Windsor Advisory Group, LLC Portfolio Holdings by Sector

Windsor Advisory Group, LLC

$77.4 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Staffing & Employment Services \| Industrials PAYX ADP 2 stocks	$32.1 Million 42.24% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs VT IVV EMLP SPY VDE ENFR XLE SCHG 26 stocks	$21.6 Million 28.36% of portfolio	2	5	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$7.7 Million 10.13% of portfolio	1	1	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HBAN PNC FCF 3 stocks	$2.49 Million 3.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD NGL 2 stocks	$1.81 Million 2.38% of portfolio	1	1	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$1.79 Million 2.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT EVCM 2 stocks	$1.45 Million 1.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1.43 Million 1.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$1.08 Million 1.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$871,661 1.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical IBP 1 stocks	$749,966 0.99% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$666,582 0.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$574,855 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$429,707 0.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$317,520 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$279,709 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$254,821 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$221,948 0.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$221,781 0.29% of portfolio	1	1	-	-	0 Calls 0 Puts

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