Windsor Advisory Group, LLC Portfolio Holdings

Windsor Advisory Group, LLC

  • $70.5 Billion
  • Q2 2025

Windsor Advisory Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $70.5 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Paychex Inc with a value of $30B, Ishares Core S&P 500 ETF with a value of $6.28B, Berkshire Hathaway Inc with a value of $4.37B, Vanguard Total World Stk Index with a value of $3B, and Berkshire Hathaway Inc Class B with a value of $2.89B.

Examining the 13F form we can see an decrease of $6.9B in the current position value, from $77.4B to 70.5B.

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 $70.5 Billion
Industrials: $31 Billion
ETFs: $17.7 Billion
Financial Services: $10.6 Billion
Technology: $4.46 Billion
Consumer Defensive: $1.69 Billion
Energy: $1.65 Billion
Healthcare: $1.03 Billion
Consumer Cyclical: $789 Million
Other: $545 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$423B
$4.37 Billion 6.21% of portfolio
6
Q1 2025 New
$621B
$2.89 Billion 4.1% of portfolio
5,940
Q2 2025 Added 8.83%
$456B
$2.11 Billion 2.99% of portfolio
13,344
Q2 2025 Added 0.92%
$859B
$1.72 Billion 2.44% of portfolio
5,938
Q2 2025 Reduced 18.66%
$3.95T
$1.06 Billion 1.5% of portfolio
2,122
Q2 2025 Added 4.48%
$3.69T
$838 Million 1.19% of portfolio
4,083
Q2 2025 Added 4.05%
$368B
$542 Million 0.77% of portfolio
3,402
Q2 2025 Added 0.86%
$229B
$261 Million 0.37% of portfolio
1,921
Q4 2024 Reduced 6.11%
$351B
$248 Million 0.35% of portfolio
1,335
Q1 2025 Reduced 3.54%
$1.21T
$189 Million 0.27% of portfolio
1,070
Q2 2025 Added 11.92%
$1.24T
$42.9 Million 0.06% of portfolio
242
Q2 2025 Reduced 48.84%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $70.5 Billion
  • Prior Value $77.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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