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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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