Windsor Advisory Group, LLC Portfolio Holdings

Windsor Advisory Group, LLC

  • $49.9 Billion
  • Q2 2024

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.

Portfolio value $49.9 Billion
ETFs: $22.5 Billion
Financial Services: $5.52 Billion
Technology: $4.86 Billion
Industrials: $4.48 Billion
Energy: $3.47 Billion
Communication Services: $2.79 Billion
Consumer Cyclical: $2.7 Billion
Consumer Defensive: $1.48 Billion
Other: $828 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.86B
$900 Million 1.8% of portfolio
4,374
Q2 2024 Added 27.15%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $49.9 Billion
  • Prior Value $35.5 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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