Taylor Financial Group, Inc. Top Holdings and 13F Report (2024) → The Only Energy Play You Should Be Looking At (From Wealthpin Pro) (Ad) About Taylor Financial Group, Inc.Investment ActivityTaylor Financial Group, Inc. has $131.33 million in total holdings as of March 31, 2024.Taylor Financial Group, Inc. owns shares of 95 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 3.23% of the portfolio was purchased this quarter.About 2.46% of the portfolio was sold this quarter.This quarter, Taylor Financial Group, Inc. has purchased 89 new stocks and bought additional shares in 12 stocks.Taylor Financial Group, Inc. sold shares of 43 stocks and completely divested from 3 stocks this quarter.Largest Holdings Norfolk Southern $21,476,802Vanguard Growth ETF $20,512,468Fiserv $4,529,618Berkshire Hathaway $4,034,048Home Depot $3,326,963 Largest New Holdings this Quarter GENERAL ELECTRIC CO $798,223 HoldingMeta Platforms $251,530 HoldingRTX $211,250 HoldingEaton $208,245 HoldingSalesforce $206,308 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 23,014 shares (about $1.40M)GENERAL ELECTRIC CO 4,548 shares (about $798.22K)Meta Platforms 518 shares (about $251.53K)RTX 2,166 shares (about $211.25K)Eaton 666 shares (about $208.25K) Largest Sales this Quarter CSX 6,398 shares (about $237.17K)Exxon Mobil 1,900 shares (about $220.85K)Danaher 800 shares (about $199.78K)Atlantic Union Bankshares 4,060 shares (about $143.36K)PPG Industries 657 shares (about $95.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTaylor Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNSCNorfolk Southern$21,476,802$19,880 ▼-0.1%84,26616.4%TransportationVUGVanguard Growth ETF$20,512,468$68,495 ▼-0.3%59,59515.6%ETFFIFiserv$4,529,618$30,845 ▼-0.7%28,3423.4%Business ServicesBRK.BBerkshire Hathaway$4,034,048$26,072 ▼-0.6%9,5933.1%FinanceHDHome Depot$3,326,9630.0%8,6732.5%Retail/WholesaleAAPLApple$3,207,190$52,301 ▼-1.6%18,7032.4%Computer and TechnologyMSFTMicrosoft$3,064,5240.0%7,2842.3%Computer and TechnologyORCLOracle$2,801,561$87,298 ▼-3.0%22,3042.1%Computer and TechnologyLLYEli Lilly and Company$2,488,305$778 ▼0.0%3,1991.9%MedicalMCHPMicrochip Technology$2,400,815$76,164 ▼-3.1%26,7621.8%Computer and TechnologyDVYiShares Select Dividend ETF$2,145,179$74,524 ▲3.6%17,4151.6%ETFBXBlackstone$2,010,355$65,685 ▼-3.2%15,3031.5%FinanceDIVBiShares Core Dividend ETF$1,971,706$68,085 ▲3.6%44,3081.5%ETFCAPITAL GROUP CORE BALANCED$1,903,736$71,145 ▲3.9%65,3981.4%SHSGALSPDR SSgA Global Allocation ETF$1,879,073$69,006 ▲3.8%43,4871.4%ETFAOMiShares Core Moderate Allocation ETF$1,842,449$68,662 ▲3.9%43,0681.4%ETFPEPPepsiCo$1,740,474$54,253 ▼-3.0%9,9451.3%Consumer StaplesIJTiShares S&P Small-Cap 600 Growth ETF$1,739,755$10,720 ▲0.6%13,3081.3%ETFIJHiShares Core S&P Mid-Cap ETF$1,728,053$1,397,870 ▲423.4%28,4501.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,704,172$9,968 ▼-0.6%16,5841.3%ETFIVEiShares S&P 500 Value ETF$1,692,872$27,087 ▲1.6%9,0621.3%ETFSPYSPDR S&P 500 ETF Trust$1,565,631$523 ▼0.0%2,9931.2%FinanceLMTLockheed Martin$1,500,844$54,576 ▼-3.5%3,3001.1%AerospacePHParker-Hannifin$1,341,121$42,240 ▼-3.1%2,4131.0%Industrial ProductsVTVVanguard Value ETF$1,273,077$94,785 ▲8.0%7,8171.0%ETFMARMarriott International$1,255,7470.0%4,9771.0%Consumer DiscretionaryPPGPPG Industries$1,241,937$95,199 ▼-7.1%8,5710.9%Basic MaterialsQQQInvesco QQQ$1,212,147$22,200 ▼-1.8%2,7300.9%FinanceTFCTruist Financial$1,192,856$46,620 ▼-3.8%30,6020.9%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,167,8840.0%2,0990.9%ETFELVElevance Health$1,070,7850.0%2,0650.8%MedicalLOWLowe's Companies$1,012,806$35,917 ▼-3.4%3,9760.8%Retail/WholesaleAMZNAmazon.com$1,000,2070.0%5,5450.8%Retail/WholesaleDHRDanaher$986,394$199,776 ▼-16.8%3,9500.8%Multi-Sector ConglomeratesVZVerizon Communications$961,408$14,393 ▼-1.5%22,9120.7%Computer and TechnologyIVWiShares S&P 500 Growth ETF$916,6810.0%10,8560.7%ETFTAT&T$893,305$27,368 ▼-3.0%50,7560.7%Computer and TechnologyINTCIntel$882,067$58,966 ▼-6.3%19,9700.7%Computer and TechnologyXOMExxon Mobil$846,188$220,846 ▼-20.7%7,2800.6%Oils/EnergySDYSPDR S&P Dividend ETF$817,100$13,124 ▼-1.6%6,2260.6%ETFJPMJPMorgan Chase & Co.