Taylor Financial Group, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Roanoke, VA
CIK
0002012516
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 99 144,682 VUG, NSC, FISV, BRK-B 13F-HR 11/12/2024 000117266124004565
Q2 2024 91 130,121 VUG, NSC, FISV, AAPL 13F-HR 7/31/2024 000117266124002998
Q1 2024 95 131,329 NSC, VUG, FISV, BRK-B 13F-HR 5/14/2024 000117266124002288
Q4 2023 89 121,570 NSC, VUG, FISV, AAPL RESTATEMENT 9/17/2024 000117266124004085
Additional filings from Taylor Financial Group, Inc. that have since been restated