HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NORFOLK SOUTHN CORP |
84,344 | +84,344 | $19,937 |
| NSC | 84,344 | +84,344 | $19,937 |
| VANGUARD INDEX FDS (VUG) |
59,794 | +59,794 | $18,589 |
| VUG | 59,794 | +59,794 | $18,589 |
| FISERV INC |
28,535 | +28,535 | $3,791 |
| FI | 28,535 | +28,535 | $3,791 |
| APPLE INC |
19,008 | +19,008 | $3,660 |
| AAPL | 19,008 | +19,008 | $3,660 |
 BERKSHIRE HATHAWAY INC DEL |
$3,444 | ||
| BRK.B | 9,655 | +9,655 | $3,444 |
| HOME DEPOT INC |
8,673 | +8,673 | $3,006 |
| HD | 8,673 | +8,673 | $3,006 |
| MICROSOFT CORP |
7,284 | +7,284 | $2,739 |
| MSFT | 7,284 | +7,284 | $2,739 |
| MICROCHIP TECHNOLOGY INC. |
27,611 | +27,611 | $2,490 |
| MCHP | 27,611 | +27,611 | $2,490 |
| ORACLE CORP |
22,999 | +22,999 | $2,425 |
| ORCL | 22,999 | +22,999 | $2,425 |
| BLACKSTONE INC |
15,803 | +15,803 | $2,069 |
| BX | 15,803 | +15,803 | $2,069 |
| ISHARES TR (DVY) |
16,810 | +16,810 | $1,970 |
| DVY | 16,810 | +16,810 | $1,970 |
| ELI LILLY & CO |
3,200 | +3,200 | $1,865 |
| LLY | 3,200 | +3,200 | $1,865 |
| ISHARES TR (DIVB) |
42,778 | +42,778 | $1,756 |
| DIVB | 42,778 | +42,778 | $1,756 |
| PEPSICO INC |
10,255 | +10,255 | $1,742 |
| PEP | 10,255 | +10,255 | $1,742 |
| SSGA ACTIVE ETF TR (GAL) |
41,890 | +41,890 | $1,736 |
| GAL | 41,890 | +41,890 | $1,736 |
| ISHARES TR (AOM) |
41,463 | +41,463 | $1,721 |
| AOM | 41,463 | +41,463 | $1,721 |
| CAPITAL GROUP CORE BALANCED |
62,954 | +62,954 | $1,721 |
| CGBL | 62,954 | +62,954 | $1,721 |
| ISHARES TR (IJS) |
16,681 | +16,681 | $1,719 |
| IJS | 16,681 | +16,681 | $1,719 |
| ISHARES TR (IJT) |
13,226 | +13,226 | $1,655 |
| IJT | 13,226 | +13,226 | $1,655 |
| ISHARES TR (IVE) |
8,917 | +8,917 | $1,551 |
| IVE | 8,917 | +8,917 | $1,551 |
| LOCKHEED MARTIN CORP |
3,420 | +3,420 | $1,550 |
| LMT | 3,420 | +3,420 | $1,550 |
| ISHARES TR (IJH) |
5,436 | +5,436 | $1,507 |
| IJH | 5,436 | +5,436 | $1,507 |
| SPDR S&P 500 ETF TR (SPY) |
2,994 | +2,994 | $1,423 |
| SPY | 2,994 | +2,994 | $1,423 |
| PPG INDS INC |
9,228 | +9,228 | $1,380 |
| PPG | 9,228 | +9,228 | $1,380 |
| TRUIST FINL CORP |
31,798 | +31,798 | $1,174 |
| TFC | 31,798 | +31,798 | $1,174 |
| PARKER HANNIFIN CORP |
2,489 | +2,489 | $1,147 |
| PH | 2,489 | +2,489 | $1,147 |
| INVESCO QQQ TR |
2,780 | +2,780 | $1,138 |
| QQQ | 2,780 | +2,780 | $1,138 |
| MARRIOTT INTL INC NEW |
4,977 | +4,977 | $1,122 |
| MAR | 4,977 | +4,977 | $1,122 |
| DANAHER CORPORATION |
4,750 | +4,750 | $1,099 |
| DHR | 4,750 | +4,750 | $1,099 |
| VANGUARD INDEX FDS (VTV) |
7,235 | +7,235 | $1,082 |
| VTV | 7,235 | +7,235 | $1,082 |
| INTEL CORP |
21,305 | +21,305 | $1,071 |
| INTC | 21,305 | +21,305 | $1,071 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
2,099 | +2,099 | $1,065 |
| MDY | 2,099 | +2,099 | $1,065 |
| ELEVANCE HEALTH INC |
2,065 | +2,065 | $974 |
| ELV | 2,065 | +2,065 | $974 |
| EXXON MOBIL CORP |
9,180 | +9,180 | $918 |
| XOM | 9,180 | +9,180 | $918 |
| LOWES COS INC |
4,117 | +4,117 | $916 |
| LOW | 4,117 | +4,117 | $916 |
| AT&T INC |
52,311 | +52,311 | $878 |
| T | 52,311 | +52,311 | $878 |
| VERIZON COMMUNICATIONS INC |
23,255 | +23,255 | $877 |
| VZ | 23,255 | +23,255 | $877 |
| CSX CORP |
24,545 | +24,545 | $851 |
| CSX | 24,545 | +24,545 | $851 |
| AMAZON COM INC |
5,545 | +5,545 | $843 |
| AMZN | 5,545 | +5,545 | $843 |
| ISHARES TR (IVW) |
10,856 | +10,856 | $815 |
| IVW | 10,856 | +10,856 | $815 |
| UNITED PARCEL SERVICE INC |
5,148 | +5,148 | $809 |
| UPS | 5,148 | +5,148 | $809 |
| PAYCHEX INC |
6,698 | +6,698 | $798 |
| PAYX | 6,698 | +6,698 | $798 |
| SPDR SER TR (SDY) |
6,326 | +6,326 | $791 |
| SDY | 6,326 | +6,326 | $791 |
| MCDONALDS CORP |
2,575 | +2,575 | $763 |
| MCD | 2,575 | +2,575 | $763 |
| JPMORGAN CHASE & CO |
4,231 | +4,231 | $720 |
| JPM | 4,231 | +4,231 | $720 |
| ATLANTIC UN BANKSHARES CORP (AUB) |
17,821 | +17,821 | $651 |
| AUB | 17,821 | +17,821 | $651 |
| ROCKWELL AUTOMATION INC |
1,923 | +1,923 | $597 |
| ROK | 1,923 | +1,923 | $597 |
| GENERAL ELECTRIC CO |
4,548 | +4,548 | $580 |
| GE | 4,548 | +4,548 | $580 |
| GENUINE PARTS CO |
4,139 | +4,139 | $573 |
| GPC | 4,139 | +4,139 | $573 |
| CATERPILLAR INC |
1,805 | +1,805 | $534 |
| CAT | 1,805 | +1,805 | $534 |
See Full List: All Stocks Held By Taylor Financial Group Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Taylor Financial Group Inc.
|
Size ($ in 1000's)
At 12/31/2023: $121,573 At 09/30/2023: $0 Taylor Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Taylor Financial Group Inc. 13F filings. Link to 13F filings: SEC filings |
