Windsor Advisory Group, LLC Portfolio Holdings
Windsor Advisory Group, LLC
- $88.6 Billion
- Q3 2024
Windsor Advisory Group, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $88.6 Billion distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Paychex Inc with a value of $27.6B, Vanguard Total World Stk Index with a value of $11.1B, Huntington Bancshares Inc with a value of $2.66B, Vaxcyte, Inc. with a value of $2.6B, and Berkshire Hathaway Inc Class B with a value of $2.56B.
Examining the 13F form we can see an increase of $38.7B in the current position value, from $49.9B to 88.6B.
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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