Windsor Advisory Group, LLC Portfolio Holdings

Windsor Advisory Group, LLC

  • $77.4 Billion
  • Q1 2025

Windsor Advisory Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $77.4 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Paychex Inc with a value of $31.8B, Vanguard Total World Stk Index with a value of $7.83B, Ishares Core S&P 500 ETF with a value of $5.51B, Berkshire Hathaway Inc with a value of $4.79B, and Berkshire Hathaway Inc Class B with a value of $2.91B.

Examining the 13F form we can see an decrease of $8.63B in the current position value, from $86B to 77.4B.

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 $77.4 Billion
Industrials: $32.3 Billion
ETFs: $22.2 Billion
Financial Services: $12 Billion
Technology: $3.76 Billion
Energy: $1.81 Billion
Consumer Defensive: $1.66 Billion
Healthcare: $964 Million
Consumer Cyclical: $750 Million
Other: $539 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $77.4 Billion
  • Prior Value $86 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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