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
ABT Abbott Laboratories Healthcare	-159 - 7.21%	$100.07 - $118.13 $15.9K - $18.8K	2.05K $233M
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 All Purchases 48 New Holdings 36 Increased Positions 12 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

Track This Portfolio

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.