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Stephanie Weir

@Windsor Advisory Group, Llc

Latest period2024 - Q3ReportedManaged Assets$88.603MTotal holdings80
Assets growth rate77.66%Assets growth rate (2-Q avg)59.08%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Windsor Advisory Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Windsor Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 88.603M in assets, with a quarterly growth rate of 77.66% and a 2-quarter average growth rate of 59.08%. The portfolio is managed by Stephanie Weir, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PCVXVaxcyte Inc
Recent Activity
New Position
2.94%
$2.599M
22,744 shares@ $114.28 avg price
SCHXSchwab Strategic Tr
Recent Activity
New Position
2.56%
$2.266M
33,403 shares@ $67.86 avg price
JPMJpmorgan Chase & Co.
Recent Activity
New Position
1.96%
$1.735M
8,227 shares@ $210.87 avg price
APLTApplied Therapeutics Inc
Recent Activity
New Position
1.91%
$1.691M
198,987 shares@ $8.51 avg price
XOMExxon Mobil Corp
Recent Activity
New Position
1.6%
$1.413M
12,058 shares@ $117.23 avg price
SCHFSchwab Strategic Tr
Recent Activity
New Position
1.38%
$1.217M
29,588 shares@ $41.13 avg price
EMLPFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.91%
$803,678
23,919 shares@ $33.6 avg price
IJHIshares Tr
Recent Activity
New Position
0.84%
$740,050
11,875 shares@ $62.32 avg price
IJRIshares Tr
Recent Activity
New Position
0.81%
$713,807
6,103 shares@ $116.97 avg price
EVCMEvercommerce Inc
Recent Activity
New Position
0.8%
$708,013
68,341 shares@ $10.37 avg price