Windsor Advisory Group, LLC New Holdings in Q3 2024

Windsor Advisory Group, LLC

  • $88.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PCVX
Vaxcyte, Inc.

Healthcare
22.7K
New
$70.52 - $117.12 $1.6M - $2.66M
22.7K $2.6B
SCHX
Schwab Strategic Tr Us Large C

ETFs
33.4K
New
$61.11 - $67.85 $2.04M - $2.27M
33.4K $2.27B
JPM
Jpmorgan Chase & CO

Financial Services
8.23K
New
$194.9 - $224.8 $1.6M - $1.85M
8.23K $1.73B
APLT
Applied Therapeutics Inc.

Healthcare
199K
New
$4.35 - $8.5 $866K - $1.69M
199K $1.69B
XOM
Exxon Mobil Corp

Energy
12.1K
New
$109.72 - $119.0 $1.32M - $1.43M
12.1K $1.41B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
29.6K
New
$36.98 - $41.55 $1.09M - $1.23M
29.6K $1.22B
EMLP
First Tr Exchange Traded Iv

ETFs
23.9K
New
$30.38 - $34.0 $727K - $813K
23.9K $804M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.9K
New
$57.32 - $62.65 $681K - $744K
11.9K $740M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.1K
New
$105.53 - $118.34 $644K - $722K
6.1K $714M
EVCM
Ever Commerce Inc.

Technology
68.3K
New
$9.67 - $12.14 $661K - $830K
68.3K $708M
GOOGL
Alphabet Inc.

Communication Services
3.01K
New
$148.65 - $191.18 $447K - $575K
3.01K $499M
BXSL
Blackstone Secured Lending Fund

Financial Services
15.9K
New
$28.75 - $31.59 $456K - $501K
15.9K $465M
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
32.4K
New
$12.25 - $12.54 $396K - $406K
32.4K $407M
QQQ
Invesco Qqq Trust, Series 1

ETFs
709
New
$434.77 - $502.96 $308K - $357K
709 $346M
JNJ
Johnson & Johnson

Healthcare
1.97K
New
$145.48 - $167.38 $287K - $330K
1.97K $319M
KKR
Kkr & Co. Inc.

Financial Services
2K
New
$104.51 - $133.23 $209K - $266K
2K $261M
ITA
Ishares Tr

ETFs
1.74K
New
$131.58 - $149.64 $229K - $260K
1.74K $260M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.4K
New
$162.83 - $179.16 $227K - $250K
1.4K $250M
NEE
Nextera Energy Inc

Utilities
2.9K
New
$69.9 - $84.97 $203K - $247K
2.9K $245M
PEP
Pepsico Inc

Consumer Defensive
1.44K
New
$161.9 - $179.3 $232K - $257K
1.44K $244M
HD
Home Depot, Inc.

Consumer Cyclical
600
New
$333.64 - $405.2 $200K - $243K
600 $243M
ARCC
Ares Capital Corp

Financial Services
11.4K
New
$19.8 - $21.28 $226K - $243K
11.4K $239M
FAST
Fastenal CO

Industrials
2.86K
New
$62.09 - $71.83 $178K - $206K
2.86K $204M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.32K
New
$89.91 - $101.33 $119K - $134K
1.32K $130M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.35K
New
$41.9 - $48.26 $56.4K - $64.9K
1.35K $64.4M
XLK
Technology Sector Spdr

ETFs
200
New
$197.34 - $237.68 $39.5K - $47.5K
200 $45.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
472
New
$79.92 - $88.19 $37.7K - $41.6K
472 $41.6M
GOOG
Alphabet Inc.

Communication Services
241
New
$149.54 - $192.66 $36K - $46.4K
241 $40.3M
ACWI
Ishares Msci Acwi ETF

ETFs
180
New
$107.24 - $119.84 $19.3K - $21.6K
180 $21.5M
IEF
Ishares Barclays

ETFs
219
New
$92.67 - $99.14 $20.3K - $21.7K
219 $21.5M
SCHO
Schwab Short Term Us Treasury

ETFs
430
New
$47.93 - $49.06 $20.6K - $21.1K
430 $21.1M
EMB
Ishares Tr

ETFs
166
New
$87.75 - $93.74 $14.6K - $15.6K
166 $15.5M
IVV
Ishares Core S&P 500 ETF

ETFs
25
New
$520.18 - $576.82 $13K - $14.4K
25 $14.4M
EEM
Ishares Msci Emerging Markets

ETFs
300
New
$40.42 - $46.7 $12.1K - $14K
300 $13.8M
XLP
Consumer Staples Sector Spdr

ETFs
145
New
$76.04 - $76.04 $11K - $11K
145 $12M
Activity Summary
Buys All Purchases 48 New Holdings 36 Increased Positions 12 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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