Windsor Advisory Group, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $88.6 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Paychex Inc with a value of $27.6B, Vanguard Total World Stk Index with a value of $11.1B, Huntington Bancshares Inc with a value of $2.66B, Vaxcyte, Inc. with a value of $2.6B, and Berkshire Hathaway Inc Class B with a value of $2.56B.

Examining the 13F form we can see an increase of $38.7B in the current position value, from $49.9B to 88.6B.

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 $88.6 Billion
Industrials: $28 Billion
ETFs: $26.7 Billion
Financial Services: $9.77 Billion
Healthcare: $5.5 Billion
Technology: $4.78 Billion
Communication Services: $4.54 Billion
Energy: $3.51 Billion
Consumer Defensive: $2.07 Billion
Other: $2.31 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $88.6 Billion
  • Prior Value $49.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 36 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 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.