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  Name: Taylor Financial Group Inc.
  City: Roanoke
  State: VA
  Zip: 24018
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $131,328,000
  Total Value Change : $9,755,000
  Securities Held Change : 6
   
All Securities Held : 95
  New Positions : 9
  Closed Positions : 3
  Increased Positions : 12
  Unchanged Positions : 31
  Decreased Positions : 43

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FB)1 Year Chart         FB Meta Platforms Inc 77 New $466.83 $252,000 518 0.19% 252,000 518 0    Internet Service Prov...
   (RTX)1 Year Chart         RTX RTX Corp 88 New $101.02 $211,000 2,166 0.16% 211,000 2,166 0    Conglomerates
   (ETN)1 Year Chart         ETN Eaton Corp 89 New $332.85 $208,000 666 0.16% 208,000 666 0    Diversified Machinery
   (CRM)1 Year Chart         CRM Salesforce.com Inc 90 New $234.44 $206,000 685 0.16% 206,000 685 0    Internet Software & S...
   (WDFC)1 Year Chart         WDFC WD-40 Company 91 New $224.69 $203,000 800 0.15% 203,000 800 0.006    Specialty Chemicals
   (MRK)1 Year Chart         MRK Merck & Co Inc 92 New $131.20 $202,000 1,528 0.15% 202,000 1,528 0    Drug Manufacturers - ...
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 93 New $36.58 $201,000 5,555 0.15% 201,000 5,555 0    Oil & Gas Pipelines &...
   (TLRY)1 Year Chart         TLRY Tilray Inc 94 New $1.80 $25,000 10,000 0.02% 25,000 10,000 0.009    N/A

      8 Records Found
  1    
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