$809,412$38,057 ▼-4.5%4,0410.6%FinanceGENERAL ELECTRIC CO$798,223$798,223 ▲New Holding4,5480.6%COMPAYXPaychex$792,981$29,470 ▼-3.6%6,4580.6%Business ServicesUPSUnited Parcel Service$731,705$33,442 ▼-4.4%4,9230.6%TransportationMCDMcDonald's$725,8800.0%2,5750.6%Retail/WholesaleCSXCSX$672,709$237,174 ▼-26.1%18,1470.5%TransportationCATCaterpillar$661,4060.0%1,8050.5%Industrial ProductsDISWalt Disney$630,766$71,214 ▼-10.1%5,1550.5%Consumer DiscretionaryQCOMQUALCOMM$611,3420.0%3,6110.5%Computer and TechnologyGPCGenuine Parts$604,847$36,409 ▼-5.7%3,9040.5%Auto/Tires/TrucksROKRockwell Automation$554,401$5,827 ▼-1.0%1,9030.4%Industrial ProductsSTLDSteel Dynamics$539,4830.0%3,6400.4%Basic MaterialsATOAtmos Energy$530,7550.0%4,4650.4%UtilitiesVBKVanguard Small-Cap Growth ETF$494,3250.0%1,8960.4%ETFQQQMInvesco NASDAQ 100 ETF$494,176$37,451 ▲8.2%2,7050.4%ETFAUBAtlantic Union Bankshares$485,901$143,359 ▼-22.8%13,7610.4%FinanceCOSTCostco Wholesale$472,546$40,295 ▼-7.9%6450.4%Retail/WholesaleTTTrane Technologies$465,9100.0%1,5520.4%Business ServicesNFLXNetflix$453,0680.0%7460.3%Consumer DiscretionaryIVViShares Core S&P 500 ETF$451,0760.0%8580.3%ETFHONHoneywell International$438,2090.0%2,1350.3%Multi-Sector ConglomeratesGSThe Goldman Sachs Group$434,3980.0%1,0400.3%FinancePGProcter & Gamble$424,1220.0%2,6140.3%Consumer StaplesVOOVanguard S&P 500 ETF$418,9780.0%8720.3%ETFCVSCVS Health$414,313$44,263 ▼-9.7%5,1950.3%Retail/WholesaleJNJJohnson & Johnson$411,057$15,816 ▼-3.7%2,5990.3%MedicalKMBKimberly-Clark$408,875$87,441 ▼-17.6%3,1610.3%Consumer StaplesFDXFedEx$393,4670.0%1,3580.3%TransportationAEPAmerican Electric Power$371,0900.0%4,3100.3%UtilitiesAPDAir Products and Chemicals$356,621$20,108 ▼-5.3%1,4720.3%Basic MaterialsFASTFastenal$332,2420.0%4,3070.3%Retail/WholesalePFEPfizer$318,456$19,897 ▲6.7%11,4760.2%MedicalGOOGAlphabet$315,1780.0%2,0700.2%Computer and TechnologyMOAltria Group$312,933$5,016 ▼-1.6%7,1740.2%Consumer StaplesMLMMartin Marietta Materials$291,6220.0%4750.2%ConstructionTSLATesla$290,581$1,582 ▲0.5%1,6530.2%Auto/Tires/TrucksABBVAbbVie$254,849$16,383 ▼-6.0%1,4000.2%MedicalMETAMeta Platforms$251,530$251,530 ▲New Holding5180.2%Computer and TechnologyABTAbbott Laboratories$250,734$10,116 ▼-3.9%2,2060.2%MedicalUNHUnitedHealth Group$249,8240.0%5050.2%MedicalIBMInternational Business Machines$243,4740.0%1,2750.2%Computer and TechnologyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$239,248$12,023 ▼-4.8%6,9650.2%ManufacturingVGKVanguard FTSE Europe ETF$235,4210.0%3,4960.2%ETFDEDeere & Company$223,8530.0%5450.2%Industrial ProductsDOWDOW$223,7840.0%3,8630.2%Basic MaterialsIEFAiShares Core MSCI EAFE ETF$219,5430.0%2,9580.2%ETFPNCThe PNC Financial Services Group$217,028$162 ▼-0.1%1,3430.2%FinanceIEViShares Europe ETF$212,993$32,845 ▼-13.4%3,8260.2%ETFRTXRTX$211,250$211,250 ▲New Holding2,1660.2%AerospaceETNEaton$208,245$208,245 ▲New Holding6660.2%Industrial ProductsCRMSalesforce$206,308$206,308 ▲New Holding6850.2%Computer and TechnologyWDFCWD-40$202,648$202,648 ▲New Holding8000.2%Consumer StaplesMRKMerck & Co., Inc.$201,619$201,619 ▲New Holding1,5280.2%MedicalENBEnbridge$200,970$200,970 ▲New Holding5,5550.2%Oils/EnergyTLRYTilray$24,700$24,700 ▲New Holding10,0000.0%Consumer StaplesGEGeneral Electric$0$580,397 ▼-100.0%00.0%TransportationMMM3M$0$248,184 ▼-100.0%00.0%Multi-Sector ConglomeratesCVXChevron$0$201,216 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. 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