Windsor Advisory Group, LLC Reduced Holdings in Q3 2024

Windsor Advisory Group, LLC

  • $88.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-45.2K
- 58.6%
$49.82 - $55.29 $2.25M - $2.5M
31.9K $1.77B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-20.9K
- 57.56%
$75.47 - $83.18 $1.58M - $1.74M
15.4K $1.28B
EPD
Enterprise Products Partners L.P.

Energy
-51.5K
- 49.94%
$27.88 - $30.0 $1.44M - $1.55M
51.7K $1.5B
GEF
Greif, Inc

Consumer Cyclical
-18.2K
- 68.39%
$56.02 - $66.68 $1.02M - $1.21M
8.41K $527M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.37K
- 29.88%
$405.19 - $478.57 $962K - $1.14M
5.57K $2.56B
NVDA
Nvidia Corp

Technology
-4.61K
- 24.48%
$98.91 - $134.91 $456K - $622K
14.2K $1.73B
MSFT
Microsoft Corp

Technology
-774
- 23.26%
$395.15 - $467.56 $306K - $362K
2.55K $1.1B
XLE
Energy Sector Spdr

ETFs
-1.97K
- 18.55%
$84.35 - $93.39 $166K - $184K
8.64K $758M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.24K
- 14.52%
$92.63 - $105.69 $115K - $131K
7.31K $761M
AMZN
Amazon Com Inc

Consumer Cyclical
-245
- 17.25%
$161.02 - $200.0 $39.4K - $49K
1.18K $219M
ADP
Automatic Data Processing Inc

Industrials
-96
- 9.6%
$233.44 - $279.45 $22.4K - $26.8K
904 $250M
CAH
Cardinal Health Inc

Healthcare
-116
- 3.59%
$93.74 - $114.66 $10.9K - $13.3K
3.12K $345M
ABBV
Abb Vie Inc.

Healthcare
-42
- 2.56%
$163.84 - $199.33 $6.88K - $8.37K
1.6K $316M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-60
- 2.91%
$156.14 - $187.2 $9.37K - $11.2K
2K $370M
Linde PLC
-37
- 1.79%
N/A
2.03K $968M
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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