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
IEFIshares Tr Recent Activity New Position	0.03%	$21,488 219 shares@ $98.12 avg price	New Position
SCHOSchwab Strategic Tr Recent Activity New Position	0.03%	$21,061 430 shares@ $48.98 avg price	New Position
EMBIshares Tr Recent Activity New Position	0.02%	$15,534 166 shares@ $93.58 avg price	New Position
IVVIshares Tr Recent Activity New Position	0.02%	$14,421 25 shares@ $576.84 avg price	New Position
EEMIshares Tr Recent Activity New Position	0.02%	$13,758 300 shares@ $45.86 avg price	New Position
XLPSelect Sector Spdr Tr Recent Activity New Position	0.02%	$12,035 145 shares@ $83.0 avg price	New Position