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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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