Windsor Advisory Group, LLC Purchases and Sells in Q3 2024

Windsor Advisory Group, LLC

$88.6 Billion
Q3 2024

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PAYX	170K + 475.19%	$116.17 - $135.19 $19.7M - $23M	206K $27.6B
VZ	27.2K + 226.26%	$38.89 - $45.0 $1.06M - $1.22M	39.2K $1.76B
HBAN	54.1K + 42.5%	$12.84 - $15.15 $694K - $819K	181K $2.66B
VT	975 + 1.06%	$107.72 - $119.96 $105K - $117K	92.6K $11.1B
SPY	643 + 80.68%	$517.38 - $573.86 $333K - $369K	1.44K $826M
VOO	634 + 634.0%	$475.2 - $527.7 $301K - $335K	734 $387M

New Holdings

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCVX	22.7K New	$70.52 - $117.12 $1.6M - $2.66M	22.7K $2.6B
SCHX	33.4K New	$61.11 - $67.85 $2.04M - $2.27M	33.4K $2.27B
JPM	8.23K New	$194.9 - $224.8 $1.6M - $1.85M	8.23K $1.73B
APLT	199K New	$4.35 - $8.5 $866K - $1.69M	199K $1.69B
XOM	12.1K New	$109.72 - $119.0 $1.32M - $1.43M	12.1K $1.41B
SCHF	29.6K New	$36.98 - $41.55 $1.09M - $1.23M	29.6K $1.22B

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHK	-45.2K - 58.6%	$49.82 - $55.29 $2.25M - $2.5M	31.9K $1.77B
SCHM	-20.9K - 57.56%	$75.47 - $83.18 $1.58M - $1.74M	15.4K $1.28B
EPD	-51.5K - 49.94%	$27.88 - $30.0 $1.44M - $1.55M	51.7K $1.5B
GEF	-18.2K - 68.39%	$56.02 - $66.68 $1.02M - $1.21M	8.41K $527M
BRK-B	-2.37K - 29.88%	$405.19 - $478.57 $962K - $1.14M	5.57K $2.56B
NVDA	-4.61K - 24.48%	$98.91 - $134.91 $456K - $622K	14.2K $1.73B

Activity Summary All Purchases 48 New Holdings 36 Increased Positions 12 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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