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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
KRKroger Co
Recent Activity
1.04%
$917,168
16,006 shares@ $57.31 avg price
PGProcter And Gamble Co
Recent Activity
Increased 27.72%
1.03%
$912,158
5,267 shares@ $173.19 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 80.68%
0.94%
$826,358
1,440 shares@ $573.86 avg price
EMLPFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.91%
$803,678
23,919 shares@ $33.6 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -14.52%
0.86%
$761,035
7,305 shares@ $104.19 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -18.54%
0.86%
$758,153
8,635 shares@ $87.8 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
VVisa Inc
Recent Activity
New Position
0.8%
$704,147
2,561 shares@ $274.96 avg price