Windsor Advisory Group

Windsor Advisory Group as of March 31, 2025

Portfolio Holdings for Windsor Advisory Group

Windsor Advisory Group holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Paychex (PAYX) 41.1 $32M 206k 154.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.1 $7.8M 68k 115.95
Ishares Tr Core S&p500 Etf (IVV) 7.1 $5.5M 9.8k 561.90
Berkshire Hathaway Inc Del Cl A (BRK.A) 6.2 $4.8M 6.00 798441.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.8 $2.9M 5.5k 532.59
Huntington Bancshares Incorporated (HBAN) 2.3 $1.8M 121k 15.01
JPMorgan Chase & Co. (JPM) 2.3 $1.8M 7.3k 245.31
Enterprise Products Partners (EPD) 2.3 $1.8M 52k 34.14
First Tr Exchange-traded No Amer Energy (EMLP) 2.1 $1.6M 44k 37.49
NVIDIA Corporation (NVDA) 1.9 $1.4M 13k 108.38
Kroger (KR) 1.4 $1.1M 16k 67.69
Linde SHS (LIN) 1.2 $931k 2.0k 465.64
Apple (AAPL) 1.1 $872k 3.9k 222.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $863k 1.5k 559.39
Vanguard World Energy Etf (VDE) 1.0 $778k 6.0k 129.71
Microsoft Corporation (MSFT) 1.0 $762k 2.0k 375.38
Alps Etf Tr Alerian Energy (ENFR) 1.0 $754k 23k 32.77
Installed Bldg Prods (IBP) 1.0 $750k 4.4k 171.46
Select Sector Spdr Tr Energy (XLE) 0.9 $735k 7.9k 93.45
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $732k 29k 25.04
Evercommerce (EVCM) 0.9 $689k 68k 10.08
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $667k 2.4k 274.88
Procter & Gamble Company (PG) 0.7 $575k 3.4k 170.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $507k 2.7k 186.29
Alps Etf Tr Alerian Mlp (AMLP) 0.6 $449k 8.7k 51.94
CF Bankshares (CFBK) 0.6 $438k 20k 22.04
Cardinal Health (CAH) 0.6 $430k 3.1k 137.77
PNC Financial Services (PNC) 0.5 $352k 2.0k 175.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $333k 647.00 513.92
First Commonwealth Financial (FCF) 0.4 $325k 21k 15.54
Verizon Communications (VZ) 0.4 $318k 7.0k 45.36
Abbvie (ABBV) 0.4 $280k 1.3k 209.52
Automatic Data Processing (ADP) 0.4 $276k 904.00 305.57
Ishares Tr Russell 2000 Etf (IWM) 0.4 $276k 1.4k 199.42
Abbott Laboratories (ABT) 0.3 $255k 1.9k 132.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $233k 1.2k 188.16
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $225k 2.4k 92.83
Fastenal Company (FAST) 0.3 $222k 2.9k 77.55
Alphabet Cap Stk Cl A (GOOGL) 0.2 $148k 956.00 154.64
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $137k 1.1k 124.50
Ishares Tr Msci Eafe Etf (EFA) 0.1 $102k 1.2k 81.72
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $90k 1.1k 83.28
Alphabet Cap Stk Cl C (GOOG) 0.1 $74k 473.00 156.33
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $72k 474.00 150.98
Vanguard World Consum Dis Etf (VCR) 0.1 $70k 215.00 325.51
Ishares Tr Select Divid Etf (DVY) 0.1 $57k 422.00 134.29
Ngl Energy Partners Com Unit Repst (NGL) 0.1 $45k 10k 4.54
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $44k 425.00 104.57
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $44k 180.00 244.64
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $34k 270.00 125.97
Vanguard World Inf Tech Etf (VGT) 0.0 $16k 30.00 542.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $16k 567.00 27.96
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $12k 102.00 117.27