| |
|
|
| Name: |
Windsor Advisory Group LLC |
| City: |
COLUMBUS |
| State: |
OH |
| Zip: |
43228 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
18 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PAYX |
Paychex Inc |
1 |
- |
$120.16 |
$4,369,000 |
35,576 |
12.31% |
135,000 |
26 |
0.01 |
Staffing & Outsourcin... |
|
|
BRK.B |
Berkshire Hathaway B |
2 |
- |
$414.40 |
$3,310,000 |
7,870 |
9.32% |
771,000 |
750 |
0.001 |
Property & Casualty I... |
|
|
VT |
Vanguard Total World Stock ... |
5 |
- |
$111.44 |
$2,271,000 |
20,548 |
6.4% |
399,000 |
2,352 |
0.012 |
Closed - End Fund - E... |
|
|
HBAN |
Huntington Bancshares Inc |
8 |
- |
$13.92 |
$1,477,000 |
105,898 |
4.16% |
137,000 |
589 |
0.007 |
Domestic Regional Banks |
|
|
NVDA |
NVIDIA Corporation |
9 |
- |
$1,096.33 |
$1,172,000 |
1,297 |
3.3% |
532,000 |
4 |
0 |
Semiconductor - Speci... |
|
|
MSFT |
Microsoft Corp |
10 |
- |
$415.13 |
$1,008,000 |
2,397 |
2.84% |
132,000 |
67 |
0 |
Application Software |
|
|
LIN |
Linde Plc |
11 |
- |
$435.52 |
$935,000 |
2,013 |
2.63% |
114,000 |
13 |
0 |
N/A |
|
|
CSJ |
iShares Barclays 1-3 Year C... |
14 |
- |
$51.14 |
$858,000 |
16,736 |
2.42% |
449,000 |
8,751 |
0.002 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
16 |
- |
$192.25 |
$684,000 |
3,988 |
1.93% |
18,000 |
528 |
0 |
Personal Computers |
|
|
VZ |
Verizon Communications Inc |
18 |
- |
$41.15 |
$526,000 |
12,524 |
1.48% |
74,000 |
524 |
0 |
Telecom Services - Do... |
|
|
TRP |
TC Energy Corp |
20 |
- |
$46.83 |
$516,000 |
12,831 |
1.45% |
27,000 |
316 |
0.001 |
Foreign Utilities |
|
|
VTI |
Vanguard Total Stock Market... |
21 |
- |
$260.44 |
$475,000 |
1,828 |
1.34% |
47,000 |
25 |
0 |
Closed - End Fund - E... |
|
|
CAH |
Cardinal Health Inc |
24 |
- |
$99.27 |
$357,000 |
3,190 |
1.01% |
42,000 |
67 |
0.001 |
Drugs Wholesale |
|
|
SPY |
Standard & Poors Depository... |
25 |
- |
$527.37 |
$345,000 |
659 |
0.97% |
107,000 |
159 |
0 |
Closed - End Fund - E... |
|
|
PNC |
PNC Financial Services Grou... |
26 |
- |
$157.39 |
$333,000 |
2,060 |
0.94% |
23,000 |
60 |
0 |
Domestic Money Center... |
|
|
ABBV |
Abbvie Inc. |
27 |
- |
$161.24 |
$322,000 |
1,766 |
0.91% |
57,000 |
53 |
0 |
Drug Manufacturers - ... |
|
|
ABT |
Abbott Laboratories |
31 |
- |
$102.19 |
$258,000 |
2,269 |
0.73% |
27,000 |
173 |
0 |
Drug Manufacturers - ... |
|
|
EFA |
iShares TR MSCI EAFE Indx FD |
37 |
- |
$81.18 |
$114,000 |
1,430 |
0.32% |
21,000 |
190 |
0 |
Closed - End Fund - E... |
|
