Stephanie Weir

@Windsor Advisory Group, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$88.603M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VGTVanguard World Fd Recent Activity Exited	0%	$219,104 380 shares@ $576.59 avg price	Exited
VCRVanguard World Fd Recent Activity Exited	0%	$67,151 215 shares@ $312.34 avg price	Exited
SOXXIshares Tr Recent Activity Exited	0%	$59,931 243 shares@ $246.63 avg price	Exited
OGIGAlps Etf Tr Recent Activity Exited	0%	$39,388 1,000 shares@ $39.39 avg price	Exited
OUSAAlps Etf Tr Recent Activity Exited	0%	$30,318 611 shares@ $49.63 avg price	Exited
TIPIshares Tr Recent Activity Exited	0%	$17,405 163 shares@ $106.78 avg price	Exited