President

0001172661-24-002288.txt : 20240514 0001172661-24-002288.hdr.sgml : 20240514 20240514160102 ACCESSION NUMBER: 0001172661-24-002288 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240514 DATE AS OF CHANGE: 20240514 EFFECTIVENESS DATE: 20240514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Taylor Financial Group, Inc. CENTRAL INDEX KEY: 0002012516 ORGANIZATION NAME: IRS NUMBER: 541382027 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23976 FILM NUMBER: 24944050 BUSINESS ADDRESS: STREET 1: 3102 BRAMBLETON AVENUE CITY: ROANOKE STATE: VA ZIP: 24018 BUSINESS PHONE: (540) 774-7971 MAIL ADDRESS: STREET 1: 3102 BRAMBLETON AVENUE CITY: ROANOKE STATE: VA ZIP: 24018 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002012516 XXXXXXXX 03-31-2024 03-31-2024 false Taylor Financial Group, Inc.

3102 Brambleton Avenue Roanoke VA 24018

13F HOLDINGS REPORT 028-23976 000116744 801-61747 N John Samuel Taylor President 540-774-7971 s/ John Samuel Taylor Roanoke VA 05-13-2024 0 95 131329378 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 250734 2206 SH SOLE 0 0 2206 ABBVIE INC COM 00287Y109 254849 1400 SH SOLE 0 0 1400 AIR PRODS & CHEMS INC COM 009158106 356621 1472 SH SOLE 0 0 1472 ALPHABET INC CAP STK CL C 02079K107 315178 2070 SH SOLE 0 0 2070 ALTRIA GROUP INC COM 02209S103 312933 7174 SH SOLE 0 0 7174 AMAZON COM INC COM 023135106 1000207 5545 SH SOLE 0 0 5545 AMERICAN ELEC PWR CO INC COM 025537101 371090 4310 SH SOLE 0 0 4310 APPLE INC COM 037833100 3207190 18703 SH SOLE 0 0 18703 AT&T INC COM 00206R102 893305 50756 SH SOLE 0 0 50756 ATLANTIC UN BANKSHARES CORP COM 04911A107 485901 13761 SH SOLE 0 0 13761 ATMOS ENERGY CORP COM 049560105 530755 4465 SH SOLE 0 0 4465 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4034048 9593 SH SOLE 0 0 9593 BLACKSTONE INC COM 09260D107 2010355 15303 SH SOLE 0 0 15303 CAPITAL GROUP CORE BALANCED SHS 14021D107 1903736 65398 SH SOLE 0 0 65398 CATERPILLAR INC COM 149123101 661406 1805 SH SOLE 0 0 1805 COSTCO WHSL CORP NEW COM 22160K105 472546 645 SH SOLE 0 0 645 CSX CORP COM 126408103 672709 18147 SH SOLE 0 0 18147 CVS HEALTH CORP COM 126650100 414313 5195 SH SOLE 0 0 5195 DANAHER CORPORATION COM 235851102 986394 3950 SH SOLE 0 0 3950 DEERE & CO COM 244199105 223853 545 SH SOLE 0 0 545 DISNEY WALT CO COM 254687106 630766 5155 SH SOLE 0 0 5155 DOW INC COM 260557103 223784 3863 SH SOLE 0 0 3863 EATON CORP PLC SHS G29183103 208245 666 SH SOLE 0 0 666 ELEVANCE HEALTH INC COM 036752103 1070785 2065 SH SOLE 0 0 2065 ELI LILLY & CO COM 532457108 2488305 3199 SH SOLE 0 0 3199 ENBRIDGE INC COM 29250N105 200970 5555 SH SOLE 0 0 5555 EXXON MOBIL CORP COM 30231G102 846188 7280 SH SOLE 0 0 7280 FASTENAL CO COM 311900104 332242 4307 SH SOLE 0 0 4307 FEDEX CORP COM 31428X106 393467 1358 SH SOLE 0 0 1358 FISERV INC COM 337738108 4529618 28342 SH SOLE 0 0 28342 GENERAL ELECTRIC CO COM 369604137 798223 4548 SH SOLE 0 0 4548 GENUINE PARTS CO COM 372460105 604847 3904 SH SOLE 0 0 3904 GOLDMAN SACHS GROUP INC COM 38141G104 434398 1040 SH SOLE 0 0 1040 HOME DEPOT INC COM 437076102 3326963 8673 SH SOLE 0 0 8673 HONEYWELL INTL INC COM 438516106 438209 2135 SH SOLE 0 0 2135 INTEL CORP COM 458140100 882067 19970 SH SOLE 0 0 19970 INTERNATIONAL BUSINESS MACHS COM 459200101 243474 1275 SH SOLE 0 0 1275 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 494176 2705 SH SOLE 0 0 2705 INVESCO QQQ TR UNIT SER 1 46090E103 1212147 2730 SH SOLE 0 0 2730 ISHARES TR ROBOTICS ARTIF 46435U556 239248 6965 SH SOLE 0 0 6965 ISHARES TR CORE DIVID ETF 46435U861 1971706 44308 SH SOLE 0 0 44308 ISHARES TR SELECT DIVID ETF 464287168 2145179 17415 SH SOLE 0 0 17415 ISHARES TR MODERT ALLOC ETF 464289875 1842449 43068 SH SOLE 0 0 43068 ISHARES TR EUROPE ETF 464287861 212993 3826 SH SOLE 0 0 3826 ISHARES TR SP SMCP600VL ETF 464287879 1704172 16584 SH SOLE 0 0 16584 ISHARES TR CORE S&P MCP ETF 464287507 1728053 28450 SH SOLE 0 0 28450 ISHARES TR S&P 500 GRWT ETF 464287309 916681 10856 SH SOLE 0 0 10856 ISHARES TR S&P SML 600 GWT 464287887 1739755 13308 SH SOLE 0 0 13308 ISHARES TR CORE MSCI EAFE 46432F842 219543 2958 SH SOLE 0 0 2958 ISHARES TR CORE S&P500 ETF 464287200 451076 858 SH SOLE 0 0 858 ISHARES TR S&P 500 VAL ETF 464287408 1692872 9062 SH SOLE 0 0 9062 JOHNSON & JOHNSON COM 478160104 411057 2599 SH SOLE 0 0 2599 JPMORGAN CHASE & CO COM 46625H100 809412 4041 SH SOLE 0 0 4041 KIMBERLY-CLARK CORP COM 494368103 408875 3161 SH SOLE 0 0 3161 LOCKHEED MARTIN CORP COM 539830109 1500844 3300 SH SOLE 0 0 3300 LOWES COS INC COM 548661107 1012806 3976 SH SOLE 0 0 3976 MARRIOTT INTL INC NEW CL A 571903202 1255747 4977 SH SOLE 0 0 4977 MARTIN MARIETTA MATLS INC COM 573284106 291622 475 SH SOLE 0 0 475 MCDONALDS CORP COM 580135101 725880 2575 SH SOLE 0 0 2575 MERCK & CO INC COM 58933Y105 201619 1528 SH SOLE 0 0 1528 META PLATFORMS INC CL A 30303M102 251530 518 SH SOLE 0 0 518 MICROCHIP TECHNOLOGY INC. 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