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
PEPPepsico Inc Recent Activity New Position	0.28%	$244,022 1,435 shares@ $170.06 avg price	New Position
HDHome Depot Inc Recent Activity New Position	0.28%	$243,120 600 shares@ $405.2 avg price	New Position
ARCCAres Capital Corp Recent Activity New Position	0.27%	$238,758 11,402 shares@ $20.95 avg price	New Position
FASTFastenal Co Recent Activity New Position	0.24%	$204,404 2,862 shares@ $71.42 avg price	New Position
TLTIshares Tr Recent Activity New Position	0.15%	$129,590 1,321 shares@ $98.1 avg price	New Position
VWOVanguard Intl Equity Index F Recent Activity New Position	0.08%	$64,358 1,345 shares@ $47.85 avg price	New Position
XLKSelect Sector Spdr Tr Recent Activity New Position	0.06%	$45,152 200 shares@ $225.76 avg price	New Position
IWRIshares Tr Recent Activity New Position	0.05%	$41,602 472 shares@ $88.14 avg price	New Position
GOOGAlphabet Inc Recent Activity New Position	0.05%	$40,253 241 shares@ $167.03 avg price	New Position
ACWIIshares Tr Recent Activity New Position	0.03%	$21,508 180 shares@ $119.49 avg price	New Position