Windsor Advisory Group, LLC Purchases and Sells in Q4 2024

Windsor Advisory Group, LLC

$86 Billion
Q4 2024

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	215K + 642.55%	$22.4 - $68.28 $4.81M - $14.7M	248K $5.75B
PAYX	403 + 0.2%	$135.86 - $148.73 $54.8K - $59.9K	206K $28.9B
VTI	2.57K + 137.41%	$280.04 - $302.45 $720K - $778K	4.44K $1.29B
EMLP	19.9K + 83.07%	$33.69 - $38.24 $669K - $760K	43.8K $1.56B
PCVX	16.5K + 72.45%	$80.97 - $117.93 $1.33M - $1.94M	39.2K $3.21B
SCHF	63.3K + 214.03%	$18.41 - $40.87 $1.17M - $2.59M	92.9K $1.72B

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IFRA	18.6K New	$45.94 - $51.71 $856K - $963K	18.6K $862M
SCHA	33.1K New	$25.33 - $51.16 $838K - $1.69M	33.1K $855M
VO	3.07K New	$261.5 - $284.63 $802K - $873K	3.07K $810M
VDE	6K New	$116.67 - $136.78 $700K - $821K	6K $728M
ENFR	23K New	$28.52 - $33.11 $656K - $762K	23K $716M
VONG	2.82K New	$95.27 - $107.82 $268K - $304K	2.82K $291M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIS	-18.2K - 78.15%	$92.39 - $117.6 $1.68M - $2.14M	5.09K $567M
VZ	-30K - 76.63%	$39.6 - $45.21 $1.19M - $1.36M	9.15K $366M
HBAN	-79.4K - 43.8%	$14.18 - $18.2 $1.13M - $1.44M	102K $1.66B
SCHM	-3.35K - 21.67%	$27.54 - $83.04 $92.1K - $278K	12.1K $335M
PG	-1.8K - 34.21%	$161.05 - $179.7 $290K - $324K	3.47K $581M
GOOGL	-2.02K - 67.18%	$161.86 - $196.66 $327K - $398K	988 $187M

Activity Summary All Purchases 46 New Holdings 26 Increased Positions 20 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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