Windsor Advisory Group, LLC Portfolio Holdings

Windsor Advisory Group, LLC

  • $113 Billion
  • Q3 2025

Windsor Advisory Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $113 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Paychex Inc with a value of $26.1B, Worthington Industries Inc with a value of $16.3B, Berkshire Hathaway Inc with a value of $6.79B, Ishares Core S&P 500 ETF with a value of $6.53B, and Apple Inc. with a value of $4.28B.

Examining the 13F form we can see an increase of $42.5B in the current position value, from $70.5B to 113B.

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.

Portfolio value $113 Billion
Industrials: $43.9 Billion
ETFs: $23.2 Billion
Financial Services: $16 Billion
Technology: $12.1 Billion
Communication Services: $4.19 Billion
Energy: $2.87 Billion
Consumer Cyclical: $1.83 Billion
Consumer Defensive: $1.55 Billion
Other: $1.72 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $113 Billion
  • Prior Value $70.5 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Windsor Advisory Group, LLC Portfolio

Follow Windsor Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Windsor Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email