Windsor Advisory Group, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $49.9 Billion distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total World Stk Index with a value of $10.3B, Paychex Inc with a value of $4.24B, Schwab Strategic Tr 1000 Index with a value of $4.04B, Berkshire Hathaway Inc Class B with a value of $3.23B, and Enterprise Products Partners L.P. with a value of $2.99B.
Examining the 13F form we can see an increase of $14.4B in the current position value, from $35.5B to 49.9B.
Windsor Advisory Group, LLC is based out at Columbus, OH
Below you can find more details about Windsor Advisory Group, LLC portfolio as well as his latest detailed transactions.