Windsor Advisory Group

Windsor Advisory Group as of June 30, 2025

Portfolio Holdings for Windsor Advisory Group

Windsor Advisory Group holds 54 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Paychex (PAYX) 42.6 $30M 206k 145.46
Ishares Tr Core S&p500 Etf (IVV) 8.9 $6.3M 10k 620.90
Berkshire Hathaway Inc Del Cl A (BRK.A) 6.2 $4.4M 6.00 728800.00
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.3 $3.0M 23k 128.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.1 $2.9M 5.9k 485.78
NVIDIA Corporation (NVDA) 3.0 $2.1M 13k 157.99
JPMorgan Chase & Co. (JPM) 2.4 $1.7M 5.9k 289.90
Enterprise Products Partners (EPD) 2.3 $1.6M 52k 31.01
First Tr Exchange-traded No Amer Energy (EMLP) 1.9 $1.3M 35k 37.51
Kroger (KR) 1.6 $1.1M 16k 71.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $1.1M 1.8k 617.93
Microsoft Corporation (MSFT) 1.5 $1.1M 2.1k 497.39
Linde SHS (LIN) 1.3 $938k 2.0k 469.18
Huntington Bancshares Incorporated (HBAN) 1.3 $926k 55k 16.76
Apple (AAPL) 1.2 $838k 4.1k 205.18
Installed Bldg Prods (IBP) 1.1 $789k 4.4k 180.32
Alps Etf Tr Alerian Energy (ENFR) 1.1 $742k 23k 32.24
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $739k 2.4k 303.97
Vanguard World Energy Etf (VDE) 1.0 $715k 6.0k 119.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $691k 24k 29.21
Select Sector Spdr Tr Energy (XLE) 0.9 $667k 7.9k 84.81
Procter & Gamble Company (PG) 0.8 $542k 3.4k 159.33
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $530k 2.7k 195.01
Cardinal Health (CAH) 0.7 $524k 3.1k 168.00
Evercommerce (EVCM) 0.6 $455k 43k 10.50
United Parcel Service CL B (UPS) 0.6 $450k 4.5k 100.94
Alps Etf Tr Alerian Mlp (AMLP) 0.6 $423k 8.7k 48.86
PNC Financial Services (PNC) 0.5 $373k 2.0k 186.42
First Commonwealth Financial (FCF) 0.5 $339k 21k 16.23
Verizon Communications (VZ) 0.4 $313k 7.2k 43.27
Automatic Data Processing (ADP) 0.4 $308k 998.00 308.43
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $268k 2.1k 128.60
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $266k 2.4k 110.10
Abbott Laboratories (ABT) 0.4 $261k 1.9k 136.01
Abbvie (ABBV) 0.4 $248k 1.3k 185.62
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $241k 1.2k 194.23
Fastenal Company (FAST) 0.3 $240k 5.7k 42.00
Alphabet Cap Stk Cl A (GOOGL) 0.3 $189k 1.1k 176.25
Ishares Tr Russell 2000 Etf (IWM) 0.2 $152k 703.00 215.66
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $147k 1.1k 133.04
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $98k 1.1k 90.98
Vanguard World Consum Dis Etf (VCR) 0.1 $78k 215.00 362.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $75k 474.00 157.76
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $64k 589.00 109.29
Alphabet Cap Stk Cl C (GOOG) 0.1 $43k 242.00 177.08
Ngl Energy Partners Com Unit Repst (NGL) 0.1 $43k 10k 4.27
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $36k 270.00 132.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $36k 575.00 62.02
Ishares Tr Msci Eafe Etf (EFA) 0.0 $24k 263.00 89.29
Vanguard World Inf Tech Etf (VGT) 0.0 $20k 30.00 663.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $15k 567.00 26.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $14k 102.00 138.57
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $5.5k 115.00 48.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $1.7k 3.00 571.33