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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
VVisa Inc
Recent Activity
New Position
0.8%
$704,147
2,561 shares@ $274.96 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.57%
$499,220
3,010 shares@ $165.86 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
New Position
0.53%
$464,949
15,874 shares@ $29.29 avg price
MUIBlackrock Municipal Income
Recent Activity
New Position
0.46%
$407,152
32,365 shares@ $12.59 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
0.4%
$345,801
709 shares@ $487.74 avg price
JNJJohnson & Johnson
Recent Activity
New Position
0.37%
$319,420
1,971 shares@ $162.06 avg price
KKRKkr & Co Inc
Recent Activity
New Position
0.3%
$261,160
2,000 shares@ $130.58 avg price
ITAIshares Tr
Recent Activity
New Position
0.3%
$260,374
1,740 shares@ $149.65 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.29%
$250,107
1,396 shares@ $179.16 avg price
NEENextera Energy Inc
Recent Activity
New Position
0.28%
$245,475
2,904 shares@ $84.53 avg price