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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$248 Million 0.22% of portfolio
12,144
Q3 2025 New

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
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