Taylor Securities Services, Inc.
HARRISBURG, PA · CIK 2115182 · 13F filing filed 2026-03-05
SEC-registered investment adviser since 2022 · corporation
- Assets managed$252.5m
- Staff11 · 4 in investment roles
- Main clients (by assets)Individuals 55%, High net worth individuals 34%, Companies 11%
- Websitetaylorretirementservices.com
- Form ADV · 2026-02-23SEC adviser record
- Kindwealth
- Others nearbyHarrisburg, PA
$219.2m
reported value
54positions
84.8%in top 10
—no comparable previous quarter
Holdings, Q4 2025
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| LISTED FDS TR HEGD | $50.0m22.82% | First filing |
| J P MORGAN EXCHANGE TRADED F HELO | $49.7m22.69% | First filing |
| SPDR S&P 500 ETF TR SPY | $25.3m11.55% | First filing |
| APPLE INC AAPL | $18.1m8.27% | First filing |
| J P MORGAN EXCHANGE TRADED F JPST | $13.4m6.10% | First filing |
| GLOBAL X FDS AIQ | $8.6m3.94% | First filing |
| WATSCO INC WSO | $8.0m3.63% | First filing |
| NVIDIA CORPORATION NVDA | $6.3m2.89% | First filing |
| FIDELITY GREENWOOD STREET TR FHEQ | $3.9m1.77% | First filing |
| MICROSOFT CORP MSFT | $2.6m1.19% | First filing |
| TRAVEL PLUS LEISURE CO TNL | $2.6m1.17% | First filing |
| VISA INC V | $2.3m1.06% | First filing |
| LOCKHEED MARTIN CORP LMT | $2.3m1.04% | First filing |
| DEERE & CO DE | $2.1m0.94% | First filing |
| INVESCO QQQ TR QQQ | $1.5m0.70% | First filing |
| HOME DEPOT INC HD | $1.3m0.61% | First filing |
| ALPHABET INC GOOGL | $1.2m0.56% | First filing |
| ISHARES TR IVV | $1.1m0.51% | First filing |
| ALPHABET INC GOOG | $1.1m0.51% | First filing |
| AMAZON COM INC AMZN | $1.1m0.51% | First filing |
| AMERICAN EXPRESS CO AXP | $1.1m0.49% | First filing |
| INVESCO EXCH TRADED FD TR II SPLV | $958.8k0.44% | First filing |
| AMGEN INC AMGN | $859.1k0.39% | First filing |
| SPDR SERIES TRUST SPYM | $842.3k0.38% | First filing |
| L3HARRIS TECHNOLOGIES INC LHX | $836.7k0.38% | First filing |
| M & T BK CORP MTB | $832.1k0.38% | First filing |
| INTERNATIONAL BUSINESS MACHS IBM | $798.0k0.36% | First filing |
| MCDONALDS CORP MCD | $706.5k0.32% | First filing |
| US BANCORP DEL USB | $645.4k0.29% | First filing |
| INVESCO EXCHANGE TRADED FD T RSP | $561.7k0.26% | First filing |
| PNC FINL SVCS GROUP INC PNC | $521.2k0.24% | First filing |
| SHERWIN WILLIAMS CO SHW | $518.4k0.24% | First filing |
| ABBVIE INC ABBV | $512.2k0.23% | First filing |
| TESLA INC TSLA | $506.4k0.23% | First filing |
| META PLATFORMS INC META | $473.5k0.22% | First filing |
| CATERPILLAR INC CAT | $448.0k0.20% | First filing |
| GENERAL DYNAMICS CORP GD | $437.3k0.20% | First filing |
| ELI LILLY & CO LLY | $436.5k0.20% | First filing |
| NETFLIX INC NFLX | $417.2k0.19% | First filing |
| AIM ETF PRODUCTS TRUST OCTW | $385.3k0.18% | First filing |
| J P MORGAN EXCHANGE TRADED F JBND | $382.7k0.17% | First filing |
| WALMART INC WMT | $372.9k0.17% | First filing |
| CARNIVAL CORP UNIT 99/99/9999 | $345.7k0.16% | First filing |
| SPDR GOLD TR GLD | $283.8k0.13% | First filing |
| VANGUARD INDEX FDS VTI | $280.3k0.13% | First filing |
| PROCTER AND GAMBLE CO PG | $264.9k0.12% | First filing |
| ADVANCED MICRO DEVICES INC AMD | $257.4k0.12% | First filing |
| MARRIOTT INTL INC NEW MAR | $248.8k0.11% | First filing |
| GE AEROSPACE GE | $238.7k0.11% | First filing |
| MERCK & CO INC MRK | $230.5k0.11% | First filing |
| AIM ETF PRODUCTS TRUST NVBW | $228.7k0.10% | First filing |
| VANGUARD INDEX FDS VXF | $227.5k0.10% | First filing |
| BOOKING HOLDINGS INC BKNG | $214.2k0.10% | First filing |
| INVESCO EXCH TRADED FD TR II SPHD | $205.9k0.09% | First filing |