BX US BLACKSTONE INC 15,266 $3M 1.82% - -
GAL US SPDR SSGA GLOBAL ALLOCATION 55,940 $2M 1.71% 8.0% -
AOM US ISHARES CORE MODERATE ALLOCA 54,452 $2M 1.64% 6.3% -
LLY US ELI LILLY & CO 3,041 $2M 1.63% -3.1% -
IJT US ISHARES S&P SMALL-CAP 600 GR 15,746 $2M 1.48% 5.3% -
IJS US ISHARES S&P SMALL-CAP 600 VA 19,660 $2M 1.48% 5.4% -
IJH US ISHARES CORE S&P MIDCAP ETF 34,107 $2M 1.47% 9.5% -
VTV US VANGUARD VALUE ETF 12,320 $2M 1.44% 15.0% -
SPY US SPDR S&P 500 ETF TRUST 2,992 $2M 1.21% - -
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