The Analysis of Windsor Advisory Group, LLC's Holdings
Currently, Windsor Advisory Group, LLC holds 81 types of securities in its portfolio with a total value $113.0M. In the most recent quarter, they have increased their positions in WOR (+294.1K shares, valued at $16.3M), WS (+133.5K shares, valued at $4.1M), AAPL (+12.7K shares, valued at $3.2M); decreased their positions in JPM (-1.3K shares, valued at $417.3K), EVCM (-21.7K shares, valued at $241.5K), IVV (-356 shares, valued at $238.3K); initiated new positions in WOR (+294.1K shares, valued at $16.3M), WS (+133.5K shares, valued at $4.1M), COWZ (+31.8K shares, valued at $1.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PAYX PAYCHEX INC206.3K shares0.00%2025-09-302025-11-14
WOR WORTHINGTON ENTERPRISES INC294.1K sharesnew addition2025-09-302025-11-14 BRK.A BERKSHIRE HATHAWAY INC DEL9 shares50.00%2025-09-302025-11-14 IVV ISHARES TR9.8K shares-3.52%2025-09-302025-11-14 AAPL APPLE INC16.8K shares311.90%2025-09-302025-11-14 WS WORTHINGTON STL INC133.5K sharesnew addition2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL6.8K shares15.15%2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F23.9K shares2.26%2025-09-302025-11-14 MSFT MICROSOFT CORP5.2K shares146.94%2025-09-302025-11-14 NVDA NVIDIA CORPORATION12.2K shares-8.32%2025-09-302025-11-14 HBAN HUNTINGTON BANCSHARES INC130.2K shares135.67%2025-09-302025-11-14 COWZ PACER FDS TR31.8K sharesnew addition2025-09-302025-11-14 EPD ENTERPRISE PRODS PARTNERS L51.7K shares0.00%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC34.0K shares369.07%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.4.6K shares-22.28%2025-09-302025-11-14 ARKK ARK ETF TR16.3K sharesnew addition2025-09-302025-11-14 EMLP FIRST TR EXCHANGE-TRADED FD34.9K shares0.00%2025-09-302025-11-14 IBP INSTALLED BLDG PRODS INC5.0K shares13.67%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR1.8K shares0.22%2025-09-302025-11-14 XOM EXXON MOBIL CORP10.6K sharesnew addition2025-09-302025-11-14 GOOG ALPHABET INC4.7K shares1828.93%2025-09-302025-11-14 KR KROGER CO16.0K shares0.00%2025-09-302025-11-14 JBL JABIL INC4.6K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC1.3K sharesnew addition2025-09-302025-11-14 LIN LINDE PLC2.0K shares0.00%2025-09-302025-11-14 VDE VANGUARD WORLD FD6.1K shares1.37%2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR23.6K shares0.00%2025-09-302025-11-14 VTI VANGUARD INDEX FDS2.3K shares-6.21%2025-09-302025-11-14 ENFR ALPS ETF TR23.0K shares0.00%2025-09-302025-11-14 ORCL ORACLE CORP2.6K sharesnew addition2025-09-302025-11-14 XLE SELECT SECTOR SPDR TR8.0K shares1.46%2025-09-302025-11-14 PGR PROGRESSIVE CORP2.5K sharesnew addition2025-09-302025-11-14 GOOGL ALPHABET INC2.5K shares131.21%2025-09-302025-11-14 VBR VANGUARD INDEX FDS2.7K shares0.00%2025-09-302025-11-14 AMAT APPLIED MATLS INC2.8K sharesnew addition2025-09-302025-11-14 BLOK AMPLIFY ETF TR7.5K sharesnew addition2025-09-302025-11-14 CAH CARDINAL HEALTH INC3.1K shares0.00%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC1.4K sharesnew addition2025-09-302025-11-14 HD HOME DEPOT INC1.2K sharesnew addition2025-09-302025-11-14 PG PROCTER AND GAMBLE CO3.0K shares-10.49%2025-09-302025-11-14 ALL ALLSTATE CORP2.0K sharesnew addition2025-09-302025-11-14 AMLP ALPS ETF TR8.7K shares0.00%2025-09-302025-11-14 PNC PNC FINL SVCS GROUP INC2.0K shares0.00%2025-09-302025-11-14 GEF.B GREIF INC6.5K sharesnew addition2025-09-302025-11-14 ROP ROPER TECHNOLOGIES INC775 sharesnew addition2025-09-302025-11-14 FCF FIRST COMWLTH FINL CORP PA20.9K shares0.00%2025-09-302025-11-14 CSCO CISCO SYS INC4.7K sharesnew addition2025-09-302025-11-14 IVW ISHARES TR2.6K shares6.86%2025-09-302025-11-14 ABBV ABBVIE INC1.3K shares0.00%2025-09-302025-11-14 ETN EATON CORP PLC806 sharesnew addition2025-09-302025-11-14 ACWI ISHARES TR2.1K shares0.00%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN904 shares-9.42%2025-09-302025-11-14 FAST FASTENAL CO5.2K shares-8.75%2025-09-302025-11-14 XLF SELECT SECTOR SPDR TR4.7K sharesnew addition2025-09-302025-11-14 PAL PROFICIENT AUTO LOGISTICS IN36.8K sharesnew addition2025-09-302025-11-14 IWD ISHARES TR1.2K shares0.00%2025-09-302025-11-14 ARCC ARES CAPITAL CORP12.1K sharesnew addition2025-09-302025-11-14 EVCM EVERCOMMERCE INC21.6K shares-50.07%2025-09-302025-11-14 ARKF ARK ETF TR4.1K sharesnew addition2025-09-302025-11-14 ABT ABBOTT LABS1.7K shares-9.99%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP358 sharesnew addition2025-09-302025-11-14 VOO VANGUARD INDEX FDS346 shares11433.33%2025-09-302025-11-14 AEP AMERICAN ELEC PWR CO INC1.8K sharesnew addition2025-09-302025-11-14 IWM ISHARES TR704 shares0.14%2025-09-302025-11-14 IJT ISHARES TR1.1K shares0.00%2025-09-302025-11-14 GEF GREIF INC2.1K sharesnew addition2025-09-302025-11-14 IJK ISHARES TR1.1K shares0.00%2025-09-302025-11-14 VCR VANGUARD WORLD FD215 shares0.00%2025-09-302025-11-14 IWN ISHARES TR474 shares0.00%2025-09-302025-11-14 ITOT ISHARES TR459 sharesnew addition2025-09-302025-11-14 NGL NGL ENERGY PARTNERS LP10.0K shares0.00%2025-09-302025-11-14 IWS ISHARES TR270 shares0.00%2025-09-302025-11-14 IMCG ISHARES TR370 sharesnew addition2025-09-302025-11-14 VGT VANGUARD WORLD FD30 shares0.00%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR57 sharesnew addition2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR567 shares0.00%2025-09-302025-11-14 IWP ISHARES TR102 shares0.00%2025-09-302025-11-14 VPU VANGUARD WORLD FD56 sharesnew addition2025-09-302025-11-14 EFA ISHARES TR113 shares-57.03%2025-09-302025-11-14 XLRE SELECT SECTOR SPDR TR162 sharesnew addition2025-09-302025-11-14 ARKX ARK ETF TR24 sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available