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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
NVDANvidia Corporation
Recent Activity
Decreased -24.47%
1.95%
$1.727M
14,223 shares@ $121.45 avg price
APLTApplied Therapeutics Inc
Recent Activity
New Position
1.91%
$1.691M
198,987 shares@ $8.51 avg price
EPDEnterprise Prods Partners L
Recent Activity
Decreased -49.93%
1.7%
$1.504M
51,673 shares@ $29.11 avg price
XOMExxon Mobil Corp
Recent Activity
New Position
1.6%
$1.413M
12,058 shares@ $117.23 avg price
SCHMSchwab Strategic Tr
Recent Activity
Decreased -57.56%
1.45%
$1.283M
15,437 shares@ $83.09 avg price
AAPLApple Inc
Recent Activity
Increased 7.4%
1.41%
$1.249M
5,360 shares@ $232.98 avg price
SCHFSchwab Strategic Tr
Recent Activity
New Position
1.38%
$1.217M
29,588 shares@ $41.13 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -23.26%
1.24%
$1.099M
2,553 shares@ $430.29 avg price
IBPInstalled Bldg Prods Inc
Recent Activity
1.22%
$1.077M
4,374 shares@ $246.28 avg price
LINLinde Plc
Recent Activity
Decreased -1.79%
1.1%
$967,549
2,029 shares@ $476.87 avg price