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| Name: |
Windsor Advisory Group LLC |
| City: |
COLUMBUS |
| State: |
OH |
| Zip: |
43228 |
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data |
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| Holdings
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5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DIS |
Walt Disney Co |
4 |
- |
$100.87 |
$2,930,000 |
23,949 |
8.25% |
734,000 |
-369 |
0.001 |
Entertainment - Diver... |
|
|
XLE |
SPDR Energy Sector |
7 |
- |
$90.49 |
$1,494,000 |
15,824 |
4.21% |
-354,000 |
-6,221 |
0.001 |
Closed - End Fund - E... |
|
|
PG |
Procter & Gamble Co |
17 |
- |
$167.48 |
$622,000 |
3,834 |
1.75% |
54,000 |
-42 |
0 |
Cleaning Products |
|
|
IWP |
iShares Tr Russell MidCap Gr |
45 |
- |
$109.42 |
$12,000 |
101 |
0.03% |
-12,000 |
-132 |
0 |
Closed - End Fund - E... |
|
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SCHE |
Schwab Emerging Markets Equ... |
46 |
- |
$26.26 |
$9,000 |
359 |
0.03% |
0 |
-19 |
0 |
N/A |
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